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。
2026 年第 1 季 13F 持有人
SoFi Technologies, Inc. 在 2026/3/31 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
- 927
- 較 2025 年第 4 季 −66 家
- 持有股數
- 7.06 億
- 較 2025 年第 4 季 +1.29 億 (+22.4%)
- 總市值
- $112.1 億
- 較 2025 年第 4 季 −$39.0 億 (−25.8%)
- 新進機構
- 119
- 另有 391 家加碼
- 清倉機構
- 185
- 另有 297 家減碼
另有 12 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Worldquant Millennium Advisors LLC | 5,418,013 | $8,604 萬 | 0.33% | +3,483,945+180.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,689,426 | $9,035 萬 | 0.06% | +156,218+2.8% | 加碼 |
| Charles Schwab Investment Management Inc | 6,470,386 | $1.03 億 | 0.02% | +431,856+7.2% | 加碼 |
| Marshall Wace, LLP | 6,519,684 | $1.04 億 | 0.11% | −131,060−2.0% | 減碼 |
| Royal Bank of Canada | 6,762,231 | $1.07 億 | 0.02% | −2,891,693−30.0% | 減碼 |
| Bank of Montreal | 6,766,698 | $1.07 億 | 0.05% | +588,456+9.5% | 加碼 |
| Northern Trust Corp | 7,346,665 | $1.17 億 | 0.02% | +367,575+5.3% | 加碼 |
| Citigroup Inc | 7,496,283 | $1.19 億 | 0.08% | +4,601,090+158.9% | 加碼 |
| Vanguard Fiduciary Trust Co | 7,917,811 | $1.26 億 | 0.03% | +7,917,811 | 新進 |
| Millennium Management LLC | 8,258,468 | $1.31 億 | 0.10% | +5,683,108+220.7% | 加碼 |
| HRT Financial LP | 8,335,574 | $1.32 億 | 0.33% | +6,454,347+343.1% | 加碼 |
| Dimensional Fund Advisors LP | 9,106,532 | $1.45 億 | 0.03% | +359,785+4.1% | 加碼 |
| Bank of America Corp | 10,842,348 | $1.72 億 | 0.01% | −2,563,015−19.1% | 減碼 |
| Citadel Advisors LLC | 11,047,181 | $1.75 億 | 0.12% | −481,269−4.2% | 減碼 |
| Goldman Sachs Group Inc | 12,532,569 | $1.99 億 | 0.03% | +8,044,485+179.2% | 加碼 |
| Voloridge Investment Management, LLC | 12,654,530 | $2.01 億 | 0.81% | +4,796,883+61.0% | 加碼 |
| Qube Research & Technologies Ltd | 16,799,087 | $2.67 億 | 0.38% | +13,377,492+391.0% | 加碼 |
| Jane Street Group, LLC | 18,018,178 | $2.86 億 | 0.31% | +8,369,605+86.7% | 加碼 |
| Morgan Stanley | 21,258,767 | $3.38 億 | 0.02% | +7,935,401+59.6% | 加碼 |
| Geode Capital Management, LLC | 25,982,836 | $4.13 億 | 0.03% | +2,339,900+9.9% | 加碼 |
| State Street Corp | 27,315,197 | $4.34 億 | 0.01% | +1,377,269+5.3% | 加碼 |
| UBS Group AG | 36,417,201 | $5.78 億 | 0.10% | +21,046,001+136.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 42,720,908 | $6.78 億 | 0.53% | +3,983,272+10.3% | 加碼 |
| Vanguard Portfolio Management LLC | 50,975,115 | $8.09 億 | 0.04% | +50,975,115 | 新進 |
| Vanguard Capital Management LLC | 57,108,581 | $9.07 億 | 0.02% | +57,108,581 | 新進 |
| BlackRock, Inc. | 69,557,164 | $11.0 億 | 0.02% | +421,163+0.6% | 加碼 |
| LM Advisors LLC | 1,660 | – | – | −1,490−47.3% | 減碼 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,310,600−100.0% | 清倉 |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −2,000,000−100.0% | 清倉 |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −1,500,000−100.0% | 清倉 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −1,115,619−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −508,000−100.0% | 清倉 |
| Hartline Investment Corp | 0 | $0 | 0.00% | −475,451−100.0% | 清倉 |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −400,000−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −381,371−100.0% | 清倉 |
| Contrarius Group Holdings Ltd | 0 | $0 | 0.00% | −376,773−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −358,863−100.0% | 清倉 |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −291,690−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −288,091−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −264,242−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −228,892−100.0% | 清倉 |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −198,076−100.0% | 清倉 |
| Covenant Asset Management, LLC | 0 | $0 | 0.00% | −179,902−100.0% | 清倉 |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −161,829−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −160,600−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −147,646−100.0% | 清倉 |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −146,868−100.0% | 清倉 |
| Bosman Wealth Management, LLC | 0 | $0 | 0.00% | −136,245−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −108,107−100.0% | 清倉 |
| Vivid Wealth Management, LLC | 0 | $0 | 0.00% | −100,398−100.0% | 清倉 |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −94,743−100.0% | 清倉 |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −93,177−100.0% | 清倉 |
| Fagan Associates, Inc. | 0 | $0 | 0.00% | −93,084−100.0% | 清倉 |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −91,564−100.0% | 清倉 |
| Elevatus Welath Management | 0 | $0 | 0.00% | −90,190−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −88,688−100.0% | 清倉 |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −84,729−100.0% | 清倉 |
| Burney Co | 0 | $0 | 0.00% | −76,167−100.0% | 清倉 |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −72,414−100.0% | 清倉 |
| HBK Investments L P | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −71,127−100.0% | 清倉 |
| Highview Capital Management LLC | 0 | $0 | 0.00% | −70,755−100.0% | 清倉 |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −67,303−100.0% | 清倉 |
| Blue Jean Financial LLC | 0 | $0 | 0.00% | −66,617−100.0% | 清倉 |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −63,300−100.0% | 清倉 |
| Clarus Wealth Advisors | 0 | $0 | 0.00% | −59,279−100.0% | 清倉 |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −59,687−100.0% | 清倉 |
| VGI Partners Ltd | 0 | $0 | 0.00% | −56,917−100.0% | 清倉 |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −51,460−100.0% | 清倉 |
| Diker Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Owen LaRue, LLC | 0 | $0 | 0.00% | −49,340−100.0% | 清倉 |
| RHL Group, LLC | 0 | $0 | 0.00% | −49,062−100.0% | 清倉 |
| Atria Investments LLC | 0 | $0 | 0.00% | −46,454−100.0% | 清倉 |
| Castleark Management LLC | 0 | $0 | 0.00% | −39,350−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −38,920−100.0% | 清倉 |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −37,964−100.0% | 清倉 |
| Friedenthal Financial | 0 | $0 | 0.00% | −35,354−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −35,292−100.0% | 清倉 |
| Encompass More Asset Management | 0 | $0 | 0.00% | −35,157−100.0% | 清倉 |
| Generation Capital Management LLC | 0 | $0 | 0.00% | −35,045−100.0% | 清倉 |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −34,123−100.0% | 清倉 |
| ZEGA Investments, LLC | 0 | $0 | 0.00% | −32,226−100.0% | 清倉 |
| Monetta Financial Services Inc | 0 | $0 | 0.00% | −32,000−100.0% | 清倉 |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −31,043−100.0% | 清倉 |
| 9823 Capital, L.P. | 0 | $0 | 0.00% | −30,022−100.0% | 清倉 |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −29,292−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −28,341−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −28,324−100.0% | 清倉 |
| Sherman Porfolios, LLC | 0 | $0 | 0.00% | −27,923−100.0% | 清倉 |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −23,884−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −22,759−100.0% | 清倉 |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −22,402−100.0% | 清倉 |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −22,392−100.0% | 清倉 |
| Joule Financial, LLC | 0 | $0 | 0.00% | −21,981−100.0% | 清倉 |
| Emergent Wealth Advisors, LLC | 0 | $0 | 0.00% | −21,369−100.0% | 清倉 |
| Guardian Capital, LLC | 0 | $0 | 0.00% | −20,660−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −20,443−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −19,016−100.0% | 清倉 |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −18,611−100.0% | 清倉 |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −18,490−100.0% | 清倉 |