SIERRA SUMMIT ADVISORS LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2012614
INCLINE VILLAGE, NV
Position in SOFI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$16,051,904
+$6,336,435 QoQ
Shares Held
895,254
+7.2% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#80
of 912 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SIERRA SUMMIT ADVISORS LLC holds $16,051,904 across 1 Credit Services name. SOFI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
895,254 | $16,051,904 |
All Filings in SOFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,051,904 | 895,254 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $9,715,469 | 835,380 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||