Beacon Pointe Advisors, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in SOFI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$808,307
+$128,753 QoQ
Shares Held
50,901
+96.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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 Mar 31, 2024CallValue
$292,000
CallShares
40,000
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 Mar 31, 2026Beacon Pointe Advisors, LLC holds $192,783,879 across 12 Credit Services names. SOFI ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
315,826 | $95,455,250 | |
| 2 | MA |
Mastercard Inc
|
74,852 | $37,400,550 | |
| 3 | AXP |
American Express Co
|
90,989 | $27,522,352 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
322,105 | $14,568,809 | |
| 5 | COF |
Capital One Financial Corp
|
73,038 | $13,324,322 | |
| 6 | WU |
Western Union CO
|
127,765 | $1,115,388 | |
| 7 | GDOT |
Green Dot Corp
|
87,663 | $983,578 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
50,901 | $808,307 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $808,307 | 50,901 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $679,554 | 25,957 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $584,357 | 22,118 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,963,511 | 107,826 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,532,008 | 131,729 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,677,659 | 173,874 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,156,520 | 147,140 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,167,722 | 176,660 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,285,632 | 176,114 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $292,000 | 40,000 | Call | Sole | 2024-05-14 | |
| 2023-12-31 | $398,000 | 40,000 | Call | Sole | 2024-02-08 | |
| 2023-12-31 | $1,036,023 | 104,123 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $319,600 | 40,000 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $587,081 | 73,477 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $503,569 | 60,380 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $333,600 | 40,000 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $137,546 | 22,660 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $278,047 | 60,314 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $105,378 | 21,594 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $111,681 | 21,192 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $185,059 | 19,583 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||