Concurrent Investment Advisors, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2001015
Tampa, FL
Position in SOFI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,235,655
+$187,438 QoQ
Shares Held
124,688
-3.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#248
of 912 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Jun 30, 2026CallValue
$44,825
CallShares
2,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $91,914,045 across 10 Credit Services names. SOFI ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
119,124 | $40,870,252 | |
| 2 | MA |
Mastercard Inc
|
43,352 | $22,265,587 | |
| 3 | AXP |
American Express Co
|
36,558 | $12,365,743 | |
| 4 | COF |
Capital One Financial Corp
|
44,098 | $8,846,940 | |
| 5 | ALLY |
Ally Financial Inc.
|
56,599 | $2,600,723 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
124,688 | $2,235,655 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
27,192 | $1,174,149 | |
| 8 | SYF |
Synchrony Financial
|
9,189 | $698,823 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,825 | 2,500 | Call | Sole | 2026-07-27 | |
| 2026-06-30 | $2,235,655 | 124,688 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $39,700 | 2,500 | Call | Sole | 2026-04-21 | |
| 2026-03-31 | $2,048,217 | 128,981 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $65,450 | 2,500 | Call | Sole | 2026-01-29 | |
| 2025-12-31 | $3,742,063 | 142,936 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $132,100 | 5,000 | Call | Sole | 2025-10-27 | |
| 2025-09-30 | $3,635,709 | 137,612 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $91,050 | 5,000 | Call | Sole | 2025-07-25 | |
| 2025-06-30 | $2,853,179 | 156,682 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,020,584 | 173,739 | Shares | Sole | 2025-04-29 | |
| 2025-03-31 | $29,075 | 2,500 | Call | Sole | 2025-04-29 | |
| 2024-12-31 | $107,800 | 7,000 | Call | Sole | 2025-02-03 | |
| 2024-12-31 | $1,431,907 | 92,981 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $819,035 | 104,203 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $591,039 | 89,416 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,460 | 200 | Call | Sole | 2024-05-07 | |
| 2024-03-31 | $490,596 | 67,205 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $995 | 100 | Call | Sole | 2024-04-15 | |
| 2023-12-31 | $558,493 | 56,130 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||