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 4 季 13F 持有人
SoFi Technologies, Inc. 在 2021/12/31 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
- 447
- 較 2021 年第 3 季 +138 家
- 持有股數
- 4.24 億
- 較 2021 年第 3 季 +7,445 萬 (+21.3%)
- 總市值
- $67.0 億
- 較 2021 年第 3 季 +$11.4 億 (+20.5%)
- 新進機構
- 190
- 另有 162 家加碼
- 清倉機構
- 52
- 另有 58 家減碼
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 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 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 5,169 | $8.20 萬 | 0.01% | +1,253+32.0% | 加碼 |
| High Net Worth Advisory Group LLC | 5,500 | $8.70 萬 | 0.03% | +5,500 | 新進 |
| Exchange Traded Concepts, LLC | 5,892 | $9.30 萬 | 0.00% | +5,892 | 新進 |
| CoreCap Advisors, LLC | 5,875 | $9.30 萬 | 0.01% | +5,875 | 新進 |
| Vestcor Inc | 6,376 | $10.1 萬 | 0.00% | +6,376 | 新進 |
| Swedbank AB | 6,744 | $10.8 萬 | 0.00% | +6,744 | 新進 |
| Exos Asset Management LLC | 8,802 | $13.9 萬 | 0.07% | −5,330−37.7% | 減碼 |
| Belpointe Asset Management LLC | 9,406 | $14.9 萬 | 0.01% | −6,544−41.0% | 減碼 |
| Signaturefd, LLC | 9,429 | $14.9 萬 | 0.00% | −4,900−34.2% | 減碼 |
| Hexagon Capital Partners LLC | 9,920 | $15.7 萬 | 0.04% | +5,220+111.1% | 加碼 |
| SkyView Investment Advisors, LLC | 10,000 | $15.8 萬 | 0.04% | +10,000 | 新進 |
| Newman Dignan & Sheerar, Inc. | 10,148 | $16.0 萬 | 0.05% | +10,148 | 新進 |
| Lindbrook Capital, LLC | 10,476 | $16.6 萬 | 0.03% | 00.0% | 不變 |
| Cooper/Haims Advisors, LLC | 10,500 | $16.6 萬 | 0.10% | +500+5.0% | 加碼 |
| Dynamic Technology Lab Private Ltd | 10,529 | $16.6 萬 | 0.02% | +10,529 | 新進 |
| Inspire Advisors, LLC | 10,525 | $16.6 萬 | 0.05% | +10,525 | 新進 |
| Fortis Advisors, LLC | 10,600 | $16.8 萬 | 0.10% | +10,600 | 新進 |
| Means Investment Co., Inc. | 10,660 | $16.9 萬 | 0.03% | +10,660 | 新進 |
| J.W. Cole Advisors, Inc. | 10,900 | $17.2 萬 | 0.01% | +10,900 | 新進 |
| Evercore Wealth Management, LLC | 10,849 | $17.2 萬 | 0.00% | +10,849 | 新進 |
| Archford Capital Strategies, LLC | 11,030 | $17.4 萬 | 0.04% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 11,012 | $17.4 萬 | 0.00% | +11,012 | 新進 |
| KMG Fiduciary Partners, LLC | 11,094 | $17.5 萬 | 0.03% | −1,290−10.4% | 減碼 |
| PSI Advisors, LLC | 11,085 | $17.5 萬 | 0.07% | +2,590+30.5% | 加碼 |
| Fiduciary Trust Co | 11,176 | $17.7 萬 | 0.00% | +11,176 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 11,323 | $17.9 萬 | 0.05% | +3,697+48.5% | 加碼 |
| Fairfield, Bush & Co. | 11,300 | $17.9 萬 | 0.09% | +11,300 | 新進 |
| Visionary Wealth Advisors | 11,358 | $18.0 萬 | 0.01% | +11,358 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 11,500 | $18.2 萬 | 0.04% | +11,500 | 新進 |
| Traynor Capital Management, Inc. | 11,953 | $18.8 萬 | 0.02% | +11,953 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 11,849 | $18.9 萬 | 0.00% | +11,849 | 新進 |
| J. Goldman & Co LP | 12,022 | $19.0 萬 | 0.02% | +12,022 | 新進 |
| Cerity Partners LLC | 12,095 | $19.1 萬 | 0.00% | +12,095 | 新進 |
| 180 Wealth Advisors, LLC | 13,850 | $19.2 萬 | 0.04% | −1,450−9.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 12,373 | $19.6 萬 | 0.00% | +625+5.3% | 加碼 |
| Principal Financial Group Inc | 12,526 | $19.8 萬 | 0.00% | +12,526 | 新進 |
| Foresight Wealth Management, LLC | 12,497 | $19.8 萬 | 0.08% | +12,497 | 新進 |
| Carroll Financial Associates, Inc. | 12,964 | $19.9 萬 | 0.01% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 12,633 | $20.0 萬 | 0.01% | +12,633 | 新進 |
| Well Done, LLC | 12,705 | $20.1 萬 | 0.04% | +12,705 | 新進 |
| Tuttle Tactical Management | 12,901 | $20.4 萬 | 0.31% | +759+6.3% | 加碼 |
| Proficio Capital Partners LLC | 12,949 | $20.5 萬 | 0.03% | 00.0% | 不變 |
| Gofen & Glossberg LLC | 13,000 | $20.6 萬 | 0.00% | −75−0.6% | 減碼 |
| Blodgett Wealth Advisors, LLC | 13,000 | $20.6 萬 | 0.16% | +13,000 | 新進 |
| Coastal Investment Advisors, Inc. | 13,265 | $21.0 萬 | 0.05% | +381+3.0% | 加碼 |
| Exane Derivatives | 13,326 | $21.1 萬 | 0.05% | +13,326 | 新進 |
| Equitable Holdings, Inc. | 13,470 | $21.3 萬 | 0.00% | +13,470 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 14,027 | $22.2 萬 | 0.01% | +14,027 | 新進 |
| Virtu Financial LLC | 14,269 | $22.6 萬 | 0.02% | −405,551−96.6% | 減碼 |
| Centiva Capital, LP | 14,557 | $23.0 萬 | 0.01% | −17,123−54.0% | 減碼 |
| Hudock, Inc. | 14,603 | $23.0 萬 | 0.06% | +2,880+24.6% | 加碼 |
| Crewe Advisors LLC | 14,534 | $23.0 萬 | 0.05% | +14,034+2,806.8% | 加碼 |
| C2C Wealth Management, LLC | 14,675 | $23.2 萬 | 0.03% | +14,675 | 新進 |
| Zullo Investment Group, Inc. | 14,800 | $23.4 萬 | 0.12% | +14,800 | 新進 |
| Mercer Global Advisors Inc | 14,917 | $23.6 萬 | 0.00% | −9,164−38.1% | 減碼 |
| Columbia Asset Management | 14,980 | $23.7 萬 | 0.05% | 00.0% | 不變 |
| Captrust Financial Advisors | 15,216 | $24.1 萬 | 0.00% | +12,829+537.5% | 加碼 |
| Aspiriant, LLC | 15,633 | $24.7 萬 | 0.01% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 16,205 | $25.6 萬 | 0.00% | −8,391−34.1% | 減碼 |
| Transcend Wealth Collective, LLC | 16,675 | $26.4 萬 | 0.02% | +1,350+8.8% | 加碼 |
| Vivaldi Capital Management, LLC | 16,859 | $26.7 萬 | 0.06% | −4,000−19.2% | 減碼 |
| Sigma Planning Corp | 17,415 | $27.5 萬 | 0.01% | +2,722+18.5% | 加碼 |
| Oxinas Partners Wealth Management LLC | 17,633 | $27.9 萬 | 0.16% | +100+0.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 17,878 | $28.3 萬 | 0.00% | −731−3.9% | 減碼 |
| Guggenheim Capital LLC | 18,169 | $28.7 萬 | 0.00% | +18,169 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 18,200 | $28.8 萬 | 0.00% | −10.0% | 減碼 |
| Illinois Municipal Retirement Fund | 18,403 | $29.1 萬 | 0.01% | 00.0% | 不變 |
| Pointe Capital Management LLC | 18,490 | $29.2 萬 | 0.18% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 18,451 | $29.2 萬 | 0.02% | +8,100+78.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 19,892 | $29.3 萬 | 0.00% | +19,892 | 新進 |
| Winton Group Ltd | 19,304 | $30.5 萬 | 0.02% | +19,304 | 新進 |
| KRS Capital Management, LLC | 19,315 | $30.5 萬 | 0.26% | +19,315 | 新進 |
| Amussen Hunsaker Associates LLC | 20,678 | $30.9 萬 | 0.07% | +20,678 | 新進 |
| Great Valley Advisor Group, Inc. | 19,684 | $31.1 萬 | 0.02% | +1,252+6.8% | 加碼 |
| International Assets Investment Management, LLC | 19,750 | $31.2 萬 | 0.05% | +19,750 | 新進 |
| Benedetti & Gucer, Inc. | 19,765 | $31.2 萬 | 0.21% | +19,765 | 新進 |
| Silicon Hills Wealth Management, LLC | 19,792 | $31.3 萬 | 0.19% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 19,799 | $31.3 萬 | 0.00% | +19,799 | 新進 |
| APG Asset Management N.V. | 22,583 | $31.4 萬 | 0.00% | +22,583 | 新進 |
| Stockman Wealth Management, Inc. | 20,000 | $31.6 萬 | 0.06% | +2,576+14.8% | 加碼 |
| Alpine Global Management, LLC | 20,000 | $31.6 萬 | 0.05% | +20,000 | 新進 |
| Nkcfo LLC | 20,000 | $31.6 萬 | 0.10% | +20,000 | 新進 |
| Enlightenment Research, LLC | 20,300 | $32.1 萬 | 0.46% | +10,300+103.0% | 加碼 |
| Kovack Advisors, Inc. | 20,791 | $32.9 萬 | 0.03% | +1,909+10.1% | 加碼 |
| Laidlaw Wealth Management LLC | 20,850 | $33.0 萬 | 0.05% | +20,850 | 新進 |
| Garde Capital, Inc. | 21,011 | $33.2 萬 | 0.03% | −3,963−15.9% | 減碼 |
| Resolute Partners Group | 21,540 | $34.1 萬 | 0.01% | 00.0% | 不變 |
| Claraphi Advisory Network, LLC | 21,790 | $34.4 萬 | 0.12% | +21,790 | 新進 |
| Oak Harbor Wealth Partners, LLC | 21,800 | $34.5 萬 | 0.12% | +21,800 | 新進 |
| AE Wealth Management LLC | 22,464 | $35.5 萬 | 0.00% | +2,748+13.9% | 加碼 |
| Stock Yards Bank & Trust Co | 22,500 | $35.6 萬 | 0.02% | +22,500 | 新進 |
| Prospera Financial Services Inc | 22,685 | $35.9 萬 | 0.02% | +22,685 | 新進 |
| Orion Portfolio Solutions, LLC | 22,744 | $36.0 萬 | 0.01% | +2,094+10.1% | 加碼 |
| Griffin Asset Management, Inc. | 23,885 | $37.8 萬 | 0.05% | +2,623+12.3% | 加碼 |
| Snowden Capital Advisors LLC | 23,984 | $37.9 萬 | 0.02% | +3,787+18.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 24,179 | $38.2 萬 | 0.00% | +24,179 | 新進 |
| Caliber Wealth Management, LLC | 29,392 | $38.8 萬 | 0.27% | +29,392 | 新進 |
| Allianz Asset Management GmbH | 24,824 | $39.3 萬 | 0.00% | +24,824 | 新進 |
| Wealth Effects LLC | 25,165 | $39.8 萬 | 0.17% | +25,165 | 新進 |
| Alpha Paradigm Partners, LLC | 25,387 | $40.1 萬 | 0.16% | −12,035−32.2% | 減碼 |