PANORAMIC INVESTMENT ADVISORS, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1967332
DENVER, CO
Position in SOFI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$165,946
-$107,635 QoQ
Shares Held
10,450
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
All Filings in SOFI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,946 | 10,450 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $273,581 | 10,450 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $276,089 | 10,450 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $193,936 | 10,650 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $123,859 | 10,650 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $164,010 | 10,650 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $83,709 | 10,650 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $167,900 | 23,000 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $228,850 | 23,000 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $123,845 | 15,500 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||