SoFi Technologies, Inc.
SOFI- 交易所
- Nasdaq
- 產業
- Finance Services
- SEC CIK
- 0001818874
近 90 天，SoFi Technologies, Inc. 內部人申報 0 筆公開市場買進、4 筆賣出；2026 年第 2 季末有 925 家機構在 13F 申報持有，市值合計 $117.1 億；大師中只有方舟投資持有。
2021 年第 4 季 13F 持有人
SoFi Technologies, Inc. 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 447
- 較 2021 年第 3 季 +138 家
- 持有股數
- 4.24 億
- 較 2021 年第 3 季 +7,445 萬 (+21.3%)
- 總市值
- $67.0 億
- 較 2021 年第 3 季 +$11.4 億 (+20.5%)
- 新進機構
- 190
- 另有 162 家加碼
- 清倉機構
- 52
- 另有 58 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SOFI 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 925 | $117.1 億 |
| 2026 年第 1 季 | 927 | $112.1 億 |
| 2025 年第 4 季 | 1,005 | $183.4 億 |
| 2025 年第 3 季 | 913 | $167.5 億 |
| 2025 年第 2 季 | 745 | $104.9 億 |
| 2025 年第 1 季 | 716 | $60.6 億 |
| 2024 年第 4 季 | 705 | $80.7 億 |
| 2024 年第 3 季 | 626 | $39.7 億 |
| 2024 年第 2 季 | 593 | $29.8 億 |
| 2024 年第 1 季 | 602 | $32.2 億 |
| 2023 年第 4 季 | 572 | $37.4 億 |
| 2023 年第 3 季 | 514 | $28.4 億 |
| 2023 年第 2 季 | 517 | $30.0 億 |
| 2023 年第 1 季 | 532 | $19.2 億 |
| 2022 年第 4 季 | 512 | $15.2 億 |
| 2022 年第 3 季 | 492 | $16.0 億 |
| 2022 年第 2 季 | 469 | $21.6 億 |
| 2022 年第 1 季 | 441 | $37.5 億 |
| 2021 年第 4 季 | 447 | $67.0 億 |
| 2021 年第 3 季 | 309 | $55.6 億 |
| 2021 年第 2 季 | 234 | $60.3 億 |
| 2021 年第 1 季 | 1 | $1,000 |
2021 年第 4 季持有機構
每家機構持有 SoFi Technologies, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 99,400 | $157.2 萬 | 0.01% | +99,400 | 新進 |
| XR Securities LLC | 99,415 | $157.2 萬 | 0.18% | +87,903+763.6% | 加碼 |
| Teacher Retirement System of Texas | 99,629 | $157.5 萬 | 0.01% | +99,629 | 新進 |
| Vontobel Holding Ltd. | 99,319 | $158.4 萬 | 0.01% | +99,319 | 新進 |
| Toronto Dominion Bank | 101,863 | $161.0 萬 | 0.00% | +101,863 | 新進 |
| Pegasus Asset Management, Inc. | 103,641 | $163.9 萬 | 0.67% | +103,641 | 新進 |
| HighTower Advisors, LLC | 107,023 | $169.4 萬 | 0.00% | +16,886+18.7% | 加碼 |
| Vigilare Wealth Management | 107,528 | $170.0 萬 | 1.00% | +6,593+6.5% | 加碼 |
| Stansberry Asset Management, LLC | 111,281 | $176.0 萬 | 0.33% | +65,627+143.7% | 加碼 |
| Parametric Portfolio Associates LLC | 112,604 | $178.0 萬 | 0.00% | +112,604 | 新進 |
| DFPG Investments, LLC | 120,391 | $180.6 萬 | 0.75% | −76,544−38.9% | 減碼 |
| Central Trust Co | 114,344 | $180.8 萬 | 0.05% | +19,851+21.0% | 加碼 |
| Seven Eight Capital, LP | 114,451 | $180.9 萬 | 0.32% | +40,217+54.2% | 加碼 |
| TownSquare Capital, LLC | 115,279 | $182.3 萬 | 0.05% | −81,453−41.4% | 減碼 |
| Cinctive Capital Management LP | 119,391 | $188.8 萬 | 0.09% | +119,391 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 119,494 | $188.9 萬 | 0.01% | +119,494 | 新進 |
| Forsta Ap-Fonden | 120,100 | $189.9 萬 | 0.02% | +120,100 | 新進 |
| Great West Life Assurance Co | 122,570 | $193.2 萬 | 0.00% | +122,570 | 新進 |
| Catalyst Capital Advisors LLC | 122,480 | $193.6 萬 | 0.09% | −9,520−7.2% | 減碼 |
| Private Advisor Group, LLC | 126,563 | $200.1 萬 | 0.02% | −27,245−17.7% | 減碼 |
| Skaana Management L.P. | 128,875 | $203.8 萬 | 0.38% | +128,875 | 新進 |
| Triumph Capital Management | 129,316 | $204.4 萬 | 0.89% | +35,045+37.2% | 加碼 |
| Fulcrum Capital LLC | 129,636 | $205.0 萬 | 0.44% | +16,527+14.6% | 加碼 |
| L & S Advisors Inc | 129,968 | $205.5 萬 | 0.22% | +33,583+34.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 130,382 | $206.1 萬 | 0.03% | +130,382 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 130,600 | $206.5 萬 | 0.00% | +130,600 | 新進 |
| Newbridge Financial Services Group, Inc. | 131,452 | $207.8 萬 | 0.98% | +95,927+270.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 136,341 | $213.8 萬 | 0.01% | +136,341 | 新進 |
| Korea Investment CORP | 135,500 | $214.2 萬 | 0.01% | +135,500 | 新進 |
| HSBC Holdings PLC | 135,861 | $215.3 萬 | 0.00% | +30,775+29.3% | 加碼 |
| Arizona State Retirement System | 140,638 | $222.3 萬 | 0.02% | +140,638 | 新進 |
| Federation des caisses Desjardins du Quebec | 144,580 | $228.6 萬 | 0.02% | +13,568+10.4% | 加碼 |
| Colony Group LLC | 145,955 | $230.8 萬 | 0.04% | +145,955 | 新進 |
| Oppenheimer & Co Inc | 150,597 | $238.1 萬 | 0.04% | +31,281+26.2% | 加碼 |
| Aigen Investment Management, LP | 169,174 | $256.2 萬 | 0.16% | +169,174 | 新進 |
| Pictet Asset Management SA | 165,780 | $262.1 萬 | 0.00% | +165,780 | 新進 |
| Vantis Investment Advisers L.P. | 167,100 | $264.2 萬 | 2.74% | +35,500+27.0% | 加碼 |
| Stifel Financial Corp | 167,839 | $265.4 萬 | 0.00% | +76,405+83.6% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 169,209 | $267.5 萬 | 0.15% | +169,209 | 新進 |
| CWA Asset Management Group, LLC | 172,973 | $273.5 萬 | 0.20% | +172,973 | 新進 |
| AtonRa Partners | 173,340 | $274.1 萬 | 0.95% | +31,198+21.9% | 加碼 |
| SG Americas Securities, LLC | 175,637 | $277.7 萬 | 0.02% | +175,637 | 新進 |
| Hennessy Advisors Inc | 180,500 | $285.4 萬 | 0.16% | +60,500+50.4% | 加碼 |
| Joel Isaacson & Co., LLC | 183,789 | $290.6 萬 | 0.20% | +80,356+77.7% | 加碼 |
| Pathstone Family Office, LLC | 184,560 | $291.8 萬 | 0.07% | −10.0% | 減碼 |
| Waverton Investment Management Ltd | 189,836 | $300.1 萬 | 0.10% | +189,836 | 新進 |
| Patient Capital Management, LLC | 193,800 | $306.4 萬 | 1.24% | +193,800 | 新進 |
| Anderson Hoagland & Co | 236,361 | $314.4 萬 | 0.41% | +28,494+13.7% | 加碼 |
| First American Trust, FSB | 199,921 | $316.1 萬 | 0.43% | +199,921 | 新進 |
| Knights of Columbus Asset Advisors LLC | 204,635 | $323.5 萬 | 0.26% | +74,120+56.8% | 加碼 |
| LGT Group Foundation | 205,521 | $324.8 萬 | 0.08% | +205,521 | 新進 |
| Asset Management One Co.,Ltd. | 227,220 | $329.8 萬 | 0.01% | +221,332+3,759.0% | 加碼 |
| Caption Management, LLC | 215,400 | $340.6 萬 | 0.21% | −29,300−12.0% | 減碼 |
| Moors & Cabot, Inc. | 229,891 | $363.5 萬 | 0.22% | +34,896+17.9% | 加碼 |
| Bridgecreek Investment Management, LLC | 233,750 | $369.6 萬 | 0.50% | +210,250+894.7% | 加碼 |
| BIT Capital GmbH | 238,185 | $376.6 萬 | 0.29% | +37,205+18.5% | 加碼 |
| Hartline Investment Corp | 238,639 | $377.3 萬 | 0.52% | −250,710−51.2% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 238,981 | $377.8 萬 | 0.31% | +223,441+1,437.8% | 加碼 |
| Belmont Capital, LLC | 242,350 | $383.2 萬 | 3.00% | −150,000−38.2% | 減碼 |
| HAP Trading, LLC | 243,568 | $385.1 萬 | 0.27% | +173,816+249.2% | 加碼 |
| Venator Capital Management Ltd. | 250,000 | $395.2 萬 | 2.48% | +250,000 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 254,939 | $403.1 萬 | 0.01% | +254,939 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 259,995 | $411.1 萬 | 0.04% | +259,995 | 新進 |
| Parkside Investments, LLC | 275,725 | $435.9 萬 | 0.84% | +240,725+687.8% | 加碼 |
| TD Waterhouse Canada Inc. | 243,567 | $437.5 萬 | 0.04% | +243,567 | 新進 |
| Clear Street Markets LLC | 288,900 | $456.8 萬 | 0.41% | +3,000+1.0% | 加碼 |
| Interval Partners, LP | 290,467 | $459.2 萬 | 0.31% | +290,467 | 新進 |
| CAPROCK Group, Inc. | 295,207 | $466.7 萬 | 0.38% | +225,579+324.0% | 加碼 |
| Bowen Hanes & Co Inc | 300,000 | $474.3 萬 | 0.13% | −700,000−70.0% | 減碼 |
| Monashee Investment Management LLC | 300,000 | $474.3 萬 | 1.17% | +300,000 | 新進 |
| MML Investors Services, LLC | 314,358 | $497.0 萬 | 0.04% | +33,183+11.8% | 加碼 |
| Jefferies Group LLC | 318,300 | $503.2 萬 | 0.09% | +318,300 | 新進 |
| State of New Jersey Common Pension Fund D | 318,379 | $503.4 萬 | 0.01% | +318,379 | 新進 |
| Advisor Group Holdings, Inc. | 336,556 | $531.5 萬 | 0.01% | +108,568+47.6% | 加碼 |
| State of Wisconsin Investment Board | 339,884 | $537.4 萬 | 0.01% | +339,884 | 新進 |
| SEI Investments Co | 352,712 | $557.6 萬 | 0.01% | +352,712 | 新進 |
| First Republic Investment Management, Inc. | 364,366 | $576.1 萬 | 0.01% | −30,636−7.8% | 減碼 |
| LPL Financial LLC | 369,551 | $584.3 萬 | 0.00% | +210,003+131.6% | 加碼 |
| Riverpark Capital Management LLC | 384,132 | $607.4 萬 | 2.19% | +147,895+62.6% | 加碼 |
| Ameriprise Financial Inc | 386,924 | $610.2 萬 | 0.00% | +91,943+31.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 406,266 | $642.3 萬 | 0.03% | +74,517+22.5% | 加碼 |
| Bluefin Capital Management, LLC | 425,867 | $673.3 萬 | 0.53% | +180,948+73.9% | 加碼 |
| Acorn Financial Advisory Services Inc | 430,331 | $680.4 萬 | 1.36% | +403,803+1,522.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 439,455 | $694.8 萬 | 0.01% | +134,237+44.0% | 加碼 |
| Summit Trail Advisors, LLC | 460,434 | $727.9 萬 | 0.47% | +3,307+0.7% | 加碼 |
| Cutler Group LP | 481,704 | $761.5 萬 | 0.52% | +89,842+22.9% | 加碼 |
| Commonwealth Equity Services, LLC | 498,046 | $787.4 萬 | 0.02% | +155,020+45.2% | 加碼 |
| Gillson Capital LP | 502,002 | $793.7 萬 | 0.52% | +108,732+27.6% | 加碼 |
| Bank of America Corp | 569,510 | $900.4 萬 | 0.00% | +490,547+621.2% | 加碼 |
| Alliancebernstein L.P. | 626,988 | $991.3 萬 | 0.00% | +626,988 | 新進 |
| LifePro Asset Management | 647,030 | $1,023 萬 | 3.03% | +647,030 | 新進 |
| California State Teachers Retirement System | 659,378 | $1,043 萬 | 0.01% | +637,762+2,950.4% | 加碼 |
| Philadelphia Trust Co | 661,775 | $1,046 萬 | 0.76% | +129,490+24.3% | 加碼 |
| Creative Planning | 720,723 | $1,140 萬 | 0.02% | +88,222+13.9% | 加碼 |
| PEAK6 Investments LLC | 758,424 | $1,199 萬 | 0.34% | −243,104−24.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 772,100 | $1,221 萬 | 0.12% | +573,251+288.3% | 加碼 |
| Raymond James & Associates | 772,901 | $1,222 萬 | 0.01% | +189,030+32.4% | 加碼 |
| Putnam Investments LLC | 775,921 | $1,227 萬 | 0.02% | +775,921 | 新進 |
| RiverPark Advisors, LLC | 781,702 | $1,236 萬 | 1.49% | +173,665+28.6% | 加碼 |
| UBS Group AG | 998,226 | $1,578 萬 | 0.01% | +568,682+132.4% | 加碼 |