Position in SOFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,840,637
+$2,397,185 QoQ
Shares Held
493,064
+21.5% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#121
of 913 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $1,342,935,343 across 14 Credit Services names. SOFI ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,841,604 | $631,835,916 | |
| 2 | MA |
Mastercard Inc
|
842,350 | $432,630,959 | |
| 3 | AXP |
American Express Co
|
680,321 | $230,118,578 | |
| 4 | COF |
Capital One Financial Corp
|
117,708 | $23,614,578 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
493,064 | $8,840,637 | |
| 6 | CACC |
Credit Acceptance Corp
|
9,779 | $6,226,680 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
93,060 | $4,018,330 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
45,008 | $3,670,402 |
All Filings in SOFI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,840,637 | 493,064 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,443,452 | 405,759 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,065,878 | 651,867 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,480,426 | 623,786 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,113,060 | 335,698 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $717,873 | 61,726 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $388,542 | 25,230 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $137,550 | 17,500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $115,205 | 17,429 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $165,074 | 22,613 | Shares | Sole | 2024-05-09 | |
| 2022-03-31 | $98,365 | 10,409 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||