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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 50,761 | $42.3 萬 | 0.00% | −34,538−40.5% | 減碼 |
| Integrated Advisors Network LLC | 50,762 | $42.3 萬 | 0.02% | −27−0.1% | 減碼 |
| Fortis Advisors, LLC | 51,150 | $42.7 萬 | 0.31% | +2,500+5.1% | 加碼 |
| BIT Capital GmbH | 51,535 | $43.0 萬 | 0.05% | −234,388−82.0% | 減碼 |
| Good Life Advisors, LLC | 51,966 | $43.3 萬 | 0.05% | +34,903+204.6% | 加碼 |
| Aldebaran Financial Inc. | 52,045 | $43.4 萬 | 0.62% | −18,160−25.9% | 減碼 |
| Harbour Investments, Inc. | 53,913 | $45.0 萬 | 0.02% | +4,975+10.2% | 加碼 |
| Valeo Financial Advisors, LLC | 54,116 | $45.1 萬 | 0.02% | −1,000−1.8% | 減碼 |
| MMBG Investment Advisors Co. | 51,090 | $45.3 萬 | 0.06% | −69,190−57.5% | 減碼 |
| Gsa Capital Partners LLP | 55,285 | $46.1 萬 | 0.05% | −10,807−16.4% | 減碼 |
| Alta Wealth Advisors LLC | 57,299 | $47.8 萬 | 0.28% | −2,000−3.4% | 減碼 |
| Means Investment Co., Inc. | 57,492 | $47.9 萬 | 0.08% | +6,029+11.7% | 加碼 |
| CI Private Wealth, LLC | 57,523 | $48.0 萬 | 0.00% | −853−1.5% | 減碼 |
| Prudential Financial Inc | 58,254 | $48.6 萬 | 0.00% | +3,316+6.0% | 加碼 |
| Neuberger Berman Group LLC | 59,342 | $49.5 萬 | 0.00% | −11,450−16.2% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 60,077 | $50.1 萬 | 0.05% | −8,001−11.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 60,380 | $50.4 萬 | 0.01% | +37,720+166.5% | 加碼 |
| San Luis Wealth Advisors LLC | 60,696 | $50.6 萬 | 0.18% | −110.0% | 減碼 |
| Advisory Services Network, LLC | 61,801 | $51.5 萬 | 0.01% | −150,956−71.0% | 減碼 |
| Y.D. More Investments Ltd | 62,207 | $51.9 萬 | 0.13% | −53,387−46.2% | 減碼 |
| Consolidated Investment Group LLC | 63,000 | $52.5 萬 | 0.09% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 63,028 | $52.6 萬 | 0.01% | +9,445+17.6% | 加碼 |
| Equitable Holdings, Inc. | 65,186 | $54.4 萬 | 0.01% | +33,123+103.3% | 加碼 |
| Solidarilty Wealth, LLC | 66,467 | $55.4 萬 | 0.23% | −5,170−7.2% | 減碼 |
| State of Wisconsin Investment Board | 66,915 | $55.8 萬 | 0.00% | −9,066−11.9% | 減碼 |
| Avantax Advisory Services, Inc. | 67,144 | $56.0 萬 | 0.01% | +23,247+53.0% | 加碼 |
| Principal Financial Group Inc | 68,327 | $57.0 萬 | 0.00% | −11,751−14.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 69,137 | $57.7 萬 | 0.00% | −6,719−8.9% | 減碼 |
| SEI Investments Co | 69,609 | $58.1 萬 | 0.00% | +47,154+210.0% | 加碼 |
| D.A. Davidson & Co. | 70,562 | $58.8 萬 | 0.01% | +8,388+13.5% | 加碼 |
| Maryland State Retirement & Pension System | 72,493 | $60.5 萬 | 0.01% | +11,307+18.5% | 加碼 |
| Pearl River Capital, LLC | 72,563 | $60.5 萬 | 0.10% | +72,563 | 新進 |
| Caption Management, LLC | 73,407 | $61.2 萬 | 0.11% | −108,080−59.6% | 減碼 |
| M. Kulyk & Associates, LLC | 74,901 | $62.5 萬 | 0.17% | 00.0% | 不變 |
| HAP Trading, LLC | 75,361 | $62.9 萬 | 0.18% | −249,083−76.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 76,520 | $63.8 萬 | 0.00% | 00.0% | 不變 |
| Perennial Investment Advisors, LLC | 77,070 | $64.3 萬 | 0.11% | −11,260−12.7% | 減碼 |
| Norris Financial Group, LLC | 77,174 | $64.4 萬 | 0.45% | +77,174 | 新進 |
| Miracle Mile Advisors, LLC | 78,370 | $65.4 萬 | 0.02% | +200.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 80,032 | $66.7 萬 | 0.02% | +71,270+813.4% | 加碼 |
| Capital Advisors Wealth Management, LLC | 81,608 | $68.1 萬 | 0.17% | +6,285+8.3% | 加碼 |
| Victory Capital Management Inc | 83,311 | $69.5 萬 | 0.00% | −1,948−2.3% | 減碼 |
| Teacher Retirement System of Texas | 87,867 | $73.3 萬 | 0.00% | +20,782+31.0% | 加碼 |
| Kingsview Wealth Management, LLC | 88,821 | $74.1 萬 | 0.03% | +8,203+10.2% | 加碼 |
| Squarepoint Ops LLC | 88,966 | $74.2 萬 | 0.00% | +88,966 | 新進 |
| Kennedy Investment Group | 90,400 | $75.4 萬 | 0.44% | 00.0% | 不變 |
| AE Wealth Management LLC | 91,871 | $76.6 萬 | 0.00% | +41,536+82.5% | 加碼 |
| Verition Fund Management LLC | 93,098 | $77.6 萬 | 0.01% | +44,798+92.7% | 加碼 |
| Prospera Financial Services Inc | 93,121 | $77.7 萬 | 0.03% | −8,312−8.2% | 減碼 |
| Matisse Capital | 93,664 | $78.1 萬 | 0.48% | +70+0.1% | 加碼 |
| Well Done, LLC | 94,161 | $78.5 萬 | 0.17% | 00.0% | 不變 |
| Pictet Asset Management SA | 94,904 | $79.1 萬 | 0.00% | +19,816+26.4% | 加碼 |
| Kovack Advisors, Inc. | 97,127 | $81.0 萬 | 0.10% | +1,863+2.0% | 加碼 |
| Pegasus Asset Management, Inc. | 105,079 | $87.6 萬 | 0.39% | +521+0.5% | 加碼 |
| Private Advisor Group, LLC | 106,708 | $89.0 萬 | 0.01% | −26,423−19.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 107,000 | $89.2 萬 | 0.00% | −2,678−2.4% | 減碼 |
| Alpha Square Group S, LLC | 107,674 | $89.8 萬 | 0.81% | −20,000−15.7% | 減碼 |
| Capital Markets Trading UK LLP | 109,500 | $91.2 萬 | 0.67% | +56,658+107.2% | 加碼 |
| North Fourth Asset Management, LP | 110,000 | $91.7 萬 | 0.78% | +110,000 | 新進 |
| Pathstone Family Office, LLC | 115,815 | $92.5 萬 | 0.01% | +2,892+2.6% | 加碼 |
| Handelsbanken Fonder AB | 113,400 | $94.6 萬 | 0.01% | +81,000+250.0% | 加碼 |
| Firethorn Wealth Partners, LLC | 113,884 | $95.0 萬 | 0.71% | +27,670+32.1% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 206,367 | $95.1 萬 | 0.24% | 00.0% | 不變 |
| Marex Group plc | 114,328 | $95.3 萬 | 0.17% | −12,132−9.6% | 減碼 |
| Wolff Wiese Magana LLC | 115,346 | $96.2 萬 | 0.74% | +2,157+1.9% | 加碼 |
| Cetera Advisors LLC | 120,250 | $100.3 萬 | 0.02% | −119,425−49.8% | 減碼 |
| Colony Group LLC | 120,353 | $100.4 萬 | 0.01% | −13,834−10.3% | 減碼 |
| Alliance Wealth Advisors, LLC | 121,825 | $101.6 萬 | 0.38% | 00.0% | 不變 |
| IMC-Chicago, LLC | 125,761 | $104.9 萬 | 0.03% | +91,340+265.4% | 加碼 |
| Cetera Investment Advisers | 128,237 | $106.9 萬 | 0.01% | −6,687−5.0% | 減碼 |
| Voya Investment Management LLC | 128,534 | $107.2 萬 | 0.00% | −8,058−5.9% | 減碼 |
| Skaana Management L.P. | 129,800 | $108.3 萬 | 0.32% | +129,800 | 新進 |
| Amalgamated Bank | 130,226 | $108.6 萬 | 0.01% | +1,124+0.9% | 加碼 |
| Advisory Research Inc | 131,319 | $109.5 萬 | 0.14% | +79,466+153.3% | 加碼 |
| Stifel Financial Corp | 131,925 | $110.0 萬 | 0.00% | −79,263−37.5% | 減碼 |
| National Asset Management, Inc. | 136,665 | $114.0 萬 | 0.03% | −13,439−9.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 136,950 | $114.2 萬 | 0.01% | +39,730+40.9% | 加碼 |
| EAM Investors, LLC | 143,520 | $119.7 萬 | 0.22% | +143,520 | 新進 |
| Tilt Investment Management Holdings, PBC | 147,552 | $123.1 萬 | 0.81% | 00.0% | 不變 |
| Readystate Asset Management LP | 148,600 | $123.9 萬 | 0.12% | +148,600 | 新進 |
| Triumph Capital Management | 152,332 | $127.0 萬 | 0.58% | −9,502−5.9% | 減碼 |
| Occudo Quantitative Strategies LP | 156,395 | $130.4 萬 | 0.14% | +156,395 | 新進 |
| Utah Retirement Systems | 157,300 | $131.2 萬 | 0.02% | +13,500+9.4% | 加碼 |
| AQR Capital Management LLC | 157,663 | $131.5 萬 | 0.00% | +123,245+358.1% | 加碼 |
| Envestnet Asset Management Inc | 158,047 | $131.8 萬 | 0.00% | +97,340+160.3% | 加碼 |
| DFPG Investments, LLC | 135,251 | $133.2 萬 | 0.12% | +90,000+198.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 168,899 | $140.9 萬 | 0.02% | +139,665+477.7% | 加碼 |
| Walleye Trading LLC | 174,447 | $145.5 萬 | 0.08% | −75,464−30.2% | 減碼 |
| Truist Financial Corp | 176,714 | $147.4 萬 | 0.00% | −5,016−2.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 180,255 | $150.3 萬 | 0.16% | −47,585−20.9% | 減碼 |
| Spire Wealth Management | 180,432 | $150.5 萬 | 0.06% | +23,300+14.8% | 加碼 |
| Wolverine Trading, LLC | 174,090 | $151.6 萬 | 0.02% | −10,793−5.8% | 減碼 |
| Boston Private Wealth LLC | 181,838 | $151.7 萬 | 0.03% | +1,529+0.8% | 加碼 |
| Joel Isaacson & Co., LLC | 183,789 | $153.3 萬 | 0.10% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 190,309 | $158.7 萬 | 0.09% | −15,505−7.5% | 減碼 |
| Bayesian Capital Management, LP | 190,400 | $158.8 萬 | 0.17% | −482,700−71.7% | 減碼 |
| Oppenheimer & Co Inc | 190,825 | $159.1 萬 | 0.03% | +296+0.2% | 加碼 |
| American Century Companies Inc | 195,328 | $162.9 萬 | 0.00% | −1,554−0.8% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 201,096 | $167.7 萬 | 0.04% | +127,521+173.3% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 201,394 | $168.0 萬 | 0.15% | −60,336−23.1% | 減碼 |