Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,476,320
-$7,399,070 QoQ
Shares Held
695,835
-44.4% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 913 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026FMR LLC holds $35,099,629,389 across 40 Credit Services names. SOFI ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
42,929,995 | $14,728,851,982 | |
| 2 | MA |
Mastercard Inc
|
23,843,483 | $12,246,012,866 | |
| 3 | COF |
Capital One Financial Corp
|
11,130,538 | $2,233,008,531 | |
| 4 | AXP |
American Express Co
|
6,007,554 | $2,032,055,139 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
17,581,656 | $1,433,784,044 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
3,047,495 | $659,234,116 | |
| 7 | SLM |
SLM Corp
|
17,052,007 | $442,329,059 | |
| 8 | EZPW |
Ezcorp Inc
|
8,283,627 | $286,364,983 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,476,320 | 695,835 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $19,875,390 | 1,251,599 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $112,469,774 | 4,296,019 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $121,614,111 | 4,603,108 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,802,368 | 538,296 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,598,956 | 1,341,269 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $15,354,029 | 997,015 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $728,086 | 92,632 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $240,292 | 36,353 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $416,377 | 57,038 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $584,879 | 58,782 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $18,520,060 | 2,317,905 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $135,782 | 16,281 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,431,453 | 894,803 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $66,120 | 14,343 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $60,716 | 12,442 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $19,435 | 3,688 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,537,694 | 162,719 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $40,321,174 | 2,550,359 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $39,705,398 | 2,500,340 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $105,435,133 | 5,500,007 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||