Position in SOFI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$161,594
-$98,765 QoQ
Shares Held
10,176
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $161,594 | 10,176 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $260,359 | 9,945 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $343,856 | 13,015 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $236,128 | 12,967 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $152,189 | 13,086 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $202,740 | 13,165 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $99,208 | 12,622 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||