Position in SOFI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$335,655
-$509,618 QoQ
Shares Held
21,137
-34.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $335,655 | 21,137 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $845,273 | 32,287 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $666,761 | 25,237 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $403,916 | 22,181 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $206,002 | 17,713 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $218,110 | 14,163 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||