Convergence Financial, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2034001 COLUMBIA, MO

Back to SOFI Full portfolio

Position in SOFI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$10,762,769

+$7,842,696 QoQ

Shares Held

600,266

+50.1% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

2.66%

of 13F equity value

Holder Rank

#100

of 913 holders

Holding Since

Dec 2021

7 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Common Shares in SOFI Over Time

Shares Held

Position Value (USD)

Derivatives in SOFI

reported options exposure · as of Sep 30, 2022

CallValue

CallShares

PutValue

$12,200

PutShares

2,500

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, 2026

Convergence Financial, LLC holds $14,819,405 across 5 Credit Services names. SOFI ranks #1 (72.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc. This page	600,266	$10,762,769
2	V	Visa Inc.	7,231	$2,480,883
3	MA	Mastercard Inc	1,980	$1,016,928
4	COF	Capital One Financial Corp	1,494	$299,726
5	AXP	American Express Co	766	$259,099

All Filings in SOFI

Export CSV

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,762,769	600,266	+50.1%	Shares	Sole	2026-08-05
2024-03-31	$2,920,073	400,010	+60.0%	Shares	Sole	2024-10-23
2023-12-31	$2,487,599	250,010	+25.0%	Shares	Sole	2024-10-23
2023-03-31	$1,214,060	200,010	+33.3%	Shares	Sole	2024-10-23
2022-09-30	$12,200	2,500	—	Put	Sole	2024-10-23
2022-09-30	$732,000	150,000	-25.0%	Shares	Sole	2024-10-23
2022-06-30	$1,054,000	200,000	+112.8%	Shares	Sole	2024-10-23
2021-12-31	$1,486,140	94,000	—	Shares	Sole	2024-10-23
No filing history on record for this holder in this stock.