Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$350,019,448
+$12,430,236 QoQ
Shares Held
19,521,442
-8.2% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#8
of 912 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $33,711,831,426 across 50 Credit Services names. SOFI ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
45,960,354 | $15,768,537,842 | |
| 2 | MA |
Mastercard Inc
|
15,001,503 | $7,704,771,929 | |
| 3 | AXP |
American Express Co
|
13,121,109 | $4,438,215,113 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
23,000,269 | $1,875,671,929 | |
| 5 | COF |
Capital One Financial Corp
|
8,768,807 | $1,759,198,050 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
10,324,704 | $445,820,708 | |
| 7 | SYF |
Synchrony Financial
|
4,633,326 | $352,364,433 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
19,521,442 | $350,019,448 |
All Filings in SOFI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,019,448 | 19,521,442 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $337,589,212 | 21,258,767 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $348,805,715 | 13,323,366 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $263,489,504 | 9,973,108 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $249,418,156 | 13,696,769 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $160,086,411 | 13,764,954 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $208,703,350 | 13,552,166 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $93,790,238 | 11,932,601 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $105,259,723 | 15,924,316 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $110,062,694 | 15,077,082 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $107,185,744 | 10,772,437 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $70,429,807 | 8,814,745 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $100,795,869 | 12,085,836 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $39,344,355 | 6,481,773 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $28,331,507 | 6,145,664 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $34,219,220 | 7,012,136 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $42,268,163 | 8,020,525 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $70,923,711 | 7,505,155 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $70,988,115 | 4,490,077 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $46,320,783 | 2,916,926 | 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. | ||||||