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。
2022 年第 1 季 13F 持有人
SoFi Technologies, Inc. 在 2022/3/31 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
- 441
- 較 2021 年第 4 季 +2 家
- 持有股數
- 3.96 億
- 較 2021 年第 4 季 −2,760 萬 (−6.5%)
- 總市值
- $37.5 億
- 較 2021 年第 4 季 −$29.4 億 (−44.0%)
- 新進機構
- 105
- 另有 185 家加碼
- 清倉機構
- 103
- 另有 90 家減碼
另有 8 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| San Luis Wealth Advisors LLC | 60,004 | $94.9 萬 | 0.46% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 101,334 | $95.8 萬 | 0.08% | +39,072+62.8% | 加碼 |
| Pathstone Family Office, LLC | 102,206 | $96.6 萬 | 0.02% | −82,354−44.6% | 減碼 |
| TD Waterhouse Canada Inc. | 88,045 | $97.1 萬 | 0.01% | −155,522−63.9% | 減碼 |
| Truist Financial Corp | 103,311 | $97.7 萬 | 0.00% | +36,929+55.6% | 加碼 |
| Pegasus Asset Management, Inc. | 107,182 | $101.3 萬 | 0.44% | +3,541+3.4% | 加碼 |
| Teacher Retirement System of Texas | 109,588 | $103.6 萬 | 0.01% | +9,959+10.0% | 加碼 |
| Parsec Financial Management, Inc. | 110,000 | $104.0 萬 | 0.04% | +110,000 | 新進 |
| Toronto Dominion Bank | 112,323 | $106.1 萬 | 0.00% | +10,460+10.3% | 加碼 |
| Stansberry Asset Management, LLC | 118,441 | $111.9 萬 | 0.20% | +7,160+6.4% | 加碼 |
| MMBG Investment Advisors Co. | 120,280 | $113.7 萬 | 0.12% | +93,130+343.0% | 加碼 |
| Cetera Advisor Networks LLC | 120,613 | $114.0 萬 | 0.01% | +51,575+74.7% | 加碼 |
| Catalyst Capital Advisors LLC | 122,480 | $115.7 萬 | 0.05% | 00.0% | 不變 |
| Great West Life Assurance Co | 117,886 | $117.6 萬 | 0.00% | −4,684−3.8% | 減碼 |
| Central Trust Co | 124,615 | $117.7 萬 | 0.03% | +10,271+9.0% | 加碼 |
| Once Capital Management, LLC | 126,700 | $119.7 萬 | 1.09% | +126,700 | 新進 |
| Atria Wealth Solutions, Inc. | 127,318 | $120.3 萬 | 0.02% | +127,318 | 新進 |
| Natixis | 127,860 | $120.8 萬 | 0.00% | +31,271+32.4% | 加碼 |
| Skaana Management L.P. | 129,300 | $122.2 萬 | 0.19% | +425+0.3% | 加碼 |
| Financial Architects, Inc | 130,200 | $123.0 萬 | 0.18% | +75,200+136.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 133,941 | $126.6 萬 | 0.01% | −2,400−1.8% | 減碼 |
| Holocene Advisors, LP | 136,125 | $128.6 萬 | 0.01% | +136,125 | 新進 |
| Joel Isaacson & Co., LLC | 183,789 | $131.0 萬 | 0.10% | 00.0% | 不變 |
| Patient Capital Management, LLC | 140,100 | $132.4 萬 | 0.52% | −53,700−27.7% | 減碼 |
| Magnetar Financial LLC | 143,966 | $136.0 萬 | 0.01% | +143,966 | 新進 |
| Colony Group LLC | 145,955 | $137.9 萬 | 0.02% | 00.0% | 不變 |
| Arizona State Retirement System | 145,998 | $138.0 萬 | 0.01% | +5,360+3.8% | 加碼 |
| Parametric Portfolio Associates LLC | 146,094 | $138.1 萬 | 0.00% | +33,490+29.7% | 加碼 |
| Squarepoint Ops LLC | 146,789 | $138.7 萬 | 0.01% | +146,789 | 新進 |
| Parallax Volatility Advisers, L.P. | 147,774 | $139.6 萬 | 0.03% | +17,392+13.3% | 加碼 |
| Newbridge Financial Services Group, Inc. | 148,002 | $139.9 萬 | 0.69% | +16,550+12.6% | 加碼 |
| Zazove Associates LLC | 150,000 | $141.8 萬 | 0.13% | +150,000 | 新進 |
| Vontobel Holding Ltd. | 146,254 | $142.9 萬 | 0.01% | +46,935+47.3% | 加碼 |
| CTC LLC | 153,165 | $144.7 萬 | 0.03% | +153,165 | 新進 |
| Triumph Capital Management | 153,785 | $145.3 萬 | 0.63% | +24,469+18.9% | 加碼 |
| Fulcrum Capital LLC | 154,757 | $146.2 萬 | 0.39% | +25,121+19.4% | 加碼 |
| Oppenheimer & Co Inc | 161,799 | $152.9 萬 | 0.03% | +11,202+7.4% | 加碼 |
| FMR LLC | 162,719 | $153.8 萬 | 0.00% | −2,387,640−93.6% | 減碼 |
| Pictet Asset Management SA | 165,780 | $156.7 萬 | 0.00% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 171,224 | $161.8 萬 | 0.12% | −1,749−1.0% | 減碼 |
| IFP Advisors, Inc | 74,317 | $168.0 萬 | 0.02% | +71,335+2,392.2% | 加碼 |
| AtonRa Partners | 178,782 | $168.8 萬 | 0.92% | +5,442+3.1% | 加碼 |
| AQR Capital Management LLC | 179,821 | $169.9 萬 | 0.00% | +179,821 | 新進 |
| Advisory Services Network, LLC | 182,203 | $172.2 萬 | 0.05% | +118,280+185.0% | 加碼 |
| HAP Trading, LLC | 203,680 | $192.5 萬 | 0.22% | −39,888−16.4% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 203,793 | $192.6 萬 | 0.16% | −842−0.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 204,406 | $193.2 萬 | 0.02% | +59,826+41.4% | 加碼 |
| DFPG Investments, LLC | 280,052 | $199.7 萬 | 0.78% | +159,661+132.6% | 加碼 |
| First American Trust, FSB | 213,808 | $202.0 萬 | 0.28% | +13,887+6.9% | 加碼 |
| Bayesian Capital Management, LP | 215,595 | $203.7 萬 | 0.30% | +128,095+146.4% | 加碼 |
| Waverton Investment Management Ltd | 218,796 | $206.8 萬 | 0.07% | +28,960+15.3% | 加碼 |
| Asset Management One Co.,Ltd. | 219,923 | $207.8 萬 | 0.01% | −7,297−3.2% | 減碼 |
| Cinctive Capital Management LP | 229,576 | $216.9 萬 | 0.10% | +110,185+92.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 244,211 | $230.7 萬 | 0.01% | −10,728−4.2% | 減碼 |
| Stifel Financial Corp | 246,514 | $232.8 萬 | 0.00% | +78,675+46.9% | 加碼 |
| Old Second National Bank of Aurora | 256,556 | $242.4 萬 | 0.61% | +256,556 | 新進 |
| Moors & Cabot, Inc. | 260,526 | $246.2 萬 | 0.15% | +30,635+13.3% | 加碼 |
| Cutler Group LP | 261,626 | $247.2 萬 | 0.23% | −220,078−45.7% | 減碼 |
| Virtu Financial LLC | 269,742 | $254.9 萬 | 0.19% | +255,473+1,790.4% | 加碼 |
| TownSquare Capital, LLC | 270,048 | $255.2 萬 | 0.07% | +154,769+134.3% | 加碼 |
| Cerity Partners LLC | 274,700 | $259.6 萬 | 0.04% | +262,605+2,171.2% | 加碼 |
| Baker Chad R | 276,600 | $261.4 萬 | 0.59% | +276,600 | 新進 |
| Wolverine Trading, LLC | 269,824 | $263.6 萬 | 0.08% | +182,489+209.0% | 加碼 |
| Van Eck Associates Corp | 295,126 | $278.9 萬 | 0.01% | +295,126 | 新進 |
| Schonfeld Strategic Advisors LLC | 312,700 | $295.5 萬 | 0.03% | −459,400−59.5% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 313,854 | $296.6 萬 | 0.18% | +144,645+85.5% | 加碼 |
| Bluefin Capital Management, LLC | 330,835 | $312.6 萬 | 0.54% | −95,032−22.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 337,930 | $319.3 萬 | 0.01% | +19,551+6.1% | 加碼 |
| Ameriprise Financial Inc | 340,021 | $320.6 萬 | 0.00% | −46,903−12.1% | 減碼 |
| MML Investors Services, LLC | 339,870 | $321.2 萬 | 0.02% | +25,512+8.1% | 加碼 |
| Balyasny Asset Management LLC | 363,800 | $343.8 萬 | 0.02% | +363,800 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 366,227 | $346.1 萬 | 0.02% | −40,039−9.9% | 減碼 |
| HighTower Advisors, LLC | 367,703 | $350.7 萬 | 0.01% | +260,680+243.6% | 加碼 |
| Gillson Capital LP | 384,115 | $363.0 萬 | 0.29% | −117,887−23.5% | 減碼 |
| State of Wisconsin Investment Board | 386,253 | $365.0 萬 | 0.01% | +46,369+13.6% | 加碼 |
| Advisor Group Holdings, Inc. | 389,284 | $367.9 萬 | 0.01% | +52,728+15.7% | 加碼 |
| BIT Capital GmbH | 393,072 | $371.5 萬 | 0.38% | +154,887+65.0% | 加碼 |
| National Bank of Canada | 403,054 | $380.9 萬 | 0.01% | +372,923+1,237.7% | 加碼 |
| CAPROCK Group, Inc. | 408,228 | $385.8 萬 | 0.36% | +113,021+38.3% | 加碼 |
| Walleye Trading LLC | 409,907 | $387.4 萬 | 0.08% | −826,983−66.9% | 減碼 |
| Parkside Investments, LLC | 415,800 | $392.6 萬 | 0.77% | +140,075+50.8% | 加碼 |
| Jump Financial, LLC | 432,183 | $408.4 萬 | 0.17% | +432,183 | 新進 |
| Acorn Financial Advisory Services Inc | 436,377 | $412.4 萬 | 0.83% | +6,046+1.4% | 加碼 |
| AXA S.A. | 440,000 | $415.8 萬 | 0.01% | +440,000 | 新進 |
| Creative Planning | 479,683 | $453.3 萬 | 0.01% | −241,040−33.4% | 減碼 |
| First Republic Investment Management, Inc. | 534,182 | $504.8 萬 | 0.01% | +169,816+46.6% | 加碼 |
| Bridgecreek Investment Management, LLC | 563,450 | $532.5 萬 | 0.79% | +329,700+141.0% | 加碼 |
| Riverpark Capital Management LLC | 607,979 | $574.5 萬 | 3.19% | +223,847+58.3% | 加碼 |
| Commonwealth Equity Services, LLC | 625,894 | $591.4 萬 | 0.01% | +127,848+25.7% | 加碼 |
| Group One Trading, L.P. | 656,790 | $620.7 萬 | 0.14% | −894,711−57.7% | 減碼 |
| Philadelphia Trust Co | 661,385 | $625.0 萬 | 0.49% | −390−0.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 671,141 | $634.2 萬 | 0.01% | +231,686+52.7% | 加碼 |
| California State Teachers Retirement System | 677,765 | $640.5 萬 | 0.01% | +18,387+2.8% | 加碼 |
| TD Asset Management Inc | 695,088 | $656.9 萬 | 0.01% | −687,900−49.7% | 減碼 |
| Hartline Investment Corp | 379,059 | $726.7 萬 | 0.92% | +140,420+58.8% | 加碼 |
| Raymond James & Associates | 934,299 | $882.9 萬 | 0.01% | +161,398+20.9% | 加碼 |
| RiverPark Advisors, LLC | 1,082,405 | $1,023 萬 | 1.87% | +300,703+38.5% | 加碼 |
| UBS Group AG | 1,086,768 | $1,027 萬 | 0.00% | +88,542+8.9% | 加碼 |
| UBS Asset Management Americas Inc | 1,118,090 | $1,057 萬 | 0.00% | +29,087+2.7% | 加碼 |
| Ensign Peak Advisors, Inc | 1,163,386 | $1,099 萬 | 0.02% | +1,091,961+1,528.8% | 加碼 |