Position in SOFI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$687,921
-$285,634 QoQ
Shares Held
43,320
+16.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.81%
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%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
All Filings in SOFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $687,921 | 43,320 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $973,555 | 37,187 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||