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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 季與 2023 年第 2 季比較

持有 SoFi Technologies, Inc. 的機構從 2023 年第 2 季到 2023 年第 3 季的變化。

2023 年第 3 季全部持有人2023 年第 2 季全部持有人

SOFI 的 13F 持有人:2023 年第 2 季與 2023 年第 3 季比較
項目2023 年第 2 季其中尚未申報 2023 年第 3 季2023 年第 3 季變化
持有家數5178514+5
股數3.59 億15.7 萬3.56 億−302.5 萬 (−0.8%)
市值$30.0 億$131.0 萬$28.4 億−$1.53 億 (−5.1%)

8 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(74 家)

2023 年第 3 季季末持有 SoFi Technologies, Inc.、2023 年第 2 季季末沒有持有的機構。

2023 年第 3 季新進 SOFI 的機構
機構股數市值佔組合 %
Connor, Clark & Lunn Investment Management Ltd.767,544$613.3 萬0.03%
J. Goldman & Co LP644,386$514.9 萬0.26%
Citadel Advisors LLC621,591$496.7 萬0.01%
Jessup Wealth Management, Inc518,372$414.2 萬2.39%
Qube Research & Technologies Ltd461,543$368.8 萬0.01%
Macquarie Group Ltd427,463$341.5 萬0.00%
Parallax Volatility Advisers, L.P.345,384$276.0 萬0.10%
We Are One Seven, LLC176,767$141.2 萬0.11%
Point72 Middle East FZE158,837$126.9 萬0.08%
Toronto Dominion Bank144,998$115.9 萬0.00%
STRS Ohio114,674$91.6 萬0.00%
Pictet Asset Management Holding SA105,903$84.6 萬0.00%
DnB Asset Management AS98,741$78.9 萬0.00%
Hennessy Advisors Inc70,000$55.9 萬0.04%
Strategic Advocates LLC65,342$52.2 萬0.25%
Quantinno Capital Management LP59,442$47.5 萬0.02%
Quantamental Technologies LLC55,159$44.1 萬0.41%
Wealth Enhancement Advisory Services, LLC53,506$42.8 萬0.00%
QRG Capital Management, Inc.50,657$40.5 萬0.01%
WCG Wealth Advisors LLC44,988$39.3 萬0.03%
Jacob Asset Management of New York LLC48,600$38.8 萬0.55%
Intech Investment Management LLC44,870$35.9 萬0.01%
Saxon Interests, Inc.43,851$35.0 萬0.24%
Atomi Financial Group, Inc.42,420$33.9 萬0.11%
Virtu Financial LLC41,491$33.2 萬0.03%
Cowen and Company, LLC41,400$33.1 萬0.02%
Pathway Financial Advisers, LLC31,613$25.3 萬0.10%
Lauer Wealth, LLC30,521$25.2 萬0.27%
Woodline Partners LP23,930$19.1 萬0.00%
Stratos Wealth Advisors, LLC23,756$19.0 萬0.01%
Kercheville Advisors, LLC21,950$17.5 萬0.11%
Western Wealth Management, LLC21,150$16.9 萬0.01%
Householder Group Estate & Retirement Specialist, LLC21,032$16.8 萬0.06%
Axim Planning & Wealth19,100$15.3 萬0.13%
Comerica Bank19,008$15.2 萬0.00%
Carolinas Wealth Consulting LLC20,000$15.1 萬0.04%
StoneX Group Inc.18,569$14.8 萬0.02%
Allen Investment Management LLC18,402$14.7 萬0.00%
Belpointe Asset Management LLC17,098$13.7 萬0.01%
Joule Financial, LLC15,653$12.5 萬0.06%
Thoroughbred Financial Services, LLC15,764$12.5 萬0.01%
Panoramic Investment Advisors, LLC15,500$12.4 萬0.11%
Mainstay Capital Management LLC14,050$11.2 萬0.02%
Cantor Fitzgerald, L. P.13,699$10.9 萬0.00%
MidWestOne Financial Group, Inc.13,154$10.5 萬0.02%
QCM Cayman, Ltd.12,784$10.2 萬0.66%
Cullen/Frost Bankers, Inc.11,750$9.39 萬0.00%
Zacks Investment Management11,690$9.34 萬0.00%
Sloy Dahl & Holst, LLC11,349$9.07 萬0.02%
HRT Financial LP11,207$8.90 萬0.00%
Wedmont Private Capital10,657$8.72 萬0.01%
Foundations Investment Advisors, LLC10,637$8.50 萬0.00%
Strategic Blueprint, LLC10,236$8.18 萬0.01%
Northwest Wealth Management, LLC10,000$7.99 萬0.03%
Nemes Rush Group LLC9,599$7.67 萬0.01%
Clear Street Markets LLC8,640$6.90 萬0.05%
NBC Securities, Inc.7,725$6.10 萬0.01%
Wetherby Asset Management Inc6,205$4.96 萬0.00%
DekaBank Deutsche Girozentrale5,166$4.00 萬0.00%
Orion Capital Management LLC3,000$2.40 萬0.02%
Hazlett, Burt & Watson, Inc.1,570$1.30 萬0.01%
Provence Wealth Management Group1,600$1.28 萬0.01%
PFG Private Wealth Management, LLC1,250$9,9880.01%
VisionPoint Advisory Group, LLC1,000$7,9900.00%
Sunbelt Securities, Inc.750$5,9920.00%
Jamison Private Wealth Management, Inc.572$4,5710.00%
Sugarloaf Wealth Management, LLC456$3,6430.00%
PrairieView Partners, LLC379$3,0000.00%
Jefferies Financial Group Inc.251$2,0060.00%
Valley National Advisers Inc195$2,0000.00%
Flaharty Asset Management, LLC200$1,5980.00%
Capital Analysts, LLC128$1,0000.00%
Tfo-TDC, LLC46$3840.00%
Hibernia Wealth Partners, LLC20$1600.00%

清倉機構(69 家)

2023 年第 2 季季末持有 SoFi Technologies, Inc.、2023 年第 3 季有申報但已經沒有持有的機構。

2023 年第 3 季清倉 SOFI 的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Quadrature Capital Ltd2,832,049$2,362 萬
Healthcare of Ontario Pension Plan Trust Fund999,000$833.2 萬
Tudor Investment Corp Et Al708,677$591.0 萬
Capital Fund Management S.A.704,112$587.2 萬
Cerity Partners LLC538,155$448.8 萬
Philadelphia Trust Co492,830$411.0 萬
Holocene Advisors, LP467,705$390.1 萬
Voloridge Investment Management, LLC438,635$365.8 萬
HSBC Holdings PLC393,510$333.9 萬
EAM Global Investors LLC396,949$331.1 萬
Retireful, LLC239,963$200.1 萬
Jump Financial, LLC231,841$193.4 萬
Maverick Capital Ltd大師Maverick 資本201,096$167.7 萬
Joel Isaacson & Co., LLC183,789$153.3 萬
Wolverine Trading, LLC174,090$151.6 萬
Y-Intercept (Hong Kong) Ltd180,255$150.3 萬
AQR Capital Management LLC157,663$131.5 萬
Readystate Asset Management LP148,600$123.9 萬
EAM Investors, LLC143,520$119.7 萬
North Fourth Asset Management, LP110,000$91.7 萬
Alpha Square Group S, LLC107,674$89.8 萬
Squarepoint Ops LLC88,966$74.2 萬
MMBG Investment Advisors Co.51,090$45.3 萬
Amussen Hunsaker Associates LLC37,279$31.1 萬
NinePointTwo Capital35,214$29.3 萬
Engineers Gate Manager LP34,906$29.1 萬
Sweeney & Michel, LLC28,138$26.2 萬
First National Trust Co31,025$25.9 萬
Quinn Opportunity Partners LLC28,000$23.4 萬
V Wealth Advisors LLC24,094$20.1 萬
Chapin Davis, Inc.23,225$19.4 萬
Keystone Financial Group23,120$19.3 萬
Change Path, LLC21,587$18.0 萬
Prosperity Wealth Management, Inc.20,500$17.1 萬
Banque Pictet & Cie SA20,000$16.7 萬
Hall Kathryn A.19,853$16.6 萬
LJI Wealth Management, LLC15,780$13.2 萬
Teza Capital Management LLC15,477$12.9 萬
Aigen Investment Management, LP15,407$12.8 萬
Snowden Capital Advisors LLC15,375$12.8 萬
Mandatum Life Insurance Co Ltd13,947$11.6 萬
IHT Wealth Management, LLC13,789$11.5 萬
Candriam Luxembourg S.C.A.13,622$11.4 萬
McAlister, Sweet & Associates, Inc.12,900$10.8 萬
Insigneo Advisory Services, LLC12,053$10.1 萬
KRS Capital Management, LLC12,045$10.0 萬
InterOcean Capital Group, LLC12,000$10.0 萬
Daiwa Securities Group Inc.11,646$9.70 萬
Sherbrooke Park Advisers LLC11,062$9.23 萬
Axq Capital, LP10,400$8.67 萬
Clear Creek Financial Management, LLC10,200$8.51 萬
JT Stratford LLC10,025$8.36 萬
CX Institutional10,000$8.34 萬
Glenmede Trust Co NA10,119$6.14 萬
Plante Moran Financial Advisors, LLC4,503$3.76 萬
Advisors Asset Management, Inc.2,422$2.02 萬
Industrial Alliance Investment Management Inc.2,185$1.80 萬
Horan Securities, Inc.1,100$9,174
Elequin Capital LP857$7,147
Evermay Wealth Management LLC600$5,004
WealthPlan Investment Management, LLC419$3,494
Simplex Trading, LLC400$3,000
Coppell Advisory Solutions LLC250$2,205
Pittenger & Anderson Inc200$1,668
Community Bank, N.A.200$1,668
Clear Harbor Asset Management, LLC127$1,059
Lowe Wealth Advisors, LLC100$834
ICA Group Wealth Management, LLC50$417
Baker Avenue Asset Management, LP45$375

尚未申報 2023 年第 3 季的機構(8 家)

2023 年第 2 季季末持有 SoFi Technologies, Inc.、還沒有申報 2023 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 2 季持有 SOFI、尚未申報 2023 年第 3 季的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Pictet Asset Management SA94,904$79.1 萬
EA Series Trust38,472$32.1 萬
First Capital Advisors Group, LLC.17,313$14.4 萬
Coastal Capital Group, Inc.5,380$4.49 萬
BDO Wealth Advisors, LLC500$4,170
Piershale Financial Group, Inc.300$2,502
BerganKDV Wealth Management, LLC91$759
Kistler-Tiffany Companies, LLC80$668