Position in SOFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$951,527
+$371,431 QoQ
Shares Held
53,069
+45.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#357
of 918 holders
Holding Since
Jun 2025
5 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, 2026Vise Technologies, Inc. holds $74,477,906 across 14 Credit Services names. SOFI ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
119,693 | $41,065,471 | |
| 2 | MA |
Mastercard Inc
|
40,445 | $20,772,552 | |
| 3 | COF |
Capital One Financial Corp
|
21,722 | $4,357,867 | |
| 4 | SYF |
Synchrony Financial
|
25,674 | $1,952,507 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
5,093 | $1,101,717 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
25,042 | $1,081,313 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
12,319 | $1,004,614 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
53,069 | $951,527 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $951,527 | 53,069 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $580,096 | 36,530 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $956,355 | 36,530 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $468,902 | 17,748 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $710,754 | 39,031 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||