Compound Planning, Inc.

Position in SOFI — SoFi Technologies, Inc.

CIK 1978879 NEW YORK, NY

Position in SOFI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$694,428

+$81,509 QoQ

Shares Held

38,730

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#397

of 913 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $27,802,848 across 10 Credit Services names. SOFI ranks #7 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	25,346	$8,695,958
2	MA	Mastercard Inc	13,485	$6,925,895
3	AXP	American Express Co	11,276	$3,814,107
4	AFRM	Affirm Holdings, Inc.	41,855	$3,413,275
5	COF	Capital One Financial Corp	12,296	$2,466,822
6	SYF	Synchrony Financial	10,808	$821,947
7	SOFI	SoFi Technologies, Inc. This page	38,730	$694,428
8	PYPL	PayPal Holdings, Inc.	10,608	$458,053

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$694,428	38,730	+0.3%	Shares	Other	2026-08-04
2026-03-31	$612,919	38,597	+18.8%	Shares	Sole	2026-05-14
2025-12-31	$850,325	32,480	+3.5%	Shares	Defined	2026-02-19
2025-09-30	$829,270	31,388	+13.9%	Shares	Sole	2025-11-10
2025-06-30	$501,721	27,552	+7.4%	Shares	Sole	2025-08-14
2025-03-31	$298,472	25,664	+20.9%	Shares	Sole	2025-05-14
2024-12-31	$326,788	21,220	-60.9%	Shares	Sole	2025-01-17
2024-09-30	$426,530	54,266	+7.0%	Shares	Sole	2024-10-08
2024-06-30	$335,080	50,693	+12.1%	Shares	Sole	2024-07-26
2024-03-31	$329,989	45,204	-7.0%	Shares	Sole	2024-05-07
2023-12-31	$483,729	48,616	+14.6%	Shares	Sole	2024-02-08
2023-09-30	$338,935	42,420	+207.6%	Shares	Sole	2023-11-09
2023-03-31	$83,705	13,790	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.