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 |
|---|---|---|---|---|---|
| Longitude (Cayman) Ltd. | 1,515,000 | $919.6 萬 | 18.24% | +10,000+0.7% | 加碼 |
| J. Goldman & Co LP | 1,561,955 | $948.1 萬 | 0.55% | +1,356,493+660.2% | 加碼 |
| Citadel Advisors LLC | 1,641,624 | $996.5 萬 | 0.01% | −13,925,208−89.5% | 減碼 |
| Royal Bank of Canada | 1,663,149 | $1,010 萬 | 0.00% | −77,522−4.5% | 減碼 |
| Citigroup Inc | 1,690,659 | $1,026 萬 | 0.01% | +112,092+7.1% | 加碼 |
| Ensign Peak Advisors, Inc | 1,738,884 | $1,056 萬 | 0.02% | +27,758+1.6% | 加碼 |
| Credit Suisse AG | 2,179,821 | $1,323 萬 | 0.01% | +432,245+24.7% | 加碼 |
| Riverwood Capital Management Ltd. | 2,210,701 | $1,342 萬 | 9.00% | 00.0% | 不變 |
| Bank of America Corp | 2,356,947 | $1,431 萬 | 0.00% | +1,896,530+411.9% | 加碼 |
| Bank of New York Mellon Corp | 2,542,902 | $1,544 萬 | 0.00% | +82,336+3.3% | 加碼 |
| Nuveen Asset Management, LLC | 3,151,832 | $1,913 萬 | 0.01% | +123,957+4.1% | 加碼 |
| Northern Trust Corp | 3,470,378 | $2,107 萬 | 0.00% | +159,083+4.8% | 加碼 |
| JPMorgan Chase & Co | 3,833,401 | $2,327 萬 | 0.00% | +68,179+1.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,944,105 | $2,394 萬 | 0.04% | +3,178,043+414.9% | 加碼 |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $2,491 萬 | 20.14% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 4,522,634 | $2,745 萬 | 0.01% | +37,622+0.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 4,666,457 | $2,833 萬 | 0.27% | +3,889,957+501.0% | 加碼 |
| Miller Value Partners, LLC | 4,711,202 | $2,860 萬 | 1.79% | −197,378−4.0% | 減碼 |
| Two Sigma Investments, LP | 4,972,175 | $3,018 萬 | 0.09% | +4,972,175 | 新進 |
| Millennium Management LLC | 5,778,945 | $3,508 萬 | 0.04% | +4,671,874+422.0% | 加碼 |
| Morgan Stanley | 6,481,773 | $3,934 萬 | 0.00% | +336,109+5.5% | 加碼 |
| Gpi Capital, L.P. | 7,270,941 | $4,413 萬 | 8.99% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 8,386,117 | $5,090 萬 | 0.08% | −1,016,515−10.8% | 減碼 |
| Norges Bank | 8,691,199 | $5,276 萬 | 0.01% | −1,026,506−10.6% | 減碼 |
| Geode Capital Management, LLC | 12,051,675 | $7,315 萬 | 0.01% | +484,530+4.2% | 加碼 |
| State Street Corp | 12,112,737 | $7,352 萬 | 0.00% | +721,911+6.3% | 加碼 |
| Silver Lake Group, L.L.C. | 31,154,165 | $1.89 億 | 1.37% | 00.0% | 不變 |
| BlackRock Inc. | 35,820,228 | $2.17 億 | 0.01% | +172,563+0.5% | 加碼 |
| Vanguard Group Inc | 69,568,158 | $4.22 億 | 0.01% | +1,297,843+1.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 75,856 | – | – | −2,375−3.0% | 減碼 |
| World Equity Group, Inc. | 4,279 | – | – | +4,279 | 新進 |
| IFP Advisors, Inc | 12,362 | – | – | −74,978−85.8% | 減碼 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −8,266,520−100.0% | 清倉 |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −2,896,366−100.0% | 清倉 |
| Davenport & Co LLC | 0 | $0 | 0.00% | −1,284,276−100.0% | 清倉 |
| Soros Fund Management LLC大師索羅斯基金管理 | 0 | $0 | 0.00% | −1,250,000−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −726,352−100.0% | 清倉 |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −673,864−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −299,411−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −230,104−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −202,266−100.0% | 清倉 |
| Odey Asset Management Group Ltd | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Zazove Associates LLC | 0 | $0 | 0.00% | −160,859−100.0% | 清倉 |
| Fulcrum Capital LLC | 0 | $0 | 0.00% | −148,056−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −99,923−100.0% | 清倉 |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −99,140−100.0% | 清倉 |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −82,036−100.0% | 清倉 |
| Fore Capital, LLC | 0 | $0 | 0.00% | −70,000−100.0% | 清倉 |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −62,400−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −50,940−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −46,700−100.0% | 清倉 |
| Moseley Investment Management Inc | 0 | $0 | 0.00% | −29,351−100.0% | 清倉 |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −25,622−100.0% | 清倉 |
| Adviser Investments LLC | 0 | $0 | 0.00% | −22,857−100.0% | 清倉 |
| Benedetti & Gucer, Inc. | 0 | $0 | 0.00% | −21,533−100.0% | 清倉 |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −20,978−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −19,924−100.0% | 清倉 |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −19,257−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −18,871−100.0% | 清倉 |
| Enzi Wealth | 0 | $0 | 0.00% | −14,784−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −18,144−100.0% | 清倉 |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −17,542−100.0% | 清倉 |
| Newman Dignan & Sheerar, Inc. | 0 | $0 | 0.00% | −16,843−100.0% | 清倉 |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −16,500−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −16,398−100.0% | 清倉 |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −15,800−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −15,265−100.0% | 清倉 |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −15,060−100.0% | 清倉 |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −13,991−100.0% | 清倉 |
| Walkner Condon Financial Advisors LLC | 0 | $0 | 0.00% | −13,437−100.0% | 清倉 |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −13,400−100.0% | 清倉 |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −13,224−100.0% | 清倉 |
| RiverGlades Family Offices LLC | 0 | $0 | 0.00% | −12,810−100.0% | 清倉 |
| Water Island Capital LLC | 0 | $0 | 0.00% | −12,500−100.0% | 清倉 |
| XR Securities LLC | 0 | $0 | 0.00% | −12,165−100.0% | 清倉 |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −11,571−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −11,338−100.0% | 清倉 |
| SOL Capital Management CO | 0 | $0 | 0.00% | −10,735−100.0% | 清倉 |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −10,700−100.0% | 清倉 |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −10,400−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −10,241−100.0% | 清倉 |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,227−100.0% | 清倉 |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −5,211−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −4,767−100.0% | 清倉 |
| Advent Capital Management | 0 | $0 | 0.00% | −4,600−100.0% | 清倉 |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Sierra Capital LLC | 0 | $0 | 0.00% | −115−100.0% | 清倉 |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| Activest Wealth Management | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Game Plan Financial Advisors, LLC | – | – | – | – | 本季未申報 |
| Alpha Paradigm Partners, LLC | – | – | – | – | 本季未申報 |