Position in SOFI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$96,822
+$19,010 QoQ
Shares Held
5,400
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#675
of 913 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Orion Capital Management LLC holds $3,071,792 across 8 Credit Services names. SOFI ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,238 | $1,110,925 | |
| 2 | COF |
Capital One Financial Corp
|
5,185 | $1,040,214 | |
| 3 | SYF |
Synchrony Financial
|
3,780 | $287,469 | |
| 4 | AXP |
American Express Co
|
840 | $284,130 | |
| 5 | MA |
Mastercard Inc
|
246 | $126,345 | |
| 6 | SOFI |
SoFi Technologies, Inc.
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|
5,400 | $96,822 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
2,700 | $95,661 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
700 | $30,226 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,822 | 5,400 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $77,812 | 4,900 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $120,428 | 4,600 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $89,828 | 3,400 | Shares | Sole | 2025-10-31 | |
| 2024-03-31 | $36,500 | 5,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $49,750 | 5,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $23,970 | 3,000 | Shares | Sole | 2023-11-16 | |
| 2023-03-31 | $30,350 | 5,000 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $23,050 | 5,000 | Shares | Sole | 2023-01-23 | |
| No filing history on record for this holder in this stock. | ||||||