CITIGROUP INC

Position in SOFI — SoFi Technologies, Inc.

CIK 831001 NEW YORK, NY

Back to SOFI Full portfolio

Position in SOFI

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$119,040,973

+$43,244,822 QoQ

Shares Held

7,496,283

+158.9% QoQ

Ownership

0.584%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 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, 2026

CallValue

$8,417,988

CallShares

530,100

PutValue

$13,498,000

PutShares

850,000

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, 2026

CITIGROUP INC holds $2,285,780,268 across 45 Credit Services names. SOFI ranks #5 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,184,147	$962,376,586
2	MA	Mastercard Inc	768,929	$384,203,061
3	AXP	American Express Co	1,091,479	$330,150,567
4	PYPL	PayPal Holdings, Inc.	4,225,608	$191,124,249
5	SOFI	SoFi Technologies, Inc. This page	7,496,283	$119,040,973
6	COF	Capital One Financial Corp	593,259	$108,228,238
7	SYF	Synchrony Financial	913,391	$62,128,854
8	AFRM	Affirm Holdings, Inc.	713,211	$32,679,326

All Filings in SOFI

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,498,000	850,000	+60.3%	Put	Defined	2026-05-11
2026-03-31	$8,417,988	530,100	-92.9%	Call	Defined	2026-05-11
2026-03-31	$119,040,973	7,496,283	+2318.2%	Shares	Defined	2026-05-11
2025-12-31	$8,115,800	310,000	-89.3%	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	+906.2%	Shares	Defined	2025-11-10
2025-09-30	$7,926,000	300,000	-90.6%	Call	Defined	2025-11-10
2025-06-30	$58,188,961	3,195,440	+356.1%	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	-81.0%	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	+707.6%	Shares	Defined	2025-02-12
2024-12-31	$6,418,720	416,800	-60.5%	Put	Defined	2025-02-12
2024-12-31	$16,270,100	1,056,500	-72.1%	Call	Defined	2025-02-12
2024-09-30	$29,806,236	3,792,142	+1066.8%	Shares	Defined	2024-11-12
2024-09-30	$2,554,500	325,000	-91.1%	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	-87.4%	Shares	Defined	2024-05-10
2023-12-31	$81,590,000	8,200,000	+1730.4%	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	-84.8%	Shares	Defined	2023-12-06
2023-09-30	$63,920,000	8,000,000	+267.6%	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	-54.9%	Shares	Defined	2023-02-09
2022-09-30	$17,080,000	3,500,000	-28.6%	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	-62.6%	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	+165.9%	Put	Defined	2022-05-12
2022-03-31	$12,437,720	1,316,161	-62.4%	Shares	Defined	2022-05-12
2021-12-31	$55,335,000	3,500,000	+176.1%	Put	Defined	2022-02-10
2021-12-31	$20,043,964	1,267,803	+1064.2%	Shares	Defined	2022-02-10
2021-09-30	$1,729,332	108,900	-50.0%	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.