MORGAN STANLEY

Position in SOFI — SoFi Technologies, Inc.

CIK 895421 NEW YORK, NY

Position in SOFI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$337,589,212

-$11,216,503 QoQ

Shares Held

21,258,767

+59.6% QoQ

Ownership

1.66%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 88.25227258006073.ToString("F0")% Shared 0.ToString("F0")% None 11.747727419939267.ToString("F0")%

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $29,929,082,675 across 47 Credit Services names. SOFI ranks #7 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	45,979,950	$13,896,980,076
2	MA	Mastercard Inc	15,162,577	$7,576,133,212
3	AXP	American Express Co	12,808,752	$3,874,391,297
4	COF	Capital One Financial Corp	8,930,350	$1,629,163,740
5	AFRM	Affirm Holdings, Inc.	21,715,982	$995,026,289
6	PYPL	PayPal Holdings, Inc.	11,420,175	$516,534,506
7	SOFI	SoFi Technologies, Inc. This page	21,258,767	$337,589,212
8	SYF	Synchrony Financial	4,561,764	$310,291,177

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$337,589,212	21,258,767	+59.6%	Shares	Defined	2026-05-15
2025-12-31	$348,805,715	13,323,366	+33.6%	Shares	Defined	2026-05-27
2025-09-30	$263,489,504	9,973,108	-27.2%	Shares	Defined	2026-05-27
2025-06-30	$249,418,156	13,696,769	-0.5%	Shares	Defined	2025-08-15
2025-03-31	$160,086,411	13,764,954	+1.6%	Shares	Defined	2025-05-15
2024-12-31	$208,703,350	13,552,166	+13.6%	Shares	Defined	2025-05-15
2024-09-30	$93,790,238	11,932,601	-25.1%	Shares	Defined	2025-05-14
2024-06-30	$105,259,723	15,924,316	+5.6%	Shares	Defined	2025-05-14
2024-03-31	$110,062,694	15,077,082	+40.0%	Shares	Defined	2024-10-17
2023-12-31	$107,185,744	10,772,437	+22.2%	Shares	Defined	2024-08-16
2023-09-30	$70,429,807	8,814,745	-27.1%	Shares	Defined	2023-11-15
2023-06-30	$100,795,869	12,085,836	+86.5%	Shares	Defined	2023-08-14
2023-03-31	$39,344,355	6,481,773	+5.5%	Shares	Defined	2023-05-15
2022-12-31	$28,331,507	6,145,664	-12.4%	Shares	Defined	2023-02-14
2022-09-30	$34,219,220	7,012,136	-12.6%	Shares	Defined	2022-11-14
2022-06-30	$42,268,163	8,020,525	+6.9%	Shares	Defined	2022-10-27
2022-03-31	$70,923,711	7,505,155	+67.1%	Shares	Defined	2022-10-27
2021-12-31	$70,988,115	4,490,077	+53.9%	Shares	Defined	2022-02-14
2021-09-30	$46,320,783	2,916,926	+135.6%	Shares	Defined	2021-11-15
2021-06-30	$23,736,809	1,238,227	—	Shares	Defined	2021-08-23
No filing history on record for this holder in this stock.