Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$368,461
+$42,127 QoQ
Shares Held
20,550
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#501
of 913 holders
Holding Since
Sep 2024
8 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, 2026Carnegie Lake Advisors LLC holds $648,553 across 2 Credit Services names. SOFI ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
20,550 | $368,461 | |
| 2 | SYF |
Synchrony Financial
|
3,683 | $280,092 |
All Filings in SOFI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,461 | 20,550 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $326,334 | 20,550 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $566,797 | 21,650 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $571,993 | 21,650 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $395,157 | 21,700 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $252,371 | 21,700 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $324,940 | 21,100 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $200,823 | 25,550 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||