Interchange Capital Partners, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1845998 PITTSBURGH, PA

Position in SOFI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$321,162

+$110,595 QoQ

Shares Held

17,912

+124.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#521

of 913 holders

Holding Since

Mar 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Interchange Capital Partners, LLC holds $8,011,828 across 6 Credit Services names. SOFI ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,230	$2,823,630
2	MA	Mastercard Inc	4,439	$2,279,870
3	AXP	American Express Co	5,662	$1,915,171
4	SYF	Synchrony Financial	4,932	$375,078
5	SOFI	SoFi Technologies, Inc. This page	17,912	$321,162
6	COF	Capital One Financial Corp	1,480	$296,917

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,162	17,912	+124.7%	Shares	Sole	2026-07-20
2025-09-30	$210,567	7,970	-34.9%	Shares	Sole	2025-11-12
2024-12-31	$188,588	12,246	-11.8%	Shares	Sole	2025-02-11
2024-09-30	$109,112	13,882	-38.0%	Shares	Sole	2024-10-28
2024-06-30	$148,037	22,396	+5.9%	Shares	Sole	2024-07-31
2024-03-31	$154,329	21,141	—	Shares	Sole	2024-05-08
No filing history on record for this holder in this stock.