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 |
|---|---|---|---|---|---|
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $3,423 萬 | 28.75% | 00.0% | 不變 |
| Patient Capital Management, LLC | 4,435,864 | $3,700 萬 | 2.06% | +3,966,164+844.4% | 加碼 |
| Charles Schwab Investment Management Inc | 4,605,774 | $3,841 萬 | 0.01% | +83,140+1.8% | 加碼 |
| Bank of America Corp | 4,946,100 | $4,125 萬 | 0.00% | +2,589,153+109.9% | 加碼 |
| Goldman Sachs Group Inc | 4,999,616 | $4,170 萬 | 0.01% | +4,425,912+771.5% | 加碼 |
| Gpi Capital, L.P. | 5,570,941 | $4,646 萬 | 8.90% | −1,700,000−23.4% | 減碼 |
| JPMorgan Chase & Co | 5,819,037 | $4,853 萬 | 0.01% | +1,985,636+51.8% | 加碼 |
| Norges Bank | 6,626,928 | $5,527 萬 | 0.01% | −2,064,271−23.8% | 減碼 |
| Two Sigma Investments, LP | 9,578,500 | $7,988 萬 | 0.21% | +4,606,325+92.6% | 加碼 |
| Morgan Stanley | 12,085,836 | $1.01 億 | 0.01% | +5,604,063+86.5% | 加碼 |
| Geode Capital Management, LLC | 12,877,675 | $1.07 億 | 0.01% | +826,000+6.9% | 加碼 |
| Two Sigma Advisers, LP | 13,487,400 | $1.12 億 | 0.29% | +13,487,400 | 新進 |
| State Street Corp | 13,680,519 | $1.14 億 | 0.01% | +1,567,782+12.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 15,537,505 | $1.30 億 | 0.20% | +11,593,400+293.9% | 加碼 |
| Silver Lake Group, L.L.C. | 31,154,165 | $2.60 億 | 1.75% | 00.0% | 不變 |
| BlackRock Inc. | 38,122,793 | $3.18 億 | 0.01% | +2,302,565+6.4% | 加碼 |
| Vanguard Group Inc | 73,834,956 | $6.16 億 | 0.01% | +4,266,798+6.1% | 加碼 |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −4,711,202−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,641,624−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −1,561,955−100.0% | 清倉 |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −1,276,798−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,200,100−100.0% | 清倉 |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −660,491−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −641,230−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −415,900−100.0% | 清倉 |
| CTC LLC | 0 | $0 | 0.00% | −439,013−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −377,636−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −287,511−100.0% | 清倉 |
| Formula Growth Ltd | 0 | $0 | 0.00% | −220,000−100.0% | 清倉 |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −200,010−100.0% | 清倉 |
| STRS Ohio | 0 | $0 | 0.00% | −171,550−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −155,728−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −123,610−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −107,888−100.0% | 清倉 |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | – | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −100,088−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −76,390−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −73,820−100.0% | 清倉 |
| Hourglass Capital, LLC | 0 | $0 | 0.00% | −61,000−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −60,740−100.0% | 清倉 |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −56,013−100.0% | 清倉 |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −45,087−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −44,310−100.0% | 清倉 |
| Vigilare Wealth Management | 0 | $0 | 0.00% | −39,105−100.0% | 清倉 |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −38,945−100.0% | 清倉 |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −30,800−100.0% | 清倉 |
| Meridian Management Co | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −27,300−100.0% | 清倉 |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −24,542−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −23,485−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −21,457−100.0% | 清倉 |
| Arrowroot Family Office, LLC | 0 | $0 | 0.00% | −21,234−100.0% | 清倉 |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −20,400−100.0% | 清倉 |
| Silicon Hills Wealth Management, LLC | 0 | $0 | 0.00% | −19,792−100.0% | 清倉 |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −17,000−100.0% | 清倉 |
| Chiron Capital Management, LLC | 0 | $0 | 0.00% | −15,505−100.0% | 清倉 |
| 180 Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,145−100.0% | 清倉 |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −13,790−100.0% | 清倉 |
| Lauer Wealth, LLC | 0 | $0 | 0.00% | −26,598−100.0% | 清倉 |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −12,594−100.0% | 清倉 |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −12,044−100.0% | 清倉 |
| Northside Capital Management, LLC | 0 | $0 | 0.00% | −11,493−100.0% | 清倉 |
| Burney Co | 0 | $0 | 0.00% | −11,294−100.0% | 清倉 |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −10,780−100.0% | 清倉 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −10,700−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −10,304−100.0% | 清倉 |
| Cora Capital Advisors LLC | 0 | $0 | 0.00% | −10,292−100.0% | 清倉 |
| Patron Partners Advisors, LLC | 0 | $0 | 0.00% | −10,100−100.0% | 清倉 |
| Fagan Associates, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| CNB Bank | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −6,155−100.0% | 清倉 |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −5,826−100.0% | 清倉 |
| Dudley Capital Management, LLC | 0 | $0 | 0.00% | −5,178−100.0% | 清倉 |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −4,212−100.0% | 清倉 |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2,861−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,600−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1,920−100.0% | 清倉 |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,250−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,220−100.0% | 清倉 |
| First Command Bank | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| First Command Financial Services, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −859−100.0% | 清倉 |
| Davidson Capital Management Inc. | 0 | $0 | 0.00% | −757−100.0% | 清倉 |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −634−100.0% | 清倉 |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −605−100.0% | 清倉 |
| Peoples Financial Services Corp. | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −285−100.0% | 清倉 |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −152−100.0% | 清倉 |
| Performa Ltd (US), LLC | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Lynwood Capital Management Inc. | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −5−100.0% | 清倉 |