证券记录 · 已归档季度
SOPH
名称等待档案录入
21被追踪持有人
+2Δ持有人
2.82M持有股份
$13.94M报告持仓市值
+5新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +10.5% ·
股份流向 +24.6% ·
净新建仓位 +9.5%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +6 | 6.16M | $35.55M | +9 | −3 |
| Q1 2026 | 21 | +2 | 2.82M | $13.94M | +5 | −3 |
| Q4 2025 | 19 | -1 | 2.26M | $10.56M | n/a | −1 |
| Q3 2025 | 7 | 0 | 434.77K | $2.07M | n/a | n/a |
| Q2 2025 | 5 | 0 | 741.15K | $2.30M | n/a | n/a |
| Q1 2025 | 4 | 0 | 662.43K | $2.20M | n/a | n/a |
| Q4 2024 | 4 | 0 | 831.10K | $2.59M | n/a | n/a |
| Q3 2024 | 4 | +1 | 782.81K | $2.85M | +1 | n/a |
| Q2 2024 | 3 | n/a | 771.51K | $3.53M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 1.41M | +0.7% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Ensign Peak Advisors, Inc | 444.95K | +143.9% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Sei Investments Co | 357.89K | 新增 | $1.77M | 0.0% | New | 1 | SEC ↗ ×2 |
| 4 | Federated Hermes, Inc. | 190.01K | +1.2% | $940,550 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 92.23K | +49.0% | $456,519 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (被动) | 92.15K | -0.5% | $456,122 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 59.80K | -27.9% | $296,010 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 57.63K | +101.1% | $285,259 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 23.18K | -51.8% | $114,741 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Franklin Resources Inc | 21.56K | 新增 | $106,737 | 0.0% | New | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 19.38K | +3130.2% | $96,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 13.16K | -56.9% | $65,122 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 10.20K | 新增 | $50,480 | 0.0% | New | 1 | SEC ↗ |
| 14 | Millennium Management ✦ | 10.14K | -91.9% | $50,203 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 5.09K | 0.0% | $25,176 | 0.0% | Held | 4 | SEC ↗ ×3 |
| 16 | Assetmark, Inc | 4.71K | +0.5% | $23,319 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Zurcher Kantonalbank (Zurich… | 3.75K | 0.0% | $18,587 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 1.00K | 0.0% | $4,950 | 0.0% | Held | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 206 | 新增 | $966 | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 77 | 新增 | $381 | 0.0% | New | 1 | SEC ↗ |
| 21 | Russell Investments Group, Ltd. | 59 | 0.0% | $292 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Sei Investments Co | $1.77M | 0.0% |
| Franklin Resources Inc | $106,737 | 0.0% |
| Two Sigma Investments | $50,480 | 0.0% |
| JPMorgan Chase | $966 | 0.0% |
| UBS AM, a distinct business… | $381 | 0.0% |
已清仓
| Bank Of America Corp /De/ | $25,928 | 曾为 0.0% |
| Pnc Financial Services Group… | $1,728 | 曾为 0.0% |
| Simplex Trading, Llc | $144 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 48 持有人, 24.32M 股份, $120.38M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Oct 13
Xu Zhenyu
Officer · 4.00K 股 · $28,727
Oct 12
Menu Philippe
Officer · 5.00K 股 · $36,303
Oct 12
Camblong Jurgi
Officer, Director · 8.50K 股 · $61,671
Oct 05
Verma Abhimanyu
Officer · 5.28K 股 · $42,929
Oct 05
Xu Zhenyu
Officer · 7.39K 股 · $60,075
Oct 05
Puylaert Kevin
Officer · 31 股 · $246
Oct 05
Puylaert Kevin
Officer · 185 股 · $1,491
Oct 05
Muken Ross
Officer, Director · 9.84K 股 · $79,971
Oct 05
Menu Philippe
Officer · 7.39K 股 · $60,100
Oct 05
CARDOZA GEORGE
Officer · 1.59K 股 · $12,897
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据