Position in SOFI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,080,152
-$772,472 QoQ
Shares Held
130,992
+20.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
5 quarters on record
Voting authority
Sole 81.59200561866373.ToString("F0")%
Shared 0.ToString("F0")%
None 18.407994381336266.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Lido Advisors, LLC holds $172,303,511 across 11 Credit Services names. SOFI ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
251,792 | $76,101,612 | |
| 2 | MA |
Mastercard Inc
|
101,679 | $50,804,928 | |
| 3 | AXP |
American Express Co
|
77,246 | $23,365,369 | |
| 4 | COF |
Capital One Financial Corp
|
47,377 | $8,642,985 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
101,679 | $5,438,809 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
79,376 | $3,590,175 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
130,992 | $2,080,152 | |
| 8 | CACC |
Credit Acceptance Corp
|
2,468 | $1,045,099 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,080,152 | 130,992 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,852,624 | 108,962 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,869,185 | 108,599 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $202,585 | 11,125 | Shares | Defined | 2025-08-13 | |
| 2022-09-30 | $58,926 | 12,075 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||