Position in SOFI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,563,442
+$258,869 QoQ
Shares Held
87,197
+6.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#297
of 912 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026CallValue
$708,235
CallShares
39,500
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, 2026HUB Investment Partners, LLC holds $54,005,504 across 13 Credit Services names. SOFI ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
73,903 | $25,355,380 | |
| 2 | MA |
Mastercard Inc
|
30,894 | $15,867,158 | |
| 3 | NNI |
Nelnet Inc
|
20,836 | $2,778,063 | |
| 4 | AXP |
American Express Co
|
7,739 | $2,617,716 | |
| 5 | COF |
Capital One Financial Corp
|
11,240 | $2,254,968 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
87,197 | $1,563,442 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
21,654 | $935,019 | |
| 8 | SYF |
Synchrony Financial
|
10,169 | $773,352 |
All Filings in SOFI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,235 | 39,500 | Call | Sole | 2026-07-31 | |
| 2026-06-30 | $1,563,442 | 87,197 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $398,588 | 25,100 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $1,304,573 | 82,152 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,670,702 | 63,816 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,699,598 | 64,330 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,467,452 | 80,585 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $359,518 | 30,913 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $458,535 | 29,775 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $244,516 | 31,109 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $183,705 | 27,792 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $224,781 | 30,792 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||