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 4 季 13F 持有人
SoFi Technologies, Inc. 在 2024/12/31 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
- 705
- 較 2024 年第 3 季 +89 家
- 持有股數
- 5.24 億
- 較 2024 年第 3 季 +1,991 萬 (+3.9%)
- 總市值
- $80.7 億
- 較 2024 年第 3 季 +$41.0 億 (+103.5%)
- 新進機構
- 170
- 另有 211 家加碼
- 清倉機構
- 81
- 另有 223 家減碼
另有 10 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Burney Co | 101,679 | $156.6 萬 | 0.06% | −79,680−43.9% | 減碼 |
| Perennial Investment Advisors, LLC | 102,007 | $157.1 萬 | 0.19% | +9,103+9.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 102,103 | $157.2 萬 | 0.01% | 00.0% | 不變 |
| We Are One Seven, LLC | 102,195 | $157.4 萬 | 0.06% | −2,686−2.6% | 減碼 |
| Vontobel Holding Ltd. | 102,361 | $157.6 萬 | 0.01% | −97,214−48.7% | 減碼 |
| Allworth Financial LP | 90,256 | $158.8 萬 | 0.01% | +75,069+494.3% | 加碼 |
| Kercheville Advisors, LLC | 103,500 | $159.4 萬 | 0.62% | +103,500 | 新進 |
| IFP Advisors, Inc | 103,561 | $159.5 萬 | 0.05% | −7,386−6.7% | 減碼 |
| Marshall Wace, LLP | 105,947 | $163.2 萬 | 0.00% | −8,287,366−98.7% | 減碼 |
| D.A. Davidson & Co. | 109,008 | $167.9 萬 | 0.01% | +21,344+24.3% | 加碼 |
| Capital Advisors Wealth Management, LLC | 111,887 | $172.3 萬 | 0.31% | +3,708+3.4% | 加碼 |
| Options Solutions, LLC | 111,918 | $172.4 萬 | 0.77% | +111,918 | 新進 |
| Pegasus Asset Management, Inc. | 114,388 | $176.2 萬 | 0.66% | +1,437+1.3% | 加碼 |
| Well Done, LLC | 224,580 | $176.5 萬 | 0.32% | 00.0% | 不變 |
| Miller Financial Services LLC | 117,504 | $181.0 萬 | 1.53% | +117,504 | 新進 |
| PEAK6 LLC | 118,032 | $181.8 萬 | 0.07% | +118,032 | 新進 |
| Alliance Wealth Advisors, LLC | 122,388 | $188.5 萬 | 0.49% | +508+0.4% | 加碼 |
| Mfg Wealth Management, Inc. | 122,390 | $188.5 萬 | 1.73% | +122,390 | 新進 |
| Wealthfront Advisers LLC | 124,344 | $191.5 萬 | 0.01% | +20,215+19.4% | 加碼 |
| Jain Global LLC | 125,146 | $192.7 萬 | 0.06% | +125,146 | 新進 |
| Janney Montgomery Scott LLC | 125,744 | $193.6 萬 | 0.01% | −9,319−6.9% | 減碼 |
| Intellus Advisors LLC | 126,222 | $194.4 萬 | 0.34% | +126,222 | 新進 |
| Edgestream Partners, L.P. | 126,721 | $195.2 萬 | 0.08% | −277,556−68.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 127,444 | $196.3 萬 | 0.01% | +127,444 | 新進 |
| LM Advisors LLC | 127,805 | $196.8 萬 | 0.35% | −4,700−3.5% | 減碼 |
| Envestnet Asset Management Inc | 129,394 | $199.3 萬 | 0.00% | −69,507−34.9% | 減碼 |
| Grange Capital, LLC | 129,835 | $199.9 萬 | 2.10% | +129,835 | 新進 |
| Voleon Capital Management LP | 131,853 | $203.1 萬 | 0.15% | +131,853 | 新進 |
| Centiva Capital, LP | 133,922 | $206.2 萬 | 0.08% | −193,429−59.1% | 減碼 |
| SG Americas Securities, LLC | 134,875 | $207.7 萬 | 0.01% | +29,639+28.2% | 加碼 |
| Consolidated Investment Group LLC | 138,000 | $212.5 萬 | 0.30% | 00.0% | 不變 |
| Acorn Financial Advisory Services Inc | 141,385 | $217.7 萬 | 0.36% | +298+0.2% | 加碼 |
| Nisa Investment Advisors, LLC | 141,700 | $218.2 萬 | 0.01% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 147,458 | $227.1 萬 | 0.00% | +13,088+9.7% | 加碼 |
| Van Eck Associates Corp | 148,710 | $229.0 萬 | 0.00% | −43,906−22.8% | 減碼 |
| Kestra Advisory Services, LLC | 156,528 | $241.1 萬 | 0.01% | +41,266+35.8% | 加碼 |
| Warm Springs Advisors Inc. | 160,000 | $246.4 萬 | 2.29% | +160,000 | 新進 |
| Intech Investment Management LLC | 160,742 | $247.5 萬 | 0.02% | +160,742 | 新進 |
| GWM Advisors LLC | 164,000 | $252.6 萬 | 0.02% | −75,094−31.4% | 減碼 |
| Mercer Global Advisors Inc | 172,984 | $266.4 萬 | 0.01% | +25,480+17.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 173,874 | $267.8 萬 | 0.03% | +26,734+18.2% | 加碼 |
| Utah Retirement Systems | 175,300 | $270.0 萬 | 0.03% | +4,800+2.8% | 加碼 |
| Exchange Traded Concepts, LLC | 175,685 | $270.6 萬 | 0.06% | +175,685 | 新進 |
| Teacher Retirement System of Texas | 181,839 | $280.0 萬 | 0.01% | +181,839 | 新進 |
| Voya Investment Management LLC | 182,479 | $281.0 萬 | 0.00% | −6,279−3.3% | 減碼 |
| Pathstone Holdings, LLC | 183,879 | $285.2 萬 | 0.01% | −8,178−4.3% | 減碼 |
| Toroso Investments, LLC | 185,677 | $285.9 萬 | 0.02% | +139,510+302.2% | 加碼 |
| Independent Financial Group, LLC | 188,620 | $290.5 萬 | 0.10% | −67,439−26.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 190,239 | $293.0 萬 | 0.00% | −161,067−45.8% | 減碼 |
| Qube Research & Technologies Ltd | 190,449 | $293.3 萬 | 0.00% | +190,449 | 新進 |
| Prentice Capital Management, LP | 199,581 | $307.4 萬 | 5.30% | −50,536−20.2% | 減碼 |
| Firethorn Wealth Partners, LLC | 200,316 | $308.5 萬 | 1.53% | −57,492−22.3% | 減碼 |
| HighTower Advisors, LLC | 202,352 | $311.6 萬 | 0.00% | +2,878+1.4% | 加碼 |
| KLP Kapitalforvaltning AS | 205,000 | $315.7 萬 | 0.01% | +205,000 | 新進 |
| Reynders McVeigh Capital Management, LLC | 206,639 | $318.2 萬 | 0.17% | +3,590+1.8% | 加碼 |
| 1832 Asset Management L.P. | 207,300 | $319.2 萬 | 0.01% | +207,300 | 新進 |
| Capital Markets Trading UK LLP | 214,632 | $330.5 萬 | 1.96% | +39,422+22.5% | 加碼 |
| Jones Financial Companies LLLP | 217,061 | $334.3 萬 | 0.00% | +36,842+20.4% | 加碼 |
| Hel Ved Capital Management Ltd | 217,400 | $334.8 萬 | 1.03% | +217,400 | 新進 |
| Manufacturers Life Insurance Company, The | 219,718 | $338.4 萬 | 0.00% | −48,238−18.0% | 減碼 |
| Great West Life Assurance Co | 230,693 | $354.7 萬 | 0.01% | −3,229−1.4% | 減碼 |
| AXA S.A. | 231,954 | $357.2 萬 | 0.01% | −34,677−13.0% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 290,992 | $357.6 萬 | 0.12% | +57,571+24.7% | 加碼 |
| SBI Securities Co., Ltd. | 240,445 | $370.3 萬 | 0.11% | +240,445 | 新進 |
| Belmont Capital, LLC | 242,350 | $373.2 萬 | 0.61% | 00.0% | 不變 |
| Cable Car Capital LLC | 250,000 | $385.0 萬 | 0.29% | +250,000 | 新進 |
| Handelsbanken Fonder AB | 252,100 | $388.2 萬 | 0.01% | +25,500+11.3% | 加碼 |
| IMC-Chicago, LLC | 255,706 | $393.8 萬 | 0.11% | +21,624+9.2% | 加碼 |
| Norris Financial Group, LLC | 259,352 | $399.4 萬 | 1.88% | −51,041−16.4% | 減碼 |
| Victory Capital Management Inc | 262,979 | $405.0 萬 | 0.00% | +134,318+104.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 276,890 | $426.4 萬 | 0.01% | +46,063+20.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 277,393 | $427.2 萬 | 0.01% | +3,488+1.3% | 加碼 |
| Summit Trail Advisors, LLC | 277,535 | $427.4 萬 | 0.16% | −2,929−1.0% | 減碼 |
| Private Advisor Group, LLC | 277,544 | $427.4 萬 | 0.02% | −69,292−20.0% | 減碼 |
| QRG Capital Management, Inc. | 280,791 | $432.4 萬 | 0.04% | +24,713+9.7% | 加碼 |
| EP Wealth Advisors, LLC | 286,461 | $441.1 萬 | 0.04% | −89,304−23.8% | 減碼 |
| American Century Companies Inc | 289,198 | $445.4 萬 | 0.00% | +15,672+5.7% | 加碼 |
| DnB Asset Management AS | 289,755 | $446.2 萬 | 0.02% | −30,356−9.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 290,157 | $446.8 萬 | 0.02% | −16,570−5.4% | 減碼 |
| PDT Partners, LLC | 290,557 | $447.5 萬 | 0.40% | −450,033−60.8% | 減碼 |
| Arizona State Retirement System | 293,794 | $452.4 萬 | 0.03% | +4,596+1.6% | 加碼 |
| Nations Financial Group Inc, | 296,172 | $456.1 萬 | 0.33% | +296,172 | 新進 |
| AlphaStar Capital Management, LLC | 299,446 | $461.1 萬 | 0.48% | −453,652−60.2% | 減碼 |
| Brevan Howard Capital Management LP | 299,605 | $461.4 萬 | 0.11% | −324,320−52.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 299,894 | $461.8 萬 | 0.05% | −248,541−45.3% | 減碼 |
| Colony Group, LLC | 301,511 | $464.3 萬 | 0.01% | +31,551+11.7% | 加碼 |
| Old Second National Bank of Aurora | 309,143 | $476.1 萬 | 1.08% | −16,312−5.0% | 減碼 |
| Algert Global LLC | 310,367 | $478.0 萬 | 0.11% | +38,881+14.3% | 加碼 |
| State of Wisconsin Investment Board | 325,733 | $501.6 萬 | 0.01% | +135,647+71.4% | 加碼 |
| EAM Global Investors LLC | 330,577 | $509.1 萬 | 0.91% | +330,577 | 新進 |
| CAPROCK Group, Inc. | 330,674 | $509.2 萬 | 0.17% | −396,439−54.5% | 減碼 |
| Entropy Technologies, LP | 333,426 | $513.5 萬 | 0.53% | +222,826+201.5% | 加碼 |
| CSS LLC | 338,213 | $520.8 萬 | 0.31% | +334,213+8,355.3% | 加碼 |
| Ensign Peak Advisors, Inc | 352,798 | $543.3 萬 | 0.01% | 00.0% | 不變 |
| Walleye Capital LLC | 357,890 | $551.2 萬 | 0.05% | −184,504−34.0% | 減碼 |
| Public Employees Retirement System of Ohio | 363,209 | $559.3 萬 | 0.02% | −11,002−2.9% | 減碼 |
| Oppenheimer & Co Inc | 365,439 | $562.8 萬 | 0.08% | +118,288+47.9% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 381,154 | $587.0 萬 | 0.06% | +381,154 | 新進 |
| Advisor Group Holdings, Inc. | 382,832 | $589.0 萬 | 0.01% | −62,276−14.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 384,628 | $592.3 萬 | 0.02% | 00.0% | 不變 |