Quantum Portfolio Management LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2003672 New York, NY

Position in SOFI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$811,673

-$61,345 QoQ

Shares Held

45,269

-17.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#380

of 912 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Quantum Portfolio Management LLC holds $2,231,879 across 5 Credit Services names. SOFI ranks #1 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc. This page	45,269	$811,673
2	AXP	American Express Co	2,287	$773,577
3	V	Visa Inc.	1,282	$439,841
4	MA	Mastercard Inc	251	$128,913
5	SYF	Synchrony Financial	1,024	$77,875

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$811,673	45,269	-17.7%	Shares	Sole	2026-08-14
2026-03-31	$873,018	54,976	+29.3%	Shares	Sole	2026-05-01
2025-12-31	$1,112,702	42,502	-36.2%	Shares	Sole	2026-02-12
2025-09-30	$1,760,919	66,651	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.