Claris Financial LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2060278 GLEN ALLEN, VA

Position in SOFI

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$350,535

+$135,572 QoQ

Shares Held

22,074

+168.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Claris Financial LLC holds $2,539,282 across 5 Credit Services names. SOFI ranks #4 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,748	$1,132,795
2	MA	Mastercard Inc	757	$378,242
3	AXP	American Express Co	1,173	$354,809
4	SOFI	SoFi Technologies, Inc. This page	22,074	$350,535
5	COF	Capital One Financial Corp	1,770	$322,901

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$350,535	22,074	+168.8%	Shares	Sole	2026-05-18
2025-12-31	$214,963	8,211	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.