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 4 季 13F 持有人
SoFi Technologies, Inc. 在 2023/12/31 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
- 572
- 較 2023 年第 3 季 +66 家
- 持有股數
- 3.76 億
- 較 2023 年第 3 季 +2,139 萬 (+6.0%)
- 總市值
- $37.4 億
- 較 2023 年第 3 季 +$9.03 億 (+31.8%)
- 新進機構
- 117
- 另有 206 家加碼
- 清倉機構
- 51
- 另有 151 家減碼
另有 8 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 81,459,986 | $8.11 億 | 0.02% | +5,057,233+6.6% | 加碼 |
| BlackRock Inc. | 40,493,720 | $4.03 億 | 0.01% | −278,277−0.7% | 減碼 |
| Silver Lake Group, L.L.C. | 31,154,165 | $3.10 億 | 3.50% | 00.0% | 不變 |
| State Street Corp | 16,177,719 | $1.61 億 | 0.01% | +1,207,204+8.1% | 加碼 |
| Geode Capital Management, LLC | 14,973,043 | $1.49 億 | 0.02% | +708,226+5.0% | 加碼 |
| Two Sigma Investments, LP | 14,620,381 | $1.45 億 | 0.35% | −542,863−3.6% | 減碼 |
| Two Sigma Advisers, LP | 11,608,000 | $1.15 億 | 0.27% | −2,562,900−18.1% | 減碼 |
| Morgan Stanley | 10,772,437 | $1.07 億 | 0.01% | +1,957,692+22.2% | 加碼 |
| Norges Bank | 7,170,737 | $7,135 萬 | 0.01% | −1,696,947−19.1% | 減碼 |
| Goldman Sachs Group Inc | 6,438,164 | $6,406 萬 | 0.01% | −611,940−8.7% | 減碼 |
| Charles Schwab Investment Management Inc | 5,493,410 | $5,466 萬 | 0.01% | +199,949+3.8% | 加碼 |
| Millennium Management LLC | 5,417,102 | $5,390 萬 | 0.05% | +4,690,435+645.5% | 加碼 |
| Citadel Advisors LLC | 4,551,005 | $4,528 萬 | 0.05% | +3,929,414+632.2% | 加碼 |
| Northern Trust Corp | 4,544,641 | $4,522 萬 | 0.01% | +172,855+4.0% | 加碼 |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $4,084 萬 | 35.41% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,896,692 | $3,877 萬 | 0.03% | +2,755,197+241.4% | 加碼 |
| Nikko Asset Management Americas, Inc. | 3,896,692 | $3,873 萬 | 0.37% | +2,755,197+241.4% | 加碼 |
| Dimensional Fund Advisors LP | 3,877,322 | $3,859 萬 | 0.01% | +3,877,322 | 新進 |
| Patient Capital Management, LLC | 3,776,542 | $3,758 萬 | 1.99% | +48,004+1.3% | 加碼 |
| Gpi Capital, L.P. | 3,749,760 | $3,731 萬 | 8.86% | −300,000−7.4% | 減碼 |
| JPMorgan Chase & Co | 3,603,517 | $3,585 萬 | 0.00% | −77,040−2.1% | 減碼 |
| Bank of New York Mellon Corp | 3,015,910 | $3,001 萬 | 0.01% | +153,116+5.3% | 加碼 |
| Jane Street Group, LLC | 2,861,996 | $2,848 萬 | 0.03% | +1,594,161+125.7% | 加碼 |
| Wells Fargo & Company | 2,854,098 | $2,840 萬 | 0.01% | +493,707+20.9% | 加碼 |
| Credit Suisse AG | 2,842,532 | $2,828 萬 | 0.03% | +164,880+6.2% | 加碼 |
| Azora Capital LP | 2,522,769 | $2,510 萬 | 2.28% | 00.0% | 不變 |
| Quadrature Capital Ltd | 2,471,921 | $2,457 萬 | 0.44% | +2,471,921 | 新進 |
| Nuveen Asset Management, LLC | 2,390,221 | $2,378 萬 | 0.01% | −8,119−0.3% | 減碼 |
| Royal Bank of Canada | 2,103,740 | $2,093 萬 | 0.01% | +117,629+5.9% | 加碼 |
| Susquehanna International Group, LLP | 2,083,398 | $2,073 萬 | 0.04% | −2,642,316−55.9% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 1,970,742 | $1,961 萬 | 0.12% | +1,160,125+143.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,793,039 | $1,784 萬 | 0.03% | −546,911−23.4% | 減碼 |
| Swiss National Bank | 1,778,800 | $1,770 萬 | 0.01% | −190,300−9.7% | 減碼 |
| Capital Fund Management S.A. | 1,475,062 | $1,468 萬 | 0.19% | +1,475,062 | 新進 |
| UBS Asset Management Americas Inc | 1,343,664 | $1,337 萬 | 0.01% | +20,455+1.5% | 加碼 |
| California Public Employees Retirement System | 1,292,030 | $1,286 萬 | 0.01% | −48,933−3.6% | 減碼 |
| Mizuho Markets Americas LLC | 1,240,698 | $1,234 萬 | 0.37% | +677,000+120.1% | 加碼 |
| Longitude (Cayman) Ltd. | 1,186,500 | $1,181 萬 | 18.88% | −328,500−21.7% | 減碼 |
| Group One Trading, L.P. | 1,149,068 | $1,143 萬 | 0.36% | −72,432−5.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,097,204 | $1,092 萬 | 0.02% | −48,182−4.2% | 減碼 |
| Rhumbline Advisers | 1,037,328 | $1,032 萬 | 0.01% | +17,541+1.7% | 加碼 |
| LPL Financial LLC | 988,931 | $984.0 萬 | 0.01% | +84,870+9.4% | 加碼 |
| Bank of America Corp | 984,662 | $979.7 萬 | 0.00% | −3,151,671−76.2% | 減碼 |
| Amundi | 1,171,449 | $974.6 萬 | 0.00% | −655,802−35.9% | 減碼 |
| California State Teachers Retirement System | 960,492 | $955.7 萬 | 0.01% | −35,883−3.6% | 減碼 |
| Barclays PLC | 895,948 | $891.5 萬 | 0.00% | +609,436+212.7% | 加碼 |
| Parkside Investments, LLC | 885,180 | $880.8 萬 | 1.49% | +3,100+0.4% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 873,206 | $868.8 萬 | 0.15% | +873,206 | 新進 |
| Legal & General Group Plc | 850,246 | $846.0 萬 | 0.00% | +27,887+3.4% | 加碼 |
| Two Sigma Securities, LLC | 838,535 | $834.3 萬 | 0.38% | +355,645+73.6% | 加碼 |
| Quantbot Technologies LP | 805,579 | $801.6 萬 | 0.47% | +805,579 | 新進 |
| Invesco Ltd. | 772,847 | $769.0 萬 | 0.00% | −35,788−4.4% | 減碼 |
| MML Investors Services, LLC | 762,580 | $758.8 萬 | 0.03% | +46,438+6.5% | 加碼 |
| CAPROCK Group, Inc. | 759,992 | $756.2 萬 | 0.48% | −99,130−11.5% | 減碼 |
| First Trust Advisors LP | 748,797 | $745.1 萬 | 0.01% | −16,506−2.2% | 減碼 |
| Hartline Investment Corp | 721,163 | $717.6 萬 | 1.16% | −144,593−16.7% | 減碼 |
| New York State Common Retirement Fund | 705,200 | $701.7 萬 | 0.01% | −59,559−7.8% | 減碼 |
| Moors & Cabot, Inc. | 692,981 | $689.5 萬 | 0.43% | +48,281+7.5% | 加碼 |
| Brighton Jones LLC | 685,060 | $681.6 萬 | 0.29% | −9,571−1.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 623,101 | $620.0 萬 | 0.05% | +594,791+2,101.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 619,858 | $616.8 萬 | 0.03% | −147,686−19.2% | 減碼 |
| Trexquant Investment LP | 610,129 | $607.1 萬 | 0.14% | −264,028−30.2% | 減碼 |
| PEAK6 Investments LLC | 603,276 | $600.3 萬 | 0.26% | +603,276 | 新進 |
| State Board of Administration of Florida Retirement System | 578,207 | $575.3 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 576,462 | $573.6 萬 | 0.01% | −499,293−46.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 551,334 | $548.6 萬 | 0.01% | +19,457+3.7% | 加碼 |
| UBS Group AG | 550,339 | $547.6 萬 | 0.00% | −5,840−1.1% | 減碼 |
| Cerity Partners LLC | 546,565 | $543.8 萬 | 0.02% | +546,565 | 新進 |
| State of New Jersey Common Pension Fund D | 531,850 | $529.2 萬 | 0.02% | 00.0% | 不變 |
| GTS Securities LLC | 529,744 | $527.1 萬 | 0.11% | +106,012+25.0% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 504,992 | $502.5 萬 | 1.04% | −290−0.1% | 減碼 |
| Walleye Trading LLC | 501,604 | $499.1 萬 | 0.08% | +386,207+334.7% | 加碼 |
| Price T Rowe Associates Inc | 497,910 | $495.5 萬 | 0.00% | +19,522+4.1% | 加碼 |
| Man Group plc | 495,652 | $493.2 萬 | 0.01% | +495,652 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 487,976 | $485.5 萬 | 0.02% | −7,863−1.6% | 減碼 |
| Tudor Investment Corp Et Al | 480,927 | $478.5 萬 | 0.07% | +480,927 | 新進 |
| Cresset Asset Management, LLC | 453,499 | $451.2 萬 | 0.03% | −3,907−0.9% | 減碼 |
| Point72 Middle East FZE | 450,534 | $448.3 萬 | 0.31% | +291,697+183.6% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 448,415 | $446.2 萬 | 0.31% | +58,317+14.9% | 加碼 |
| Citigroup Inc | 447,988 | $445.7 萬 | 0.01% | −766,979−63.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 444,095 | $441.9 萬 | 0.41% | +444,095 | 新進 |
| Federation des caisses Desjardins du Quebec | 435,344 | $433.2 萬 | 0.04% | +868+0.2% | 加碼 |
| Advisor Group Holdings, Inc. | 429,327 | $427.2 萬 | 0.01% | −281,813−39.6% | 減碼 |
| Treasurer of the State of North Carolina | 426,796 | $424.7 萬 | 0.02% | +23,917+5.9% | 加碼 |
| Mariner, LLC | 426,188 | $424.1 萬 | 0.01% | −263,834−38.2% | 減碼 |
| Janus Henderson Group PLC | 402,140 | $399.9 萬 | 0.00% | −415−0.1% | 減碼 |
| Natixis | 393,961 | $392.0 萬 | 0.03% | +367,635+1,396.5% | 加碼 |
| Public Employees Retirement System of Ohio | 390,767 | $388.8 萬 | 0.02% | +17,096+4.6% | 加碼 |
| Alliancebernstein L.P. | 388,066 | $386.1 萬 | 0.00% | +18,813+5.1% | 加碼 |
| AlphaStar Capital Management, LLC | 377,890 | $376.0 萬 | 0.34% | +107,260+39.6% | 加碼 |
| EP Wealth Advisors, LLC | 377,022 | $375.1 萬 | 0.05% | +1,508+0.4% | 加碼 |
| TownSquare Capital, LLC | 369,757 | $367.9 萬 | 0.06% | +5,195+1.4% | 加碼 |
| Bank of Montreal | 338,682 | $348.8 萬 | 0.00% | −27,626−7.5% | 減碼 |
| Once Capital Management, LLC | 350,000 | $348.3 萬 | 2.50% | +25,200+7.8% | 加碼 |
| AXA S.A. | 350,000 | $348.3 萬 | 0.01% | +130,000+59.1% | 加碼 |
| Clarity Capital Partners LLC | 338,994 | $337.3 萬 | 2.38% | +338,994 | 新進 |
| Atria Wealth Solutions, Inc. | 329,237 | $327.6 萬 | 0.04% | +22,963+7.5% | 加碼 |
| Marshall Wace, LLP | 327,900 | $326.3 萬 | 0.01% | −518,752−61.3% | 減碼 |
| Walleye Capital LLC | 327,738 | $326.1 萬 | 0.05% | +327,738 | 新進 |
| Boothbay Fund Management, LLC | 320,457 | $318.9 萬 | 0.12% | +300,367+1,495.1% | 加碼 |