Position in SOFI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,837,838
+$986,837 QoQ
Shares Held
381,363
+3.5% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
#146
of 914 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Carroll Investors, Inc holds $6,837,838 across 1 Credit Services name. SOFI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
381,363 | $6,837,838 |
All Filings in SOFI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,837,838 | 381,363 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,851,001 | 368,451 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,558,171 | 212,306 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,766,373 | 256,108 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||