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 |
|---|---|---|---|---|---|
| MSD Partners, L.P. | 25,000 | $23.6 萬 | 0.01% | −50,000−66.7% | 減碼 |
| Guggenheim Capital LLC | 25,027 | $23.7 萬 | 0.00% | +6,858+37.7% | 加碼 |
| Sigma Planning Corp | 25,050 | $23.7 萬 | 0.01% | +7,635+43.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 25,116 | $23.7 萬 | 0.00% | +8,911+55.0% | 加碼 |
| Alpha Paradigm Partners, LLC | 25,387 | $24.0 萬 | 0.09% | 00.0% | 不變 |
| KRS Capital Management, LLC | 25,500 | $24.0 萬 | 0.26% | +6,185+32.0% | 加碼 |
| Garde Capital, Inc. | 25,884 | $24.5 萬 | 0.03% | +4,873+23.2% | 加碼 |
| Kovack Advisors, Inc. | 25,990 | $24.5 萬 | 0.03% | +5,199+25.0% | 加碼 |
| Equitable Holdings, Inc. | 25,920 | $24.5 萬 | 0.00% | +12,450+92.4% | 加碼 |
| Yarbrough Capital, LLC | 26,000 | $24.6 萬 | 0.01% | +26,000 | 新進 |
| Concentric Capital Strategies, LP | 26,700 | $25.2 萬 | 0.10% | +26,700 | 新進 |
| Gladstone Institutional Advisory LLC | 27,023 | $25.5 萬 | 0.02% | −313−1.1% | 減碼 |
| Woodmont Investment Counsel LLC | 27,122 | $25.6 萬 | 0.03% | +27,122 | 新進 |
| Hennessy Advisors Inc | 28,000 | $26.5 萬 | 0.01% | −152,500−84.5% | 減碼 |
| Regal Investment Advisors LLC | 28,263 | $26.7 萬 | 0.02% | +28,263 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,012 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| Nomura Holdings Inc | 29,698 | $27.7 萬 | 0.00% | +3,519+13.4% | 加碼 |
| Captrust Financial Advisors | 29,706 | $28.1 萬 | 0.00% | +14,490+95.2% | 加碼 |
| Gotham Asset Management, LLC | 29,762 | $28.1 萬 | 0.01% | +29,762 | 新進 |
| Brown Advisory Inc | 30,182 | $28.5 萬 | 0.00% | −24,237−44.5% | 減碼 |
| First National Trust Co | 30,492 | $28.8 萬 | 0.01% | +492+1.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 31,024 | $29.4 萬 | 0.00% | +3,314+12.0% | 加碼 |
| Claraphi Advisory Network, LLC | 32,340 | $30.6 萬 | 0.09% | +10,550+48.4% | 加碼 |
| Cresset Asset Management, LLC | 32,726 | $31.0 萬 | 0.00% | +2,838+9.5% | 加碼 |
| Moseley Investment Management Inc | 33,284 | $31.5 萬 | 0.17% | +2,407+7.8% | 加碼 |
| Allianz Asset Management GmbH | 33,631 | $31.8 萬 | 0.00% | +8,807+35.5% | 加碼 |
| Davenport & Co LLC | 35,630 | $33.7 萬 | 0.00% | +5,290+17.4% | 加碼 |
| Resources Investment Advisors, LLC. | 36,584 | $34.5 萬 | 0.01% | +3,937+12.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 36,984 | $35.0 萬 | 0.00% | +12,805+53.0% | 加碼 |
| Amussen Hunsaker Associates LLC | 37,279 | $35.3 萬 | 0.08% | +16,601+80.3% | 加碼 |
| Allstate Corp | 38,208 | $36.1 萬 | 0.01% | −34,543−47.5% | 減碼 |
| Hourglass Capital, LLC | 39,000 | $36.9 萬 | 0.12% | +39,000 | 新進 |
| Elo Mutual Pension Insurance Co | 39,926 | $37.7 萬 | 0.01% | +957+2.5% | 加碼 |
| Shay Capital LLC | 40,000 | $37.8 萬 | 0.14% | +40,000 | 新進 |
| Creegan & Nassoura Financial Group, LLC | 42,550 | $40.2 萬 | 0.30% | 00.0% | 不變 |
| Boston Private Wealth LLC | 43,587 | $41.2 萬 | 0.01% | +43,587 | 新進 |
| Cim Investment Mangement Inc | 44,362 | $41.9 萬 | 0.14% | +44,362 | 新進 |
| Ergoteles LLC | 44,900 | $42.4 萬 | 0.02% | +44,900 | 新進 |
| DCF Advisers, LLC | 45,000 | $42.5 萬 | 0.25% | +45,000 | 新進 |
| Doheny Asset Management | 45,725 | $43.2 萬 | 0.32% | −8,434−15.6% | 減碼 |
| KBC Group NV | 45,893 | $43.4 萬 | 0.00% | 00.0% | 不變 |
| Panagora Asset Management Inc | 46,074 | $43.5 萬 | 0.00% | +46,074 | 新進 |
| DuPont Capital Management Corp | 46,294 | $43.7 萬 | 0.02% | +3,836+9.0% | 加碼 |
| Highlander Capital Management, LLC | 46,325 | $43.8 萬 | 0.20% | +10,825+30.5% | 加碼 |
| NewEdge Wealth, LLC | 47,000 | $44.4 萬 | 0.02% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 47,248 | $44.6 萬 | 0.01% | +17,615+59.4% | 加碼 |
| Sepio Capital, LP | 47,345 | $44.7 萬 | 0.04% | +47,345 | 新進 |
| International Assets Investment Management, LLC | 48,350 | $45.7 萬 | 0.08% | +28,600+144.8% | 加碼 |
| Daiwa Securities Group Inc. | 50,811 | $48.0 萬 | 0.00% | +6,821+15.5% | 加碼 |
| JustInvest LLC | 52,878 | $50.0 萬 | 0.02% | −4,257−7.5% | 減碼 |
| Janus Henderson Group PLC | 53,426 | $50.5 萬 | 0.00% | +315+0.6% | 加碼 |
| CIBC World Markets Inc. | 54,765 | $51.8 萬 | 0.00% | +2,454+4.7% | 加碼 |
| Paloma Partners Management Co | 54,934 | $51.9 萬 | 0.04% | −15,406−21.9% | 減碼 |
| ProShare Advisors LLC | 54,912 | $51.9 萬 | 0.00% | −595−1.1% | 減碼 |
| Envestnet Asset Management Inc | 55,567 | $52.5 萬 | 0.00% | +6,197+12.6% | 加碼 |
| Rockefeller Capital Management L.P. | 55,946 | $52.8 萬 | 0.00% | +9,899+21.5% | 加碼 |
| Valeo Financial Advisors, LLC | 56,664 | $53.5 萬 | 0.03% | +23,315+69.9% | 加碼 |
| Lincoln National Corp | 56,782 | $53.6 萬 | 0.01% | +1,668+3.0% | 加碼 |
| Total Clarity Wealth Management, Inc. | 57,090 | $54.0 萬 | 0.30% | +600+1.1% | 加碼 |
| SG3 Management, LLC | 57,500 | $54.3 萬 | 0.15% | +28,500+98.3% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 57,783 | $54.6 萬 | 0.12% | +28,484+97.2% | 加碼 |
| Nissay Asset Management Corp | 57,873 | $54.7 萬 | 0.00% | +2,425+4.4% | 加碼 |
| Wolff Wiese Magana LLC | 57,839 | $54.7 萬 | 0.37% | +26,962+87.3% | 加碼 |
| Korea Investment CORP | 58,500 | $55.3 萬 | 0.00% | −77,000−56.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 59,336 | $56.1 萬 | 0.03% | −10,650−15.2% | 減碼 |
| Means Investment Co., Inc. | 60,499 | $57.2 萬 | 0.10% | +49,839+467.5% | 加碼 |
| Consolidated Investment Group LLC | 63,000 | $59.5 萬 | 0.10% | +7,500+13.5% | 加碼 |
| National Asset Management, Inc. | 63,462 | $60.0 萬 | 0.02% | +10,417+19.6% | 加碼 |
| DnB Asset Management AS | 69,187 | $65.4 萬 | 0.00% | +15,759+29.5% | 加碼 |
| M Holdings Securities, Inc. | 71,200 | $67.3 萬 | 0.05% | +71,200 | 新進 |
| HST Ventures, LLC | 71,274 | $67.4 萬 | 0.55% | +71,274 | 新進 |
| B. Riley Wealth Management, Inc. | 71,700 | $67.8 萬 | 0.05% | +11,445+19.0% | 加碼 |
| Mariner, LLC | 71,981 | $68.0 萬 | 0.00% | +45,198+168.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 73,799 | $69.7 萬 | 0.01% | +73,799 | 新進 |
| Avestar Capital, LLC | 73,852 | $69.8 萬 | 0.13% | −866−1.2% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 74,095 | $70.0 萬 | 0.01% | −185,900−71.5% | 減碼 |
| M. Kulyk & Associates, LLC | 74,901 | $70.8 萬 | 0.19% | 00.0% | 不變 |
| Cetera Investment Advisers | 74,925 | $70.8 萬 | 0.01% | +35,363+89.4% | 加碼 |
| Miracle Mile Advisors, LLC | 75,693 | $71.5 萬 | 0.03% | +75,693 | 新進 |
| Golden Green, Inc. | 76,128 | $71.9 萬 | 0.59% | +76,128 | 新進 |
| Public Employees Retirement Association of Colorado | 76,520 | $72.3 萬 | 0.00% | −5,219−6.4% | 減碼 |
| Kestra Advisory Services, LLC | 76,907 | $72.7 萬 | 0.01% | +21,327+38.4% | 加碼 |
| IFM Investors Pty Ltd | 77,796 | $73.5 萬 | 0.01% | +18,553+31.3% | 加碼 |
| Sandy Spring Bank | 78,280 | $74.0 萬 | 0.04% | +10,889+16.2% | 加碼 |
| Firethorn Wealth Partners, LLC | 78,529 | $74.2 萬 | 0.56% | +26,141+49.9% | 加碼 |
| British Columbia Investment Management Corp | 80,958 | $76.5 萬 | 0.00% | −9,715−10.7% | 減碼 |
| Asset Management Corp | 81,004 | $76.5 萬 | 0.47% | +19,925+32.6% | 加碼 |
| Vigilare Wealth Management | 81,901 | $77.4 萬 | 0.64% | −25,627−23.8% | 減碼 |
| Gainplan LLC | 84,353 | $79.7 萬 | 0.61% | +84,353 | 新進 |
| Cetera Advisors LLC | 85,433 | $80.7 萬 | 0.02% | +9,425+12.4% | 加碼 |
| SG Americas Securities, LLC | 85,461 | $80.8 萬 | 0.01% | −90,176−51.3% | 減碼 |
| HSBC Holdings PLC | 86,974 | $82.3 萬 | 0.00% | −48,887−36.0% | 減碼 |
| Aldebaran Financial Inc. | 91,671 | $86.6 萬 | 0.71% | +29,450+47.3% | 加碼 |
| Aviva PLC | 91,777 | $86.7 萬 | 0.00% | +91,777 | 新進 |
| Invesco Ltd. | 93,106 | $88.0 萬 | 0.00% | +1,339+1.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 97,829 | $92.5 萬 | 0.00% | +23,565+31.7% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 98,802 | $92.9 萬 | 0.04% | +64,529+188.3% | 加碼 |
| Independent Financial Group, LLC | 98,676 | $93.2 萬 | 0.08% | +60,361+157.5% | 加碼 |
| RMB Capital Management, LLC | 99,140 | $93.7 萬 | 0.03% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 99,400 | $93.9 萬 | 0.01% | 00.0% | 不變 |