Rockefeller Capital Management L.P.
Position in SOFI — SoFi Technologies, Inc.
CIK 1739439
NEW YORK, NY
Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,671,313
-$1,376,400 QoQ
Shares Held
929,800
-18.2% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#77
of 913 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $839,950,942 across 28 Credit Services names. SOFI ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,393,950 | $478,250,303 | |
| 2 | AXP |
American Express Co
|
344,664 | $116,582,595 | |
| 3 | MA |
Mastercard Inc
|
188,455 | $96,790,485 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
1,011,123 | $43,660,288 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
155,557 | $33,650,089 | |
| 6 | COF |
Capital One Financial Corp
|
117,796 | $23,632,231 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
929,800 | $16,671,313 | |
| 8 | SLM |
SLM Corp
|
552,277 | $14,326,064 |
All Filings in SOFI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,671,313 | 929,800 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $18,047,713 | 1,136,506 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $26,604,089 | 1,016,199 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $26,124,597 | 988,819 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $18,940,275 | 1,040,103 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $19,147,829 | 1,646,417 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,847,330 | 574,502 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,364,830 | 2,209,266 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $12,111,945 | 1,832,367 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $7,269,880 | 995,874 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $986,681 | 99,164 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,951,323 | 619,690 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $388,335 | 46,563 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $207,648 | 34,209 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $205,467 | 44,570 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $254,145 | 52,079 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $359,719 | 68,258 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $528,689 | 55,946 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $728,003 | 46,047 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $385,090 | 24,250 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $292,342 | 15,250 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 IPOE | — | 17,218 | Shares | Defined | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||