NorthCoast Asset Management LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1665198 STAMFORD, CT

Position in SOFI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,252,814

+$289,332 QoQ

Shares Held

125,645

+1.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#247

of 913 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NorthCoast Asset Management LLC holds $31,442,327 across 5 Credit Services names. SOFI ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	29,822	$15,316,579
2	V	Visa Inc.	21,134	$7,250,864
3	AXP	American Express Co	16,275	$5,505,018
4	SOFI	SoFi Technologies, Inc. This page	125,645	$2,252,814
5	COF	Capital One Financial Corp	5,568	$1,117,052

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,252,814	125,645	+1.6%	Shares	Sole	2026-08-12
2026-03-31	$1,963,482	123,645	+0.4%	Shares	Sole	2026-05-13
2025-12-31	$3,223,936	123,145	+158.7%	Shares	Sole	2026-02-20
2025-09-30	$1,257,644	47,602	-24.3%	Shares	Sole	2025-11-10
2025-06-30	$1,144,607	62,856	+36.5%	Shares	Sole	2025-08-14
2025-03-31	$535,549	46,049	+71.7%	Shares	Sole	2025-05-19
2024-12-31	$412,920	26,813	-44.9%	Shares	Sole	2025-08-25
2024-09-30	$20,013	48,681	—	Shares	Sole	2024-11-15
No filing history on record for this holder in this stock.