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 |
|---|---|---|---|---|---|
| Azora Capital LP | 4,348,068 | $3,418 萬 | 1.84% | +352,901+8.8% | 加碼 |
| Northern Trust Corp | 4,930,751 | $3,876 萬 | 0.01% | +155,082+3.2% | 加碼 |
| Susquehanna International Group, LLP | 5,009,380 | $3,937 萬 | 0.07% | −3,881,764−43.7% | 減碼 |
| Wells Fargo & Company | 5,334,025 | $4,193 萬 | 0.01% | +1,968,365+58.5% | 加碼 |
| Jane Street Group, LLC | 5,411,517 | $4,253 萬 | 0.07% | −3,679,541−40.5% | 減碼 |
| Bank of America Corp | 5,709,362 | $4,488 萬 | 0.00% | +3,924,070+219.8% | 加碼 |
| Patient Capital Management, LLC | 5,795,687 | $4,555 萬 | 2.24% | +1,950,649+50.7% | 加碼 |
| Citadel Advisors LLC | 5,977,493 | $4,698 萬 | 0.05% | +5,732,074+2,335.6% | 加碼 |
| Charles Schwab Investment Management Inc | 6,145,837 | $4,831 萬 | 0.01% | +87,097+1.4% | 加碼 |
| Millennium Management LLC | 7,141,578 | $5,613 萬 | 0.05% | +5,553,728+349.8% | 加碼 |
| JPMorgan Chase & Co | 7,472,375 | $5,873 萬 | 0.00% | +3,617,201+93.8% | 加碼 |
| Marshall Wace, LLP | 8,393,313 | $6,597 萬 | 0.09% | +2,035,426+32.0% | 加碼 |
| Nikko Asset Management Americas, Inc. | 10,037,046 | $7,889 萬 | 0.89% | −1,420,894−12.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,046,261 | $7,896 萬 | 0.05% | −1,411,679−12.3% | 減碼 |
| Renaissance Technologies LLC | 11,390,900 | $8,953 萬 | 0.13% | +11,390,900 | 新進 |
| Morgan Stanley | 11,932,601 | $9,379 萬 | 0.01% | −3,991,715−25.1% | 減碼 |
| Norges Bank | 11,944,372 | $9,388 萬 | 0.01% | −2,007,926−14.4% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 12,612,563 | $9,913 萬 | 0.91% | −1,923,209−13.2% | 減碼 |
| Geode Capital Management, LLC | 17,619,084 | $1.39 億 | 0.01% | +358,806+2.1% | 加碼 |
| State Street Corp | 18,062,855 | $1.42 億 | 0.01% | +310,532+1.7% | 加碼 |
| Dimensional Fund Advisors LP | 24,716,612 | $1.94 億 | 0.05% | +11,633,006+88.9% | 加碼 |
| Silver Lake Group, L.L.C. | 31,154,165 | $2.45 億 | 2.75% | 00.0% | 不變 |
| BlackRock, Inc. | 45,438,167 | $3.57 億 | 0.01% | +45,438,167 | 新進 |
| Vanguard Group Inc | 89,438,166 | $7.03 億 | 0.01% | −591,891−0.7% | 減碼 |
| Colony Group, LLC | 269,960 | – | – | +155,065+135.0% | 加碼 |
| International Assets Investment Management, LLC | 346,673 | – | – | +319,148+1,159.5% | 加碼 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −719,243−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −300,669−100.0% | 清倉 |
| Soros Fund Management LLC大師索羅斯基金管理 | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −260,100−100.0% | 清倉 |
| Once Capital Management, LLC | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −201,394−100.0% | 清倉 |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −180,580−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −159,125−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −159,075−100.0% | 清倉 |
| BIT Capital GmbH | 0 | $0 | 0.00% | −72,486−100.0% | 清倉 |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −64,358−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −51,030−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −47,473−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −44,440−100.0% | 清倉 |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −43,476−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −41,407−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −39,320−100.0% | 清倉 |
| Creegan & Nassoura Financial Group, LLC | 0 | $0 | 0.00% | −26,625−100.0% | 清倉 |
| Refined Wealth Management | 0 | $0 | 0.00% | −23,031−100.0% | 清倉 |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −21,300−100.0% | 清倉 |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −13,975−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −20,638−100.0% | 清倉 |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −19,774−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −19,522−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −19,081−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,836−100.0% | 清倉 |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −15,786−100.0% | 清倉 |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −15,602−100.0% | 清倉 |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −15,100−100.0% | 清倉 |
| Kavar Capital Partners Group, LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −14,500−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −13,803−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −13,066−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −12,409−100.0% | 清倉 |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −12,255−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,997−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −11,892−100.0% | 清倉 |
| Steele Capital Management, Inc. | 0 | $0 | 0.00% | −11,500−100.0% | 清倉 |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −10,249−100.0% | 清倉 |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −11,258−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −10,687−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −10,293−100.0% | 清倉 |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −10,314−100.0% | 清倉 |
| Richmond Brothers, Inc. | 0 | $0 | 0.00% | −10,083−100.0% | 清倉 |
| Tamar Securities, LLC | 0 | $0 | 0.00% | −10,024−100.0% | 清倉 |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −3,037−100.0% | 清倉 |
| Davis Capital Management | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −2,548−100.0% | 清倉 |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −2,026−100.0% | 清倉 |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,070−100.0% | 清倉 |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −848−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −580−100.0% | 清倉 |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −472−100.0% | 清倉 |
| BBJS Financial Advisors, LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Wiser Advisor Group LLC | 0 | $0 | 0.00% | −293−100.0% | 清倉 |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| DB Fitzpatrick & Co, Inc | 0 | $0 | 0.00% | −105−100.0% | 清倉 |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| ORG Partners LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Family Firm, Inc. | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −10,047−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | 本季未申報 |