Position in SOFI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$196,165
-$189,544 QoQ
Shares Held
12,353
-16.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Root Financial Partners, LLC holds $4,329,400 across 36 Credit Services names. SOFI ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
2,284 | $1,141,223 | |
| 2 | V |
Visa Inc.
|
3,631 | $1,097,433 | |
| 3 | AXP |
American Express Co
|
2,465 | $745,613 | |
| 4 | COF |
Capital One Financial Corp
|
2,094 | $382,008 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
12,353 | $196,165 | |
| 6 | SYF |
Synchrony Financial
|
2,713 | $184,538 | |
| 7 | ALLY |
Ally Financial Inc.
|
3,313 | $129,968 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
2,209 | $99,913 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,165 | 12,353 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $385,709 | 14,733 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $99,550 | 3,768 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||