CITIGROUP INC

Position in SOFI — SoFi Technologies, Inc.

CIK 831001 NEW YORK, NY

Back to SOFI Full portfolio

Position in SOFI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$112,655,605

-$6,385,368 QoQ

Shares Held

6,283,079

-16.2% QoQ

Ownership

0.486%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#19

of 912 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SOFI Over Time

Shares Held

Position Value (USD)

Derivatives in SOFI

reported options exposure · as of Jun 30, 2026

CallValue

$11,656,293

CallShares

650,100

PutValue

PutShares

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, 2026

CITIGROUP INC holds $2,758,942,111 across 42 Credit Services names. SOFI ranks #6 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,763,669	$1,291,277,195
2	MA	Mastercard Inc	934,262	$479,836,962
3	AXP	American Express Co	816,334	$276,124,975
4	PYPL	PayPal Holdings, Inc.	3,955,568	$170,801,425
5	COF	Capital One Financial Corp	754,998	$151,467,697
6	SOFI	SoFi Technologies, Inc. This page	6,283,079	$112,655,605
7	SYF	Synchrony Financial	858,156	$65,262,763
8	AFRM	Affirm Holdings, Inc.	684,535	$55,823,828

All Filings in SOFI

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,656,293	650,100	+22.6%	Call	Defined	2026-08-03
2026-06-30	$112,655,605	6,283,079	-16.2%	Shares	Defined	2026-08-03
2026-03-31	$13,498,000	850,000	+103.9%	Put	Defined	2026-05-11
2026-03-31	$8,417,988	530,100	+71.0%	Call	Defined	2026-05-11
2026-03-31	$119,040,973	7,496,283	+158.9%	Shares	Defined	2026-05-11
2025-12-31	$8,115,800	310,000	+3.3%	Call	Defined	2026-02-13
2025-12-31	$75,796,151	2,895,193	-4.1%	Shares	Defined	2026-02-13
2025-09-30	$79,754,634	3,018,722	-5.5%	Shares	Defined	2025-11-10
2025-09-30	$7,926,000	300,000	-57.2%	Call	Defined	2025-11-10
2025-06-30	$58,188,961	3,195,440	-2.9%	Shares	Defined	2025-08-11
2025-06-30	$12,757,926	700,600	+12.1%	Call	Defined	2025-08-11
2025-03-31	$7,268,750	625,000	-40.8%	Call	Defined	2025-05-12
2025-03-31	$38,274,002	3,290,972	-2.2%	Shares	Defined	2025-05-12
2024-12-31	$51,837,323	3,366,060	-11.2%	Shares	Defined	2025-02-12
2024-12-31	$6,418,720	416,800	-88.1%	Put	Defined	2025-02-12
2024-12-31	$16,270,100	1,056,500	+225.1%	Call	Defined	2025-02-12
2024-09-30	$29,806,236	3,792,142	+4.2%	Shares	Defined	2024-11-12
2024-09-30	$2,554,500	325,000	-96.0%	Call	Defined	2024-11-12
2024-06-30	$24,044,264	3,637,559	+251.5%	Shares	Defined	2024-08-12
2024-03-31	$7,554,871	1,034,914	+131.0%	Shares	Defined	2024-05-10
2023-12-31	$81,590,000	8,200,000	+2.5%	Call	Defined	2024-02-09
2023-12-31	$4,457,479	447,988	-63.1%	Shares	Defined	2024-02-09
2023-09-30	$9,707,585	1,214,967	-44.2%	Shares	Defined	2023-12-06
2023-09-30	$63,920,000	8,000,000	+7246.2%	Call	Defined	2023-12-06
2023-06-30	$18,151,208	2,176,404	+28.7%	Shares	Defined	2023-08-10
2023-03-31	$10,262,298	1,690,659	+7.1%	Shares	Defined	2023-05-11
2022-12-31	$7,277,192	1,578,567	-67.8%	Shares	Defined	2023-02-09
2022-09-30	$17,080,000	3,500,000	0.0%	Put	Defined	2022-11-10
2022-09-30	$23,917,083	4,901,042	+274.0%	Shares	Defined	2022-11-10
2022-06-30	$6,906,861	1,310,600	-0.4%	Shares	Defined	2022-08-10
2022-06-30	$18,445,000	3,500,000	0.0%	Put	Defined	2022-08-10
2022-03-31	$33,075,000	3,500,000	0.0%	Put	Defined	2022-05-12
2022-03-31	$12,437,720	1,316,161	+3.8%	Shares	Defined	2022-05-12
2021-12-31	$55,335,000	3,500,000	—	Put	Defined	2022-02-10
2021-12-31	$20,043,964	1,267,803	+481.7%	Shares	Defined	2022-02-10
2021-09-30	$1,729,332	108,900	—	Call	Defined	2021-11-10
2021-09-30	$3,460,807	217,935	+314.3%	Shares	Defined	2021-11-10
2021-06-30	$1,008,303	52,598	—	Shares	Defined	2021-08-10
No filing history on record for this holder in this stock.