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 |
|---|---|---|---|---|---|
| Waverton Investment Management Ltd | 189,836 | $300.1 萬 | 0.10% | +189,836 | 新進 |
| Pathstone Family Office, LLC | 184,560 | $291.8 萬 | 0.07% | −10.0% | 減碼 |
| Joel Isaacson & Co., LLC | 183,789 | $290.6 萬 | 0.20% | +80,356+77.7% | 加碼 |
| Hennessy Advisors Inc | 180,500 | $285.4 萬 | 0.16% | +60,500+50.4% | 加碼 |
| SG Americas Securities, LLC | 175,637 | $277.7 萬 | 0.02% | +175,637 | 新進 |
| AtonRa Partners | 173,340 | $274.1 萬 | 0.95% | +31,198+21.9% | 加碼 |
| CWA Asset Management Group, LLC | 172,973 | $273.5 萬 | 0.20% | +172,973 | 新進 |
| Reynders McVeigh Capital Management, LLC | 169,209 | $267.5 萬 | 0.15% | +169,209 | 新進 |
| Stifel Financial Corp | 167,839 | $265.4 萬 | 0.00% | +76,405+83.6% | 加碼 |
| Vantis Investment Advisers L.P. | 167,100 | $264.2 萬 | 2.74% | +35,500+27.0% | 加碼 |
| Pictet Asset Management SA | 165,780 | $262.1 萬 | 0.00% | +165,780 | 新進 |
| Aigen Investment Management, LP | 169,174 | $256.2 萬 | 0.16% | +169,174 | 新進 |
| Oppenheimer & Co Inc | 150,597 | $238.1 萬 | 0.04% | +31,281+26.2% | 加碼 |
| Colony Group LLC | 145,955 | $230.8 萬 | 0.04% | +145,955 | 新進 |
| Federation des caisses Desjardins du Quebec | 144,580 | $228.6 萬 | 0.02% | +13,568+10.4% | 加碼 |
| Arizona State Retirement System | 140,638 | $222.3 萬 | 0.02% | +140,638 | 新進 |
| HSBC Holdings PLC | 135,861 | $215.3 萬 | 0.00% | +30,775+29.3% | 加碼 |
| Korea Investment CORP | 135,500 | $214.2 萬 | 0.01% | +135,500 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 136,341 | $213.8 萬 | 0.01% | +136,341 | 新進 |
| Newbridge Financial Services Group, Inc. | 131,452 | $207.8 萬 | 0.98% | +95,927+270.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 130,600 | $206.5 萬 | 0.00% | +130,600 | 新進 |
| Parallax Volatility Advisers, L.P. | 130,382 | $206.1 萬 | 0.03% | +130,382 | 新進 |
| L & S Advisors Inc | 129,968 | $205.5 萬 | 0.22% | +33,583+34.8% | 加碼 |
| Fulcrum Capital LLC | 129,636 | $205.0 萬 | 0.44% | +16,527+14.6% | 加碼 |
| Triumph Capital Management | 129,316 | $204.4 萬 | 0.89% | +35,045+37.2% | 加碼 |
| Skaana Management L.P. | 128,875 | $203.8 萬 | 0.38% | +128,875 | 新進 |
| Private Advisor Group, LLC | 126,563 | $200.1 萬 | 0.02% | −27,245−17.7% | 減碼 |
| Catalyst Capital Advisors LLC | 122,480 | $193.6 萬 | 0.09% | −9,520−7.2% | 減碼 |
| Great West Life Assurance Co | 122,570 | $193.2 萬 | 0.00% | +122,570 | 新進 |
| Forsta Ap-Fonden | 120,100 | $189.9 萬 | 0.02% | +120,100 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 119,494 | $188.9 萬 | 0.01% | +119,494 | 新進 |
| Cinctive Capital Management LP | 119,391 | $188.8 萬 | 0.09% | +119,391 | 新進 |
| TownSquare Capital, LLC | 115,279 | $182.3 萬 | 0.05% | −81,453−41.4% | 減碼 |
| Seven Eight Capital, LP | 114,451 | $180.9 萬 | 0.32% | +40,217+54.2% | 加碼 |
| Central Trust Co | 114,344 | $180.8 萬 | 0.05% | +19,851+21.0% | 加碼 |
| DFPG Investments, LLC | 120,391 | $180.6 萬 | 0.75% | −76,544−38.9% | 減碼 |
| Parametric Portfolio Associates LLC | 112,604 | $178.0 萬 | 0.00% | +112,604 | 新進 |
| Stansberry Asset Management, LLC | 111,281 | $176.0 萬 | 0.33% | +65,627+143.7% | 加碼 |
| Vigilare Wealth Management | 107,528 | $170.0 萬 | 1.00% | +6,593+6.5% | 加碼 |
| HighTower Advisors, LLC | 107,023 | $169.4 萬 | 0.00% | +16,886+18.7% | 加碼 |
| Pegasus Asset Management, Inc. | 103,641 | $163.9 萬 | 0.67% | +103,641 | 新進 |
| Toronto Dominion Bank | 101,863 | $161.0 萬 | 0.00% | +101,863 | 新進 |
| Vontobel Holding Ltd. | 99,319 | $158.4 萬 | 0.01% | +99,319 | 新進 |
| Teacher Retirement System of Texas | 99,629 | $157.5 萬 | 0.01% | +99,629 | 新進 |
| XR Securities LLC | 99,415 | $157.2 萬 | 0.18% | +87,903+763.6% | 加碼 |
| Nomura Asset Management Co Ltd | 99,400 | $157.2 萬 | 0.01% | +99,400 | 新進 |
| RMB Capital Management, LLC | 99,140 | $156.7 萬 | 0.05% | +99,140 | 新進 |
| Natixis | 96,589 | $152.7 萬 | 0.01% | +12,372+14.7% | 加碼 |
| Convergence Financial, LLC | 94,000 | $148.6 萬 | 1.54% | +94,000 | 新進 |
| Janney Montgomery Scott LLC | 94,013 | $148.6 萬 | 0.01% | +62,641+199.7% | 加碼 |
| Invesco Ltd. | 91,767 | $145.1 萬 | 0.00% | +91,767 | 新進 |
| British Columbia Investment Management Corp | 90,673 | $143.4 萬 | 0.01% | +90,673 | 新進 |
| IMC-Chicago, LLC | 89,510 | $141.5 萬 | 0.06% | −52,846−37.1% | 減碼 |
| Wolverine Trading, LLC | 87,335 | $139.3 萬 | 0.02% | −127,428−59.3% | 減碼 |
| Bayesian Capital Management, LP | 87,500 | $138.3 萬 | 0.44% | +87,500 | 新進 |
| Public Employees Retirement Association of Colorado | 81,739 | $129.2 萬 | 0.01% | +81,739 | 新進 |
| Matisse Capital | 79,443 | $125.6 萬 | 0.87% | +79,443 | 新進 |
| Emerald Mutual Fund Advisers Trust | 78,747 | $124.5 萬 | 0.04% | +62,450+383.2% | 加碼 |
| Cetera Advisors LLC | 76,008 | $120.2 萬 | 0.02% | +26,555+53.7% | 加碼 |
| Odey Asset Management Group Ltd | 75,000 | $118.6 萬 | 0.35% | −95,000−55.9% | 減碼 |
| MSD Partners, L.P. | 75,000 | $118.5 萬 | 0.01% | +75,000 | 新進 |
| M. Kulyk & Associates, LLC | 74,901 | $118.4 萬 | 0.31% | 00.0% | 不變 |
| Avestar Capital, LLC | 74,718 | $118.1 萬 | 0.22% | −8,952−10.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 74,264 | $117.5 萬 | 0.00% | −22,570−23.3% | 減碼 |
| Allstate Corp | 72,751 | $115.0 萬 | 0.02% | +72,751 | 新進 |
| Ensign Peak Advisors, Inc | 71,425 | $113.0 萬 | 0.00% | +71,425 | 新進 |
| Paloma Partners Management Co | 70,340 | $111.3 萬 | 0.04% | +70,340 | 新進 |
| Kestra Private Wealth Services, LLC | 69,986 | $110.6 萬 | 0.05% | −20,150−22.4% | 減碼 |
| Cetera Advisor Networks LLC | 69,038 | $109.1 萬 | 0.01% | +28,106+68.7% | 加碼 |
| Sandy Spring Bank | 67,391 | $106.6 萬 | 0.05% | +46,911+229.1% | 加碼 |
| Truist Financial Corp | 66,382 | $104.9 萬 | 0.00% | +17,602+36.1% | 加碼 |
| CSS LLC | 64,111 | $101.4 萬 | 0.04% | +64,111 | 新進 |
| Advisory Services Network, LLC | 63,923 | $101.1 萬 | 0.03% | +40,911+177.8% | 加碼 |
| Marathon Trading Investment Management LLC | 62,414 | $98.7 萬 | 0.41% | −56,700−47.6% | 減碼 |
| Aldebaran Financial Inc. | 62,221 | $98.4 萬 | 0.77% | +43,221+227.5% | 加碼 |
| Finivi Inc. | 61,439 | $97.1 萬 | 1.03% | +61,439 | 新進 |
| Asset Management Corp | 61,079 | $96.6 萬 | 0.56% | +6,000+10.9% | 加碼 |
| Venture Visionary Partners LLC | 61,072 | $96.5 萬 | 0.06% | +19,515+47.0% | 加碼 |
| B. Riley Wealth Management, Inc. | 60,255 | $95.3 萬 | 0.07% | −45,818−43.2% | 減碼 |
| AlphaStar Capital Management, LLC | 62,262 | $95.0 萬 | 0.08% | +21,524+52.8% | 加碼 |
| San Luis Wealth Advisors LLC | 60,004 | $94.9 萬 | 0.97% | −50−0.1% | 減碼 |
| IFM Investors Pty Ltd | 59,243 | $93.7 萬 | 0.02% | +59,243 | 新進 |
| JustInvest LLC | 57,135 | $90.3 萬 | 0.05% | +24,832+76.9% | 加碼 |
| Total Clarity Wealth Management, Inc. | 56,490 | $89.3 萬 | 0.41% | +53,690+1,917.5% | 加碼 |
| Kestra Advisory Services, LLC | 55,580 | $87.9 萬 | 0.01% | +42,075+311.6% | 加碼 |
| ProShare Advisors LLC | 55,507 | $87.8 萬 | 0.00% | +55,507 | 新進 |
| 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 |
| Lincoln National Corp | 55,114 | $87.1 萬 | 0.02% | +20,392+58.7% | 加碼 |
| Financial Architects, Inc | 55,000 | $87.0 萬 | 0.12% | 00.0% | 不變 |
| Brown Advisory Inc | 54,419 | $86.0 萬 | 0.00% | −19,872−26.7% | 減碼 |
| Doheny Asset Management | 54,159 | $85.6 萬 | 0.60% | +54,159 | 新進 |
| DnB Asset Management AS | 53,428 | $84.5 萬 | 0.00% | +53,428 | 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 |
| Mirae Asset Global Investments Co., Ltd. | 52,844 | $83.5 萬 | 0.00% | +52,844 | 新進 |
| Firethorn Wealth Partners, LLC | 52,388 | $82.8 萬 | 0.62% | +52,388 | 新進 |
| CIBC World Markets Inc. | 52,311 | $82.7 萬 | 0.00% | +30,006+134.5% | 加碼 |
| Advisory Research Inc | 49,819 | $78.8 萬 | 0.06% | +49,819 | 新進 |
| American Portfolios Advisors | 49,626 | $78.5 萬 | 0.03% | +11,523+30.2% | 加碼 |