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。
2022 年第 1 季 13F 持有人
SoFi Technologies, Inc. 在 2022/3/31 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
- 441
- 較 2021 年第 4 季 +2 家
- 持有股數
- 3.96 億
- 較 2021 年第 4 季 −2,760 萬 (−6.5%)
- 總市值
- $37.5 億
- 較 2021 年第 4 季 −$29.4 億 (−44.0%)
- 新進機構
- 105
- 另有 185 家加碼
- 清倉機構
- 103
- 另有 90 家減碼
另有 8 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 5,000 | $4.70 萬 | 0.04% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 5,835 | $5.50 萬 | 0.01% | +5,675+3,546.9% | 加碼 |
| Reitz Capital Advisors LLC | 5,900 | $5.60 萬 | 0.04% | +5,900 | 新進 |
| Storebrand Asset Management AS | 6,455 | $6.10 萬 | 0.00% | +3,460+115.5% | 加碼 |
| Swedbank AB | 6,744 | $6.37 萬 | 0.00% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 7,113 | $6.70 萬 | 0.00% | +1,221+20.7% | 加碼 |
| Arkadios Wealth Advisors | 7,671 | $7.20 萬 | 0.01% | +7,671 | 新進 |
| Exos Asset Management LLC | 7,864 | $7.40 萬 | 0.03% | −938−10.7% | 減碼 |
| Carolinas Wealth Consulting LLC | 8,000 | $7.60 萬 | 0.02% | +8,000 | 新進 |
| Vestcor Inc | 8,292 | $7.80 萬 | 0.00% | +1,916+30.1% | 加碼 |
| Banque Cantonale Vaudoise | 9,118 | $8.50 萬 | 0.00% | −19,548−68.2% | 減碼 |
| Hudock, Inc. | 9,299 | $8.70 萬 | 0.02% | −5,304−36.3% | 減碼 |
| Signaturefd, LLC | 9,782 | $9.20 萬 | 0.00% | +353+3.7% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 10,000 | $9.50 萬 | 0.02% | +5,500+122.2% | 加碼 |
| ExodusPoint Capital Management, LP | 10,100 | $9.50 萬 | 0.00% | +10,100 | 新進 |
| Blair William & Co | 10,409 | $9.80 萬 | 0.00% | +10,409 | 新進 |
| Snowden Capital Advisors LLC | 10,550 | $9.90 萬 | 0.00% | −13,434−56.0% | 減碼 |
| HBK Sorce Advisory LLC | 10,722 | $10.1 萬 | 0.01% | −1,911−15.1% | 減碼 |
| Archford Capital Strategies, LLC | 11,115 | $10.1 萬 | 0.02% | +85+0.8% | 加碼 |
| Evercore Wealth Management, LLC | 10,849 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 10,903 | $10.3 萬 | 0.02% | +10,903 | 新進 |
| Fiduciary Trust Co | 11,176 | $10.6 萬 | 0.00% | 00.0% | 不變 |
| Independent Advisor Alliance | 11,200 | $10.6 萬 | 0.01% | +11,200 | 新進 |
| Bank of Nova Scotia | 11,281 | $10.7 萬 | 0.00% | +11,281 | 新進 |
| Independent Wealth Network Inc. | 11,280 | $10.7 萬 | 0.07% | +11,280 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 11,433 | $10.8 萬 | 0.03% | +110+1.0% | 加碼 |
| Franklin Resources Inc | 11,545 | $10.9 萬 | 0.00% | −5,142,731−99.8% | 減碼 |
| McAlister, Sweet & Associates, Inc. | 11,700 | $11.1 萬 | 0.12% | +11,700 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 11,849 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| Krilogy Financial LLC | 11,899 | $11.2 萬 | 0.01% | +11,899 | 新進 |
| Vivaldi Capital Management, LLC | 16,859 | $11.4 萬 | 0.03% | 00.0% | 不變 |
| Prostatis Group LLC | 12,200 | $11.5 萬 | 0.09% | +12,200 | 新進 |
| Lindbrook Capital, LLC | 12,376 | $11.7 萬 | 0.02% | +1,900+18.1% | 加碼 |
| Foresight Wealth Management, LLC | 12,497 | $11.8 萬 | 0.05% | 00.0% | 不變 |
| Capital Advisors Wealth Management, LLC | 12,474 | $11.8 萬 | 0.04% | +12,474 | 新進 |
| Well Done, LLC | 12,705 | $12.0 萬 | 0.02% | 00.0% | 不變 |
| Principal Financial Group Inc | 12,732 | $12.0 萬 | 0.00% | +206+1.6% | 加碼 |
| Proficio Capital Partners LLC | 12,949 | $12.2 萬 | 0.02% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 12,920 | $12.2 萬 | 0.01% | +12,920 | 新進 |
| Gofen & Glossberg LLC | 13,000 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 12,975 | $12.4 萬 | 0.00% | +602+4.9% | 加碼 |
| Boenning & Scattergood, Inc. | 13,150 | $12.4 萬 | 0.02% | +13,150 | 新進 |
| Alliancebernstein L.P. | 13,211 | $12.5 萬 | 0.00% | −613,777−97.9% | 減碼 |
| Wetherby Asset Management Inc | 13,360 | $12.6 萬 | 0.01% | +13,360 | 新進 |
| SFMG, LLC | 13,497 | $12.8 萬 | 0.01% | +13,497 | 新進 |
| Fortis Advisors, LLC | 14,100 | $13.3 萬 | 0.07% | +3,500+33.0% | 加碼 |
| Prudential PLC | 14,084 | $13.3 萬 | 0.00% | +14,084 | 新進 |
| Crewe Advisors LLC | 14,334 | $13.5 萬 | 0.03% | −200−1.4% | 減碼 |
| Seven Eight Capital, LP | 14,633 | $13.8 萬 | 0.02% | −99,818−87.2% | 減碼 |
| Verition Fund Management LLC | 14,898 | $14.1 萬 | 0.00% | +14,898 | 新進 |
| Neuberger Berman Group LLC | 14,948 | $14.1 萬 | 0.00% | +14,948 | 新進 |
| Adviser Investments LLC | 14,969 | $14.1 萬 | 0.01% | +14,969 | 新進 |
| Cooper/Haims Advisors, LLC | 15,500 | $14.6 萬 | 0.10% | +5,000+47.6% | 加碼 |
| Aspiriant, LLC | 15,633 | $14.8 萬 | 0.01% | 00.0% | 不變 |
| BBR Partners, LLC | 15,743 | $14.9 萬 | 0.01% | +15,743 | 新進 |
| Fairfield, Bush & Co. | 16,000 | $15.1 萬 | 0.08% | +4,700+41.6% | 加碼 |
| Wealthsource Partners, LLC | 16,044 | $15.2 萬 | 0.01% | +16,044 | 新進 |
| Parallel Advisors, LLC | 15,664 | $15.3 萬 | 0.01% | +14,385+1,124.7% | 加碼 |
| Transcend Wealth Collective, LLC | 16,675 | $15.8 萬 | 0.01% | 00.0% | 不變 |
| QCM Cayman, Ltd. | 16,771 | $15.8 萬 | 0.69% | +16,771 | 新進 |
| Visionary Wealth Advisors | 17,053 | $16.1 萬 | 0.01% | +5,695+50.1% | 加碼 |
| Redpoint Investment Management Pty Ltd | 17,463 | $16.5 萬 | 0.02% | +17,463 | 新進 |
| Change Path, LLC | 17,799 | $16.8 萬 | 0.01% | +17,799 | 新進 |
| Pointe Capital Management LLC | 18,490 | $17.5 萬 | 0.11% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 19,300 | $18.2 萬 | 0.01% | +849+4.6% | 加碼 |
| Caption Management, LLC | 19,185 | $18.3 萬 | 0.01% | −196,215−91.1% | 減碼 |
| Griffin Asset Management, Inc. | 19,485 | $18.4 萬 | 0.02% | −4,400−18.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 19,583 | $18.5 萬 | 0.00% | +19,583 | 新進 |
| XR Securities LLC | 19,673 | $18.6 萬 | 0.04% | −79,742−80.2% | 減碼 |
| SkyView Investment Advisors, LLC | 24,163 | $18.6 萬 | 0.04% | +14,163+141.6% | 加碼 |
| McGuire Investment Group, LLC | 19,682 | $18.6 萬 | 0.03% | +19,682 | 新進 |
| Resolute Partners Group | 19,827 | $18.7 萬 | 0.01% | −1,713−8.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,799 | $18.7 萬 | 0.00% | 00.0% | 不變 |
| Silicon Hills Wealth Management, LLC | 19,792 | $18.7 萬 | 0.12% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 20,000 | $18.9 萬 | 0.00% | −110,600−84.7% | 減碼 |
| Stockman Wealth Management, Inc. | 20,000 | $18.9 萬 | 0.04% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 20,000 | $18.9 萬 | 0.01% | +20,000 | 新進 |
| Algert Global LLC | 20,065 | $19.0 萬 | 0.01% | +20,065 | 新進 |
| Steward Partners Investment Advisory, LLC | 20,210 | $19.1 萬 | 0.00% | +2,332+13.0% | 加碼 |
| APG Asset Management N.V. | 22,583 | $19.2 萬 | 0.00% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 20,349 | $19.2 萬 | 0.00% | +20,349 | 新進 |
| CTC Capital Management, LLC | 20,600 | $19.5 萬 | 0.52% | +20,600 | 新進 |
| Hexagon Capital Partners LLC | 20,820 | $19.7 萬 | 0.05% | +10,900+109.9% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 20,978 | $19.8 萬 | 0.01% | −57,769−73.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 20,913 | $19.8 萬 | 0.02% | +20,913 | 新進 |
| Game Plan Financial Advisors, LLC | 21,400 | $20.2 萬 | 0.12% | +21,400 | 新進 |
| Benedetti & Gucer, Inc. | 21,533 | $20.3 萬 | 0.14% | +1,768+8.9% | 加碼 |
| Solidarilty Wealth, LLC | 27,563 | $20.4 萬 | 0.12% | +27,563 | 新進 |
| Prospera Financial Services Inc | 21,885 | $20.7 萬 | 0.01% | −800−3.5% | 減碼 |
| Zullo Investment Group, Inc. | 21,925 | $20.7 萬 | 0.11% | +7,125+48.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 21,971 | $20.8 萬 | 0.01% | −773−3.4% | 減碼 |
| Xcel Wealth Management, LLC | 22,030 | $20.8 萬 | 0.06% | +22,030 | 新進 |
| Macquarie Group Ltd | 22,307 | $21.1 萬 | 0.00% | −4,600,600−99.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 22,500 | $21.3 萬 | 0.01% | +11,600+106.4% | 加碼 |
| American Portfolios Advisors | 23,736 | $22.4 萬 | 0.01% | −25,890−52.2% | 減碼 |
| Mercer Global Advisors Inc | 24,189 | $22.9 萬 | 0.00% | +9,272+62.2% | 加碼 |
| Penserra Capital Management LLC | 32,367 | $23.0 萬 | 0.01% | −3,228−9.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 24,418 | $23.1 萬 | 0.00% | +13,406+121.7% | 加碼 |
| Burney Co | 24,569 | $23.2 萬 | 0.01% | +24,569 | 新進 |
| Oak Harbor Wealth Partners, LLC | 24,853 | $23.5 萬 | 0.08% | +3,053+14.0% | 加碼 |