MOSELEY INVESTMENT MANAGEMENT INC
Position in SOFI — SoFi Technologies, Inc.
CIK 906396
BRADENTON, FL
Position in SOFI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$614,381
-$395,591 QoQ
Shares Held
38,689
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026MOSELEY INVESTMENT MANAGEMENT INC holds $3,403,082 across 3 Credit Services names. SOFI ranks #3 (18.1% of the industry book) .
All Filings in SOFI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $614,381 | 38,689 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,009,972 | 38,578 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,029,693 | 38,974 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $572,941 | 31,463 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $366,182 | 31,486 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $477,954 | 31,036 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $263,592 | 33,536 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $204,500 | 30,938 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $223,964 | 30,680 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $265,257 | 26,659 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $241,010 | 30,164 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $217,448 | 26,073 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $135,308 | 29,351 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $146,741 | 30,070 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $200,697 | 38,083 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $314,533 | 33,284 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $488,165 | 30,877 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||