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 |
|---|---|---|---|---|---|
| Old Second National Bank of Aurora | 318,367 | $316.8 萬 | 0.87% | +55,607+21.2% | 加碼 |
| Ensign Peak Advisors, Inc | 312,170 | $310.6 萬 | 0.01% | +92,900+42.4% | 加碼 |
| Anderson Hoagland & Co | 401,001 | $309.6 萬 | 0.38% | 00.0% | 不變 |
| GWM Advisors LLC | 330,104 | $307.6 萬 | 0.03% | +5,709+1.8% | 加碼 |
| Raymond James & Associates | 299,650 | $298.2 萬 | 0.00% | +32,345+12.1% | 加碼 |
| Newbridge Financial Services Group, Inc. | 293,948 | $292.5 萬 | 1.43% | +33,965+13.1% | 加碼 |
| Jump Financial, LLC | 292,392 | $290.9 萬 | 0.09% | +292,392 | 新進 |
| Triumph Capital Management | 290,243 | $288.8 萬 | 1.23% | +113,953+64.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 347,405 | $288.7 萬 | 0.01% | +332,124+2,173.4% | 加碼 |
| DFPG Investments, LLC | 321,940 | $267.5 萬 | 0.21% | +24,937+8.4% | 加碼 |
| Aquatic Capital Management LLC | 261,800 | $260.5 萬 | 0.07% | +261,800 | 新進 |
| Arizona State Retirement System | 252,318 | $251.1 萬 | 0.02% | −2,764−1.1% | 減碼 |
| Convergence Financial, LLC | 250,010 | $248.8 萬 | 1.11% | +250,010 | 新進 |
| State of Wisconsin Investment Board | 245,021 | $243.8 萬 | 0.01% | +8,251+3.5% | 加碼 |
| Summit Trail Advisors, LLC | 243,069 | $241.9 萬 | 0.08% | +16,124+7.1% | 加碼 |
| Belmont Capital, LLC | 242,350 | $241.1 萬 | 1.03% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 238,728 | $237.5 萬 | 0.07% | +238,728 | 新進 |
| Second Line Capital, LLC | 237,546 | $236.4 萬 | 0.95% | +237,546 | 新進 |
| Seven Eight Capital, LP | 235,103 | $233.9 萬 | 0.27% | +235,103 | 新進 |
| American Century Companies Inc | 228,088 | $226.9 萬 | 0.00% | +12,382+5.7% | 加碼 |
| Ameriprise Financial Inc | 226,332 | $225.2 萬 | 0.00% | +29,434+14.9% | 加碼 |
| Renaissance Technologies LLC | 224,800 | $223.7 萬 | 0.00% | +224,800 | 新進 |
| Norris Financial Group, LLC | 221,764 | $220.7 萬 | 1.34% | +35,246+18.9% | 加碼 |
| Nisa Investment Advisors, LLC | 219,700 | $218.6 萬 | 0.02% | −22,000−9.1% | 減碼 |
| Oppenheimer & Co Inc | 205,105 | $204.1 萬 | 0.04% | +12,867+6.7% | 加碼 |
| Deutsche Bank AG | 201,931 | $200.9 萬 | 0.00% | +161,382+398.0% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 201,394 | $200.4 萬 | 0.13% | 00.0% | 不變 |
| DnB Asset Management AS | 195,427 | $194.4 萬 | 0.01% | +96,686+97.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 194,835 | $193.9 萬 | 0.01% | +17,865+10.1% | 加碼 |
| Private Advisor Group, LLC | 191,823 | $190.9 萬 | 0.01% | +101,710+112.9% | 加碼 |
| Van Eck Associates Corp | 191,593 | $190.6 萬 | 0.00% | −2,997−1.5% | 減碼 |
| HighTower Advisors, LLC | 185,370 | $184.3 萬 | 0.00% | −54,140−22.6% | 減碼 |
| Jefferies Financial Group Inc. | 185,001 | $184.1 萬 | 0.03% | +184,750+73,605.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 181,911 | $181.0 萬 | 0.00% | +3,291+1.8% | 加碼 |
| Vontobel Holding Ltd. | 179,725 | $178.8 萬 | 0.01% | +25,765+16.7% | 加碼 |
| Bayesian Capital Management, LP | 179,534 | $178.6 萬 | 0.19% | −281,166−61.0% | 減碼 |
| We Are One Seven, LLC | 179,150 | $178.3 萬 | 0.10% | +2,383+1.3% | 加碼 |
| Well Done, LLC | 172,853 | $172.0 萬 | 0.34% | 00.0% | 不變 |
| Algert Global LLC | 168,550 | $167.7 萬 | 0.07% | +29,000+20.8% | 加碼 |
| Advisory Research Inc | 168,495 | $167.7 萬 | 0.26% | −43,012−20.3% | 減碼 |
| Cetera Advisor Networks LLC | 167,923 | $167.1 萬 | 0.01% | −3,965−2.3% | 減碼 |
| LM Advisors LLC | 167,854 | $167.0 萬 | 0.34% | +167,854 | 新進 |
| Acorn Financial Advisory Services Inc | 160,312 | $159.5 萬 | 0.28% | −321,656−66.7% | 減碼 |
| Utah Retirement Systems | 159,400 | $158.6 萬 | 0.02% | +1,700+1.1% | 加碼 |
| Handelsbanken Fonder AB | 156,800 | $156.0 萬 | 0.01% | +22,900+17.1% | 加碼 |
| Firethorn Wealth Partners, LLC | 151,216 | $150.5 萬 | 0.99% | +20,408+15.6% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 147,808 | $147.1 萬 | 0.09% | +123,234+501.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 142,534 | $141.8 萬 | 0.02% | +113,100+384.2% | 加碼 |
| Truist Financial Corp | 135,268 | $134.6 萬 | 0.00% | −24,800−15.5% | 減碼 |
| Creative Planning | 135,157 | $134.5 萬 | 0.00% | −345,839−71.9% | 減碼 |
| Spire Wealth Management | 176,132 | $131.9 萬 | 0.05% | −2,750−1.5% | 減碼 |
| Amalgamated Bank | 131,385 | $130.7 萬 | 0.01% | −7,103−5.1% | 減碼 |
| Alliance Wealth Advisors, LLC | 121,880 | $121.3 萬 | 0.41% | 00.0% | 不變 |
| National Asset Management, Inc. | 120,648 | $120.0 萬 | 0.03% | −6,488−5.1% | 減碼 |
| Colony Group, LLC | 120,106 | $119.5 萬 | 0.02% | +120,106 | 新進 |
| Victory Capital Management Inc | 119,488 | $118.9 萬 | 0.00% | +23,436+24.4% | 加碼 |
| Verition Fund Management LLC | 117,969 | $117.4 萬 | 0.01% | +48,671+70.2% | 加碼 |
| Kovack Advisors, Inc. | 117,813 | $117.2 萬 | 0.14% | +17,256+17.2% | 加碼 |
| Pathstone Holdings, LLC | 122,009 | $116.5 萬 | 0.01% | +122,009 | 新進 |
| Voya Investment Management LLC | 116,899 | $116.3 萬 | 0.00% | +617+0.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 116,647 | $116.1 萬 | 0.00% | +3,218+2.8% | 加碼 |
| Cetera Advisors LLC | 116,098 | $115.5 萬 | 0.02% | −4,426−3.7% | 減碼 |
| Janney Montgomery Scott LLC | 113,040 | $112.5 萬 | 0.00% | +27,750+32.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 111,550 | $111.0 萬 | 0.00% | +58,044+108.5% | 加碼 |
| Kennedy Investment Group | 111,400 | $110.8 萬 | 0.62% | +1,000+0.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 111,164 | $110.6 萬 | 0.02% | +36,825+49.5% | 加碼 |
| Jupiter Asset Management Ltd | 110,049 | $109.5 萬 | 0.01% | −59,536−35.1% | 減碼 |
| AQR Capital Management LLC | 107,483 | $106.9 萬 | 0.00% | +107,483 | 新進 |
| Pictet Asset Management Holding SA | 105,903 | $105.4 萬 | 0.00% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 104,123 | $103.6 萬 | 0.01% | +30,646+41.7% | 加碼 |
| Stifel Financial Corp | 102,501 | $102.0 萬 | 0.00% | −8,195−7.4% | 減碼 |
| Wolverine Trading, LLC | 101,867 | $101.4 萬 | 0.01% | +101,867 | 新進 |
| PMC FIG Opportunities LLC | 100,000 | $99.5 萬 | 2.76% | +100,000 | 新進 |
| Capital Advisors Wealth Management, LLC | 99,363 | $98.9 萬 | 0.23% | +6,350+6.8% | 加碼 |
| Rockefeller Capital Management L.P. | 99,164 | $98.7 萬 | 0.00% | −520,526−84.0% | 減碼 |
| STRS Ohio | 98,778 | $98.2 萬 | 0.00% | −15,896−13.9% | 減碼 |
| Pegasus Asset Management, Inc. | 98,329 | $97.8 萬 | 0.42% | −10,814−9.9% | 減碼 |
| Prospera Financial Services Inc | 95,031 | $94.6 萬 | 0.03% | +1,117+1.2% | 加碼 |
| ExodusPoint Capital Management, LP | 93,725 | $93.3 萬 | 0.01% | +93,725 | 新進 |
| Matisse Capital | 88,885 | $88.4 萬 | 0.47% | +5,765+6.9% | 加碼 |
| Great West Life Assurance Co | 89,038 | $87.9 萬 | 0.00% | +6,778+8.2% | 加碼 |
| Lecap Asset Management Ltd | 87,645 | $87.2 萬 | 0.32% | +87,645 | 新進 |
| HighPoint Advisor Group LLC | 116,570 | $86.8 萬 | 0.06% | +116,570 | 新進 |
| Parallax Volatility Advisers, L.P. | 86,676 | $86.2 萬 | 0.02% | −258,708−74.9% | 減碼 |
| Avantax Advisory Services, Inc. | 81,758 | $81.3 萬 | 0.01% | +14,929+22.3% | 加碼 |
| Teacher Retirement System of Texas | 81,352 | $80.9 萬 | 0.01% | −9,094−10.1% | 減碼 |
| Y.D. More Investments Ltd | 80,807 | $80.4 萬 | 0.16% | +18,600+29.9% | 加碼 |
| Mercer Global Advisors Inc | 80,492 | $80.1 萬 | 0.00% | −16,080−16.7% | 減碼 |
| D.A. Davidson & Co. | 80,172 | $79.8 萬 | 0.01% | +8,518+11.9% | 加碼 |
| Miracle Mile Advisors, LLC | 78,350 | $78.0 萬 | 0.02% | 00.0% | 不變 |
| VitalStone Financial, LLC | 77,898 | $77.5 萬 | 0.62% | −14,552−15.7% | 減碼 |
| Cetera Investment Advisers | 77,597 | $77.2 萬 | 0.01% | −518−0.7% | 減碼 |
| Perennial Investment Advisors, LLC | 77,258 | $76.9 萬 | 0.13% | −1,887−2.4% | 減碼 |
| Equitable Holdings, Inc. | 76,498 | $76.1 萬 | 0.01% | +44,725+140.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 76,520 | $76.1 萬 | 0.00% | 00.0% | 不變 |
| Oak Thistle LLC | 75,425 | $75.0 萬 | 0.22% | +3,766+5.3% | 加碼 |
| M. Kulyk & Associates, LLC | 74,901 | $74.5 萬 | 0.17% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 74,305 | $73.9 萬 | 0.00% | +74,305 | 新進 |
| HAP Trading, LLC | 72,847 | $72.5 萬 | 0.21% | +5,814+8.7% | 加碼 |
| AE Wealth Management LLC | 94,769 | $72.2 萬 | 0.00% | −16,868−15.1% | 減碼 |