Position in SOFI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,127,388
+$1,219,432 QoQ
Shares Held
285,967
+16.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#170
of 913 holders
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026IFM Investors Pty Ltd holds $323,407,415 across 8 Credit Services names. SOFI ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
386,751 | $132,690,400 | |
| 2 | MA |
Mastercard Inc
|
186,658 | $95,867,548 | |
| 3 | AXP |
American Express Co
|
121,749 | $41,181,599 | |
| 4 | COF |
Capital One Financial Corp
|
140,716 | $28,230,443 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
184,135 | $7,950,949 | |
| 6 | SYF |
Synchrony Financial
|
94,475 | $7,184,823 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
63,449 | $5,174,265 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
285,967 | $5,127,388 |
All Filings in SOFI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,127,388 | 285,967 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,907,956 | 246,093 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,812,981 | 222,039 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,542,651 | 209,790 | Shares | Sole | 2025-10-15 | |
| 2022-03-31 | $735,172 | 77,796 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $936,631 | 59,243 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||