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。
2024 年第 1 季 13F 持有人
SoFi Technologies, Inc. 在 2024/3/31 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
- 602
- 較 2023 年第 4 季 +37 家
- 持有股數
- 4.41 億
- 較 2023 年第 4 季 +6,528 萬 (+17.4%)
- 總市值
- $32.2 億
- 較 2023 年第 4 季 −$5.18 億 (−13.9%)
- 新進機構
- 113
- 另有 252 家加碼
- 清倉機構
- 76
- 另有 133 家減碼
另有 7 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 82,826,257 | $6.05 億 | 0.01% | +1,366,271+1.7% | 加碼 |
| BlackRock Inc. | 41,799,657 | $3.05 億 | 0.01% | +1,305,937+3.2% | 加碼 |
| Silver Lake Group, L.L.C. | 31,154,165 | $2.27 億 | 2.76% | 00.0% | 不變 |
| State Street Corp | 16,509,469 | $1.21 億 | 0.01% | +331,750+2.1% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 16,223,199 | $1.18 億 | 0.82% | +14,252,457+723.2% | 加碼 |
| Geode Capital Management, LLC | 15,774,015 | $1.15 億 | 0.01% | +800,972+5.3% | 加碼 |
| Morgan Stanley | 15,077,082 | $1.10 億 | 0.01% | +4,304,645+40.0% | 加碼 |
| Citadel Advisors LLC | 11,848,931 | $8,650 萬 | 0.08% | +7,297,926+160.4% | 加碼 |
| Norges Bank | 11,430,376 | $8,344 萬 | 0.01% | +4,259,639+59.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,767,302 | $7,860 萬 | 0.05% | +6,870,610+176.3% | 加碼 |
| Nikko Asset Management Americas, Inc. | 10,767,302 | $7,849 萬 | 0.78% | +6,870,610+176.3% | 加碼 |
| Susquehanna International Group, LLP | 10,750,690 | $7,848 萬 | 0.12% | +8,667,292+416.0% | 加碼 |
| Jane Street Group, LLC | 9,388,878 | $6,854 萬 | 0.09% | +6,526,882+228.1% | 加碼 |
| JPMorgan Chase & Co | 6,711,858 | $4,900 萬 | 0.00% | +3,108,341+86.3% | 加碼 |
| Charles Schwab Investment Management Inc | 5,534,492 | $4,040 萬 | 0.01% | +41,082+0.7% | 加碼 |
| Renaissance Technologies LLC | 5,282,400 | $3,856 萬 | 0.06% | +5,057,600+2,249.8% | 加碼 |
| UBS Group AG | 4,320,572 | $3,154 萬 | 0.01% | +3,770,233+685.1% | 加碼 |
| Northern Trust Corp | 4,210,456 | $3,074 萬 | 0.01% | −334,185−7.4% | 減碼 |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $2,996 萬 | 34.31% | 00.0% | 不變 |
| Patient Capital Management, LLC | 3,760,597 | $2,745 萬 | 1.34% | −15,945−0.4% | 減碼 |
| Gpi Capital, L.P. | 3,749,760 | $2,737 萬 | 6.14% | 00.0% | 不變 |
| Azora Capital LP | 3,675,875 | $2,683 萬 | 1.94% | +1,153,106+45.7% | 加碼 |
| Dimensional Fund Advisors LP | 3,600,923 | $2,629 萬 | 0.01% | −276,399−7.1% | 減碼 |
| Two Sigma Investments, LP | 3,582,296 | $2,615 萬 | 0.06% | −11,038,085−75.5% | 減碼 |
| Wells Fargo & Company | 3,190,997 | $2,329 萬 | 0.01% | +336,899+11.8% | 加碼 |
| Marshall Wace, LLP | 2,764,423 | $2,018 萬 | 0.03% | +2,436,523+743.1% | 加碼 |
| Bank of New York Mellon Corp | 2,673,883 | $1,952 萬 | 0.00% | −342,027−11.3% | 減碼 |
| Nuveen Asset Management, LLC | 2,480,544 | $1,811 萬 | 0.01% | +90,323+3.8% | 加碼 |
| Royal Bank of Canada | 2,457,301 | $1,794 萬 | 0.00% | +353,561+16.8% | 加碼 |
| Quadrature Capital Ltd | 2,405,021 | $1,753 萬 | 0.30% | −66,900−2.7% | 減碼 |
| Point72 Asset Management, L.P. | 2,324,152 | $1,697 萬 | 0.05% | +2,324,152 | 新進 |
| Shaolin Capital Management LLC | 2,268,813 | $1,656 萬 | 0.59% | +2,268,813 | 新進 |
| Simplex Trading, LLC | 2,106,379 | $1,538 萬 | 0.45% | +2,106,379 | 新進 |
| Bank of America Corp | 2,035,895 | $1,486 萬 | 0.00% | +1,051,233+106.8% | 加碼 |
| Barclays PLC | 1,872,379 | $1,367 萬 | 0.01% | +976,431+109.0% | 加碼 |
| Swiss National Bank | 1,798,400 | $1,313 萬 | 0.01% | +19,600+1.1% | 加碼 |
| Goldman Sachs Group Inc | 1,740,658 | $1,271 萬 | 0.00% | −4,697,506−73.0% | 減碼 |
| California Public Employees Retirement System | 1,668,284 | $1,218 萬 | 0.01% | +376,254+29.1% | 加碼 |
| BIT Capital GmbH | 1,484,877 | $1,084 萬 | 0.96% | +1,484,877 | 新進 |
| Walleye Trading LLC | 1,480,546 | $1,081 萬 | 0.18% | +978,942+195.2% | 加碼 |
| LPL Financial LLC | 1,360,082 | $992.9 萬 | 0.01% | +371,151+37.5% | 加碼 |
| UBS Asset Management Americas Inc | 1,343,664 | $980.9 萬 | 0.00% | 00.0% | 不變 |
| Longitude (Cayman) Ltd. | 1,281,500 | $935.5 萬 | 13.62% | +95,000+8.0% | 加碼 |
| Group One Trading, L.P. | 1,231,467 | $899.0 萬 | 0.32% | +82,399+7.2% | 加碼 |
| Squarepoint Ops LLC | 1,217,078 | $888.5 萬 | 0.04% | +1,217,078 | 新進 |
| PEAK6 Investments LLC | 1,156,412 | $844.2 萬 | 0.41% | +553,136+91.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 1,125,561 | $821.7 萬 | 0.06% | +502,460+80.6% | 加碼 |
| Walleye Capital LLC | 1,118,923 | $816.8 萬 | 0.09% | +791,185+241.4% | 加碼 |
| GTS Securities LLC | 1,099,575 | $802.7 萬 | 0.22% | +569,831+107.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,088,302 | $794.5 萬 | 0.03% | +468,444+75.6% | 加碼 |
| Citigroup Inc | 1,034,914 | $755.5 萬 | 0.01% | +586,926+131.0% | 加碼 |
| State of Michigan Retirement System | 1,000,000 | $730.0 萬 | 0.04% | +1,000,000 | 新進 |
| Rockefeller Capital Management L.P. | 995,874 | $727.0 萬 | 0.02% | +896,710+904.3% | 加碼 |
| TownSquare Capital, LLC | 992,356 | $724.4 萬 | 0.11% | +622,599+168.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,263,475 | $708.1 萬 | 0.02% | +166,271+15.2% | 加碼 |
| Credit Suisse AG | 956,315 | $698.1 萬 | 0.01% | −1,886,217−66.4% | 減碼 |
| Diversify Advisory Services, LLC | 957,351 | $691.2 萬 | 0.41% | +957,351 | 新進 |
| Rhumbline Advisers | 926,059 | $676.0 萬 | 0.01% | −111,269−10.7% | 減碼 |
| Seven Eight Capital, LP | 921,834 | $672.9 萬 | 0.70% | +686,731+292.1% | 加碼 |
| California State Teachers Retirement System | 915,900 | $668.6 萬 | 0.01% | −44,592−4.6% | 減碼 |
| Legal & General Group Plc | 903,620 | $659.6 萬 | 0.00% | +53,374+6.3% | 加碼 |
| Cresset Asset Management, LLC | 886,374 | $647.1 萬 | 0.03% | +432,875+95.5% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 873,206 | $637.4 萬 | 0.15% | 00.0% | 不變 |
| Nordea Investment Management AB | 839,626 | $626.4 萬 | 0.01% | +839,626 | 新進 |
| Ameriprise Financial Inc | 836,859 | $611.0 萬 | 0.00% | +610,527+269.7% | 加碼 |
| Parkside Investments, LLC | 794,210 | $579.8 萬 | 0.92% | −90,970−10.3% | 減碼 |
| Moors & Cabot, Inc. | 783,490 | $571.9 萬 | 0.31% | +90,509+13.1% | 加碼 |
| Cetera Investment Advisers | 779,982 | $569.4 萬 | 0.01% | +702,385+905.2% | 加碼 |
| MML Investors Services, LLC | 759,698 | $554.6 萬 | 0.02% | −2,882−0.4% | 減碼 |
| CAPROCK Group, Inc. | 748,081 | $546.1 萬 | 0.31% | −11,911−1.6% | 減碼 |
| Invesco Ltd. | 739,530 | $539.9 萬 | 0.00% | −33,317−4.3% | 減碼 |
| Brighton Jones LLC | 714,375 | $521.5 萬 | 0.19% | +29,315+4.3% | 加碼 |
| Ensign Peak Advisors, Inc | 698,663 | $510.0 萬 | 0.01% | +386,493+123.8% | 加碼 |
| First Trust Advisors LP | 671,618 | $490.3 萬 | 0.00% | −77,179−10.3% | 減碼 |
| New York State Common Retirement Fund | 624,800 | $456.1 萬 | 0.01% | −80,400−11.4% | 減碼 |
| Commonwealth Equity Services, LLC | 608,576 | $444.3 萬 | 0.01% | +32,114+5.6% | 加碼 |
| Mizuho Markets Americas LLC | 604,992 | $441.6 萬 | 0.12% | −635,706−51.2% | 減碼 |
| NFP Retirement, Inc. | 576,058 | $420.5 萬 | 0.36% | +576,058 | 新進 |
| Quantbot Technologies LP | 557,514 | $407.0 萬 | 0.23% | −248,065−30.8% | 減碼 |
| Cerity Partners LLC | 557,227 | $406.8 萬 | 0.01% | +10,662+2.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 552,027 | $403.0 萬 | 0.17% | +552,027 | 新進 |
| Price T Rowe Associates Inc | 535,894 | $391.3 萬 | 0.00% | +37,984+7.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 531,850 | $388.3 萬 | 0.01% | 00.0% | 不變 |
| B & T Capital Management DBA Alpha Capital Management | 517,902 | $378.1 萬 | 0.74% | +12,910+2.6% | 加碼 |
| Alyeska Investment Group, L.P. | 500,000 | $365.0 萬 | 0.02% | +500,000 | 新進 |
| IMC-Chicago, LLC | 494,640 | $361.1 萬 | 0.13% | +494,640 | 新進 |
| Advisor Group Holdings, Inc. | 467,087 | $341.0 萬 | 0.01% | +37,760+8.8% | 加碼 |
| HRT Financial LP | 463,400 | $338.2 萬 | 0.02% | +463,400 | 新進 |
| Capital Markets Trading UK LLP | 463,198 | $338.1 萬 | 2.45% | +463,198 | 新進 |
| Anderson Hoagland & Co | 445,977 | $337.2 萬 | 0.38% | +44,976+11.2% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 459,098 | $335.1 萬 | 0.21% | +10,683+2.4% | 加碼 |
| Janus Henderson Group PLC | 457,322 | $333.6 萬 | 0.00% | +55,182+13.7% | 加碼 |
| Segall Bryant & Hamill, LLC | 454,840 | $332.0 萬 | 0.06% | +454,840 | 新進 |
| Federation des caisses Desjardins du Quebec | 445,719 | $325.4 萬 | 0.02% | +10,375+2.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 431,271 | $314.8 萬 | 0.04% | +102,034+31.0% | 加碼 |
| Bank of Montreal | 428,192 | $312.6 萬 | 0.00% | +89,510+26.4% | 加碼 |
| Treasurer of the State of North Carolina | 424,529 | $309.9 萬 | 0.01% | −2,267−0.5% | 減碼 |
| Interval Partners, LP | 422,837 | $308.7 萬 | 0.12% | +422,837 | 新進 |
| Mariner, LLC | 422,699 | $308.6 萬 | 0.01% | −3,489−0.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 496,330 | $301.3 萬 | 0.01% | −81,877−14.2% | 減碼 |