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 2 季 13F 持有人
SoFi Technologies, Inc. 在 2023/6/30 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
- 517
- 較 2023 年第 1 季 −9 家
- 持有股數
- 3.59 億
- 較 2023 年第 1 季 +4,094 萬 (+12.9%)
- 總市值
- $30.0 億
- 較 2023 年第 1 季 +$10.7 億 (+55.8%)
- 新進機構
- 76
- 另有 182 家加碼
- 清倉機構
- 85
- 另有 146 家減碼
另有 6 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 73,834,956 | $6.16 億 | 0.01% | +4,266,798+6.1% | 加碼 |
| BlackRock Inc. | 38,122,793 | $3.18 億 | 0.01% | +2,302,565+6.4% | 加碼 |
| Silver Lake Group, L.L.C. | 31,154,165 | $2.60 億 | 1.75% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 15,537,505 | $1.30 億 | 0.20% | +11,593,400+293.9% | 加碼 |
| State Street Corp | 13,680,519 | $1.14 億 | 0.01% | +1,567,782+12.9% | 加碼 |
| Two Sigma Advisers, LP | 13,487,400 | $1.12 億 | 0.29% | +13,487,400 | 新進 |
| Geode Capital Management, LLC | 12,877,675 | $1.07 億 | 0.01% | +826,000+6.9% | 加碼 |
| Morgan Stanley | 12,085,836 | $1.01 億 | 0.01% | +5,604,063+86.5% | 加碼 |
| Two Sigma Investments, LP | 9,578,500 | $7,988 萬 | 0.21% | +4,606,325+92.6% | 加碼 |
| Norges Bank | 6,626,928 | $5,527 萬 | 0.01% | −2,064,271−23.8% | 減碼 |
| JPMorgan Chase & Co | 5,819,037 | $4,853 萬 | 0.01% | +1,985,636+51.8% | 加碼 |
| Gpi Capital, L.P. | 5,570,941 | $4,646 萬 | 8.90% | −1,700,000−23.4% | 減碼 |
| Goldman Sachs Group Inc | 4,999,616 | $4,170 萬 | 0.01% | +4,425,912+771.5% | 加碼 |
| Bank of America Corp | 4,946,100 | $4,125 萬 | 0.00% | +2,589,153+109.9% | 加碼 |
| Charles Schwab Investment Management Inc | 4,605,774 | $3,841 萬 | 0.01% | +83,140+1.8% | 加碼 |
| Patient Capital Management, LLC | 4,435,864 | $3,700 萬 | 2.06% | +3,966,164+844.4% | 加碼 |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $3,423 萬 | 28.75% | 00.0% | 不變 |
| Northern Trust Corp | 3,787,451 | $3,159 萬 | 0.01% | +317,073+9.1% | 加碼 |
| Jane Street Group, LLC | 3,023,475 | $2,522 萬 | 0.03% | +1,887,011+166.0% | 加碼 |
| Marshall Wace, LLP | 3,020,986 | $2,520 萬 | 0.05% | +3,020,986 | 新進 |
| Quadrature Capital Ltd | 2,832,049 | $2,362 萬 | 0.52% | +2,657,377+1,521.4% | 加碼 |
| Bank of New York Mellon Corp | 2,767,303 | $2,308 萬 | 0.00% | +224,401+8.8% | 加碼 |
| Credit Suisse AG | 2,709,386 | $2,260 萬 | 0.02% | +529,565+24.3% | 加碼 |
| Nuveen Asset Management, LLC | 2,390,313 | $1,994 萬 | 0.01% | −761,519−24.2% | 減碼 |
| Citigroup Inc | 2,176,404 | $1,815 萬 | 0.02% | +485,745+28.7% | 加碼 |
| National Bank of Canada | 2,121,843 | $1,807 萬 | 0.04% | +2,100,105+9,661.0% | 加碼 |
| Susquehanna International Group, LLP | 1,973,606 | $1,646 萬 | 0.03% | −6,412,511−76.5% | 減碼 |
| Swiss National Bank | 1,842,600 | $1,537 萬 | 0.01% | +540,700+41.5% | 加碼 |
| Ensign Peak Advisors, Inc | 1,739,424 | $1,451 萬 | 0.03% | +5400.0% | 加碼 |
| Royal Bank of Canada | 1,691,634 | $1,411 萬 | 0.00% | +28,485+1.7% | 加碼 |
| Longitude (Cayman) Ltd. | 1,578,000 | $1,316 萬 | 20.14% | +63,000+4.2% | 加碼 |
| Wells Fargo & Company | 1,465,392 | $1,222 萬 | 0.00% | +117,761+8.7% | 加碼 |
| Azora Capital LP | 1,432,124 | $1,194 萬 | 2.43% | +1,432,124 | 新進 |
| Cubist Systematic Strategies, LLC | 1,377,901 | $1,149 萬 | 0.13% | +1,316,487+2,143.6% | 加碼 |
| California Public Employees Retirement System | 1,323,988 | $1,104 萬 | 0.01% | +75,936+6.1% | 加碼 |
| Group One Trading, L.P. | 1,266,708 | $1,056 萬 | 0.45% | +141,650+12.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,166,414 | $973.1 萬 | 0.02% | −103,890−8.2% | 減碼 |
| Mizuho Markets Americas LLC | 1,141,998 | $952.4 萬 | 0.70% | −134,800−10.6% | 減碼 |
| Price T Rowe Associates Inc | 1,084,252 | $904.4 萬 | 0.00% | +30,584+2.9% | 加碼 |
| California State Teachers Retirement System | 1,052,562 | $877.8 萬 | 0.01% | +188,408+21.8% | 加碼 |
| Rhumbline Advisers | 1,040,619 | $867.9 萬 | 0.01% | +208,238+25.0% | 加碼 |
| Two Sigma Securities, LLC | 1,002,559 | $836.1 萬 | 0.68% | +781,029+352.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 999,000 | $833.2 萬 | 0.04% | +999,000 | 新進 |
| Commonwealth Equity Services, LLC | 952,466 | $794.4 萬 | 0.02% | +23,338+2.5% | 加碼 |
| New York State Common Retirement Fund | 923,066 | $769.8 萬 | 0.01% | +111,266+13.7% | 加碼 |
| Parkside Investments, LLC | 912,125 | $760.7 萬 | 1.42% | −1,157,975−55.9% | 減碼 |
| UBS Group AG | 886,795 | $739.6 萬 | 0.00% | −66,584−7.0% | 減碼 |
| LPL Financial LLC | 861,642 | $718.6 萬 | 0.01% | +61,086+7.6% | 加碼 |
| Hartline Investment Corp | 837,641 | $698.6 萬 | 1.19% | +410,522+96.1% | 加碼 |
| IFP Advisors, Inc | 305,432 | $691.8 萬 | 0.35% | +293,070+2,370.7% | 加碼 |
| CAPROCK Group, Inc. | 788,221 | $657.4 萬 | 0.48% | −171,855−17.9% | 減碼 |
| Legal & General Group Plc | 759,850 | $633.7 萬 | 0.00% | +104,586+16.0% | 加碼 |
| Par Capital Management Inc | 750,000 | $625.5 萬 | 0.22% | 00.0% | 不變 |
| Mariner, LLC | 749,373 | $625.0 萬 | 0.02% | +137,437+22.5% | 加碼 |
| Invesco Ltd. | 734,014 | $612.2 萬 | 0.00% | +101,604+16.1% | 加碼 |
| UBS Asset Management Americas Inc | 984,318 | $597.5 萬 | 0.00% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 708,677 | $591.0 萬 | 0.10% | +708,677 | 新進 |
| Capital Fund Management S.A. | 704,112 | $587.2 萬 | 0.09% | +531,310+307.5% | 加碼 |
| MML Investors Services, LLC | 695,581 | $580.1 萬 | 0.03% | +126,927+22.3% | 加碼 |
| Brighton Jones LLC | 674,900 | $562.9 萬 | 0.28% | +2420.0% | 加碼 |
| First Trust Advisors LP | 654,829 | $546.1 萬 | 0.01% | +552,757+541.5% | 加碼 |
| Advisor Group Holdings, Inc. | 627,205 | $524.3 萬 | 0.01% | −79,037−11.2% | 減碼 |
| GTS Securities LLC | 623,969 | $520.4 萬 | 0.16% | +623,969 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 585,510 | $488.3 萬 | 0.00% | +585,510 | 新進 |
| Nikko Asset Management Americas, Inc. | 585,510 | $488.3 萬 | 0.05% | +585,510 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 580,477 | $484.1 萬 | 0.01% | −59,611−9.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 576,827 | $481.1 萬 | 0.01% | +80,497+16.2% | 加碼 |
| Moors & Cabot, Inc. | 550,959 | $459.5 萬 | 0.31% | −32,000−5.5% | 減碼 |
| Cerity Partners LLC | 538,155 | $448.8 萬 | 0.02% | −6,152−1.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 531,850 | $443.6 萬 | 0.01% | +147,417+38.3% | 加碼 |
| Mark Asset Management LP | 501,800 | $418.5 萬 | 0.73% | −28,601−5.4% | 減碼 |
| Philadelphia Trust Co | 492,830 | $411.0 萬 | 0.39% | −7,455−1.5% | 減碼 |
| Creative Planning | 492,135 | $410.4 萬 | 0.01% | +8,890+1.8% | 加碼 |
| Holocene Advisors, LP | 467,705 | $390.1 萬 | 0.02% | +389,580+498.7% | 加碼 |
| Cresset Asset Management, LLC | 455,389 | $379.8 萬 | 0.03% | +438,520+2,599.6% | 加碼 |
| Voloridge Investment Management, LLC | 438,635 | $365.8 萬 | 0.02% | +438,635 | 新進 |
| Deutsche Bank AG | 435,957 | $363.6 萬 | 0.00% | +292,896+204.7% | 加碼 |
| Acorn Financial Advisory Services Inc | 432,418 | $360.6 萬 | 0.64% | +68,685+18.9% | 加碼 |
| Ameriprise Financial Inc | 490,589 | $351.2 萬 | 0.00% | +305,225+164.7% | 加碼 |
| AlphaStar Capital Management, LLC | 420,446 | $350.7 萬 | 0.40% | +240,102+133.1% | 加碼 |
| Public Employees Retirement System of Ohio | 415,067 | $346.2 萬 | 0.01% | +14,522+3.6% | 加碼 |
| Janus Henderson Group PLC | 402,234 | $335.7 萬 | 0.00% | +131,713+48.7% | 加碼 |
| Anderson Hoagland & Co | 401,001 | $334.4 萬 | 0.43% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 400,839 | $334.3 萬 | 0.02% | +48,630+13.8% | 加碼 |
| HSBC Holdings PLC | 393,510 | $333.9 萬 | 0.00% | +370,107+1,581.5% | 加碼 |
| EAM Global Investors LLC | 396,949 | $331.1 萬 | 0.97% | +396,949 | 新進 |
| EP Wealth Advisors, LLC | 223,205 | $313.2 萬 | 0.05% | +223,205 | 新進 |
| Alliancebernstein L.P. | 374,808 | $312.6 萬 | 0.00% | +48,811+15.0% | 加碼 |
| Barclays PLC | 372,253 | $310.5 萬 | 0.00% | −410,638−52.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 369,648 | $308.3 萬 | 0.03% | +22,206+6.4% | 加碼 |
| Newbridge Financial Services Group, Inc. | 364,262 | $303.8 萬 | 1.49% | +51,444+16.4% | 加碼 |
| Raymond James & Associates | 350,457 | $292.3 萬 | 0.00% | −31,616−8.3% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 330,686 | $275.8 萬 | 0.22% | +127,011+62.4% | 加碼 |
| GWM Advisors LLC | 328,524 | $274.0 萬 | 0.03% | +213,934+186.7% | 加碼 |
| First Republic Investment Management, Inc. | 326,587 | $272.4 萬 | 0.01% | −176,749−35.1% | 減碼 |
| Cetera Advisor Networks LLC | 309,309 | $258.0 萬 | 0.02% | +105,103+51.5% | 加碼 |
| Bank of Montreal | 292,546 | $254.5 萬 | 0.00% | −107,435−26.9% | 減碼 |
| AXA S.A. | 301,000 | $251.0 萬 | 0.01% | −582,900−65.9% | 減碼 |
| Trexquant Investment LP | 283,775 | $236.7 萬 | 0.06% | +83,412+41.6% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 281,770 | $235.0 萬 | 0.02% | +281,770 | 新進 |