Position in SOFI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$144,611,726
-$84,378,108 QoQ
Shares Held
9,106,532
+4.1% QoQ
Ownership
0.710%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 81.73498978535407.ToString("F0")%
Shared 12.490067569081182.ToString("F0")%
None 5.774942645564744.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $9,541,683,479 across 39 Credit Services names. SOFI ranks #13 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
8,842,842 | $2,672,660,564 | |
| 2 | MA |
Mastercard Inc
|
4,225,359 | $2,111,242,876 | |
| 3 | AXP |
American Express Co
|
2,711,602 | $820,205,371 | |
| 4 | COF |
Capital One Financial Corp
|
3,695,975 | $674,256,717 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
9,179,771 | $415,201,040 | |
| 6 | SYF |
Synchrony Financial
|
6,039,753 | $410,823,997 | |
| 7 | ALLY |
Ally Financial Inc.
|
9,018,580 | $353,798,891 | |
| 8 | NNI |
Nelnet Inc
|
1,847,699 | $238,279,261 |
All Filings in SOFI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,611,726 | 9,106,532 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $228,989,834 | 8,746,747 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $258,725,958 | 9,792,807 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $177,097,765 | 9,725,303 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $105,324,335 | 9,056,263 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $220,385,795 | 14,310,766 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $194,272,567 | 24,716,612 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $86,482,633 | 13,083,606 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $26,286,736 | 3,600,923 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $38,579,352 | 3,877,322 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||