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。
2021 年第 3 季 13F 持有人
SoFi Technologies, Inc. 在 2021/9/30 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
- 309
- 較 2021 年第 2 季 +78 家
- 持有股數
- 3.50 億
- 較 2021 年第 2 季 +3,352 萬 (+10.6%)
- 總市值
- $55.6 億
- 較 2021 年第 2 季 −$4.68 億 (−7.8%)
- 新進機構
- 145
- 另有 108 家加碼
- 清倉機構
- 67
- 另有 26 家減碼
另有 3 家機構在 2021 年第 2 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 14,329 | $22.8 萬 | 0.01% | +4,034+39.2% | 加碼 |
| Chicago Partners Investment Group LLC | 10,040 | $23.1 萬 | 0.02% | +10,040 | 新進 |
| Sigma Planning Corp | 14,693 | $23.3 萬 | 0.01% | +14,693 | 新進 |
| Columbia Asset Management | 14,980 | $23.8 萬 | 0.05% | +14,980 | 新進 |
| Emfo, LLC | 15,000 | $23.8 萬 | 0.21% | +15,000 | 新進 |
| Baltimore-Washington Financial Advisors, Inc. | 15,540 | $24.6 萬 | 0.02% | +15,540 | 新進 |
| Wedbush Securities Inc | 15,592 | $24.8 萬 | 0.01% | +3,132+25.1% | 加碼 |
| Aspiriant, LLC | 15,633 | $24.8 萬 | 0.01% | +15,633 | 新進 |
| Belpointe Asset Management LLC | 15,950 | $25.4 萬 | 0.02% | +15,950 | 新進 |
| Emerald Mutual Fund Advisers Trust | 16,297 | $25.9 萬 | 0.01% | −446,970−96.5% | 減碼 |
| Stockman Wealth Management, Inc. | 17,424 | $27.7 萬 | 0.06% | +17,424 | 新進 |
| Oxinas Partners Wealth Management LLC | 17,533 | $27.8 萬 | 0.16% | +3,523+25.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 18,201 | $28.9 萬 | 0.00% | +18,201 | 新進 |
| Illinois Municipal Retirement Fund | 18,403 | $29.2 萬 | 0.01% | +18,403 | 新進 |
| Great Valley Advisor Group, Inc. | 18,432 | $29.2 萬 | 0.02% | +18,432 | 新進 |
| Cetera Investment Advisers | 18,457 | $29.3 萬 | 0.00% | +18,457 | 新進 |
| Pointe Capital Management LLC | 18,490 | $29.4 萬 | 0.20% | +18,490 | 新進 |
| Steward Partners Investment Advisory, LLC | 18,609 | $29.6 萬 | 0.01% | +3,500+23.2% | 加碼 |
| 180 Wealth Advisors, LLC | 15,300 | $29.7 萬 | 0.07% | +15,300 | 新進 |
| Kovack Advisors, Inc. | 18,882 | $30.0 萬 | 0.03% | +2,951+18.5% | 加碼 |
| Aldebaran Financial Inc. | 19,000 | $30.2 萬 | 0.26% | +6,700+54.5% | 加碼 |
| Transcend Wealth Collective, LLC | 15,325 | $30.6 萬 | 0.03% | +15,325 | 新進 |
| AE Wealth Management LLC | 19,716 | $31.3 萬 | 0.00% | +19,716 | 新進 |
| Silicon Hills Wealth Management, LLC | 19,792 | $31.4 萬 | 0.22% | 00.0% | 不變 |
| BlueCrest Capital Management Ltd | 19,990 | $31.7 萬 | 0.02% | +19,990 | 新進 |
| Snowden Capital Advisors LLC | 20,197 | $32.1 萬 | 0.02% | +1,687+9.1% | 加碼 |
| Sandy Spring Bank | 20,480 | $32.5 萬 | 0.02% | +19,306+1,644.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 20,650 | $32.8 萬 | 0.01% | +6,500+45.9% | 加碼 |
| Vivaldi Capital Management, LLC | 20,859 | $33.1 萬 | 0.07% | −1,000−4.6% | 減碼 |
| Griffin Asset Management, Inc. | 21,262 | $33.8 萬 | 0.04% | −3,438−13.9% | 減碼 |
| Valeo Financial Advisors, LLC | 21,378 | $33.9 萬 | 0.02% | +6,538+44.1% | 加碼 |
| Resolute Partners Group | 21,540 | $34.2 萬 | 0.05% | +19,827+1,157.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 21,563 | $34.3 萬 | 0.00% | +18,370+575.3% | 加碼 |
| California State Teachers Retirement System | 21,616 | $34.3 萬 | 0.00% | +21,616 | 新進 |
| Independent Financial Group, LLC | 22,187 | $35.2 萬 | 0.04% | +11,624+110.0% | 加碼 |
| CIBC World Markets Inc. | 22,305 | $35.4 萬 | 0.00% | +800+3.7% | 加碼 |
| Advisory Services Network, LLC | 23,012 | $36.5 萬 | 0.01% | +2,067+9.9% | 加碼 |
| Bridgecreek Investment Management, LLC | 23,500 | $37.3 萬 | 0.05% | +23,500 | 新進 |
| Envestnet Asset Management Inc | 23,518 | $37.3 萬 | 0.00% | +23,518 | 新進 |
| Mercer Global Advisors Inc | 24,081 | $38.2 萬 | 0.00% | +24,081 | 新進 |
| Rockefeller Capital Management L.P. | 24,250 | $38.5 萬 | 0.00% | +9,000+59.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 24,596 | $39.1 萬 | 0.00% | +24,596 | 新進 |
| Garde Capital, Inc. | 24,974 | $39.7 萬 | 0.04% | −6,406−20.4% | 減碼 |
| Acorn Financial Advisory Services Inc | 26,528 | $42.1 萬 | 0.13% | +26,528 | 新進 |
| Shay Capital LLC | 27,013 | $42.9 萬 | 0.14% | +26,013+2,601.3% | 加碼 |
| Bulltick Wealth Management, LLC | 27,147 | $43.1 萬 | 0.10% | +27,147 | 新進 |
| B & T Capital Management DBA Alpha Capital Management | 27,236 | $43.3 萬 | 0.10% | −6,570−19.4% | 減碼 |
| Davenport & Co LLC | 29,740 | $47.2 萬 | 0.00% | +4,020+15.6% | 加碼 |
| Liberty Mutual Group Asset Management Inc. | 29,845 | $47.4 萬 | 0.03% | −55,429−65.0% | 減碼 |
| Resources Investment Advisors, LLC. | 30,653 | $48.7 萬 | 0.02% | +16,503+116.6% | 加碼 |
| Janney Montgomery Scott LLC | 31,372 | $49.8 萬 | 0.00% | +17,928+133.4% | 加碼 |
| Centiva Capital, LP | 31,680 | $50.3 萬 | 0.04% | +31,680 | 新進 |
| Gladstone Institutional Advisory LLC | 31,711 | $50.4 萬 | 0.05% | +31,711 | 新進 |
| Cypress Capital, LLC | 31,831 | $50.5 萬 | 0.06% | +29,722+1,409.3% | 加碼 |
| GWM Advisors LLC | 32,056 | $50.9 萬 | 0.01% | −1,310−3.9% | 減碼 |
| JustInvest LLC | 32,303 | $51.3 萬 | 0.05% | +32,303 | 新進 |
| Lincoln National Corp | 34,722 | $55.1 萬 | 0.01% | +16,875+94.6% | 加碼 |
| Parkside Investments, LLC | 35,000 | $55.5 萬 | 0.12% | +35,000 | 新進 |
| Newbridge Financial Services Group, Inc. | 35,525 | $56.4 萬 | 0.35% | +13,025+57.9% | 加碼 |
| Change Path, LLC | 36,080 | $57.3 萬 | 0.03% | +24,480+211.0% | 加碼 |
| Crestline Management, LP | 37,000 | $58.7 萬 | 0.06% | +37,000 | 新進 |
| Strategic Wealth Advisors Group, LLC | 37,192 | $59.1 萬 | 0.03% | +4,625+14.2% | 加碼 |
| Alpha Paradigm Partners, LLC | 37,422 | $59.4 萬 | 0.24% | +37,422 | 新進 |
| Insight Advisors, LLC | 25,823 | $60.1 萬 | 0.18% | +25,823 | 新進 |
| American Portfolios Advisors | 38,103 | $60.5 萬 | 0.02% | +35,303+1,260.8% | 加碼 |
| Prelude Capital Management, LLC | 38,351 | $60.9 萬 | 0.03% | +38,351 | 新進 |
| AlphaStar Capital Management, LLC | 40,738 | $64.7 萬 | 0.04% | +40,738 | 新進 |
| Cetera Advisor Networks LLC | 40,932 | $65.0 萬 | 0.01% | +19,487+90.9% | 加碼 |
| Venture Visionary Partners LLC | 41,557 | $66.0 萬 | 0.05% | +41,557 | 新進 |
| Creegan & Nassoura Financial Group, LLC | 42,550 | $67.6 萬 | 0.58% | +14,475+51.6% | 加碼 |
| Sowell Financial Services LLC | 45,058 | $71.6 萬 | 0.05% | +45,058 | 新進 |
| Stansberry Asset Management, LLC | 45,654 | $72.5 萬 | 0.15% | +45,654 | 新進 |
| Boston Private Wealth LLC | 46,694 | $74.2 萬 | 0.01% | +46,694 | 新進 |
| Truist Financial Corp | 48,780 | $77.5 萬 | 0.00% | +48,780 | 新進 |
| Cetera Advisors LLC | 49,453 | $78.5 萬 | 0.02% | +49,453 | 新進 |
| Penserra Capital Management LLC | 51,871 | $82.2 萬 | 0.02% | +24,998+93.0% | 加碼 |
| Financial Architects, Inc | 55,000 | $87.3 萬 | 0.13% | 00.0% | 不變 |
| Asset Management Corp | 55,079 | $87.5 萬 | 0.55% | +55,079 | 新進 |
| National Asset Management, Inc. | 56,810 | $90.3 萬 | 0.03% | +37,310+191.3% | 加碼 |
| Magnetar Financial LLC | 57,104 | $90.7 萬 | 0.01% | +57,104 | 新進 |
| San Luis Wealth Advisors LLC | 60,054 | $95.4 萬 | 0.53% | +60,054 | 新進 |
| Rational Advisors LLC | 61,645 | $97.9 萬 | 0.08% | +61,645 | 新進 |
| Blueshift Asset Management, LLC | 68,354 | $108.5 萬 | 0.06% | +68,354 | 新進 |
| Squarepoint Ops LLC | 69,007 | $109.6 萬 | 0.01% | −6,371−8.5% | 減碼 |
| CAPROCK Group, Inc. | 69,628 | $110.6 萬 | 0.10% | +35,797+105.8% | 加碼 |
| HAP Trading, LLC | 69,752 | $110.8 萬 | 0.08% | +69,752 | 新進 |
| Pentwater Capital Management LP | 70,000 | $111.2 萬 | 0.02% | +20,000+40.0% | 加碼 |
| Jupiter Asset Management Ltd | 70,000 | $111.2 萬 | 0.01% | +70,000 | 新進 |
| Capstone Investment Advisors, LLC | 70,014 | $111.2 萬 | 0.02% | +70,014 | 新進 |
| Cubist Systematic Strategies, LLC | 71,820 | $114.1 萬 | 0.01% | +71,820 | 新進 |
| Seven Eight Capital, LP | 74,234 | $117.9 萬 | 0.11% | +60,909+457.1% | 加碼 |
| Brown Advisory Inc | 74,291 | $118.0 萬 | 0.00% | +30,946+71.4% | 加碼 |
| Samson Rock Capital LLP | 74,312 | $118.0 萬 | 0.75% | +74,312 | 新進 |
| M. Kulyk & Associates, LLC | 74,901 | $118.9 萬 | 0.38% | +74,901 | 新進 |
| Partners Group Holding AG | 77,086 | $122.4 萬 | 0.09% | +77,086 | 新進 |
| Bank of America Corp | 78,963 | $125.4 萬 | 0.00% | −652,315−89.2% | 減碼 |
| Avestar Capital, LLC | 83,670 | $132.9 萬 | 0.26% | +83,670 | 新進 |
| Natixis | 84,217 | $133.7 萬 | 0.00% | +84,217 | 新進 |
| Jump Financial, LLC | 84,371 | $134.0 萬 | 0.10% | +84,371 | 新進 |
| Kestra Private Wealth Services, LLC | 90,136 | $143.1 萬 | 0.08% | +3,636+4.2% | 加碼 |