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 2 季 13F 持有人
SoFi Technologies, Inc. 在 2024/6/30 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
- 593
- 較 2024 年第 1 季 −1 家
- 持有股數
- 4.51 億
- 較 2024 年第 1 季 +1,047 萬 (+2.4%)
- 總市值
- $29.8 億
- 較 2024 年第 1 季 −$2.32 億 (−7.2%)
- 新進機構
- 80
- 另有 246 家加碼
- 清倉機構
- 81
- 另有 158 家減碼
另有 8 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 90,030,057 | $5.95 億 | 0.01% | +7,203,800+8.7% | 加碼 |
| BlackRock Inc. | 45,457,402 | $3.00 億 | 0.01% | +3,657,745+8.8% | 加碼 |
| Silver Lake Group, L.L.C. | 31,154,165 | $2.06 億 | 2.52% | 00.0% | 不變 |
| State Street Corp | 17,752,323 | $1.17 億 | 0.01% | +1,242,854+7.5% | 加碼 |
| Geode Capital Management, LLC | 17,260,278 | $1.14 億 | 0.01% | +1,486,263+9.4% | 加碼 |
| Morgan Stanley | 15,924,316 | $1.05 億 | 0.01% | +847,234+5.6% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 14,535,772 | $9,608 萬 | 0.85% | −1,687,427−10.4% | 減碼 |
| Norges Bank | 13,952,298 | $9,222 萬 | 0.01% | +2,521,922+22.1% | 加碼 |
| Dimensional Fund Advisors LP | 13,083,606 | $8,648 萬 | 0.02% | +9,482,683+263.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 11,457,940 | $7,574 萬 | 0.06% | +690,638+6.4% | 加碼 |
| Nikko Asset Management Americas, Inc. | 11,457,940 | $7,574 萬 | 0.87% | +690,638+6.4% | 加碼 |
| Jane Street Group, LLC | 9,091,058 | $6,009 萬 | 0.07% | −297,820−3.2% | 減碼 |
| Susquehanna International Group, LLP | 8,891,144 | $5,877 萬 | 0.10% | −1,859,546−17.3% | 減碼 |
| Marshall Wace, LLP | 6,357,887 | $4,203 萬 | 0.06% | +3,593,464+130.0% | 加碼 |
| Charles Schwab Investment Management Inc | 6,058,740 | $4,005 萬 | 0.01% | +524,248+9.5% | 加碼 |
| Northern Trust Corp | 4,775,669 | $3,157 萬 | 0.01% | +565,213+13.4% | 加碼 |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $2,713 萬 | 33.81% | 00.0% | 不變 |
| UBS Group AG | 4,094,292 | $2,706 萬 | 0.01% | −226,280−5.2% | 減碼 |
| Azora Capital LP | 3,995,167 | $2,641 萬 | 1.51% | +319,292+8.7% | 加碼 |
| JPMorgan Chase & Co | 3,855,174 | $2,548 萬 | 0.00% | −2,856,684−42.6% | 減碼 |
| Patient Capital Management, LLC | 3,845,038 | $2,542 萬 | 1.35% | +84,441+2.2% | 加碼 |
| Gpi Capital, L.P. | 3,749,760 | $2,479 萬 | 6.55% | 00.0% | 不變 |
| Royal Bank of Canada | 3,656,103 | $2,417 萬 | 0.01% | +1,198,802+48.8% | 加碼 |
| Citigroup Inc | 3,637,559 | $2,404 萬 | 0.02% | +2,602,645+251.5% | 加碼 |
| Wells Fargo & Company | 3,365,660 | $2,225 萬 | 0.01% | +174,663+5.5% | 加碼 |
| Bank of New York Mellon Corp | 3,117,081 | $2,060 萬 | 0.00% | +443,198+16.6% | 加碼 |
| Bank of Montreal | 3,064,086 | $2,028 萬 | 0.01% | +2,635,894+615.6% | 加碼 |
| Mizuho Markets Americas LLC | 3,045,737 | $2,013 萬 | 0.56% | +2,440,745+403.4% | 加碼 |
| Nuveen Asset Management, LLC | 2,542,832 | $1,681 萬 | 0.00% | +62,288+2.5% | 加碼 |
| UBS Asset Management Americas Inc | 2,368,972 | $1,566 萬 | 0.00% | +1,025,308+76.3% | 加碼 |
| Swiss National Bank | 1,973,900 | $1,305 萬 | 0.01% | +175,500+9.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,914,223 | $1,265 萬 | 0.02% | +1,540,312+411.9% | 加碼 |
| Rockefeller Capital Management L.P. | 1,832,367 | $1,211 萬 | 0.03% | +836,493+84.0% | 加碼 |
| Simplex Trading, LLC | 1,817,798 | $1,202 萬 | 0.39% | −288,581−13.7% | 減碼 |
| Bank of America Corp | 1,785,292 | $1,180 萬 | 0.00% | −250,603−12.3% | 減碼 |
| Squarepoint Ops LLC | 1,709,622 | $1,130 萬 | 0.04% | +492,544+40.5% | 加碼 |
| Group One Trading, L.P. | 1,662,104 | $1,099 萬 | 0.35% | +430,637+35.0% | 加碼 |
| Millennium Management LLC | 1,587,850 | $1,050 萬 | 0.01% | +1,182,172+291.4% | 加碼 |
| LPL Financial LLC | 1,542,395 | $1,020 萬 | 0.01% | +182,313+13.4% | 加碼 |
| State of Michigan Retirement System | 1,500,000 | $991.5 萬 | 0.05% | +500,000+50.0% | 加碼 |
| Walleye Trading LLC | 1,495,597 | $988.6 萬 | 0.19% | +15,051+1.0% | 加碼 |
| HRT Financial LP | 1,336,023 | $883.1 萬 | 0.05% | +872,623+188.3% | 加碼 |
| Longitude (Cayman) Ltd. | 1,311,500 | $866.9 萬 | 13.66% | +30,000+2.3% | 加碼 |
| California Public Employees Retirement System | 1,296,052 | $856.7 萬 | 0.01% | −372,232−22.3% | 減碼 |
| MML Investors Services, LLC | 1,294,696 | $855.8 萬 | 0.03% | +534,998+70.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,251,493 | $827.2 萬 | 0.03% | +163,191+15.0% | 加碼 |
| TownSquare Capital, LLC | 1,086,173 | $718.0 萬 | 0.10% | +93,817+9.5% | 加碼 |
| Kodai Capital Management LP | 1,051,239 | $694.9 萬 | 0.13% | +1,051,239 | 新進 |
| GTS Securities LLC | 1,037,891 | $686.0 萬 | 0.14% | −61,684−5.6% | 減碼 |
| Legal & General Group Plc | 988,509 | $653.4 萬 | 0.00% | +84,889+9.4% | 加碼 |
| California State Teachers Retirement System | 981,822 | $649.0 萬 | 0.01% | +65,922+7.2% | 加碼 |
| Rhumbline Advisers | 979,183 | $647.2 萬 | 0.01% | +53,124+5.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 955,290 | $631.4 萬 | 0.02% | +955,290 | 新進 |
| Nordea Investment Management AB | 941,232 | $621.7 萬 | 0.01% | +101,606+12.1% | 加碼 |
| Goldman Sachs Group Inc | 927,169 | $612.9 萬 | 0.00% | −813,489−46.7% | 減碼 |
| Cetera Investment Advisers | 912,722 | $603.3 萬 | 0.01% | +132,740+17.0% | 加碼 |
| Cresset Asset Management, LLC | 881,830 | $582.9 萬 | 0.02% | −4,544−0.5% | 減碼 |
| Parkside Investments, LLC | 791,435 | $523.1 萬 | 0.83% | −2,775−0.3% | 減碼 |
| Invesco Ltd. | 768,273 | $507.8 萬 | 0.00% | +28,743+3.9% | 加碼 |
| Moors & Cabot, Inc. | 767,665 | $507.4 萬 | 0.27% | −15,825−2.0% | 減碼 |
| Walleye Capital LLC | 766,118 | $506.4 萬 | 0.05% | −352,805−31.5% | 減碼 |
| Ensign Peak Advisors, Inc | 759,158 | $501.8 萬 | 0.01% | +60,495+8.7% | 加碼 |
| Ameriprise Financial Inc | 749,018 | $495.1 萬 | 0.00% | −87,841−10.5% | 減碼 |
| PDT Partners, LLC | 740,850 | $489.7 萬 | 0.46% | +740,850 | 新進 |
| CAPROCK Group, Inc. | 738,309 | $488.0 萬 | 0.20% | −9,772−1.3% | 減碼 |
| Diversify Advisory Services, LLC | 757,344 | $483.2 萬 | 0.26% | −200,007−20.9% | 減碼 |
| Brighton Jones LLC | 723,985 | $478.6 萬 | 0.16% | +9,610+1.3% | 加碼 |
| HSBC Holdings PLC | 719,243 | $471.5 萬 | 0.00% | +554,866+337.6% | 加碼 |
| Trexquant Investment LP | 697,049 | $460.7 萬 | 0.07% | +697,049 | 新進 |
| New York State Common Retirement Fund | 693,887 | $458.7 萬 | 0.01% | +69,087+11.1% | 加碼 |
| IMC-Chicago, LLC | 687,727 | $454.6 萬 | 0.15% | +193,087+39.0% | 加碼 |
| Commonwealth Equity Services, LLC | 618,955 | $409.1 萬 | 0.01% | +10,379+1.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 606,539 | $400.9 萬 | 0.01% | +110,209+22.2% | 加碼 |
| Capital Fund Management S.A. | 603,253 | $398.8 萬 | 0.05% | +603,253 | 新進 |
| NFP Retirement, Inc. | 575,988 | $380.7 萬 | 0.32% | −700.0% | 減碼 |
| Cerity Partners LLC | 566,773 | $374.6 萬 | 0.01% | +9,546+1.7% | 加碼 |
| Price T Rowe Associates Inc | 560,116 | $370.3 萬 | 0.00% | +24,222+4.5% | 加碼 |
| Raymond James & Associates | 520,301 | $343.9 萬 | 0.00% | +115,639+28.6% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 516,551 | $341.4 萬 | 0.66% | −1,351−0.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 509,504 | $336.8 萬 | 0.00% | +121,137+31.2% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 504,963 | $333.8 萬 | 0.19% | +45,865+10.0% | 加碼 |
| Advisor Group Holdings, Inc. | 470,060 | $310.7 萬 | 0.01% | +2,973+0.6% | 加碼 |
| Segall Bryant & Hamill, LLC | 467,516 | $309.0 萬 | 0.05% | +12,676+2.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 467,009 | $308.7 萬 | 0.03% | +35,738+8.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 454,913 | $300.7 萬 | 0.02% | +9,194+2.1% | 加碼 |
| Janus Henderson Group PLC | 452,727 | $299.5 萬 | 0.00% | −4,595−1.0% | 減碼 |
| Treasurer of the State of North Carolina | 448,377 | $296.4 萬 | 0.01% | +23,848+5.6% | 加碼 |
| Barclays PLC | 438,719 | $290.0 萬 | 0.00% | −1,433,660−76.6% | 減碼 |
| Clarity Capital Partners LLC | 435,180 | $287.7 萬 | 1.76% | +48,862+12.6% | 加碼 |
| Anderson Hoagland & Co | 445,977 | $284.5 萬 | 0.30% | 00.0% | 不變 |
| GWM Advisors LLC | 422,199 | $279.1 萬 | 0.02% | +102,973+32.3% | 加碼 |
| Verition Fund Management LLC | 415,090 | $274.4 萬 | 0.02% | +337,982+438.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 401,370 | $265.3 萬 | 0.11% | −150,657−27.3% | 減碼 |
| Mariner, LLC | 397,722 | $262.9 萬 | 0.01% | −24,977−5.9% | 減碼 |
| Public Employees Retirement System of Ohio | 392,851 | $259.7 萬 | 0.01% | +29,039+8.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 392,811 | $259.6 萬 | 0.01% | −139,039−26.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 386,898 | $255.7 萬 | 0.01% | +25,996+7.2% | 加碼 |
| Triumph Capital Management | 383,454 | $253.5 萬 | 0.99% | +21,069+5.8% | 加碼 |
| EP Wealth Advisors, LLC | 382,844 | $253.1 萬 | 0.03% | +6,122+1.6% | 加碼 |
| Alliancebernstein L.P. | 378,470 | $250.2 萬 | 0.00% | −7,910−2.0% | 減碼 |