Position in SOFI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$18,020,703
+$14,565,991 QoQ
Shares Held
1,134,805
+760.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Mar 31, 2026CallValue
$3,176,000
CallShares
200,000
PutValue
$6,113,800
PutShares
385,000
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 Mar 31, 2026Jefferies Financial Group Inc. holds $162,027,014 across 14 Credit Services names. SOFI ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
227,064 | $113,454,798 | |
| 2 | SOFI |
SoFi Technologies, Inc.
This page
|
1,134,805 | $18,020,703 | |
| 3 | AXP |
American Express Co
|
39,502 | $11,948,564 | |
| 4 | SYF |
Synchrony Financial
|
89,001 | $6,053,848 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
58,900 | $4,411,021 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
54,535 | $2,498,793 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
32,726 | $1,480,196 | |
| 8 | COF |
Capital One Financial Corp
|
7,183 | $1,310,394 |
All Filings in SOFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $128,158 | 27,800 | Call | Defined | 2023-09-21 | |
| 2022-12-31 | $215,287 | 46,700 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||