Perennial Investment Advisors, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1801523
Los Angeles, CA
Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,922,598
+$243,463 QoQ
Shares Held
107,228
+1.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#265
of 912 holders
Holding Since
Jun 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, 2026CallValue
$47,640
CallShares
3,000
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 Jun 30, 2026Perennial Investment Advisors, LLC holds $7,699,247 across 6 Credit Services names. SOFI ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
8,558 | $2,936,164 | |
| 2 | SOFI |
SoFi Technologies, Inc.
This page
|
107,228 | $1,922,598 | |
| 3 | MA |
Mastercard Inc
|
2,634 | $1,352,822 | |
| 4 | AXP |
American Express Co
|
2,484 | $840,213 | |
| 5 | COF |
Capital One Financial Corp
|
1,709 | $342,859 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
7,054 | $304,591 |
All Filings in SOFI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,922,598 | 107,228 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $47,640 | 3,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $1,679,135 | 105,739 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,944 | 800 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $2,567,053 | 98,054 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,945,354 | 111,482 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,030,870 | 111,525 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $91,050 | 5,000 | Call | Sole | 2025-08-11 | |
| 2025-03-31 | $23,260 | 2,000 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $1,171,338 | 100,717 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,570,907 | 102,007 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $730,225 | 92,904 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $594,410 | 89,926 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $599,038 | 82,060 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $768,717 | 77,258 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $632,368 | 79,145 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $642,763 | 77,070 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $536,163 | 88,330 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $18,210 | 3,000 | Call | Sole | 2023-05-12 | |
| 2022-12-31 | $158,335 | 34,346 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $132,594 | 27,171 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $136,050 | 25,816 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||