Position in SOFI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$274,777
+$37,054 QoQ
Shares Held
15,325
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#557
of 912 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Mar 31, 2026CallValue
$47,640
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026IFS Group,LLC holds $917,735 across 3 Credit Services names. SOFI ranks #3 (29.9% of the industry book) .
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,777 | 15,325 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $47,640 | 3,000 | Call | Sole | 2026-05-18 | |
| 2026-03-31 | $237,723 | 14,970 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $383,829 | 14,528 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||