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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 101,867 | $101.4 萬 | 0.01% | +101,867 | 新進 |
| Stifel Financial Corp | 102,501 | $102.0 萬 | 0.00% | −8,195−7.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 104,123 | $103.6 萬 | 0.01% | +30,646+41.7% | 加碼 |
| Pictet Asset Management Holding SA | 105,903 | $105.4 萬 | 0.00% | 00.0% | 不變 |
| AQR Capital Management LLC | 107,483 | $106.9 萬 | 0.00% | +107,483 | 新進 |
| Jupiter Asset Management Ltd | 110,049 | $109.5 萬 | 0.01% | −59,536−35.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 111,164 | $110.6 萬 | 0.02% | +36,825+49.5% | 加碼 |
| Kennedy Investment Group | 111,400 | $110.8 萬 | 0.62% | +1,000+0.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 111,550 | $111.0 萬 | 0.00% | +58,044+108.5% | 加碼 |
| Janney Montgomery Scott LLC | 113,040 | $112.5 萬 | 0.00% | +27,750+32.5% | 加碼 |
| Cetera Advisors LLC | 116,098 | $115.5 萬 | 0.02% | −4,426−3.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 116,647 | $116.1 萬 | 0.00% | +3,218+2.8% | 加碼 |
| Voya Investment Management LLC | 116,899 | $116.3 萬 | 0.00% | +617+0.5% | 加碼 |
| Pathstone Holdings, LLC | 122,009 | $116.5 萬 | 0.01% | +122,009 | 新進 |
| Kovack Advisors, Inc. | 117,813 | $117.2 萬 | 0.14% | +17,256+17.2% | 加碼 |
| Verition Fund Management LLC | 117,969 | $117.4 萬 | 0.01% | +48,671+70.2% | 加碼 |
| Victory Capital Management Inc | 119,488 | $118.9 萬 | 0.00% | +23,436+24.4% | 加碼 |
| Colony Group, LLC | 120,106 | $119.5 萬 | 0.02% | +120,106 | 新進 |
| National Asset Management, Inc. | 120,648 | $120.0 萬 | 0.03% | −6,488−5.1% | 減碼 |
| Alliance Wealth Advisors, LLC | 121,880 | $121.3 萬 | 0.41% | 00.0% | 不變 |
| Amalgamated Bank | 131,385 | $130.7 萬 | 0.01% | −7,103−5.1% | 減碼 |
| Spire Wealth Management | 176,132 | $131.9 萬 | 0.05% | −2,750−1.5% | 減碼 |
| Creative Planning | 135,157 | $134.5 萬 | 0.00% | −345,839−71.9% | 減碼 |
| Truist Financial Corp | 135,268 | $134.6 萬 | 0.00% | −24,800−15.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 142,534 | $141.8 萬 | 0.02% | +113,100+384.2% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 147,808 | $147.1 萬 | 0.09% | +123,234+501.5% | 加碼 |
| Firethorn Wealth Partners, LLC | 151,216 | $150.5 萬 | 0.99% | +20,408+15.6% | 加碼 |
| Handelsbanken Fonder AB | 156,800 | $156.0 萬 | 0.01% | +22,900+17.1% | 加碼 |
| Utah Retirement Systems | 159,400 | $158.6 萬 | 0.02% | +1,700+1.1% | 加碼 |
| Acorn Financial Advisory Services Inc | 160,312 | $159.5 萬 | 0.28% | −321,656−66.7% | 減碼 |
| LM Advisors LLC | 167,854 | $167.0 萬 | 0.34% | +167,854 | 新進 |
| Cetera Advisor Networks LLC | 167,923 | $167.1 萬 | 0.01% | −3,965−2.3% | 減碼 |
| Advisory Research Inc | 168,495 | $167.7 萬 | 0.26% | −43,012−20.3% | 減碼 |
| Algert Global LLC | 168,550 | $167.7 萬 | 0.07% | +29,000+20.8% | 加碼 |
| Well Done, LLC | 172,853 | $172.0 萬 | 0.34% | 00.0% | 不變 |
| We Are One Seven, LLC | 179,150 | $178.3 萬 | 0.10% | +2,383+1.3% | 加碼 |
| Bayesian Capital Management, LP | 179,534 | $178.6 萬 | 0.19% | −281,166−61.0% | 減碼 |
| Vontobel Holding Ltd. | 179,725 | $178.8 萬 | 0.01% | +25,765+16.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 181,911 | $181.0 萬 | 0.00% | +3,291+1.8% | 加碼 |
| Jefferies Financial Group Inc. | 185,001 | $184.1 萬 | 0.03% | +184,750+73,605.6% | 加碼 |
| HighTower Advisors, LLC | 185,370 | $184.3 萬 | 0.00% | −54,140−22.6% | 減碼 |
| Van Eck Associates Corp | 191,593 | $190.6 萬 | 0.00% | −2,997−1.5% | 減碼 |
| Private Advisor Group, LLC | 191,823 | $190.9 萬 | 0.01% | +101,710+112.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 194,835 | $193.9 萬 | 0.01% | +17,865+10.1% | 加碼 |
| DnB Asset Management AS | 195,427 | $194.4 萬 | 0.01% | +96,686+97.9% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 201,394 | $200.4 萬 | 0.13% | 00.0% | 不變 |
| Deutsche Bank AG | 201,931 | $200.9 萬 | 0.00% | +161,382+398.0% | 加碼 |
| Oppenheimer & Co Inc | 205,105 | $204.1 萬 | 0.04% | +12,867+6.7% | 加碼 |
| Nisa Investment Advisors, LLC | 219,700 | $218.6 萬 | 0.02% | −22,000−9.1% | 減碼 |
| Norris Financial Group, LLC | 221,764 | $220.7 萬 | 1.34% | +35,246+18.9% | 加碼 |
| Renaissance Technologies LLC | 224,800 | $223.7 萬 | 0.00% | +224,800 | 新進 |
| Ameriprise Financial Inc | 226,332 | $225.2 萬 | 0.00% | +29,434+14.9% | 加碼 |
| American Century Companies Inc | 228,088 | $226.9 萬 | 0.00% | +12,382+5.7% | 加碼 |
| Seven Eight Capital, LP | 235,103 | $233.9 萬 | 0.27% | +235,103 | 新進 |
| Second Line Capital, LLC | 237,546 | $236.4 萬 | 0.95% | +237,546 | 新進 |
| Aptus Capital Advisors, LLC | 238,728 | $237.5 萬 | 0.07% | +238,728 | 新進 |
| Belmont Capital, LLC | 242,350 | $241.1 萬 | 1.03% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 243,069 | $241.9 萬 | 0.08% | +16,124+7.1% | 加碼 |
| State of Wisconsin Investment Board | 245,021 | $243.8 萬 | 0.01% | +8,251+3.5% | 加碼 |
| Convergence Financial, LLC | 250,010 | $248.8 萬 | 1.11% | +250,010 | 新進 |
| Arizona State Retirement System | 252,318 | $251.1 萬 | 0.02% | −2,764−1.1% | 減碼 |
| Aquatic Capital Management LLC | 261,800 | $260.5 萬 | 0.07% | +261,800 | 新進 |
| DFPG Investments, LLC | 321,940 | $267.5 萬 | 0.21% | +24,937+8.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 347,405 | $288.7 萬 | 0.01% | +332,124+2,173.4% | 加碼 |
| Triumph Capital Management | 290,243 | $288.8 萬 | 1.23% | +113,953+64.6% | 加碼 |
| Jump Financial, LLC | 292,392 | $290.9 萬 | 0.09% | +292,392 | 新進 |
| Newbridge Financial Services Group, Inc. | 293,948 | $292.5 萬 | 1.43% | +33,965+13.1% | 加碼 |
| Raymond James & Associates | 299,650 | $298.2 萬 | 0.00% | +32,345+12.1% | 加碼 |
| GWM Advisors LLC | 330,104 | $307.6 萬 | 0.03% | +5,709+1.8% | 加碼 |
| Anderson Hoagland & Co | 401,001 | $309.6 萬 | 0.38% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 312,170 | $310.6 萬 | 0.01% | +92,900+42.4% | 加碼 |
| Old Second National Bank of Aurora | 318,367 | $316.8 萬 | 0.87% | +55,607+21.2% | 加碼 |
| Boothbay Fund Management, LLC | 320,457 | $318.9 萬 | 0.12% | +300,367+1,495.1% | 加碼 |
| Walleye Capital LLC | 327,738 | $326.1 萬 | 0.05% | +327,738 | 新進 |
| Marshall Wace, LLP | 327,900 | $326.3 萬 | 0.01% | −518,752−61.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 329,237 | $327.6 萬 | 0.04% | +22,963+7.5% | 加碼 |
| Clarity Capital Partners LLC | 338,994 | $337.3 萬 | 2.38% | +338,994 | 新進 |
| 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 |
| Bank of Montreal | 338,682 | $348.8 萬 | 0.00% | −27,626−7.5% | 減碼 |
| TownSquare Capital, LLC | 369,757 | $367.9 萬 | 0.06% | +5,195+1.4% | 加碼 |
| EP Wealth Advisors, LLC | 377,022 | $375.1 萬 | 0.05% | +1,508+0.4% | 加碼 |
| AlphaStar Capital Management, LLC | 377,890 | $376.0 萬 | 0.34% | +107,260+39.6% | 加碼 |
| Alliancebernstein L.P. | 388,066 | $386.1 萬 | 0.00% | +18,813+5.1% | 加碼 |
| Public Employees Retirement System of Ohio | 390,767 | $388.8 萬 | 0.02% | +17,096+4.6% | 加碼 |
| Natixis | 393,961 | $392.0 萬 | 0.03% | +367,635+1,396.5% | 加碼 |
| Janus Henderson Group PLC | 402,140 | $399.9 萬 | 0.00% | −415−0.1% | 減碼 |
| Mariner, LLC | 426,188 | $424.1 萬 | 0.01% | −263,834−38.2% | 減碼 |
| Treasurer of the State of North Carolina | 426,796 | $424.7 萬 | 0.02% | +23,917+5.9% | 加碼 |
| Advisor Group Holdings, Inc. | 429,327 | $427.2 萬 | 0.01% | −281,813−39.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 435,344 | $433.2 萬 | 0.04% | +868+0.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 444,095 | $441.9 萬 | 0.41% | +444,095 | 新進 |
| Citigroup Inc | 447,988 | $445.7 萬 | 0.01% | −766,979−63.1% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 448,415 | $446.2 萬 | 0.31% | +58,317+14.9% | 加碼 |
| Point72 Middle East FZE | 450,534 | $448.3 萬 | 0.31% | +291,697+183.6% | 加碼 |
| Cresset Asset Management, LLC | 453,499 | $451.2 萬 | 0.03% | −3,907−0.9% | 減碼 |
| Tudor Investment Corp Et Al | 480,927 | $478.5 萬 | 0.07% | +480,927 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 487,976 | $485.5 萬 | 0.02% | −7,863−1.6% | 減碼 |
| Man Group plc | 495,652 | $493.2 萬 | 0.01% | +495,652 | 新進 |
| Price T Rowe Associates Inc | 497,910 | $495.5 萬 | 0.00% | +19,522+4.1% | 加碼 |