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 |
|---|---|---|---|---|---|
| Exane Derivatives | 13,326 | $21.1 萬 | 0.05% | +13,326 | 新進 |
| Coastal Investment Advisors, Inc. | 13,265 | $21.0 萬 | 0.05% | +381+3.0% | 加碼 |
| 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 |
| Proficio Capital Partners LLC | 12,949 | $20.5 萬 | 0.03% | 00.0% | 不變 |
| Tuttle Tactical Management | 12,901 | $20.4 萬 | 0.31% | +759+6.3% | 加碼 |
| Well Done, LLC | 12,705 | $20.1 萬 | 0.04% | +12,705 | 新進 |
| HBK Sorce Advisory LLC | 12,633 | $20.0 萬 | 0.01% | +12,633 | 新進 |
| Carroll Financial Associates, Inc. | 12,964 | $19.9 萬 | 0.01% | 00.0% | 不變 |
| 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 |
| The PNC Financial Services Group, Inc. | 12,373 | $19.6 萬 | 0.00% | +625+5.3% | 加碼 |
| 180 Wealth Advisors, LLC | 13,850 | $19.2 萬 | 0.04% | −1,450−9.5% | 減碼 |
| Cerity Partners LLC | 12,095 | $19.1 萬 | 0.00% | +12,095 | 新進 |
| J. Goldman & Co LP | 12,022 | $19.0 萬 | 0.02% | +12,022 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 11,849 | $18.9 萬 | 0.00% | +11,849 | 新進 |
| Traynor Capital Management, Inc. | 11,953 | $18.8 萬 | 0.02% | +11,953 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 11,500 | $18.2 萬 | 0.04% | +11,500 | 新進 |
| Visionary Wealth Advisors | 11,358 | $18.0 萬 | 0.01% | +11,358 | 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 |
| Fiduciary Trust Co | 11,176 | $17.7 萬 | 0.00% | +11,176 | 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 |
| 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 |
| 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 |
| Means Investment Co., Inc. | 10,660 | $16.9 萬 | 0.03% | +10,660 | 新進 |
| Fortis Advisors, LLC | 10,600 | $16.8 萬 | 0.10% | +10,600 | 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 |
| Newman Dignan & Sheerar, Inc. | 10,148 | $16.0 萬 | 0.05% | +10,148 | 新進 |
| SkyView Investment Advisors, LLC | 10,000 | $15.8 萬 | 0.04% | +10,000 | 新進 |
| Hexagon Capital Partners LLC | 9,920 | $15.7 萬 | 0.04% | +5,220+111.1% | 加碼 |
| 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 |
| Exos Asset Management LLC | 8,802 | $13.9 萬 | 0.07% | −5,330−37.7% | 減碼 |
| Swedbank AB | 6,744 | $10.8 萬 | 0.00% | +6,744 | 新進 |
| Vestcor Inc | 6,376 | $10.1 萬 | 0.00% | +6,376 | 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 |
| High Net Worth Advisory Group LLC | 5,500 | $8.70 萬 | 0.03% | +5,500 | 新進 |
| NEXT Financial Group, Inc | 5,169 | $8.20 萬 | 0.01% | +1,253+32.0% | 加碼 |
| Cornerstone Advisory, LLC | 4,985 | $7.90 萬 | 0.01% | +4,985 | 新進 |
| FNY Investment Advisers, LLC | 5,000 | $7.90 萬 | 0.04% | +5,000 | 新進 |
| Psagot Value Holdings Ltd. / (Israel) | 4,500 | $7.10 萬 | 0.01% | +4,500 | 新進 |
| Albion Financial Group | 4,241 | $6.70 萬 | 0.01% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 4,241 | $6.70 萬 | 0.00% | +4,241 | 新進 |
| Tower Research Capital LLC (TRC) | 3,540 | $5.60 萬 | 0.00% | −9,262−72.3% | 減碼 |
| Evoke Wealth, LLC | 3,500 | $5.50 萬 | 0.00% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 3,510 | $5.50 萬 | 0.04% | +3,510 | 新進 |
| NVWM, LLC | 3,322 | $5.30 萬 | 0.02% | +1,787+116.4% | 加碼 |
| IFP Advisors, Inc | 2,982 | $5.30 萬 | 0.00% | +1,968+194.1% | 加碼 |
| FinTrust Capital Advisors, LLC | 3,150 | $5.00 萬 | 0.01% | +2,150+215.0% | 加碼 |
| Ancora Advisors, LLC | 3,100 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Storebrand Asset Management AS | 2,995 | $4.74 萬 | 0.00% | +2,995 | 新進 |
| Hantz Financial Services, Inc. | 2,500 | $4.00 萬 | 0.00% | +1,500+150.0% | 加碼 |
| Edge Wealth Management LLC | 2,420 | $3.80 萬 | 0.01% | −2,000−45.2% | 減碼 |
| Coastal Capital Group, Inc. | 2,319 | $3.70 萬 | 0.01% | +1,041+81.5% | 加碼 |
| AdvisorNet Financial, Inc | 2,370 | $3.70 萬 | 0.00% | +1,470+163.3% | 加碼 |
| Wagner Wealth Management, LLC | 2,273 | $3.60 萬 | 0.03% | 00.0% | 不變 |
| Baldwin Brothers Inc | 2,250 | $3.60 萬 | 0.00% | +750+50.0% | 加碼 |
| Clearstead Advisors, LLC | 2,240 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Industrial Alliance Investment Management Inc. | 2,185 | $3.50 萬 | 0.00% | +2,185 | 新進 |
| Amplius Wealth Advisors, LLC | 2,020 | $3.10 萬 | 0.00% | +2,020 | 新進 |
| Focused Wealth Management, Inc | 1,600 | $2.50 萬 | 0.00% | +450+39.1% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 1,520 | $2.40 萬 | 0.01% | −440−22.4% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 1,500 | $2.40 萬 | 0.00% | +500+50.0% | 加碼 |
| SOA Wealth Advisors, LLC. | 1,500 | $2.30 萬 | 0.01% | −450−23.1% | 減碼 |
| Optimum Investment Advisors | 1,475 | $2.30 萬 | 0.01% | +380+34.7% | 加碼 |
| CWM, LLC | 1,478 | $2.30 萬 | 0.00% | +1,478 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 1,406 | $2.20 萬 | 0.00% | −569−28.8% | 減碼 |
| Evermay Wealth Management LLC | 1,375 | $2.20 萬 | 0.00% | +1,375 | 新進 |
| NewSquare Capital LLC | 1,300 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 1,350 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| FSC Wealth Advisors, LLC | 1,300 | $2.10 萬 | 0.01% | +1,300 | 新進 |
| Parallel Advisors, LLC | 1,279 | $2.00 萬 | 0.00% | −521−28.9% | 減碼 |
| US Bancorp | 1,015 | $1.60 萬 | 0.00% | +15+1.5% | 加碼 |
| TCI Wealth Advisors, Inc. | 1,019 | $1.60 萬 | 0.00% | +400+64.6% | 加碼 |
| Stephens Consulting, LLC | 1,000 | $1.58 萬 | 0.01% | +1,000 | 新進 |
| Reilly Financial Advisors, LLC | 855 | $1.40 萬 | 0.00% | +108+14.5% | 加碼 |
| Pin Oak Investment Advisors Inc | 900 | $1.40 萬 | 0.01% | +400+80.0% | 加碼 |
| Corbenic Partners LLC | 800 | $1.30 萬 | 0.00% | +250+45.5% | 加碼 |
| Manchester Capital Management LLC | 830 | $1.30 萬 | 0.00% | +830 | 新進 |
| Salem Investment Counselors Inc | 730 | $1.20 萬 | 0.00% | +180+32.7% | 加碼 |
| Larson Financial Group LLC | 760 | $1.20 萬 | 0.00% | +295+63.4% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 700 | $1.10 萬 | 0.00% | +700 | 新進 |
| Private Capital Group, LLC | 600 | $1.00 萬 | 0.00% | +132+28.2% | 加碼 |
| Sculptor Capital LP | 619 | $1.00 萬 | 0.00% | +619 | 新進 |
| Dixon Hughes Goodman Wealth Advisors LLC | 600 | $9,000 | 0.00% | +600 | 新進 |
| Tortoise Investment Management, LLC | 500 | $8,000 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 500 | $8,000 | 0.00% | +500 | 新進 |
| North Star Investment Management Corp. | 500 | $8,000 | 0.00% | +500 | 新進 |
| Massmutual Trust Co FSB | 464 | $7,000 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 458 | $7,000 | 0.00% | +297+184.5% | 加碼 |
| Peoples Financial Services Corp. | 400 | $6,000 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 350 | $6,000 | 0.00% | +350 | 新進 |