YOUSIF CAPITAL MANAGEMENT, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1858789 BLOOMFIELD HILLS, MI

Position in SOFI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$300,972

+$45,384 QoQ

Shares Held

16,786

+4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#535

of 913 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

YOUSIF CAPITAL MANAGEMENT, LLC holds $152,833,265 across 20 Credit Services names. SOFI ranks #18 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	167,487	$57,463,114
2	MA	Mastercard Inc	80,030	$41,103,408
3	AXP	American Express Co	55,556	$18,791,817
4	COF	Capital One Financial Corp	68,575	$13,757,516
5	PYPL	PayPal Holdings, Inc.	101,590	$4,386,656
6	ALLY	Ally Financial Inc.	84,682	$3,891,137
7	SYF	Synchrony Financial	40,841	$3,105,958
8	ENVA	Enova International, Inc.	6,716	$1,616,742

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,972	16,786	+4.3%	Shares	Sole	2026-07-16
2026-03-31	$255,588	16,095	+2.5%	Shares	Sole	2026-04-24
2025-12-31	$411,287	15,710	+21.4%	Shares	Sole	2026-01-21
2025-09-30	$341,795	12,937	+11.4%	Shares	Sole	2025-10-14
2025-06-30	$211,490	11,614	-11.5%	Shares	Sole	2025-07-25
2025-03-31	$152,690	13,129	+5.6%	Shares	Sole	2025-04-14
2024-12-31	$191,514	12,436	+13.7%	Shares	Sole	2025-01-27
2024-09-30	$85,988	10,940	+1.8%	Shares	Sole	2024-10-30
2024-06-30	$71,057	10,750	+7.2%	Shares	Sole	2024-07-31
2024-03-31	$73,219	10,030	—	Shares	Sole	2024-04-26
No filing history on record for this holder in this stock.