Position in SOFI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$168,899
-$477,825 QoQ
Shares Held
10,636
-56.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Mar 31, 2025CallValue
$5,815
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Traynor Capital Management, Inc. holds $19,307,120 across 4 Credit Services names.
All Filings in SOFI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,899 | 10,636 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $646,724 | 24,703 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $624,304 | 23,630 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $325,704 | 17,886 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,815 | 500 | Call | Sole | 2025-05-12 | |
| 2025-03-31 | $223,935 | 19,255 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,700 | 500 | Call | Sole | 2025-01-17 | |
| 2024-12-31 | $450,326 | 29,242 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $240,421 | 30,588 | Shares | Sole | 2024-10-25 | |
| 2024-09-30 | $11,790 | 1,500 | Call | Sole | 2024-10-25 | |
| 2024-06-30 | $9,915 | 1,500 | Call | Sole | 2024-07-24 | |
| 2024-06-30 | $172,527 | 26,101 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,650 | 500 | Call | Sole | 2024-04-12 | |
| 2024-03-31 | $135,137 | 18,512 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $5,970 | 600 | Call | Sole | 2024-01-18 | |
| 2023-12-31 | $195,617 | 19,660 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $138,674 | 17,356 | Shares | Sole | 2023-10-16 | |
| 2023-09-30 | $4,794 | 600 | Call | Sole | 2023-10-16 | |
| 2023-06-30 | $112,706 | 13,514 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $87,110 | 14,351 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $71,229 | 15,451 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $74,302 | 15,226 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $82,712 | 15,695 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $188,976 | 11,953 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||