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。
2023 年第 1 季 13F 持有人
SoFi Technologies, Inc. 在 2023/3/31 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
- 532
- 較 2022 年第 4 季 +30 家
- 持有股數
- 3.18 億
- 較 2022 年第 4 季 −1,139 萬 (−3.5%)
- 總市值
- $19.2 億
- 較 2022 年第 4 季 +$4.07 億 (+26.8%)
- 新進機構
- 96
- 另有 165 家加碼
- 清倉機構
- 66
- 另有 154 家減碼
另有 10 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Caliber Wealth Management, LLC | 43,851 | $26.6 萬 | 0.20% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 43,897 | $26.6 萬 | 0.00% | +10,605+31.9% | 加碼 |
| M Holdings Securities, Inc. | 44,310 | $26.9 萬 | 0.03% | −4,996−10.1% | 減碼 |
| Aigen Investment Management, LP | 44,556 | $27.0 萬 | 0.04% | −21,421−32.5% | 減碼 |
| Cim Investment Mangement Inc | 45,087 | $27.4 萬 | 0.10% | +2,110+4.9% | 加碼 |
| DFPG Investments, LLC | 45,251 | $27.5 萬 | 0.03% | +25,694+131.4% | 加碼 |
| Arkadios Wealth Advisors | 45,859 | $27.8 萬 | 0.03% | +12,907+39.2% | 加碼 |
| AtonRa Partners | 46,314 | $28.1 萬 | 0.41% | −108,912−70.2% | 減碼 |
| JustInvest LLC | 47,411 | $28.8 萬 | 0.01% | −37,220−44.0% | 減碼 |
| Gotham Asset Management, LLC | 47,529 | $28.9 萬 | 0.01% | +47,529 | 新進 |
| Verition Fund Management LLC | 48,300 | $29.3 萬 | 0.00% | +48,300 | 新進 |
| Teza Capital Management LLC | 48,507 | $29.4 萬 | 0.06% | +48,507 | 新進 |
| Fortis Advisors, LLC | 48,650 | $29.5 萬 | 0.19% | +14,000+40.4% | 加碼 |
| Harbour Investments, Inc. | 48,938 | $29.7 萬 | 0.02% | +3,460+7.6% | 加碼 |
| Zweig-DiMenna Associates LLC | 50,000 | $30.4 萬 | 0.04% | +50,000 | 新進 |
| AE Wealth Management LLC | 50,335 | $30.6 萬 | 0.00% | −21,714−30.1% | 減碼 |
| Integrated Advisors Network LLC | 50,789 | $30.8 萬 | 0.02% | −1,343−2.6% | 減碼 |
| Means Investment Co., Inc. | 51,463 | $31.2 萬 | 0.05% | +16,748+48.2% | 加碼 |
| Advisory Research Inc | 51,853 | $31.5 萬 | 0.05% | +51,853 | 新進 |
| Reynders McVeigh Capital Management, LLC | 52,419 | $31.8 萬 | 0.02% | −7,826−13.0% | 減碼 |
| Capital Markets Trading UK LLP | 52,842 | $32.1 萬 | 0.70% | +52,842 | 新進 |
| Kestra Advisory Services, LLC | 53,583 | $32.5 萬 | 0.00% | −8,225−13.3% | 減碼 |
| Prudential Financial Inc | 54,938 | $33.3 萬 | 0.00% | +11,261+25.8% | 加碼 |
| Balentine LLC | 54,945 | $33.4 萬 | 0.01% | −1,878−3.3% | 減碼 |
| Valeo Financial Advisors, LLC | 55,116 | $33.5 萬 | 0.02% | +11,656+26.8% | 加碼 |
| Quantamental Technologies LLC | 56,013 | $34.0 萬 | 0.18% | +56,013 | 新進 |
| Janney Montgomery Scott LLC | 56,839 | $34.5 萬 | 0.00% | −910−1.6% | 減碼 |
| Sweeney & Michel, LLC | 45,359 | $34.7 萬 | 0.18% | +45,359 | 新進 |
| CI Private Wealth, LLC | 58,376 | $35.4 萬 | 0.00% | +17,106+41.4% | 加碼 |
| Alta Wealth Advisors LLC | 59,299 | $36.0 萬 | 0.23% | 00.0% | 不變 |
| MYDA Advisors LLC | 60,000 | $36.4 萬 | 0.15% | +60,000 | 新進 |
| San Luis Wealth Advisors LLC | 60,707 | $36.8 萬 | 0.14% | −832−1.4% | 減碼 |
| Envestnet Asset Management Inc | 60,707 | $36.8 萬 | 0.00% | +2,881+5.0% | 加碼 |
| Capula Management Ltd | 60,740 | $36.9 萬 | 0.03% | +60,740 | 新進 |
| Hourglass Capital, LLC | 61,000 | $37.0 萬 | 0.13% | −46,000−43.0% | 減碼 |
| Maryland State Retirement & Pension System | 61,186 | $37.1 萬 | 0.01% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 61,414 | $37.3 萬 | 0.00% | +61,414 | 新進 |
| D.A. Davidson & Co. | 62,174 | $37.7 萬 | 0.00% | +29,834+92.3% | 加碼 |
| Consolidated Investment Group LLC | 63,000 | $38.2 萬 | 0.07% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 66,092 | $40.1 萬 | 0.04% | +35,974+119.4% | 加碼 |
| Teacher Retirement System of Texas | 67,085 | $40.7 萬 | 0.00% | +500+0.8% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 68,078 | $41.3 萬 | 0.05% | +68,078 | 新進 |
| Aldebaran Financial Inc. | 70,205 | $42.6 萬 | 0.57% | −64,097−47.7% | 減碼 |
| Neuberger Berman Group LLC | 70,792 | $43.0 萬 | 0.00% | +33,578+90.2% | 加碼 |
| Solidarilty Wealth, LLC | 71,637 | $43.5 萬 | 0.20% | +71,637 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 73,575 | $44.7 萬 | 0.01% | +73,575 | 新進 |
| Baird Financial Group, Inc. | 73,820 | $44.8 萬 | 0.00% | +1,285+1.8% | 加碼 |
| M. Kulyk & Associates, LLC | 74,901 | $45.5 萬 | 0.14% | 00.0% | 不變 |
| Pictet Asset Management SA | 75,088 | $45.6 萬 | 0.00% | +7,837+11.7% | 加碼 |
| Cutler Group LP | 75,129 | $45.6 萬 | 0.07% | +38,528+105.3% | 加碼 |
| Capital Advisors Wealth Management, LLC | 75,323 | $45.7 萬 | 0.13% | +2,145+2.9% | 加碼 |
| State of Wisconsin Investment Board | 75,981 | $46.1 萬 | 0.00% | +1,233+1.6% | 加碼 |
| Winton Group Ltd | 76,390 | $46.4 萬 | 0.03% | +76,390 | 新進 |
| Public Employees Retirement Association of Colorado | 76,520 | $46.4 萬 | 0.00% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 86,214 | $47.2 萬 | 0.37% | −16,862−16.4% | 減碼 |
| Holocene Advisors, LP | 78,125 | $47.4 萬 | 0.00% | +78,125 | 新進 |
| Miracle Mile Advisors, LLC | 78,350 | $47.6 萬 | 0.02% | 00.0% | 不變 |
| Principal Financial Group Inc | 80,078 | $48.6 萬 | 0.00% | +3,007+3.9% | 加碼 |
| Kingsview Wealth Management, LLC | 80,618 | $48.9 萬 | 0.02% | +80,618 | 新進 |
| Victory Capital Management Inc | 85,259 | $51.8 萬 | 0.00% | +4,653+5.8% | 加碼 |
| Wellington Management Group LLP | 85,299 | $51.8 萬 | 0.00% | +85,299 | 新進 |
| Perennial Investment Advisors, LLC | 88,330 | $53.6 萬 | 0.10% | +53,984+157.2% | 加碼 |
| Kennedy Investment Group | 90,400 | $54.9 萬 | 0.34% | 00.0% | 不變 |
| Matisse Capital | 93,594 | $56.8 萬 | 0.37% | −3,800−3.9% | 減碼 |
| Well Done, LLC | 94,161 | $57.2 萬 | 0.12% | +81,446+640.6% | 加碼 |
| Kovack Advisors, Inc. | 95,264 | $57.8 萬 | 0.08% | +11,383+13.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 97,220 | $59.0 萬 | 0.00% | −2,008−2.0% | 減碼 |
| Interval Partners, LP | 100,088 | $60.8 萬 | 0.03% | +100,088 | 新進 |
| Prospera Financial Services Inc | 101,433 | $61.6 萬 | 0.03% | +24,513+31.9% | 加碼 |
| First Trust Advisors LP | 102,072 | $62.0 萬 | 0.00% | −128,081−55.7% | 減碼 |
| Nisa Investment Advisors, LLC | 104,500 | $63.4 萬 | 0.00% | +54,200+107.8% | 加碼 |
| Pegasus Asset Management, Inc. | 104,558 | $63.5 萬 | 0.31% | +1,110+1.1% | 加碼 |
| Bluefin Capital Management, LLC | – | $63.6 萬 | 0.09% | – | – |
| HRT Financial LP | 107,888 | $65.4 萬 | 0.01% | +107,888 | 新進 |
| Pathstone Family Office, LLC | 112,923 | $65.6 萬 | 0.01% | −91,480−44.8% | 減碼 |
| International Assets Investment Management, LLC | 109,580 | $66.5 萬 | 0.10% | −15,330−12.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 109,678 | $66.6 萬 | 0.00% | +30,448+38.4% | 加碼 |
| Wolff Wiese Magana LLC | 113,189 | $68.7 萬 | 0.56% | −1,221−1.1% | 減碼 |
| GWM Advisors LLC | 114,590 | $69.6 萬 | 0.01% | +84,124+276.1% | 加碼 |
| Y.D. More Investments Ltd | 115,594 | $70.2 萬 | 0.17% | −2,000−1.7% | 減碼 |
| ETF Managers Group, LLC | 119,877 | $72.8 萬 | 0.02% | +119,877 | 新進 |
| MMBG Investment Advisors Co. | 120,280 | $73.0 萬 | 0.09% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 121,825 | $73.9 萬 | 0.30% | 00.0% | 不變 |
| Point72 Middle East FZE | 123,610 | $75.0 萬 | 0.04% | −128,772−51.0% | 減碼 |
| Marex Group plc | 126,460 | $76.8 萬 | 0.10% | +22,756+21.9% | 加碼 |
| Alpha Square Group S, LLC | 127,674 | $77.5 萬 | 0.64% | −50,000−28.1% | 減碼 |
| Amalgamated Bank | 129,102 | $78.4 萬 | 0.01% | −20,118−13.5% | 減碼 |
| Private Advisor Group, LLC | 133,131 | $80.8 萬 | 0.01% | −35,706−21.1% | 減碼 |
| Colony Group LLC | 134,187 | $81.5 萬 | 0.01% | −157−0.1% | 減碼 |
| Cetera Investment Advisers | 134,924 | $81.9 萬 | 0.01% | +18,659+16.0% | 加碼 |
| Voya Investment Management LLC | 136,592 | $82.9 萬 | 0.00% | +8,336+6.5% | 加碼 |
| Tilt Investment Management Holdings, PBC | 147,552 | $85.0 萬 | 0.63% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 142,375 | $86.4 萬 | 0.05% | +117,813+479.7% | 加碼 |
| Deutsche Bank AG | 143,061 | $86.8 萬 | 0.00% | +23,236+19.4% | 加碼 |
| Utah Retirement Systems | 143,800 | $87.3 萬 | 0.01% | +1,500+1.1% | 加碼 |
| TownSquare Capital, LLC | 146,029 | $88.6 萬 | 0.02% | −236,828−61.9% | 減碼 |
| National Asset Management, Inc. | 150,104 | $91.1 萬 | 0.02% | +6,712+4.7% | 加碼 |
| Virtu Financial LLC | 155,728 | $94.5 萬 | 0.10% | +155,728 | 新進 |
| B & T Capital Management DBA Alpha Capital Management | 206,367 | $95.1 萬 | 0.24% | 00.0% | 不變 |
| Spire Wealth Management | 157,132 | $95.4 萬 | 0.04% | +25,900+19.7% | 加碼 |