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 3 季 13F 持有人
SoFi Technologies, Inc. 在 2023/9/30 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
- 514
- 較 2023 年第 2 季 +5 家
- 持有股數
- 3.56 億
- 較 2023 年第 2 季 −302.5 萬 (−0.8%)
- 總市值
- $28.4 億
- 較 2023 年第 2 季 −$1.53 億 (−5.1%)
- 新進機構
- 74
- 另有 189 家加碼
- 清倉機構
- 69
- 另有 146 家減碼
另有 8 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 76,402,753 | $6.10 億 | 0.01% | +2,567,797+3.5% | 加碼 |
| BlackRock Inc. | 40,771,997 | $3.26 億 | 0.01% | +2,649,204+6.9% | 加碼 |
| Silver Lake Group, L.L.C. | 31,154,165 | $2.49 億 | 1.70% | 00.0% | 不變 |
| Two Sigma Investments, LP | 15,163,244 | $1.21 億 | 0.34% | +5,584,744+58.3% | 加碼 |
| State Street Corp | 14,970,515 | $1.20 億 | 0.01% | +1,289,996+9.4% | 加碼 |
| Geode Capital Management, LLC | 14,264,817 | $1.14 億 | 0.01% | +1,387,142+10.8% | 加碼 |
| Two Sigma Advisers, LP | 14,170,900 | $1.13 億 | 0.29% | +683,500+5.1% | 加碼 |
| Norges Bank | 8,867,684 | $7,085 萬 | 0.01% | +2,240,756+33.8% | 加碼 |
| Morgan Stanley | 8,814,745 | $7,043 萬 | 0.01% | −3,271,091−27.1% | 減碼 |
| Goldman Sachs Group Inc | 7,050,104 | $5,633 萬 | 0.01% | +2,050,488+41.0% | 加碼 |
| Charles Schwab Investment Management Inc | 5,293,461 | $4,229 萬 | 0.01% | +687,687+14.9% | 加碼 |
| Susquehanna International Group, LLP | 4,725,714 | $3,776 萬 | 0.06% | +2,752,108+139.4% | 加碼 |
| Northern Trust Corp | 4,371,786 | $3,493 萬 | 0.01% | +584,335+15.4% | 加碼 |
| Bank of America Corp | 4,136,333 | $3,305 萬 | 0.00% | −809,767−16.4% | 減碼 |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $3,279 萬 | 30.31% | 00.0% | 不變 |
| Gpi Capital, L.P. | 4,049,760 | $3,236 萬 | 6.63% | −1,521,181−27.3% | 減碼 |
| Patient Capital Management, LLC | 3,728,538 | $2,979 萬 | 1.75% | −707,326−15.9% | 減碼 |
| JPMorgan Chase & Co | 3,680,557 | $2,941 萬 | 0.00% | −2,138,480−36.7% | 減碼 |
| Bank of New York Mellon Corp | 2,862,794 | $2,287 萬 | 0.01% | +95,491+3.5% | 加碼 |
| Credit Suisse AG | 2,677,652 | $2,139 萬 | 0.02% | −31,734−1.2% | 減碼 |
| Azora Capital LP | 2,522,769 | $2,016 萬 | 2.22% | +1,090,645+76.2% | 加碼 |
| Nuveen Asset Management, LLC | 2,398,340 | $1,916 萬 | 0.01% | +8,027+0.3% | 加碼 |
| Wells Fargo & Company | 2,360,391 | $1,886 萬 | 0.01% | +894,999+61.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,339,950 | $1,870 萬 | 0.03% | −13,197,555−84.9% | 減碼 |
| FMR LLC | 2,317,905 | $1,852 萬 | 0.00% | +2,301,624+14,136.9% | 加碼 |
| Royal Bank of Canada | 1,986,111 | $1,587 萬 | 0.00% | +294,477+17.4% | 加碼 |
| Swiss National Bank | 1,969,100 | $1,573 萬 | 0.01% | +126,500+6.9% | 加碼 |
| Amundi | 1,827,251 | $1,484 萬 | 0.01% | +1,809,759+10,346.2% | 加碼 |
| Longitude (Cayman) Ltd. | 1,515,000 | $1,210 萬 | 21.94% | −63,000−4.0% | 減碼 |
| California Public Employees Retirement System | 1,340,963 | $1,071 萬 | 0.01% | +16,975+1.3% | 加碼 |
| UBS Asset Management Americas Inc | 1,323,209 | $1,057 萬 | 0.00% | +338,891+34.4% | 加碼 |
| Jane Street Group, LLC | 1,267,835 | $1,013 萬 | 0.02% | −1,755,640−58.1% | 減碼 |
| Group One Trading, L.P. | 1,221,500 | $976.0 萬 | 0.39% | −45,208−3.6% | 減碼 |
| Citigroup Inc | 1,214,967 | $970.8 萬 | 0.01% | −961,437−44.2% | 減碼 |
| Nomura Holdings Inc | 1,202,021 | $960.4 萬 | 0.10% | +1,172,773+4,009.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,145,386 | $915.2 萬 | 0.02% | −21,028−1.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,141,495 | $912.1 萬 | 0.01% | +555,985+95.0% | 加碼 |
| Nikko Asset Management Americas, Inc. | 1,141,495 | $912.1 萬 | 0.11% | +555,985+95.0% | 加碼 |
| Commonwealth Equity Services, LLC | 1,075,755 | $859.5 萬 | 0.02% | +123,289+12.9% | 加碼 |
| Rhumbline Advisers | 1,019,787 | $814.8 萬 | 0.01% | −20,832−2.0% | 減碼 |
| California State Teachers Retirement System | 996,375 | $796.1 萬 | 0.01% | −56,187−5.3% | 減碼 |
| LPL Financial LLC | 904,061 | $722.3 萬 | 0.01% | +42,419+4.9% | 加碼 |
| Parkside Investments, LLC | 882,080 | $704.8 萬 | 1.29% | −30,045−3.3% | 減碼 |
| Trexquant Investment LP | 874,157 | $698.5 萬 | 0.18% | +590,382+208.0% | 加碼 |
| Hartline Investment Corp | 865,756 | $691.7 萬 | 1.24% | +28,115+3.4% | 加碼 |
| CAPROCK Group, Inc. | 859,122 | $686.4 萬 | 0.52% | +70,901+9.0% | 加碼 |
| Marshall Wace, LLP | 846,652 | $676.5 萬 | 0.01% | −2,174,334−72.0% | 減碼 |
| Legal & General Group Plc | 822,359 | $657.1 萬 | 0.00% | +62,509+8.2% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 810,617 | $647.7 萬 | 0.05% | +528,847+187.7% | 加碼 |
| Invesco Ltd. | 808,635 | $646.1 萬 | 0.00% | +74,621+10.2% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 767,544 | $613.3 萬 | 0.03% | +767,544 | 新進 |
| First Trust Advisors LP | 765,303 | $611.5 萬 | 0.01% | +110,474+16.9% | 加碼 |
| New York State Common Retirement Fund | 764,759 | $611.0 萬 | 0.01% | −158,307−17.2% | 減碼 |
| Par Capital Management Inc | 750,000 | $599.3 萬 | 0.22% | 00.0% | 不變 |
| Millennium Management LLC | 726,667 | $580.6 萬 | 0.01% | +495,707+214.6% | 加碼 |
| Principal Financial Group Inc | 725,639 | $579.8 萬 | 0.00% | +657,312+962.0% | 加碼 |
| MML Investors Services, LLC | 716,142 | $572.2 萬 | 0.03% | +20,561+3.0% | 加碼 |
| Advisor Group Holdings, Inc. | 711,140 | $568.2 萬 | 0.01% | +83,935+13.4% | 加碼 |
| Brighton Jones LLC | 694,631 | $555.0 萬 | 0.28% | +19,731+2.9% | 加碼 |
| Mariner, LLC | 690,022 | $551.3 萬 | 0.01% | −59,351−7.9% | 減碼 |
| Moors & Cabot, Inc. | 644,700 | $515.1 萬 | 0.35% | +93,741+17.0% | 加碼 |
| J. Goldman & Co LP | 644,386 | $514.9 萬 | 0.26% | +644,386 | 新進 |
| Citadel Advisors LLC | 621,591 | $496.7 萬 | 0.01% | +621,591 | 新進 |
| Rockefeller Capital Management L.P. | 619,690 | $495.1 萬 | 0.02% | +573,127+1,230.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 578,207 | $462.0 萬 | 0.01% | +1,380+0.2% | 加碼 |
| Mizuho Markets Americas LLC | 563,698 | $450.4 萬 | 0.17% | −578,300−50.6% | 減碼 |
| UBS Group AG | 556,179 | $444.4 萬 | 0.00% | −330,616−37.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 531,877 | $425.0 萬 | 0.01% | −48,600−8.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 531,850 | $424.9 萬 | 0.02% | 00.0% | 不變 |
| Jessup Wealth Management, Inc | 518,372 | $414.2 萬 | 2.39% | +518,372 | 新進 |
| B & T Capital Management DBA Alpha Capital Management | 505,282 | $403.7 萬 | 0.95% | +298,915+144.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 495,839 | $396.2 萬 | 0.02% | +250,854+102.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 495,362 | $395.8 萬 | 0.05% | −882,539−64.0% | 減碼 |
| Two Sigma Securities, LLC | 482,890 | $385.8 萬 | 0.18% | −519,669−51.8% | 減碼 |
| Acorn Financial Advisory Services Inc | 481,968 | $385.1 萬 | 0.69% | +49,550+11.5% | 加碼 |
| Creative Planning | 480,996 | $384.3 萬 | 0.01% | −11,139−2.3% | 減碼 |
| Price T Rowe Associates Inc | 478,388 | $382.3 萬 | 0.00% | −605,864−55.9% | 減碼 |
| Qube Research & Technologies Ltd | 461,543 | $368.8 萬 | 0.01% | +461,543 | 新進 |
| Bayesian Capital Management, LP | 460,700 | $368.1 萬 | 0.42% | +270,300+142.0% | 加碼 |
| Cresset Asset Management, LLC | 457,406 | $365.5 萬 | 0.03% | +2,017+0.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 434,476 | $347.1 萬 | 0.04% | +64,828+17.5% | 加碼 |
| Macquarie Group Ltd | 427,463 | $341.5 萬 | 0.00% | +427,463 | 新進 |
| GTS Securities LLC | 423,732 | $338.6 萬 | 0.07% | −200,237−32.1% | 減碼 |
| Bank of Montreal | 366,308 | $332.2 萬 | 0.00% | +73,762+25.2% | 加碼 |
| Treasurer of the State of North Carolina | 402,879 | $321.9 萬 | 0.02% | +2,040+0.5% | 加碼 |
| Janus Henderson Group PLC | 402,555 | $321.8 萬 | 0.00% | +321+0.1% | 加碼 |
| Anderson Hoagland & Co | 401,001 | $320.4 萬 | 0.43% | 00.0% | 不變 |
| Baltimore-Washington Financial Advisors, Inc. | 390,098 | $311.7 萬 | 0.25% | +59,412+18.0% | 加碼 |
| EP Wealth Advisors, LLC | 375,514 | $300.0 萬 | 0.05% | +152,309+68.2% | 加碼 |
| Public Employees Retirement System of Ohio | 373,671 | $298.6 萬 | 0.01% | −41,396−10.0% | 減碼 |
| Occudo Quantitative Strategies LP | 371,339 | $296.7 萬 | 0.38% | +214,944+137.4% | 加碼 |
| Alliancebernstein L.P. | 369,253 | $295.0 萬 | 0.00% | −5,555−1.5% | 減碼 |
| TownSquare Capital, LLC | 364,562 | $291.3 萬 | 0.05% | +138,113+61.0% | 加碼 |
| Mark Asset Management LP | 349,947 | $279.6 萬 | 0.53% | −151,853−30.3% | 減碼 |
| Parallax Volatility Advisers, L.P. | 345,384 | $276.0 萬 | 0.10% | +345,384 | 新進 |
| Once Capital Management, LLC | 324,800 | $259.5 萬 | 2.47% | +115,600+55.3% | 加碼 |
| GWM Advisors LLC | 324,395 | $259.2 萬 | 0.03% | −4,129−1.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 306,274 | $244.7 萬 | 0.03% | +40,298+15.2% | 加碼 |
| Barclays PLC | 286,512 | $228.9 萬 | 0.00% | −85,741−23.0% | 減碼 |
| AlphaStar Capital Management, LLC | 270,630 | $216.2 萬 | 0.27% | −149,816−35.6% | 減碼 |