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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 161,834 | $98.2 萬 | 0.50% | −151,109−48.3% | 減碼 |
| Regal Investment Advisors LLC | 162,840 | $98.8 萬 | 0.09% | +135,374+492.9% | 加碼 |
| STRS Ohio | 171,550 | $104.1 萬 | 0.00% | +171,550 | 新進 |
| Capital Fund Management S.A. | 172,802 | $104.9 萬 | 0.02% | +172,802 | 新進 |
| Wolverine Trading, LLC | 184,883 | $105.8 萬 | 0.03% | +149,621+424.3% | 加碼 |
| Arizona State Retirement System | 174,768 | $106.1 萬 | 0.01% | +5,590+3.3% | 加碼 |
| Quadrature Capital Ltd | 174,672 | $106.2 萬 | 0.03% | +174,672 | 新進 |
| Boston Private Wealth LLC | 180,309 | $109.4 萬 | 0.02% | +1,026+0.6% | 加碼 |
| Caption Management, LLC | 181,487 | $110.2 萬 | 0.24% | −358,013−66.4% | 減碼 |
| Truist Financial Corp | 181,730 | $110.3 萬 | 0.00% | +34,534+23.5% | 加碼 |
| Joel Isaacson & Co., LLC | 183,789 | $111.6 萬 | 0.08% | 00.0% | 不變 |
| Ameriprise Financial Inc | 185,364 | $112.5 萬 | 0.00% | −65,805−26.2% | 減碼 |
| American Century Companies Inc | 196,882 | $112.6 萬 | 0.00% | +25,483+14.9% | 加碼 |
| Summit Trail Advisors, LLC | 188,037 | $114.1 萬 | 0.05% | +150,715+403.8% | 加碼 |
| Oppenheimer & Co Inc | 190,529 | $115.7 萬 | 0.02% | −53,355−21.9% | 減碼 |
| Convergence Financial, LLC | 200,010 | $121.4 萬 | 0.89% | +200,010 | 新進 |
| Trexquant Investment LP | 200,363 | $121.6 萬 | 0.03% | −697,951−77.7% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 203,675 | $123.6 萬 | 0.11% | +4,897+2.5% | 加碼 |
| Cetera Advisor Networks LLC | 204,206 | $124.0 萬 | 0.01% | +27,744+15.7% | 加碼 |
| Venture Visionary Partners LLC | 205,814 | $124.9 萬 | 0.08% | +53,065+34.7% | 加碼 |
| Once Capital Management, LLC | 209,200 | $127.0 萬 | 1.35% | 00.0% | 不變 |
| Stifel Financial Corp | 211,188 | $128.2 萬 | 0.00% | −15,392−6.8% | 減碼 |
| Advisory Services Network, LLC | 212,757 | $129.1 萬 | 0.04% | +12,719+6.4% | 加碼 |
| HighTower Advisors, LLC | 214,341 | $130.2 萬 | 0.00% | +69,869+48.4% | 加碼 |
| Must Asset Management Inc. | 228,318 | $130.6 萬 | 3.25% | −126,129−35.6% | 減碼 |
| Formula Growth Ltd | 220,000 | $133.5 萬 | 0.43% | +220,000 | 新進 |
| Two Sigma Securities, LLC | 221,530 | $134.5 萬 | 0.11% | +37,212+20.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 225,608 | $136.9 萬 | 0.01% | +1,787+0.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 227,840 | $138.3 萬 | 0.16% | +227,840 | 新進 |
| Savior LLC | 236,445 | $143.5 萬 | 1.18% | +13,823+6.2% | 加碼 |
| Cetera Advisors LLC | 239,675 | $145.5 萬 | 0.02% | +96,586+67.5% | 加碼 |
| Belmont Capital, LLC | 242,350 | $147.1 萬 | 1.22% | 00.0% | 不變 |
| Walleye Trading LLC | 249,911 | $151.7 萬 | 0.05% | −102,847−29.2% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 261,730 | $158.9 萬 | 0.16% | −254,310−49.3% | 減碼 |
| Janus Henderson Group PLC | 270,521 | $164.3 萬 | 0.00% | +143,747+113.4% | 加碼 |
| Old Second National Bank of Aurora | 277,778 | $168.6 萬 | 0.49% | +8,419+3.1% | 加碼 |
| AlphaStar Capital Management, LLC | 180,344 | $170.4 萬 | 0.14% | −9,990−5.2% | 減碼 |
| Vontobel Holding Ltd. | 282,099 | $171.2 萬 | 0.02% | −79,385−22.0% | 減碼 |
| BIT Capital GmbH | 285,923 | $173.6 萬 | 0.27% | −415,853−59.3% | 減碼 |
| Parallax Volatility Advisers, L.P. | 287,511 | $174.5 萬 | 0.06% | +153,088+113.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 307,778 | $186.8 萬 | 0.03% | +60,745+24.6% | 加碼 |
| Newbridge Financial Services Group, Inc. | 312,818 | $189.9 萬 | 1.01% | +34,415+12.4% | 加碼 |
| HAP Trading, LLC | 324,444 | $196.9 萬 | 0.48% | −345,935−51.6% | 減碼 |
| Alliancebernstein L.P. | 325,997 | $197.9 萬 | 0.00% | +1,338+0.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 347,442 | $210.9 萬 | 0.02% | +47,825+16.0% | 加碼 |
| Treasurer of the State of North Carolina | 352,209 | $213.8 萬 | 0.01% | +2,510+0.7% | 加碼 |
| Acorn Financial Advisory Services Inc | 363,733 | $220.8 萬 | 0.43% | +147,201+68.0% | 加碼 |
| ExodusPoint Capital Management, LP | 377,636 | $229.2 萬 | 0.03% | +377,636 | 新進 |
| Raymond James & Associates | 382,073 | $231.9 萬 | 0.00% | −30,390−7.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 384,433 | $233.4 萬 | 0.01% | −115,419−23.1% | 減碼 |
| Public Employees Retirement System of Ohio | 400,545 | $243.1 萬 | 0.01% | −12,439−3.0% | 減碼 |
| Anderson Hoagland & Co | 401,001 | $243.4 萬 | 0.35% | 00.0% | 不變 |
| CTC LLC | 439,013 | $251.1 萬 | 0.08% | +293,028+200.7% | 加碼 |
| Aquatic Capital Management LLC | 415,900 | $252.5 萬 | 0.16% | +415,900 | 新進 |
| Bank of Montreal | 399,981 | $257.6 萬 | 0.00% | −33,639−7.8% | 減碼 |
| Hartline Investment Corp | 427,119 | $259.3 萬 | 0.52% | +41,500+10.8% | 加碼 |
| Patient Capital Management, LLC | 469,700 | $285.1 萬 | 1.27% | 00.0% | 不變 |
| Creative Planning | 483,245 | $293.3 萬 | 0.00% | −39,320−7.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 496,330 | $301.3 萬 | 0.01% | +116,860+30.8% | 加碼 |
| Philadelphia Trust Co | 500,285 | $303.7 萬 | 0.31% | −4,035−0.8% | 減碼 |
| First Republic Investment Management, Inc. | 503,336 | $305.5 萬 | 0.01% | +407,305+424.1% | 加碼 |
| Mark Asset Management LP | 530,401 | $322.0 萬 | 0.61% | +78,949+17.5% | 加碼 |
| Cerity Partners LLC | 544,307 | $330.4 萬 | 0.02% | −3,412−0.6% | 減碼 |
| Simplex Trading, LLC | 563,435 | $342.0 萬 | 0.15% | +33,213+6.3% | 加碼 |
| MML Investors Services, LLC | 568,654 | $345.2 萬 | 0.02% | +19,875+3.6% | 加碼 |
| Goldman Sachs Group Inc | 573,704 | $348.2 萬 | 0.00% | −2,112,445−78.6% | 減碼 |
| Moors & Cabot, Inc. | 582,959 | $353.9 萬 | 0.24% | +59,525+11.4% | 加碼 |
| Mariner, LLC | 611,936 | $371.4 萬 | 0.01% | −21,068−3.3% | 減碼 |
| Invesco Ltd. | 632,410 | $383.9 萬 | 0.00% | +118,185+23.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 640,088 | $388.5 萬 | 0.01% | −57,484−8.2% | 減碼 |
| PEAK6 Investments LLC | 641,230 | $389.2 萬 | 0.25% | −666,464−51.0% | 減碼 |
| Legal & General Group Plc | 655,264 | $397.7 萬 | 0.00% | +45,526+7.5% | 加碼 |
| Phoenix Holdings Ltd. | 660,491 | $400.9 萬 | 0.09% | −807,509−55.0% | 減碼 |
| Bayesian Capital Management, LP | 673,100 | $408.6 萬 | 0.51% | +214,400+46.7% | 加碼 |
| Brighton Jones LLC | 674,658 | $409.5 萬 | 0.23% | +662,012+5,235.0% | 加碼 |
| Advisor Group Holdings, Inc. | 706,242 | $427.2 萬 | 0.01% | +20,505+3.0% | 加碼 |
| Par Capital Management Inc | 750,000 | $455.3 萬 | 0.17% | 00.0% | 不變 |
| Barclays PLC | 782,891 | $475.2 萬 | 0.00% | +156,036+24.9% | 加碼 |
| LPL Financial LLC | 800,556 | $485.9 萬 | 0.00% | −69,900−8.0% | 減碼 |
| New York State Common Retirement Fund | 811,800 | $492.8 萬 | 0.01% | −10,200−1.2% | 減碼 |
| Rhumbline Advisers | 832,381 | $505.3 萬 | 0.01% | +7,634+0.9% | 加碼 |
| California State Teachers Retirement System | 864,154 | $524.5 萬 | 0.01% | −13,523−1.5% | 減碼 |
| AXA S.A. | 883,900 | $536.5 萬 | 0.02% | −243,000−21.6% | 減碼 |
| FMR LLC | 894,803 | $543.1 萬 | 0.00% | +880,460+6,138.6% | 加碼 |
| Commonwealth Equity Services, LLC | 929,128 | $563.9 萬 | 0.01% | −61,261−6.2% | 減碼 |
| UBS Group AG | 953,379 | $578.7 萬 | 0.00% | −176,123−15.6% | 減碼 |
| CAPROCK Group, Inc. | 960,076 | $582.8 萬 | 0.45% | −74,474−7.2% | 減碼 |
| UBS Asset Management Americas Inc | 984,318 | $597.5 萬 | 0.00% | −24,430−2.4% | 減碼 |
| Parkside Investments, LLC | 2,070,100 | $628.3 萬 | 1.18% | +1,238,670+149.0% | 加碼 |
| Price T Rowe Associates Inc | 1,053,668 | $639.6 萬 | 0.00% | +64,244+6.5% | 加碼 |
| Group One Trading, L.P. | 1,125,058 | $682.9 萬 | 0.32% | +196,541+21.2% | 加碼 |
| Jane Street Group, LLC | 1,136,464 | $689.8 萬 | 0.01% | −383,368−25.2% | 減碼 |
| SG Americas Securities, LLC | 1,169,645 | $710.0 萬 | 0.10% | −133,745−10.3% | 減碼 |
| Point72 Asset Management, L.P. | 1,200,100 | $728.5 萬 | 0.03% | −3,932,643−76.6% | 減碼 |
| California Public Employees Retirement System | 1,248,052 | $757.6 萬 | 0.01% | −142,808−10.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,270,304 | $771.1 萬 | 0.02% | +53,415+4.4% | 加碼 |
| Mizuho Markets Americas LLC | 1,276,798 | $775.0 萬 | 0.33% | +34,000+2.7% | 加碼 |
| Mizuho Markets Cayman LP | 1,276,798 | $775.0 萬 | 0.33% | +1,276,798 | 新進 |
| Swiss National Bank | 1,301,900 | $790.3 萬 | 0.01% | −145,800−10.1% | 減碼 |
| Wells Fargo & Company | 1,347,631 | $818.0 萬 | 0.00% | −13,859−1.0% | 減碼 |