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 13F 持有人
SoFi Technologies, Inc. 在 2024/9/30 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
- 626
- 較 2024 年第 2 季 +38 家
- 持有股數
- 5.06 億
- 較 2024 年第 2 季 +1.01 億 (+24.8%)
- 總市值
- $39.7 億
- 較 2024 年第 2 季 +$13.0 億 (+48.4%)
- 新進機構
- 110
- 另有 228 家加碼
- 清倉機構
- 72
- 另有 161 家減碼
另有 5 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 72,861 | $57.3 萬 | 0.00% | −522−0.7% | 減碼 |
| National Bank of Canada | 72,962 | $57.3 萬 | 0.00% | +31,269+75.0% | 加碼 |
| Spire Wealth Management | 73,782 | $58.0 萬 | 0.02% | +4,995+7.3% | 加碼 |
| Benjamin Edwards Inc | 74,500 | $58.5 萬 | 0.01% | +73,798+10,512.5% | 加碼 |
| M. Kulyk & Associates, LLC | 74,901 | $58.9 萬 | 0.12% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 75,272 | $59.2 萬 | 0.01% | +14,637+24.1% | 加碼 |
| Sanctuary Advisors, LLC | 39,981 | $62.4 萬 | 0.00% | −70,621−63.9% | 減碼 |
| Kovack Advisors, Inc. | 80,540 | $63.3 萬 | 0.07% | −54,479−40.3% | 減碼 |
| Two Sigma Securities, LLC | 83,572 | $65.7 萬 | 0.05% | −41,437−33.1% | 減碼 |
| Miracle Mile Advisors, LLC | 84,350 | $66.3 萬 | 0.02% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 84,500 | $66.4 萬 | 0.00% | +84,500 | 新進 |
| Gsa Capital Partners LLP | 84,623 | $66.5 萬 | 0.05% | −31,661−27.2% | 減碼 |
| Matisse Capital | 87,038 | $68.4 萬 | 0.33% | 00.0% | 不變 |
| D.A. Davidson & Co. | 87,664 | $68.9 萬 | 0.01% | +3,322+3.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 88,461 | $69.5 萬 | 0.01% | −7,859−8.2% | 減碼 |
| FMR LLC | 92,632 | $72.8 萬 | 0.00% | +56,279+154.8% | 加碼 |
| Lakeshore Financial Planning, Inc. | 92,813 | $73.0 萬 | 0.32% | +5,000+5.7% | 加碼 |
| Perennial Investment Advisors, LLC | 92,904 | $73.0 萬 | 0.09% | +2,978+3.3% | 加碼 |
| Avantax Advisory Services, Inc. | 93,699 | $73.6 萬 | 0.00% | −5,230−5.3% | 減碼 |
| Stifel Financial Corp | 94,193 | $74.0 萬 | 0.00% | −14,288−13.2% | 減碼 |
| Lauer Wealth, LLC | 78,677 | $74.5 萬 | 0.58% | +7,874+11.1% | 加碼 |
| Prospera Financial Services Inc | 95,963 | $75.4 萬 | 0.02% | −1,520−1.6% | 減碼 |
| CI Private Wealth, LLC | 98,722 | $77.6 萬 | 0.00% | +25,375+34.6% | 加碼 |
| CWM, LLC | 98,956 | $77.8 萬 | 0.00% | +47,672+93.0% | 加碼 |
| HighPoint Advisor Group LLC | 70,693 | $78.0 萬 | 0.05% | −17,278−19.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 102,103 | $80.3 萬 | 0.00% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 104,129 | $81.8 萬 | 0.00% | +17,505+20.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 104,203 | $81.9 萬 | 0.02% | +14,787+16.5% | 加碼 |
| We Are One Seven, LLC | 104,881 | $82.4 萬 | 0.04% | +2,003+1.9% | 加碼 |
| SG Americas Securities, LLC | 105,236 | $82.7 萬 | 0.00% | −246,096−70.0% | 減碼 |
| Capital Advisors Wealth Management, LLC | 108,179 | $85.0 萬 | 0.16% | +5,180+5.0% | 加碼 |
| Entropy Technologies, LP | 110,600 | $86.9 萬 | 0.09% | +37,833+52.0% | 加碼 |
| IFP Advisors, Inc | 110,947 | $87.2 萬 | 0.03% | +20,079+22.1% | 加碼 |
| Pegasus Asset Management, Inc. | 112,951 | $88.8 萬 | 0.34% | +1,607+1.4% | 加碼 |
| Kestra Advisory Services, LLC | 115,262 | $90.6 萬 | 0.00% | +13,361+13.1% | 加碼 |
| Soltis Investment Advisors LLC | 116,252 | $91.4 萬 | 0.09% | −576−0.5% | 減碼 |
| Mount Lucas Management LP | 117,000 | $92.0 萬 | 0.31% | +117,000 | 新進 |
| Kennedy Investment Group | 118,000 | $92.7 萬 | 0.43% | +1,900+1.6% | 加碼 |
| Qsemble Capital Management, LP | 118,279 | $93.0 萬 | 0.17% | +118,279 | 新進 |
| Alliance Wealth Advisors, LLC | 121,880 | $95.8 萬 | 0.25% | 00.0% | 不變 |
| PMC FIG Opportunities LLC | 124,197 | $97.6 萬 | 1.51% | +124,197 | 新進 |
| Victory Capital Management Inc | 128,661 | $101.1 萬 | 0.00% | +1,319+1.0% | 加碼 |
| Marex Group plc | 129,474 | $101.8 萬 | 0.02% | +29,881+30.0% | 加碼 |
| LM Advisors LLC | 132,505 | $104.1 萬 | 0.21% | −100−0.1% | 減碼 |
| Pictet Asset Management Holding SA | 134,370 | $105.7 萬 | 0.00% | +16,097+13.6% | 加碼 |
| Janney Montgomery Scott LLC | 135,063 | $106.2 萬 | 0.00% | +27,958+26.1% | 加碼 |
| Consolidated Investment Group LLC | 138,000 | $108.5 萬 | 0.16% | +75,000+119.0% | 加碼 |
| Truist Financial Corp | 139,143 | $109.4 萬 | 0.00% | +1,587+1.2% | 加碼 |
| Acorn Financial Advisory Services Inc | 141,087 | $110.9 萬 | 0.20% | −16,853−10.7% | 減碼 |
| Nisa Investment Advisors, LLC | 141,700 | $111.4 萬 | 0.01% | −3,000−2.1% | 減碼 |
| Mercer Global Advisors Inc | 147,504 | $112.5 萬 | 0.00% | +77,103+109.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 147,140 | $115.7 萬 | 0.01% | −29,520−16.7% | 減碼 |
| Baader Bank INC | 150,000 | $117.9 萬 | 0.10% | +150,000 | 新進 |
| Creative Planning | 152,030 | $119.5 萬 | 0.00% | −318−0.2% | 減碼 |
| FORA Capital, LLC | 155,959 | $122.6 萬 | 0.14% | +155,959 | 新進 |
| Trexquant Investment LP | 161,735 | $127.1 萬 | 0.02% | −535,314−76.8% | 減碼 |
| Utah Retirement Systems | 170,500 | $134.0 萬 | 0.02% | 00.0% | 不變 |
| Capital Markets Trading UK LLP | 175,210 | $137.7 萬 | 1.27% | +30,239+20.9% | 加碼 |
| Burney Co | 181,359 | $142.5 萬 | 0.05% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 180,219 | $143.3 萬 | 0.00% | +91,185+102.4% | 加碼 |
| Voya Investment Management LLC | 188,758 | $148.4 萬 | 0.00% | −14,311−7.0% | 減碼 |
| State of Wisconsin Investment Board | 190,086 | $149.4 萬 | 0.00% | −2,121−1.1% | 減碼 |
| Pathstone Holdings, LLC | 192,057 | $151.0 萬 | 0.01% | +22,426+13.2% | 加碼 |
| Scientech Research LLC | 192,921 | $151.6 萬 | 0.30% | +192,921 | 新進 |
| Envestnet Asset Management Inc | 198,901 | $156.3 萬 | 0.00% | +56,259+39.4% | 加碼 |
| Vontobel Holding Ltd. | 199,575 | $156.9 萬 | 0.01% | +10,338+5.5% | 加碼 |
| HighTower Advisors, LLC | 199,474 | $157.1 萬 | 0.00% | −3,446−1.7% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 203,049 | $159.6 萬 | 0.08% | −5,384−2.6% | 減碼 |
| Dark Forest Capital Management LP | 206,665 | $162.4 萬 | 0.21% | +206,665 | 新進 |
| Virtu Financial LLC | 209,778 | $164.9 萬 | 0.09% | +209,778 | 新進 |
| Quantinno Capital Management LP | 217,072 | $170.6 萬 | 0.02% | +185,655+590.9% | 加碼 |
| Bayesian Capital Management, LP | 221,202 | $173.9 萬 | 0.20% | +172,600+355.1% | 加碼 |
| Well Done, LLC | 224,580 | $176.5 萬 | 0.32% | −721−0.3% | 減碼 |
| Handelsbanken Fonder AB | 226,600 | $178.1 萬 | 0.01% | +38,100+20.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 230,827 | $181.4 萬 | 0.01% | +7,928+3.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 233,421 | $183.5 萬 | 0.07% | −167,949−41.8% | 減碼 |
| IMC-Chicago, LLC | 234,082 | $184.0 萬 | 0.05% | −453,645−66.0% | 減碼 |
| Great West Life Assurance Co | 233,922 | $184.3 萬 | 0.00% | +13,919+6.3% | 加碼 |
| GWM Advisors LLC | 239,094 | $187.9 萬 | 0.01% | −183,105−43.4% | 減碼 |
| Citizens Financial Group Inc | 240,735 | $189.2 萬 | 0.04% | +70,603+41.5% | 加碼 |
| Belmont Capital, LLC | 242,350 | $190.5 萬 | 0.32% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 243,598 | $191.5 萬 | 0.12% | +243,598 | 新進 |
| Second Line Capital, LLC | 244,446 | $192.1 萬 | 0.52% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 247,151 | $194.3 萬 | 0.03% | +348+0.1% | 加碼 |
| Prentice Capital Management, LP | 250,117 | $196.6 萬 | 4.36% | +100,000+66.6% | 加碼 |
| SpiderRock Advisors, LLC | 251,246 | $197.5 萬 | 0.04% | +124,500+98.2% | 加碼 |
| Aptus Capital Advisors, LLC | 254,639 | $200.1 萬 | 0.03% | −3,926−1.5% | 減碼 |
| Van Eck Associates Corp | 192,616 | $200.7 萬 | 0.00% | −59,922−23.7% | 減碼 |
| Independent Financial Group, LLC | 256,059 | $201.3 萬 | 0.07% | +223,137+677.8% | 加碼 |
| QRG Capital Management, Inc. | 256,078 | $201.3 萬 | 0.02% | +198,980+348.5% | 加碼 |
| Firethorn Wealth Partners, LLC | 257,808 | $202.6 萬 | 1.03% | +3,128+1.2% | 加碼 |
| AXA S.A. | 266,631 | $209.6 萬 | 0.01% | +31,004+13.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 267,956 | $210.6 萬 | 0.00% | +4,130+1.6% | 加碼 |
| Algert Global LLC | 271,486 | $213.4 萬 | 0.06% | −15,300−5.3% | 減碼 |
| American Century Companies Inc | 273,526 | $215.0 萬 | 0.00% | +11,255+4.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 273,905 | $215.3 萬 | 0.01% | +13,407+5.1% | 加碼 |
| Summit Trail Advisors, LLC | 280,464 | $220.4 萬 | 0.05% | +855+0.3% | 加碼 |
| Parallax Volatility Advisers, L.P. | 282,788 | $222.3 萬 | 0.06% | +112,555+66.1% | 加碼 |
| Arizona State Retirement System | 289,198 | $227.3 萬 | 0.01% | +8,216+2.9% | 加碼 |
| Boothbay Fund Management, LLC | 294,975 | $231.9 萬 | 0.07% | +253,282+607.5% | 加碼 |