Position in SOFI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,265,563
+$2,045,861 QoQ
Shares Held
126,356
+1405.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#246
of 913 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Jun 30, 2026CallValue
$12,551
CallShares
700
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 Jun 30, 2026Venture Visionary Partners LLC holds $83,092,992 across 9 Credit Services names. SOFI ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
110,706 | $37,982,121 | |
| 2 | MA |
Mastercard Inc
|
32,625 | $16,756,200 | |
| 3 | AXP |
American Express Co
|
37,945 | $12,834,896 | |
| 4 | COF |
Capital One Financial Corp
|
57,564 | $11,548,489 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
126,356 | $2,265,563 | |
| 6 | SYF |
Synchrony Financial
|
12,011 | $913,436 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
6,872 | $296,732 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
7,205 | $255,273 |
All Filings in SOFI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,265,563 | 126,356 | Shares | Sole | 2026-07-27 | |
| 2026-06-30 | $12,551 | 700 | Call | Sole | 2026-07-27 | |
| 2025-12-31 | $219,702 | 8,392 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $276,775 | 10,476 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $407,580 | 55,833 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $36,500 | 5,000 | Call | Sole | 2024-05-13 | |
| 2023-12-31 | $49,750 | 5,000 | Call | Sole | 2024-02-15 | |
| 2023-12-31 | $397,323 | 39,932 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $183,770 | 23,000 | Call | Sole | 2023-10-13 | |
| 2023-09-30 | $1,495,863 | 187,217 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,587,177 | 190,309 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,249,290 | 205,814 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $704,172 | 152,749 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $21,607 | 4,100 | Shares | Sole | 2022-07-26 | |
| 2021-12-31 | $965,548 | 61,072 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $659,925 | 41,557 | Shares | Sole | 2021-10-20 | |
| No filing history on record for this holder in this stock. | ||||||