Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,278,372
-$12,902,521 QoQ
Shares Held
573,250
-60.7% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#102
of 913 holders
Holding Since
Sep 2024
8 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, 2026FORA Capital, LLC holds $17,184,609 across 8 Credit Services names. SOFI ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
573,250 | $10,278,372 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
56,644 | $2,445,887 | |
| 3 | SEZL |
Sezzle Inc.
|
14,074 | $2,415,520 | |
| 4 | AXP |
American Express Co
|
1,488 | $503,316 | |
| 5 | CACC |
Credit Acceptance Corp
|
741 | $471,824 | |
| 6 | ENVA |
Enova International, Inc.
|
1,853 | $446,072 | |
| 7 | COF |
Capital One Financial Corp
|
2,099 | $421,101 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
5,716 | $202,517 |
All Filings in SOFI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,278,372 | 573,250 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $23,180,893 | 1,459,754 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,880,819 | 530,207 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,213,505 | 273,032 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $348,921 | 19,161 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,908,265 | 937,942 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,276,081 | 667,278 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,225,837 | 155,959 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||