OneDigital Investment Advisors LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in SOFI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$466,448
+$73,006 QoQ
Shares Held
26,015
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#458
of 913 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Jun 30, 2026CallValue
$5,379
CallShares
300
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, 2026OneDigital Investment Advisors LLC holds $34,985,316 across 9 Credit Services names. SOFI ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
39,850 | $13,672,136 | |
| 2 | MA |
Mastercard Inc
|
14,361 | $7,375,809 | |
| 3 | AXP |
American Express Co
|
19,365 | $6,550,211 | |
| 4 | ALLY |
Ally Financial Inc.
|
100,631 | $4,623,994 | |
| 5 | COF |
Capital One Financial Corp
|
6,684 | $1,340,944 | |
| 6 | SYF |
Synchrony Financial
|
6,168 | $469,076 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
26,015 | $466,448 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
5,785 | $249,796 |
All Filings in SOFI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,379 | 300 | Call | Sole | 2026-08-07 | |
| 2026-06-30 | $466,448 | 26,015 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,764 | 300 | Call | Sole | 2026-05-08 | |
| 2026-03-31 | $393,442 | 24,776 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,110,738 | 42,427 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,150,749 | 43,556 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $590,222 | 32,412 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $348,562 | 29,971 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $380,056 | 24,679 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $192,554 | 24,498 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $124,585 | 18,848 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $127,005 | 17,398 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $183,219 | 18,414 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $318,672 | 39,884 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $334,783 | 40,142 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $239,837 | 39,512 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $190,834 | 41,396 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $220,917 | 45,270 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $209,033 | 39,665 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $345,718 | 36,584 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $516,148 | 32,647 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $486,769 | 30,653 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $271,255 | 14,150 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 IPOE | — | 12,150 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||