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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 49,370 | $78.1 萬 | 0.00% | +25,852+109.9% | 加碼 |
| NewEdge Wealth, LLC | 47,000 | $74.3 萬 | 0.03% | +47,000 | 新進 |
| Rockefeller Capital Management L.P. | 46,047 | $72.8 萬 | 0.00% | +21,797+89.9% | 加碼 |
| KBC Group NV | 45,893 | $72.6 萬 | 0.00% | +45,893 | 新進 |
| Daiwa Securities Group Inc. | 43,990 | $69.6 萬 | 0.00% | −256,010−85.3% | 減碼 |
| Prana Capital Management, LP | 43,439 | $68.7 萬 | 0.05% | +43,439 | 新進 |
| Insight Advisors, LLC | 42,888 | $67.8 萬 | 0.20% | +17,065+66.1% | 加碼 |
| 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 |
| DuPont Capital Management Corp | 42,458 | $67.1 萬 | 0.02% | +42,458 | 新進 |
| Cetera Investment Advisers | 39,562 | $62.5 萬 | 0.01% | +21,105+114.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 38,969 | $61.6 萬 | 0.02% | +38,969 | 新進 |
| Nordea Investment Management AB | 37,596 | $61.0 萬 | 0.00% | +37,596 | 新進 |
| Independent Financial Group, LLC | 38,315 | $60.6 萬 | 0.05% | +16,128+72.7% | 加碼 |
| Westpac Banking Corp | 38,246 | $60.5 萬 | 0.01% | +38,246 | 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 |
| 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 |
| Valeo Financial Advisors, LLC | 33,349 | $52.7 萬 | 0.03% | +11,971+56.0% | 加碼 |
| Prelude Capital Management, LLC | 32,991 | $52.2 萬 | 0.03% | −5,360−14.0% | 減碼 |
| Resources Investment Advisors, LLC. | 32,647 | $51.6 萬 | 0.02% | +1,994+6.5% | 加碼 |
| 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 |
| Point Break Capital Management, LLC | 30,540 | $48.3 萬 | 0.04% | +30,540 | 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 |
| Biltmore Capital Advisors LLC | 30,210 | $47.8 萬 | 0.08% | +30,210 | 新進 |
| National Bank of Canada | 30,131 | $47.7 萬 | 0.00% | +30,131 | 新進 |
| First National Trust Co | 30,000 | $47.4 萬 | 0.02% | +30,000 | 新進 |
| Cresset Asset Management, LLC | 29,888 | $47.3 萬 | 0.00% | +15,888+113.5% | 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 |
| 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 |
| 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 |
| Banque Cantonale Vaudoise | 28,666 | $45.5 萬 | 0.02% | +25,548+819.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 27,710 | $43.9 萬 | 0.00% | +6,147+28.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 27,336 | $43.2 萬 | 0.03% | −4,375−13.8% | 減碼 |
| MMBG Investment Advisors Co. | 27,150 | $42.9 萬 | 0.04% | +27,150 | 新進 |
| Bulltick Wealth Management, LLC | 27,051 | $42.8 萬 | 0.09% | −96−0.4% | 減碼 |
| Mariner, LLC | 26,783 | $42.3 萬 | 0.00% | +26,783 | 新進 |
| Nomura Holdings Inc | 26,179 | $41.4 萬 | 0.00% | +26,179 | 新進 |
| Lazard Asset Management LLC | 25,943 | $41.0 萬 | 0.00% | +25,943 | 新進 |
| Wedbush Securities Inc | 25,882 | $40.9 萬 | 0.02% | +10,290+66.0% | 加碼 |
| Alpha Paradigm Partners, LLC | 25,387 | $40.1 萬 | 0.16% | −12,035−32.2% | 減碼 |
| Wealth Effects LLC | 25,165 | $39.8 萬 | 0.17% | +25,165 | 新進 |
| Allianz Asset Management GmbH | 24,824 | $39.3 萬 | 0.00% | +24,824 | 新進 |
| Caliber Wealth Management, LLC | 29,392 | $38.8 萬 | 0.27% | +29,392 | 新進 |
| Robeco Institutional Asset Management B.V. | 24,179 | $38.2 萬 | 0.00% | +24,179 | 新進 |
| Snowden Capital Advisors LLC | 23,984 | $37.9 萬 | 0.02% | +3,787+18.8% | 加碼 |
| Griffin Asset Management, Inc. | 23,885 | $37.8 萬 | 0.05% | +2,623+12.3% | 加碼 |
| Orion Portfolio Solutions, LLC | 22,744 | $36.0 萬 | 0.01% | +2,094+10.1% | 加碼 |
| Prospera Financial Services Inc | 22,685 | $35.9 萬 | 0.02% | +22,685 | 新進 |
| Stock Yards Bank & Trust Co | 22,500 | $35.6 萬 | 0.02% | +22,500 | 新進 |
| AE Wealth Management LLC | 22,464 | $35.5 萬 | 0.00% | +2,748+13.9% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 21,800 | $34.5 萬 | 0.12% | +21,800 | 新進 |
| Claraphi Advisory Network, LLC | 21,790 | $34.4 萬 | 0.12% | +21,790 | 新進 |
| Resolute Partners Group | 21,540 | $34.1 萬 | 0.01% | 00.0% | 不變 |
| Garde Capital, Inc. | 21,011 | $33.2 萬 | 0.03% | −3,963−15.9% | 減碼 |
| Laidlaw Wealth Management LLC | 20,850 | $33.0 萬 | 0.05% | +20,850 | 新進 |
| Kovack Advisors, Inc. | 20,791 | $32.9 萬 | 0.03% | +1,909+10.1% | 加碼 |
| Enlightenment Research, LLC | 20,300 | $32.1 萬 | 0.46% | +10,300+103.0% | 加碼 |
| 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 |
| APG Asset Management N.V. | 22,583 | $31.4 萬 | 0.00% | +22,583 | 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 |
| 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 |
| Great Valley Advisor Group, Inc. | 19,684 | $31.1 萬 | 0.02% | +1,252+6.8% | 加碼 |
| Amussen Hunsaker Associates LLC | 20,678 | $30.9 萬 | 0.07% | +20,678 | 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 |
| DekaBank Deutsche Girozentrale | 19,892 | $29.3 萬 | 0.00% | +19,892 | 新進 |
| 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 |
| Illinois Municipal Retirement Fund | 18,403 | $29.1 萬 | 0.01% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 18,200 | $28.8 萬 | 0.00% | −10.0% | 減碼 |
| Guggenheim Capital LLC | 18,169 | $28.7 萬 | 0.00% | +18,169 | 新進 |
| Steward Partners Investment Advisory, LLC | 17,878 | $28.3 萬 | 0.00% | −731−3.9% | 減碼 |
| Oxinas Partners Wealth Management LLC | 17,633 | $27.9 萬 | 0.16% | +100+0.6% | 加碼 |
| Sigma Planning Corp | 17,415 | $27.5 萬 | 0.01% | +2,722+18.5% | 加碼 |
| Vivaldi Capital Management, LLC | 16,859 | $26.7 萬 | 0.06% | −4,000−19.2% | 減碼 |
| Transcend Wealth Collective, LLC | 16,675 | $26.4 萬 | 0.02% | +1,350+8.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 16,205 | $25.6 萬 | 0.00% | −8,391−34.1% | 減碼 |
| Aspiriant, LLC | 15,633 | $24.7 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 15,216 | $24.1 萬 | 0.00% | +12,829+537.5% | 加碼 |
| Columbia Asset Management | 14,980 | $23.7 萬 | 0.05% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 14,917 | $23.6 萬 | 0.00% | −9,164−38.1% | 減碼 |
| Zullo Investment Group, Inc. | 14,800 | $23.4 萬 | 0.12% | +14,800 | 新進 |
| C2C Wealth Management, LLC | 14,675 | $23.2 萬 | 0.03% | +14,675 | 新進 |
| 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 |
| Virtu Financial LLC | 14,269 | $22.6 萬 | 0.02% | −405,551−96.6% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 14,027 | $22.2 萬 | 0.01% | +14,027 | 新進 |
| Equitable Holdings, Inc. | 13,470 | $21.3 萬 | 0.00% | +13,470 | 新進 |