Position in SOFI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$44,295,338
-$73,016,429 QoQ
Shares Held
2,789,379
-37.8% QoQ
Ownership
0.217%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Mar 31, 2026CallValue
$42,876,000
CallShares
2,700,000
PutValue
$2,153,328
PutShares
135,600
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 Mar 31, 2026BARCLAYS PLC holds $5,695,929,246 across 41 Credit Services names. SOFI ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
8,505,889 | $2,570,819,888 | |
| 2 | MA |
Mastercard Inc
|
2,587,418 | $1,292,829,275 | |
| 3 | AXP |
American Express Co
|
2,321,698 | $702,267,208 | |
| 4 | COF |
Capital One Financial Corp
|
3,140,379 | $572,899,339 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
5,923,432 | $267,916,828 | |
| 6 | SYF |
Synchrony Financial
|
1,653,904 | $112,498,549 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
2,789,379 | $44,295,338 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
1,272,286 | $32,634,134 |
All Filings in SOFI
Export CSV
40 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,295,338 | 2,789,379 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $42,876,000 | 2,700,000 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $2,153,328 | 135,600 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $117,311,767 | 4,480,969 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $123,046,000 | 4,700,000 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $42,820,008 | 1,635,600 | Put | Sole | 2026-02-13 | |
| 2025-09-30 | $3,582,552 | 135,600 | Put | Sole | 2026-03-31 | |
| 2025-09-30 | $124,174,000 | 4,700,000 | Call | Sole | 2026-03-31 | |
| 2025-09-30 | $42,587,110 | 1,611,927 | Shares | Defined | 2026-03-31 | |
| 2025-06-30 | $22,883,850 | 1,256,664 | Shares | Sole | 2026-02-27 | |
| 2025-06-30 | $85,587,000 | 4,700,000 | Call | Sole | 2026-02-27 | |
| 2025-03-31 | $9,776,607 | 840,637 | Shares | Sole | 2026-03-17 | |
| 2025-03-31 | $54,661,000 | 4,700,000 | Call | Sole | 2026-03-17 | |
| 2024-12-31 | $3,080,000 | 200,000 | Put | Sole | 2026-03-19 | |
| 2024-12-31 | $52,360,000 | 3,400,000 | Call | Sole | 2026-03-19 | |
| 2024-12-31 | $16,670,329 | 1,082,489 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $3,635,131 | 462,485 | Shares | Sole | 2026-03-31 | |
| 2024-09-30 | $1,572,000 | 200,000 | Put | Sole | 2026-03-31 | |
| 2024-09-30 | $26,724,000 | 3,400,000 | Call | Sole | 2026-03-31 | |
| 2024-06-30 | $2,899,931 | 438,719 | Shares | Sole | 2026-03-23 | |
| 2024-06-30 | $22,093,925 | 3,342,500 | Call | Sole | 2026-03-23 | |
| 2024-03-31 | $13,668,365 | 1,872,379 | Shares | Defined | 2026-03-24 | |
| 2024-03-31 | $2,956,500 | 405,000 | Put | Sole | 2026-03-24 | |
| 2024-03-31 | $30,977,550 | 4,243,500 | Call | Sole | 2026-03-24 | |
| 2023-12-31 | $10,746,000 | 1,080,000 | Put | Sole | 2026-03-24 | |
| 2023-12-31 | $12,437,500 | 1,250,000 | Call | Sole | 2026-03-24 | |
| 2023-12-31 | $8,914,681 | 895,948 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $2,289,229 | 286,512 | Shares | Defined | 2026-03-26 | |
| 2023-06-30 | $3,104,589 | 372,253 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $4,752,146 | 782,891 | Shares | Defined | 2026-03-30 | |
| 2023-03-31 | $6,677,000 | 1,100,000 | Call | Sole | 2026-03-30 | |
| 2023-03-31 | $16,412,673 | 2,703,900 | Put | Sole | 2026-03-30 | |
| 2022-12-31 | $804,906 | 174,600 | Put | Sole | 2026-03-30 | |
| 2022-12-31 | $2,889,799 | 626,855 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $8,154,168 | 1,768,800 | Call | Sole | 2026-03-30 | |
| 2022-09-30 | $3,952,881 | 810,017 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $12,249,588 | 2,324,400 | Put | Sole | 2022-08-12 | |
| 2022-06-30 | $10,247,756 | 1,944,546 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $20,128,290 | 2,129,978 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $24,278,940 | 2,569,200 | Put | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||