Gladstone Institutional Advisory LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1766530
Bedminster, NJ
Position in SOFI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$465,409
+$134,724 QoQ
Shares Held
25,957
+24.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#459
of 913 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $23,605,136 across 9 Credit Services names. SOFI ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
22,149 | $7,599,100 | |
| 2 | AXP |
American Express Co
|
20,596 | $6,966,597 | |
| 3 | MA |
Mastercard Inc
|
9,662 | $4,962,403 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
13,659 | $1,113,891 | |
| 5 | COF |
Capital One Financial Corp
|
4,973 | $997,683 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
16,947 | $731,771 | |
| 7 | SYF |
Synchrony Financial
|
6,981 | $530,905 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
25,957 | $465,409 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,409 | 25,957 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $330,685 | 20,824 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $431,970 | 16,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $441,346 | 16,705 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $437,986 | 24,052 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $442,370 | 38,037 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $590,235 | 38,327 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $472,464 | 60,110 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $152,096 | 23,010 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $263,603 | 36,110 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $375,115 | 37,700 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $387,914 | 48,550 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $351,114 | 42,100 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $248,870 | 41,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $70,062 | 15,198 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $76,049 | 15,584 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $106,680 | 20,243 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $255,367 | 27,023 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $432,182 | 27,336 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $503,570 | 31,711 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||