JACOBS LEVY EQUITY MANAGEMENT, INC
Position in SOFI — SoFi Technologies, Inc.
CIK 884414
FLORHAM PARK, NJ
Position in SOFI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,990,272
-$1,299,663 QoQ
Shares Held
125,332
-0.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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)
Position in Credit Services
Financial Services · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $423,062,439 across 11 Credit Services names. SOFI ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALLY |
Ally Financial Inc.
|
4,192,842 | $164,485,191 | |
| 2 | SYF |
Synchrony Financial
|
1,679,136 | $114,214,830 | |
| 3 | BFH |
Bread Financial Holdings, Inc.
|
946,267 | $70,865,935 | |
| 4 | MA |
Mastercard Inc
|
92,464 | $46,200,562 | |
| 5 | PRAA |
Pra Group Inc
|
666,602 | $11,665,535 | |
| 6 | WRLD |
World Acceptance Corp
|
64,881 | $8,761,530 | |
| 7 | RM |
Regional Management Corp.
|
71,094 | $2,292,781 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
125,332 | $1,990,272 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,990,272 | 125,332 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,289,935 | 125,666 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,749,188 | 66,207 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||