Position in SOFI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$47,671
-$49,247 QoQ
Shares Held
3,002
-18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,671 | 3,002 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $96,918 | 3,702 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $97,806 | 3,702 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $60,530 | 3,324 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $37,727 | 3,244 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $49,957 | 3,244 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,790 | 1,500 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||