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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 3 季與 2024 年第 2 季比較

持有 SoFi Technologies, Inc. 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人2024 年第 2 季全部持有人

SOFI 的 13F 持有人:2024 年第 2 季與 2024 年第 3 季比較
項目2024 年第 2 季其中尚未申報 2024 年第 3 季2024 年第 3 季變化
持有家數5935626+38
股數4.51 億4,558 萬5.06 億+1.01 億 (+24.8%)
市值$29.8 億$3.01 億$39.7 億+$13.0 億 (+48.4%)

5 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(110 家)

2024 年第 3 季季末持有 SoFi Technologies, Inc.、2024 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 110 家。

2024 年第 3 季新進 SOFI 的機構
機構股數市值佔組合 %
BlackRock, Inc.45,438,167$3.57 億0.01%
Renaissance Technologies LLC11,390,900$8,953 萬0.13%
Two Sigma Investments, LP2,923,327$2,298 萬0.05%
Cubist Systematic Strategies, LLC2,479,584$1,949 萬0.29%
Quadrature Capital Ltd2,036,104$1,601 萬0.36%
Ardmore Road Asset Management LP800,000$628.8 萬0.81%
AlphaStar Capital Management, LLC753,098$591.9 萬0.47%
Zacks Investment Management479,180$376.6 萬0.03%
Seven Eight Capital, LP411,393$323.4 萬0.29%
Point72 (DIFC) Ltd409,506$321.9 萬0.25%
Centiva Capital, LP327,351$257.3 萬0.12%
Tudor Investment Corp Et Al312,022$245.2 萬0.03%
LifePro Asset Management311,749$245.0 萬1.50%
Y-Intercept (Hong Kong) Ltd243,598$191.5 萬0.12%
Virtu Financial LLC209,778$164.9 萬0.09%
Dark Forest Capital Management LP206,665$162.4 萬0.21%
Scientech Research LLC192,921$151.6 萬0.30%
FORA Capital, LLC155,959$122.6 萬0.14%
Baader Bank INC150,000$117.9 萬0.10%
PMC FIG Opportunities LLC124,197$97.6 萬1.51%
Qsemble Capital Management, LP118,279$93.0 萬0.17%
Mount Lucas Management LP117,000$92.0 萬0.31%
Allianz Asset Management GmbH84,500$66.4 萬0.00%
ExodusPoint Capital Management, LP70,374$55.3 萬0.01%
Symmetry Partners, LLC52,312$41.1 萬0.10%
Savant Capital, LLC40,778$32.1 萬0.00%
Carolinas Wealth Consulting LLC40,000$31.4 萬0.06%
Sterling Capital Management LLC36,033$28.3 萬0.00%
Bramshill Investments, LLC36,000$28.3 萬0.03%
Wellington Wealth Strategies, LLC.25,208$28.2 萬0.21%
Cantor Fitzgerald, L. P.34,370$27.0 萬0.02%
Newman Dignan & Sheerar, Inc.18,373$20.6 萬0.05%
Carnegie Lake Advisors LLC25,550$20.1 萬0.08%
Prosperity Wealth Management, Inc.23,850$18.7 萬0.08%
Jump Financial, LLC22,837$17.9 萬0.00%
O'Shaughnessy Asset Management, LLC17,075$17.1 萬0.00%
Steel Peak Wealth Management LLC19,465$15.3 萬0.01%
Verus Capital Partners, LLC19,018$14.9 萬0.01%
Wiley Bros.-Aintree Capital, LLC18,177$14.3 萬0.00%
Sherbrooke Park Advisers LLC17,432$13.7 萬0.03%
Foundations Investment Advisors, LLC17,424$13.7 萬0.00%
American Alpha Advisors, LLC17,000$13.4 萬0.13%
Watts Gwilliam & Co., LLC15,247$12.8 萬0.03%
Wedmont Private Capital14,829$12.3 萬0.01%
Coldstream Capital Management Inc11,826$12.1 萬0.00%
Future Financial Wealth Managment LLC15,110$11.9 萬0.08%
Cooper Financial Group14,963$11.8 萬0.02%
Accurate Wealth Management, LLC11,090$11.3 萬0.02%
Paloma Partners Management Co14,176$11.1 萬0.01%
Danske Bank A/S14,100$11.1 萬0.00%
Mandatum Life Insurance Co Ltd13,872$10.9 萬0.03%
Mayfair Advisory Group, LLC12,185$10.2 萬0.06%
Keystone Financial Services12,622$9.92 萬0.04%
Point72 Asia (Singapore) Pte. Ltd.12,612$9.91 萬0.02%
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna12,600$9.90 萬0.04%
Moneta Group Investment Advisors LLC12,348$9.71 萬0.00%
Change Path, LLC12,001$9.43 萬0.00%
Global Wealth Management Investment Advisory, Inc.11,870$9.33 萬0.02%
Platform Technology Partners11,155$8.77 萬0.03%
Meeder Advisory Services, Inc.10,852$8.53 萬0.01%
Guggenheim Capital LLC10,843$8.52 萬0.00%
Panoramic Investment Advisors, LLC10,650$8.37 萬0.06%
Cigna Investments Inc10,578$8.30 萬0.01%
Balboa Wealth Partners10,450$8.21 萬0.02%
South State Corp.8,505$6.68 萬0.00%
Aster Capital Management (DIFC) Ltd7,690$6.04 萬0.01%
Gilliland Jeter Wealth Management LLC6,000$4.72 萬0.02%
Amundi4,642$3.90 萬0.00%
Waldron Private Wealth LLC4,947$3.89 萬0.00%
CSS LLC4,000$3.14 萬0.00%
GeoWealth Management, LLC3,638$2.86 萬0.00%
Skopos Labs, Inc.3,551$2.79 萬0.01%
Capital Performance Advisors LLP3,412$2.68 萬0.01%
Prosperity Financial Group, Inc.3,200$2.52 萬0.01%
Legacy Investment Solutions, LLC1,500$2.02 萬0.01%
Legacy Wealth Managment, LLC1,500$2.02 萬0.01%
Kovitz Investment Group Partners, LLC48,681$2.00 萬0.00%
Elequin Capital LP2,095$1.65 萬0.00%
TD Private Client Wealth LLC1,808$1.42 萬0.00%
Whittier Trust Co1,750$1.38 萬0.00%
WR Wealth Planners, LLC1,554$1.22 萬0.00%
Twin Tree Management, LP1,227$9,6440.00%
Northwest Investment Counselors, LLC1,200$9,4320.00%
Focused Wealth Management, Inc1,194$9,3850.00%
Cullen/Frost Bankers, Inc.1,120$8,8030.00%
Continuum Advisory, LLC626$8,3880.00%
Raleigh Capital Management Inc.1,000$7,8600.00%
MRP Capital Investments, LLC1,000$7,8600.01%
Raelipskie Partnership1,000$7,8600.00%
Planning Capital Management Corp950$7,4670.00%
HighMark Wealth Management LLC805$6,3290.00%
Oarsman Capital, Inc.675$5,3060.00%
Estabrook Capital Management630$4,9520.00%
True Wealth Design, LLC586$4,6060.00%
Strategic Investment Solutions, Inc.500$3,9300.00%
Trust Co of Vermont397$3,1200.00%
JFS Wealth Advisors, LLC384$3,0190.00%
Hemington Wealth Management283$3,0000.00%
CarsonAllaria Wealth Management, Ltd.375$2,9480.00%
American Capital Advisory, LLC210$1,6510.00%

清倉機構(72 家)

2024 年第 2 季季末持有 SoFi Technologies, Inc.、2024 年第 3 季有申報但已經沒有持有的機構。

2024 年第 3 季清倉 SOFI 的機構
機構2024 年第 2 季股數2024 年第 2 季市值
HSBC Holdings PLC719,243$471.5 萬
PEAK6 Investments LLC300,669$198.7 萬
Soros Fund Management LLC大師索羅斯基金管理300,000$198.3 萬
Two Sigma Advisers, LP260,100$171.9 萬
Once Capital Management, LLC250,000$165.3 萬
Knights of Columbus Asset Advisors LLC201,394$133.1 萬
Estate Counselors, LLC180,580$119.4 萬
Pearl River Capital, LLC159,125$105.2 萬
Schonfeld Strategic Advisors LLC159,075$105.1 萬
BIT Capital GmbH72,486$47.9 萬
Icapital Wealth LLC64,358$42.5 萬
Corton Capital Inc.51,030$33.7 萬
Western Wealth Management, LLC47,473$31.4 萬
Natixis44,440$29.4 萬
Pinnacle Associates Ltd43,476$28.7 萬
Blueshift Asset Management, LLC41,407$27.4 萬
M Holdings Securities, Inc.39,320$26.0 萬
Creegan & Nassoura Financial Group, LLC26,625$17.6 萬
Refined Wealth Management23,031$15.2 萬
Marathon Trading Investment Management LLC21,300$14.1 萬
Vinva Investment Management Ltd13,975$13.7 萬
StoneX Group Inc.20,638$13.6 萬
Regal Investment Advisors LLC19,774$13.1 萬
Teacher Retirement System of Texas19,522$12.9 萬
Zions Bancorporation, N.A.19,081$12.6 萬
U.S. Capital Wealth Advisors, LLC15,836$10.5 萬
Tempus Wealth Planning, LLC15,786$10.4 萬
Insigneo Advisory Services, LLC15,602$10.2 萬
MidWestOne Financial Group, Inc.15,100$9.98 萬
Kavar Capital Partners Group, LLC15,000$9.91 萬
Palisade Capital Management LLC14,500$9.58 萬
Diversified Trust Co13,803$9.12 萬
Redwood Wealth Management Group, LLC13,066$8.64 萬
Teza Capital Management LLC12,409$8.20 萬
Capital Investment Advisory Services, LLC12,255$8.10 萬
Twin Peaks Wealth Advisors, LLC11,997$7.93 萬
SageView Advisory Group, LLC11,892$7.86 萬
Steele Capital Management, Inc.11,500$7.60 萬
Lakeview Capital Partners, LLC10,249$7.48 萬
NorthRock Partners, LLC11,258$7.44 萬
Banque Cantonale Vaudoise11,000$7.30 萬
Oversea-Chinese Banking CORP Ltd10,687$6.90 萬
Los Angeles Capital Management LLC10,293$6.80 萬
Stevens Capital Management LP10,314$6.80 萬
Richmond Brothers, Inc.10,083$6.66 萬
Tamar Securities, LLC10,024$6.63 萬
RFP Financial Group LLC3,037$2.01 萬
Davis Capital Management2,900$1.86 萬
Laffer Tengler Investments2,548$1.68 萬
Valley National Advisers Inc2,026$1.30 萬
Unique Wealth Strategies, LLC1,500$1.09 萬
Opal Wealth Advisors, LLC1,070$7,073
VisionPoint Advisory Group, LLC1,000$6,610
Ashton Thomas Private Wealth, LLC1,000$6,610
SYSTM Wealth Solutions LLC848$5,606
Gradient Investments LLC580$3,834
Old Point Trust & Financial Services N A500$3,305
Ibex Wealth Advisors500$3,305
Kelly Financial Services LLC500$3,305
Meeder Asset Management Inc472$3,120
BBJS Financial Advisors, LLC400$2,644
Wiser Advisor Group LLC293$1,937
Triad Wealth Partners, LLC250$1,653
Capital Analysts, LLC128$1,000
Mather Group, LLC.95$694
DB Fitzpatrick & Co, Inc105$694
Pacifica Partners Inc.100$651
ORG Partners LLC100$643
Brown Brothers Harriman & Co30$198
Family Firm, Inc.24$159
Wetzel Investment Advisors, Inc.10$73
Strategic Financial Concepts, LLC10,047–

尚未申報 2024 年第 3 季的機構(5 家)

2024 年第 2 季季末持有 SoFi Technologies, Inc.、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 2 季持有 SOFI、尚未申報 2024 年第 3 季的機構
機構2024 年第 2 季股數2024 年第 2 季市值
BlackRock Inc.45,457,402$3.00 億
Benjamin F. Edwards & Company, Inc.88,580$58.5 萬
Coordinated Financial Services, Inc.23,900$15.8 萬
Buckingham Strategic Wealth, LLC12,435$8.22 萬
ICA Group Wealth Management, LLC515$3,405