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 |
|---|---|---|---|---|---|
| Greenland Capital Management LP | 80,000 | $58.4 萬 | 0.10% | +80,000 | 新進 |
| Principal Financial Group Inc | 80,650 | $58.9 萬 | 0.00% | +21,805+37.1% | 加碼 |
| Miracle Mile Advisors, LLC | 81,350 | $59.4 萬 | 0.01% | +3,000+3.8% | 加碼 |
| Perennial Investment Advisors, LLC | 82,060 | $59.9 萬 | 0.09% | +4,802+6.2% | 加碼 |
| D.A. Davidson & Co. | 83,163 | $60.7 萬 | 0.01% | +2,991+3.7% | 加碼 |
| DnB Asset Management AS | 83,237 | $60.8 萬 | 0.00% | −112,190−57.4% | 減碼 |
| Lakeshore Financial Planning, Inc. | 83,306 | $60.8 萬 | 0.31% | +83,306 | 新進 |
| Axq Capital, LP | 89,500 | $65.3 萬 | 0.16% | +70,300+366.1% | 加碼 |
| Kestra Advisory Services, LLC | 89,573 | $65.4 萬 | 0.00% | +18,647+26.3% | 加碼 |
| Matisse Capital | 89,660 | $65.5 萬 | 0.31% | +775+0.9% | 加碼 |
| IFP Advisors, Inc | 89,970 | $65.7 萬 | 0.03% | +37,302+70.8% | 加碼 |
| Virtu Financial LLC | 91,736 | $67.0 萬 | 0.05% | +91,736 | 新進 |
| Blueshift Asset Management, LLC | 93,020 | $67.9 萬 | 0.35% | +93,020 | 新進 |
| Equitable Holdings, Inc. | 95,465 | $69.7 萬 | 0.01% | +18,967+24.8% | 加碼 |
| Avantax Advisory Services, Inc. | 97,219 | $71.0 萬 | 0.01% | +15,461+18.9% | 加碼 |
| Entropy Technologies, LP | 99,374 | $72.5 萬 | 0.08% | +99,374 | 新進 |
| Pegasus Asset Management, Inc. | 101,985 | $74.4 萬 | 0.29% | +3,656+3.7% | 加碼 |
| Capital Advisors Wealth Management, LLC | 102,513 | $74.8 萬 | 0.16% | +3,150+3.2% | 加碼 |
| Prospera Financial Services Inc | 106,813 | $78.0 萬 | 0.02% | +11,782+12.4% | 加碼 |
| Pictet Asset Management Holding SA | 107,397 | $78.4 萬 | 0.00% | +1,494+1.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 108,522 | $79.2 萬 | 0.01% | −2,642−2.4% | 減碼 |
| Kennedy Investment Group | 110,900 | $81.0 萬 | 0.43% | −500−0.4% | 減碼 |
| Voya Investment Management LLC | 114,152 | $83.3 萬 | 0.00% | −2,747−2.3% | 減碼 |
| HighPoint Advisor Group LLC | 117,521 | $83.6 萬 | 0.06% | +951+0.8% | 加碼 |
| Victory Capital Management Inc | 119,075 | $86.9 萬 | 0.00% | −413−0.3% | 減碼 |
| Colony Group, LLC | 120,413 | $87.9 萬 | 0.01% | +307+0.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 121,782 | $88.9 萬 | 0.01% | +121,782 | 新進 |
| Alliance Wealth Advisors, LLC | 121,880 | $89.0 萬 | 0.27% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 125,315 | $91.5 萬 | 0.11% | +7,502+6.4% | 加碼 |
| Icapital Wealth LLC | 128,715 | $94.0 萬 | 0.55% | +128,715 | 新進 |
| ExodusPoint Capital Management, LP | 135,701 | $99.1 萬 | 0.01% | +41,976+44.8% | 加碼 |
| HST Ventures, LLC | 137,931 | $100.7 萬 | 0.41% | +137,931 | 新進 |
| National Asset Management, Inc. | 127,136 | $101.6 萬 | 0.03% | +6,488+5.4% | 加碼 |
| LM Advisors LLC | 143,854 | $105.0 萬 | 0.17% | −24,000−14.3% | 減碼 |
| Envestnet Asset Management Inc | 144,589 | $105.5 萬 | 0.00% | +103,809+254.6% | 加碼 |
| STRS Ohio | 148,686 | $108.5 萬 | 0.00% | +49,908+50.5% | 加碼 |
| Truist Financial Corp | 149,743 | $109.3 萬 | 0.00% | +14,475+10.7% | 加碼 |
| Prentice Capital Management, LP | 150,000 | $109.5 萬 | 2.60% | +150,000 | 新進 |
| Creative Planning | 155,508 | $113.5 萬 | 0.00% | +20,351+15.1% | 加碼 |
| Acorn Financial Advisory Services Inc | 158,849 | $116.0 萬 | 0.22% | −1,463−0.9% | 減碼 |
| Jump Financial, LLC | 159,882 | $116.7 萬 | 0.03% | −132,510−45.3% | 減碼 |
| Utah Retirement Systems | 160,300 | $117.0 萬 | 0.01% | +900+0.6% | 加碼 |
| HSBC Holdings PLC | 164,377 | $120.0 萬 | 0.00% | +153,314+1,385.8% | 加碼 |
| Stifel Financial Corp | 166,459 | $121.5 萬 | 0.00% | +63,958+62.4% | 加碼 |
| Pathstone Holdings, LLC | 168,832 | $123.2 萬 | 0.01% | +46,823+38.4% | 加碼 |
| Spire Wealth Management | 171,732 | $125.4 萬 | 0.03% | −4,400−2.5% | 減碼 |
| Firethorn Wealth Partners, LLC | 171,979 | $125.5 萬 | 0.74% | +20,763+13.7% | 加碼 |
| Parallax Volatility Advisers, L.P. | 172,242 | $125.7 萬 | 0.04% | +85,566+98.7% | 加碼 |
| Nomura Holdings Inc | 173,863 | $126.9 萬 | 0.01% | +173,863 | 新進 |
| Handelsbanken Fonder AB | 174,000 | $127.0 萬 | 0.01% | +17,200+11.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 176,114 | $128.6 萬 | 0.01% | +71,991+69.1% | 加碼 |
| Vontobel Holding Ltd. | 176,253 | $128.7 萬 | 0.01% | −3,472−1.9% | 減碼 |
| We Are One Seven, LLC | 178,634 | $130.4 萬 | 0.07% | −516−0.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 179,395 | $131.0 萬 | 0.00% | +62,748+53.8% | 加碼 |
| Estate Counselors, LLC | 180,580 | $131.8 萬 | 0.15% | +180,580 | 新進 |
| Burney Co | 181,434 | $132.4 萬 | 0.05% | +181,434 | 新進 |
| Brevan Howard Capital Management LP | 181,686 | $132.6 萬 | 0.12% | +121,406+201.4% | 加碼 |
| Great West Life Assurance Co | 182,804 | $133.5 萬 | 0.00% | +93,766+105.3% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 183,743 | $134.2 萬 | 0.08% | +35,935+24.3% | 加碼 |
| Well Done, LLC | 183,918 | $134.3 萬 | 0.26% | +11,065+6.4% | 加碼 |
| Mark Asset Management LP | 189,389 | $138.3 萬 | 0.19% | +189,389 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 193,295 | $141.1 萬 | 0.00% | −1,540−0.8% | 減碼 |
| Private Advisor Group, LLC | 200,872 | $146.6 萬 | 0.01% | +9,049+4.7% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 201,394 | $147.0 萬 | 0.11% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 214,599 | $156.7 萬 | 0.00% | −30,422−12.4% | 減碼 |
| Nisa Investment Advisors, LLC | 219,700 | $160.4 萬 | 0.01% | 00.0% | 不變 |
| Quantinno Capital Management LP | 220,199 | $160.7 萬 | 0.03% | +197,025+850.2% | 加碼 |
| Algert Global LLC | 223,710 | $163.3 萬 | 0.06% | +55,160+32.7% | 加碼 |
| Two Sigma Securities, LLC | 224,453 | $163.9 萬 | 0.08% | −614,082−73.2% | 減碼 |
| Oppenheimer & Co Inc | 229,804 | $167.8 萬 | 0.03% | +24,699+12.0% | 加碼 |
| Twinbeech Capital LP | 232,156 | $169.5 萬 | 0.03% | +232,156 | 新進 |
| Manufacturers Life Insurance Company, The | 233,620 | $170.5 萬 | 0.00% | +51,709+28.4% | 加碼 |
| AXA S.A. | 235,627 | $172.0 萬 | 0.01% | −114,373−32.7% | 減碼 |
| HighTower Advisors, LLC | 239,634 | $174.7 萬 | 0.00% | +54,264+29.3% | 加碼 |
| Norris Financial Group, LLC | 239,325 | $174.7 萬 | 0.96% | +17,561+7.9% | 加碼 |
| Second Line Capital, LLC | 241,246 | $176.1 萬 | 0.57% | +3,700+1.6% | 加碼 |
| Belmont Capital, LLC | 242,350 | $176.9 萬 | 0.48% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 243,114 | $177.5 萬 | 0.01% | −244,862−50.2% | 減碼 |
| Bayesian Capital Management, LP | 246,600 | $180.0 萬 | 0.17% | +67,066+37.4% | 加碼 |
| Once Capital Management, LLC | 250,000 | $182.5 萬 | 1.07% | −100,000−28.6% | 減碼 |
| Arizona State Retirement System | 250,310 | $182.7 萬 | 0.01% | −2,008−0.8% | 減碼 |
| Aptus Capital Advisors, LLC | 250,825 | $183.1 萬 | 0.04% | +12,097+5.1% | 加碼 |
| Summit Trail Advisors, LLC | 259,916 | $189.7 萬 | 0.05% | +16,847+6.9% | 加碼 |
| Van Eck Associates Corp | 288,438 | $210.6 萬 | 0.00% | +96,845+50.5% | 加碼 |
| Newbridge Financial Services Group, Inc. | 289,476 | $211.3 萬 | 0.92% | −4,472−1.5% | 減碼 |
| GWM Advisors LLC | 319,226 | $233.0 萬 | 0.02% | −10,878−3.3% | 減碼 |
| Old Second National Bank of Aurora | 335,755 | $245.1 萬 | 0.64% | +17,388+5.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 354,708 | $258.9 萬 | 0.00% | −196,626−35.7% | 減碼 |
| Triumph Capital Management | 362,385 | $261.6 萬 | 1.07% | +72,142+24.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 360,902 | $263.5 萬 | 0.01% | +249,352+223.5% | 加碼 |
| Public Employees Retirement System of Ohio | 363,812 | $265.6 萬 | 0.01% | −26,955−6.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 373,911 | $273.0 萬 | 0.00% | −1,419,128−79.1% | 減碼 |
| EP Wealth Advisors, LLC | 376,722 | $275.0 萬 | 0.03% | −300−0.1% | 減碼 |
| Clarity Capital Partners LLC | 386,318 | $282.0 萬 | 1.86% | +47,324+14.0% | 加碼 |
| Alliancebernstein L.P. | 386,380 | $282.1 萬 | 0.00% | −1,686−0.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 388,367 | $283.5 萬 | 0.00% | +40,962+11.8% | 加碼 |
| American Century Companies Inc | 398,723 | $291.1 萬 | 0.00% | +170,635+74.8% | 加碼 |
| Convergence Financial, LLC | 400,010 | $292.0 萬 | 1.21% | +150,000+60.0% | 加碼 |
| Wolverine Trading, LLC | 400,584 | $292.4 萬 | 0.03% | +298,717+293.2% | 加碼 |
| Raymond James & Associates | 404,662 | $295.4 萬 | 0.00% | +105,012+35.0% | 加碼 |