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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 25,882 | $40.9 萬 | 0.02% | +10,290+66.0% | 加碼 |
| Lazard Asset Management LLC | 25,943 | $41.0 萬 | 0.00% | +25,943 | 新進 |
| Nomura Holdings Inc | 26,179 | $41.4 萬 | 0.00% | +26,179 | 新進 |
| Mariner, LLC | 26,783 | $42.3 萬 | 0.00% | +26,783 | 新進 |
| Bulltick Wealth Management, LLC | 27,051 | $42.8 萬 | 0.09% | −96−0.4% | 減碼 |
| MMBG Investment Advisors Co. | 27,150 | $42.9 萬 | 0.04% | +27,150 | 新進 |
| Gladstone Institutional Advisory LLC | 27,336 | $43.2 萬 | 0.03% | −4,375−13.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 27,710 | $43.9 萬 | 0.00% | +6,147+28.5% | 加碼 |
| Banque Cantonale Vaudoise | 28,666 | $45.5 萬 | 0.02% | +25,548+819.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,012 | $45.8 萬 | 0.01% | +29,012 | 新進 |
| SG3 Management, LLC | 29,000 | $45.8 萬 | 0.05% | +29,000 | 新進 |
| GWM Advisors LLC | 29,258 | $46.3 萬 | 0.01% | −2,798−8.7% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 29,299 | $46.3 萬 | 0.10% | +2,063+7.6% | 加碼 |
| Harbour Capital Advisors, LLC | 29,600 | $46.8 萬 | 0.12% | +17,775+150.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 29,633 | $46.8 萬 | 0.01% | +29,633 | 新進 |
| Cresset Asset Management, LLC | 29,888 | $47.3 萬 | 0.00% | +15,888+113.5% | 加碼 |
| First National Trust Co | 30,000 | $47.4 萬 | 0.02% | +30,000 | 新進 |
| National Bank of Canada | 30,131 | $47.7 萬 | 0.00% | +30,131 | 新進 |
| Biltmore Capital Advisors LLC | 30,210 | $47.8 萬 | 0.08% | +30,210 | 新進 |
| Davenport & Co LLC | 30,340 | $48.0 萬 | 0.00% | +600+2.0% | 加碼 |
| V Wealth Advisors LLC | 30,370 | $48.0 萬 | 0.07% | +30,370 | 新進 |
| Point Break Capital Management, LLC | 30,540 | $48.3 萬 | 0.04% | +30,540 | 新進 |
| Moseley Investment Management Inc | 30,877 | $48.8 萬 | 0.22% | +30,877 | 新進 |
| Wolff Wiese Magana LLC | 30,877 | $48.8 萬 | 0.32% | +30,877 | 新進 |
| Resources Investment Advisors, LLC. | 32,647 | $51.6 萬 | 0.02% | +1,994+6.5% | 加碼 |
| Prelude Capital Management, LLC | 32,991 | $52.2 萬 | 0.03% | −5,360−14.0% | 減碼 |
| Valeo Financial Advisors, LLC | 33,349 | $52.7 萬 | 0.03% | +11,971+56.0% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 34,273 | $53.7 萬 | 0.03% | −2,919−7.8% | 減碼 |
| Fred Alger Management, LLC | 33,960 | $53.7 萬 | 0.00% | +33,960 | 新進 |
| Penserra Capital Management LLC | 35,595 | $56.1 萬 | 0.01% | −16,276−31.4% | 減碼 |
| Highlander Capital Management, LLC | 35,500 | $56.1 萬 | 0.26% | +25,000+238.1% | 加碼 |
| Westpac Banking Corp | 38,246 | $60.5 萬 | 0.01% | +38,246 | 新進 |
| Independent Financial Group, LLC | 38,315 | $60.6 萬 | 0.05% | +16,128+72.7% | 加碼 |
| Nordea Investment Management AB | 37,596 | $61.0 萬 | 0.00% | +37,596 | 新進 |
| Elo Mutual Pension Insurance Co | 38,969 | $61.6 萬 | 0.02% | +38,969 | 新進 |
| Cetera Investment Advisers | 39,562 | $62.5 萬 | 0.01% | +21,105+114.3% | 加碼 |
| DuPont Capital Management Corp | 42,458 | $67.1 萬 | 0.02% | +42,458 | 新進 |
| Creegan & Nassoura Financial Group, LLC | 42,550 | $67.3 萬 | 0.51% | 00.0% | 不變 |
| Sciencast Management LP | 45,600 | $67.3 萬 | 0.12% | +45,600 | 新進 |
| Insight Advisors, LLC | 42,888 | $67.8 萬 | 0.20% | +17,065+66.1% | 加碼 |
| Prana Capital Management, LP | 43,439 | $68.7 萬 | 0.05% | +43,439 | 新進 |
| Daiwa Securities Group Inc. | 43,990 | $69.6 萬 | 0.00% | −256,010−85.3% | 減碼 |
| KBC Group NV | 45,893 | $72.6 萬 | 0.00% | +45,893 | 新進 |
| Rockefeller Capital Management L.P. | 46,047 | $72.8 萬 | 0.00% | +21,797+89.9% | 加碼 |
| NewEdge Wealth, LLC | 47,000 | $74.3 萬 | 0.03% | +47,000 | 新進 |
| Envestnet Asset Management Inc | 49,370 | $78.1 萬 | 0.00% | +25,852+109.9% | 加碼 |
| American Portfolios Advisors | 49,626 | $78.5 萬 | 0.03% | +11,523+30.2% | 加碼 |
| Advisory Research Inc | 49,819 | $78.8 萬 | 0.06% | +49,819 | 新進 |
| CIBC World Markets Inc. | 52,311 | $82.7 萬 | 0.00% | +30,006+134.5% | 加碼 |
| Firethorn Wealth Partners, LLC | 52,388 | $82.8 萬 | 0.62% | +52,388 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 52,844 | $83.5 萬 | 0.00% | +52,844 | 新進 |
| National Asset Management, Inc. | 53,045 | $83.9 萬 | 0.02% | −3,765−6.6% | 減碼 |
| Janus Henderson Group PLC | 53,111 | $83.9 萬 | 0.00% | +53,111 | 新進 |
| DnB Asset Management AS | 53,428 | $84.5 萬 | 0.00% | +53,428 | 新進 |
| Doheny Asset Management | 54,159 | $85.6 萬 | 0.60% | +54,159 | 新進 |
| Brown Advisory Inc | 54,419 | $86.0 萬 | 0.00% | −19,872−26.7% | 減碼 |
| Financial Architects, Inc | 55,000 | $87.0 萬 | 0.12% | 00.0% | 不變 |
| Lincoln National Corp | 55,114 | $87.1 萬 | 0.02% | +20,392+58.7% | 加碼 |
| Nissay Asset Management Corp | 55,448 | $87.7 萬 | 0.01% | +55,448 | 新進 |
| Consolidated Investment Group LLC | 55,500 | $87.7 萬 | 0.14% | +55,500 | 新進 |
| ProShare Advisors LLC | 55,507 | $87.8 萬 | 0.00% | +55,507 | 新進 |
| Kestra Advisory Services, LLC | 55,580 | $87.9 萬 | 0.01% | +42,075+311.6% | 加碼 |
| Total Clarity Wealth Management, Inc. | 56,490 | $89.3 萬 | 0.41% | +53,690+1,917.5% | 加碼 |
| JustInvest LLC | 57,135 | $90.3 萬 | 0.05% | +24,832+76.9% | 加碼 |
| IFM Investors Pty Ltd | 59,243 | $93.7 萬 | 0.02% | +59,243 | 新進 |
| San Luis Wealth Advisors LLC | 60,004 | $94.9 萬 | 0.97% | −50−0.1% | 減碼 |
| AlphaStar Capital Management, LLC | 62,262 | $95.0 萬 | 0.08% | +21,524+52.8% | 加碼 |
| B. Riley Wealth Management, Inc. | 60,255 | $95.3 萬 | 0.07% | −45,818−43.2% | 減碼 |
| Venture Visionary Partners LLC | 61,072 | $96.5 萬 | 0.06% | +19,515+47.0% | 加碼 |
| Asset Management Corp | 61,079 | $96.6 萬 | 0.56% | +6,000+10.9% | 加碼 |
| Finivi Inc. | 61,439 | $97.1 萬 | 1.03% | +61,439 | 新進 |
| Aldebaran Financial Inc. | 62,221 | $98.4 萬 | 0.77% | +43,221+227.5% | 加碼 |
| Marathon Trading Investment Management LLC | 62,414 | $98.7 萬 | 0.41% | −56,700−47.6% | 減碼 |
| Advisory Services Network, LLC | 63,923 | $101.1 萬 | 0.03% | +40,911+177.8% | 加碼 |
| CSS LLC | 64,111 | $101.4 萬 | 0.04% | +64,111 | 新進 |
| Truist Financial Corp | 66,382 | $104.9 萬 | 0.00% | +17,602+36.1% | 加碼 |
| Sandy Spring Bank | 67,391 | $106.6 萬 | 0.05% | +46,911+229.1% | 加碼 |
| Cetera Advisor Networks LLC | 69,038 | $109.1 萬 | 0.01% | +28,106+68.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 69,986 | $110.6 萬 | 0.05% | −20,150−22.4% | 減碼 |
| Paloma Partners Management Co | 70,340 | $111.3 萬 | 0.04% | +70,340 | 新進 |
| Ensign Peak Advisors, Inc | 71,425 | $113.0 萬 | 0.00% | +71,425 | 新進 |
| Allstate Corp | 72,751 | $115.0 萬 | 0.02% | +72,751 | 新進 |
| CIBC Private Wealth Group, LLC | 74,264 | $117.5 萬 | 0.00% | −22,570−23.3% | 減碼 |
| Avestar Capital, LLC | 74,718 | $118.1 萬 | 0.22% | −8,952−10.7% | 減碼 |
| M. Kulyk & Associates, LLC | 74,901 | $118.4 萬 | 0.31% | 00.0% | 不變 |
| MSD Partners, L.P. | 75,000 | $118.5 萬 | 0.01% | +75,000 | 新進 |
| Odey Asset Management Group Ltd | 75,000 | $118.6 萬 | 0.35% | −95,000−55.9% | 減碼 |
| Cetera Advisors LLC | 76,008 | $120.2 萬 | 0.02% | +26,555+53.7% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 78,747 | $124.5 萬 | 0.04% | +62,450+383.2% | 加碼 |
| Matisse Capital | 79,443 | $125.6 萬 | 0.87% | +79,443 | 新進 |
| Public Employees Retirement Association of Colorado | 81,739 | $129.2 萬 | 0.01% | +81,739 | 新進 |
| Bayesian Capital Management, LP | 87,500 | $138.3 萬 | 0.44% | +87,500 | 新進 |
| Wolverine Trading, LLC | 87,335 | $139.3 萬 | 0.02% | −127,428−59.3% | 減碼 |
| IMC-Chicago, LLC | 89,510 | $141.5 萬 | 0.06% | −52,846−37.1% | 減碼 |
| British Columbia Investment Management Corp | 90,673 | $143.4 萬 | 0.01% | +90,673 | 新進 |
| Invesco Ltd. | 91,767 | $145.1 萬 | 0.00% | +91,767 | 新進 |
| Janney Montgomery Scott LLC | 94,013 | $148.6 萬 | 0.01% | +62,641+199.7% | 加碼 |
| Convergence Financial, LLC | 94,000 | $148.6 萬 | 1.54% | +94,000 | 新進 |
| Natixis | 96,589 | $152.7 萬 | 0.01% | +12,372+14.7% | 加碼 |
| RMB Capital Management, LLC | 99,140 | $156.7 萬 | 0.05% | +99,140 | 新進 |