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Pallas Capital Advisors LLC: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pallas Capital Advisors LLC on SOFI, newest first. How the timeline and the estimate are built.

Pallas Capital Advisors LLC held 14,846 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,846 shares
    Change vs previous 13F -10,258 shares

    0.01% of the 13F portfolio, value $266,189.

    13F-HR 0001951757-26-001193 filed by Pallas Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,104 shares
    Change vs previous 13F +10,057 shares

    0.01% of the 13F portfolio, value $398,652.

    13F-HR 0001951757-26-000659 filed by Pallas Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,047 shares
    Change vs previous 13F -1,356 shares

    0.01% of the 13F portfolio, value $393,930.

    13F-HR 0001951757-26-000081 filed by Pallas Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,403 shares
    Change vs previous 13F +2,056 shares

    0.02% of the 13F portfolio, value $433,367.

    13F-HR 0001951757-25-001307 filed by Pallas Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,347 shares
    Change vs previous 13F -12,894 shares

    0.01% of the 13F portfolio, value $261,259.

    13F-HR 0001951757-25-000599 filed by Pallas Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,241 shares
    Change vs previous 13F -2,960 shares

    0.01% of the 13F portfolio, value $316,813.

    13F-HR 0001951757-25-000348 filed by Pallas Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 30,201 shares
    Change vs previous 13F +16,084 shares

    0.02% of the 13F portfolio, value $465,095.

    13F-HR 0001951757-25-000010 filed by Pallas Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,117 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $154,299.

    13F-HR 0001951757-24-001126 filed by Pallas Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).