Position in SOFI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$17,288,159
-$732,544 QoQ
Shares Held
964,203
-15.0% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#74
of 919 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Jun 30, 2026CallValue
$4,930,750
CallShares
275,000
PutValue
$8,158,150
PutShares
455,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Jefferies Financial Group Inc. holds $164,307,237 across 16 Credit Services names. SOFI ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
107,074 | $54,993,206 | |
| 2 | AXP |
American Express Co
|
69,376 | $23,466,432 | |
| 3 | SOFI |
SoFi Technologies, Inc.
This page
|
964,203 | $17,288,159 | |
| 4 | V |
Visa Inc.
|
49,683 | $17,045,740 | |
| 5 | SYF |
Synchrony Financial
|
222,782 | $16,942,571 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
97,546 | $10,569,109 | |
| 7 | ALLY |
Ally Financial Inc.
|
126,330 | $5,804,863 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
73,390 | $4,474,588 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,930,750 | 275,000 | Call | Defined | 2026-08-17 | |
| 2026-06-30 | $17,288,159 | 964,203 | Shares | Defined | 2026-08-17 | |
| 2026-06-30 | $8,158,150 | 455,000 | Put | Defined | 2026-08-17 | |
| 2026-03-31 | $6,113,800 | 385,000 | Put | Defined | 2026-05-08 | |
| 2026-03-31 | $18,020,703 | 1,134,805 | Shares | Defined | 2026-05-08 | |
| 2026-03-31 | $3,176,000 | 200,000 | Call | Defined | 2026-05-08 | |
| 2025-12-31 | $8,377,600 | 320,000 | Put | Defined | 2026-02-09 | |
| 2025-12-31 | $3,454,712 | 131,960 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $2,384,998 | 91,100 | Call | Defined | 2026-02-09 | |
| 2025-09-30 | $2,272,120 | 86,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $13,426,696 | 508,202 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $910,500 | 50,000 | Put | Defined | 2025-08-12 | |
| 2025-06-30 | $593,646 | 32,600 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $360,995 | 31,040 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,163,762 | 75,569 | Shares | Defined | 2025-02-27 | |
| 2023-12-31 | $1,840,759 | 185,001 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $2,005 | 251 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $1,598,000 | 200,000 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $2,502,000 | 300,000 | Put | Defined | 2023-08-14 | |
| 2022-12-31 | $422,478 | 91,644 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $128,158 | 27,800 | Call | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||