Position in SOFI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$599,517
-$243,960 QoQ
Shares Held
37,753
-47.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
2 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, 2026Portman Square Capital LLP holds $674,445 across 1 Credit Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPST |
Upstart Holdings, Inc.
|
19,036 | $674,445 |
All Filings in SOFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $599,517 | 37,753 | Shares | Sole | 2026-04-27 | |
| 2025-03-31 | $843,477 | 72,526 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||