DIMENSIONAL FUND ADVISORS LP

Position in SOFI — SoFi Technologies, Inc.

CIK 354204 AUSTIN, TX

Position in SOFI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$179,354,236

+$34,742,510 QoQ

Shares Held

10,003,025

+9.8% QoQ

Ownership

0.774%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#14

of 913 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 82% Shared 13% None 5%

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $11,004,578,239 across 40 Credit Services names. SOFI ranks #14 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	9,052,248	$3,105,735,765
2	MA	Mastercard Inc	4,265,521	$2,190,771,584
3	AXP	American Express Co	2,853,697	$965,263,009
4	COF	Capital One Financial Corp	3,703,679	$743,032,078
5	SYF	Synchrony Financial	6,254,849	$475,681,263
6	ALLY	Ally Financial Inc.	9,331,607	$428,787,340
7	PYPL	PayPal Holdings, Inc.	8,588,668	$370,858,682
8	BFH	Bread Financial Holdings, Inc.	3,092,208	$335,040,734

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$179,354,236	10,003,025	+9.8%	Shares	Sole	2026-08-11
2026-03-31	$144,611,726	9,106,532	+4.1%	Shares	Sole	2026-05-07
2025-12-31	$228,989,834	8,746,747	-10.7%	Shares	Sole	2026-02-12
2025-09-30	$258,725,958	9,792,807	+0.7%	Shares	Sole	2025-11-12
2025-06-30	$177,097,765	9,725,303	+7.4%	Shares	Sole	2025-08-12
2025-03-31	$105,324,335	9,056,263	-36.7%	Shares	Sole	2025-05-13
2024-12-31	$220,385,795	14,310,766	-42.1%	Shares	Sole	2025-02-13
2024-09-30	$194,272,567	24,716,612	+88.9%	Shares	Sole	2024-11-07
2024-06-30	$86,482,633	13,083,606	+263.3%	Shares	Sole	2024-08-09
2024-03-31	$26,286,736	3,600,923	-7.1%	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.