Pegasus Asset Management, Inc.

Position in SOFI — SoFi Technologies, Inc.

CIK 1729049 MORRISTOWN, NJ

Position in SOFI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,111,044

+$732,003 QoQ

Shares Held

229,283

+7.8% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#190

of 913 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Pegasus Asset Management, Inc. holds $4,458,251 across 2 Credit Services names. SOFI ranks #1 (92.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SOFI	SoFi Technologies, Inc. This page	229,283	$4,111,044
2	V	Visa Inc.	1,012	$347,207

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,111,044	229,283	+7.8%	Shares	Sole	2026-08-06
2026-03-31	$3,379,041	212,786	+59.2%	Shares	Sole	2026-04-21
2025-12-31	$3,499,192	133,659	+2.5%	Shares	Sole	2026-02-02
2025-09-30	$3,444,507	130,375	+0.7%	Shares	Sole	2025-11-03
2025-06-30	$2,357,302	129,451	+4.5%	Shares	Sole	2025-07-25
2025-03-31	$1,440,805	123,887	+8.3%	Shares	Sole	2025-04-21
2024-12-31	$1,761,575	114,388	+1.3%	Shares	Sole	2025-02-03
2024-09-30	$887,794	112,951	+1.4%	Shares	Sole	2024-10-21
2024-06-30	$735,983	111,344	+9.2%	Shares	Sole	2024-07-25
2024-03-31	$744,490	101,985	+3.7%	Shares	Sole	2024-05-02
2023-12-31	$978,373	98,329	-9.9%	Shares	Sole	2024-02-09
2023-09-30	$872,052	109,143	+3.9%	Shares	Sole	2023-11-02
2023-06-30	$876,358	105,079	+0.5%	Shares	Sole	2023-08-01
2023-03-31	$634,667	104,558	+1.1%	Shares	Sole	2023-04-24
2022-12-31	$476,895	103,448	+0.5%	Shares	Sole	2023-01-26
2022-09-30	$502,366	102,944	-0.7%	Shares	Sole	2022-11-08
2022-06-30	$546,103	103,625	-3.3%	Shares	Sole	2022-08-01
2022-03-31	$1,012,869	107,182	+3.4%	Shares	Sole	2022-04-20
2021-12-31	$1,638,564	103,641	—	Shares	Sole	2022-01-18
No filing history on record for this holder in this stock.