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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 365,793 | $241.8 萬 | 0.02% | +164,921+82.1% | 加碼 |
| SG Americas Securities, LLC | 351,332 | $232.2 萬 | 0.01% | +336,464+2,263.0% | 加碼 |
| Wolverine Trading, LLC | 348,246 | $230.2 萬 | 0.04% | −52,338−13.1% | 減碼 |
| Mark Asset Management LP | 340,654 | $225.2 萬 | 0.30% | +151,265+79.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 340,363 | $225.0 萬 | 0.00% | −14,345−4.0% | 減碼 |
| Old Second National Bank of Aurora | 326,198 | $215.6 萬 | 0.55% | −9,557−2.8% | 減碼 |
| PEAK6 Investments LLC | 300,669 | $198.7 萬 | 0.09% | −855,743−74.0% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 300,000 | $198.3 萬 | 0.04% | +300,000 | 新進 |
| Northwestern Mutual Wealth Management Co | 294,711 | $194.8 萬 | 0.00% | +115,316+64.3% | 加碼 |
| First Trust Advisors LP | 287,972 | $190.3 萬 | 0.00% | −383,646−57.1% | 減碼 |
| Algert Global LLC | 286,786 | $189.6 萬 | 0.06% | +63,076+28.2% | 加碼 |
| Norris Financial Group, LLC | 282,301 | $186.6 萬 | 0.97% | +42,976+18.0% | 加碼 |
| Arizona State Retirement System | 280,982 | $185.7 萬 | 0.01% | +30,672+12.3% | 加碼 |
| Summit Trail Advisors, LLC | 279,609 | $184.8 萬 | 0.05% | +19,693+7.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 263,826 | $174.4 萬 | 0.00% | +30,206+12.9% | 加碼 |
| American Century Companies Inc | 262,271 | $173.4 萬 | 0.00% | −136,452−34.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 260,498 | $172.2 萬 | 0.01% | +17,384+7.2% | 加碼 |
| Edgestream Partners, L.P. | 260,138 | $172.0 萬 | 0.08% | +260,138 | 新進 |
| Two Sigma Advisers, LP | 260,100 | $171.9 萬 | 0.00% | +260,100 | 新進 |
| Aptus Capital Advisors, LLC | 258,565 | $170.9 萬 | 0.03% | +7,740+3.1% | 加碼 |
| Firethorn Wealth Partners, LLC | 254,680 | $168.3 萬 | 0.95% | +82,701+48.1% | 加碼 |
| Van Eck Associates Corp | 252,538 | $166.9 萬 | 0.00% | −35,900−12.4% | 減碼 |
| Once Capital Management, LLC | 250,000 | $165.3 萬 | 0.82% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 246,803 | $163.1 萬 | 0.03% | +16,999+7.4% | 加碼 |
| Citadel Advisors LLC | 245,419 | $162.2 萬 | 0.00% | −11,603,512−97.9% | 減碼 |
| Second Line Capital, LLC | 244,446 | $161.6 萬 | 0.49% | +3,200+1.3% | 加碼 |
| Belmont Capital, LLC | 242,350 | $160.2 萬 | 0.30% | 00.0% | 不變 |
| AXA S.A. | 235,627 | $155.7 萬 | 0.00% | 00.0% | 不變 |
| Well Done, LLC | 225,301 | $148.9 萬 | 0.31% | +41,383+22.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 222,899 | $147.3 萬 | 0.00% | +29,604+15.3% | 加碼 |
| Great West Life Assurance Co | 220,003 | $145.6 萬 | 0.00% | +37,199+20.3% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 208,433 | $137.8 萬 | 0.08% | +24,690+13.4% | 加碼 |
| Voya Investment Management LLC | 203,069 | $134.2 萬 | 0.00% | +88,917+77.9% | 加碼 |
| Quantbot Technologies LP | 202,914 | $134.1 萬 | 0.06% | −354,600−63.6% | 減碼 |
| HighTower Advisors, LLC | 202,920 | $133.6 萬 | 0.00% | −36,714−15.3% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 201,394 | $133.1 萬 | 0.09% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 192,207 | $127.0 萬 | 0.00% | −22,392−10.4% | 減碼 |
| Vontobel Holding Ltd. | 189,237 | $125.1 萬 | 0.00% | +12,984+7.4% | 加碼 |
| Handelsbanken Fonder AB | 188,500 | $124.6 萬 | 0.01% | +14,500+8.3% | 加碼 |
| Burney Co | 181,359 | $119.9 萬 | 0.05% | −750.0% | 減碼 |
| Estate Counselors, LLC | 180,580 | $119.4 萬 | 0.13% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 176,660 | $116.8 萬 | 0.01% | +546+0.3% | 加碼 |
| Utah Retirement Systems | 170,500 | $112.7 萬 | 0.01% | +10,200+6.4% | 加碼 |
| Parallax Volatility Advisers, L.P. | 170,233 | $112.5 萬 | 0.03% | −2,009−1.2% | 減碼 |
| Citizens Financial Group Inc | 170,132 | $112.5 萬 | 0.02% | +170,132 | 新進 |
| Pathstone Holdings, LLC | 169,631 | $112.1 萬 | 0.01% | +799+0.5% | 加碼 |
| Toroso Investments, LLC | 162,240 | $107.2 萬 | 0.01% | +128,507+381.0% | 加碼 |
| Pearl River Capital, LLC | 159,125 | $105.2 萬 | 0.17% | +159,125 | 新進 |
| Schonfeld Strategic Advisors LLC | 159,075 | $105.1 萬 | 0.01% | −966,486−85.9% | 減碼 |
| Acorn Financial Advisory Services Inc | 157,940 | $104.4 萬 | 0.19% | −909−0.6% | 減碼 |
| Creative Planning | 152,348 | $100.7 萬 | 0.00% | −3,160−2.0% | 減碼 |
| Prentice Capital Management, LP | 150,117 | $99.2 萬 | 2.33% | +117+0.1% | 加碼 |
| Capital Markets Trading UK LLP | 144,971 | $95.8 萬 | 0.70% | −318,227−68.7% | 減碼 |
| Nisa Investment Advisors, LLC | 144,700 | $95.6 萬 | 0.01% | −75,000−34.1% | 減碼 |
| Envestnet Asset Management Inc | 142,642 | $94.3 萬 | 0.00% | −1,947−1.3% | 減碼 |
| Truist Financial Corp | 137,556 | $90.9 萬 | 0.00% | −12,187−8.1% | 減碼 |
| Kovack Advisors, Inc. | 135,019 | $89.2 萬 | 0.10% | +9,704+7.7% | 加碼 |
| Equitable Holdings, Inc. | 134,947 | $89.2 萬 | 0.01% | +39,482+41.4% | 加碼 |
| LM Advisors LLC | 132,605 | $87.7 萬 | 0.00% | −11,249−7.8% | 減碼 |
| Sanctuary Advisors, LLC | 110,602 | $87.0 萬 | 0.01% | +110,602 | 新進 |
| Victory Capital Management Inc | 127,342 | $84.2 萬 | 0.00% | +8,267+6.9% | 加碼 |
| SpiderRock Advisors, LLC | 126,746 | $83.8 萬 | 0.02% | +126,746 | 新進 |
| Two Sigma Securities, LLC | 125,009 | $82.6 萬 | 0.04% | −99,444−44.3% | 減碼 |
| Alliance Wealth Advisors, LLC | 121,880 | $80.6 萬 | 0.24% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 118,273 | $78.2 萬 | 0.00% | +10,876+10.1% | 加碼 |
| Soltis Investment Advisors LLC | 116,828 | $77.2 萬 | 0.08% | +76,400+189.0% | 加碼 |
| Gsa Capital Partners LLP | 116,284 | $76.9 萬 | 0.05% | +48,722+72.1% | 加碼 |
| Kennedy Investment Group | 116,100 | $76.7 萬 | 0.39% | +5,200+4.7% | 加碼 |
| Colony Group, LLC | 114,895 | $75.9 萬 | 0.00% | −5,518−4.6% | 減碼 |
| AQR Capital Management LLC | 115,186 | $75.6 萬 | 0.00% | +42,660+58.8% | 加碼 |
| Pegasus Asset Management, Inc. | 111,344 | $73.6 萬 | 0.28% | +9,359+9.2% | 加碼 |
| Hourglass Capital, LLC | 111,000 | $73.4 萬 | 0.22% | +111,000 | 新進 |
| Newbridge Financial Services Group, Inc. | 109,000 | $72.0 萬 | 0.27% | −180,476−62.3% | 減碼 |
| National Asset Management, Inc. | 108,943 | $72.0 萬 | 0.02% | −18,193−14.3% | 減碼 |
| Stifel Financial Corp | 108,481 | $71.7 萬 | 0.00% | −57,978−34.8% | 減碼 |
| Janney Montgomery Scott LLC | 107,105 | $70.8 萬 | 0.00% | +56,365+111.1% | 加碼 |
| Capital Advisors Wealth Management, LLC | 102,999 | $68.1 萬 | 0.13% | +486+0.5% | 加碼 |
| We Are One Seven, LLC | 102,878 | $68.0 萬 | 0.03% | −75,756−42.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 102,103 | $67.5 萬 | 0.00% | +25,583+33.4% | 加碼 |
| Kestra Advisory Services, LLC | 101,901 | $67.4 萬 | 0.00% | +12,328+13.8% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 100,000 | $66.1 萬 | 0.07% | +70,000+233.3% | 加碼 |
| Marex Group plc | 99,593 | $65.8 萬 | 0.02% | +32,995+49.5% | 加碼 |
| Avantax Advisory Services, Inc. | 98,929 | $65.4 萬 | 0.00% | +1,710+1.8% | 加碼 |
| HighPoint Advisor Group LLC | 87,971 | $65.3 萬 | 0.04% | −29,550−25.1% | 減碼 |
| Prospera Financial Services Inc | 97,483 | $64.4 萬 | 0.02% | −9,330−8.7% | 減碼 |
| Russell Investments Group, Ltd. | 96,986 | $64.1 萬 | 0.00% | +53,362+122.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 96,320 | $63.7 萬 | 0.01% | −12,202−11.2% | 減碼 |
| DnB Asset Management AS | 95,954 | $63.4 萬 | 0.00% | +12,717+15.3% | 加碼 |
| Mercer Global Advisors Inc | 70,401 | $62.1 萬 | 0.00% | +4,661+7.1% | 加碼 |
| Hudock, Inc. | 92,630 | $61.2 萬 | 0.11% | +92,630 | 新進 |
| IFP Advisors, Inc | 90,868 | $60.1 萬 | 0.02% | +898+1.0% | 加碼 |
| Brevan Howard Capital Management LP | 90,711 | $60.0 萬 | 0.04% | −90,975−50.1% | 減碼 |
| Perennial Investment Advisors, LLC | 89,926 | $59.4 萬 | 0.09% | +7,866+9.6% | 加碼 |
| Concurrent Investment Advisors, LLC | 89,416 | $59.1 萬 | 0.02% | +22,211+33.0% | 加碼 |
| Jones Financial Companies LLLP | 89,034 | $58.9 萬 | 0.00% | +68,356+330.6% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 88,580 | $58.5 萬 | 0.01% | +86,545+4,252.8% | 加碼 |
| Lakeshore Financial Planning, Inc. | 87,813 | $58.0 萬 | 0.28% | +4,507+5.4% | 加碼 |
| Matisse Capital | 87,038 | $57.5 萬 | 0.28% | −2,622−2.9% | 減碼 |
| Wealthfront Advisers LLC | 86,624 | $57.3 萬 | 0.00% | +41,193+90.7% | 加碼 |
| Miracle Mile Advisors, LLC | 84,350 | $55.8 萬 | 0.01% | +3,000+3.7% | 加碼 |