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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 74,317 | $168.0 萬 | 0.02% | +71,335+2,392.2% | 加碼 |
| CWA Asset Management Group, LLC | 171,224 | $161.8 萬 | 0.12% | −1,749−1.0% | 減碼 |
| Pictet Asset Management SA | 165,780 | $156.7 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 162,719 | $153.8 萬 | 0.00% | −2,387,640−93.6% | 減碼 |
| Oppenheimer & Co Inc | 161,799 | $152.9 萬 | 0.03% | +11,202+7.4% | 加碼 |
| Fulcrum Capital LLC | 154,757 | $146.2 萬 | 0.39% | +25,121+19.4% | 加碼 |
| Triumph Capital Management | 153,785 | $145.3 萬 | 0.63% | +24,469+18.9% | 加碼 |
| CTC LLC | 153,165 | $144.7 萬 | 0.03% | +153,165 | 新進 |
| Vontobel Holding Ltd. | 146,254 | $142.9 萬 | 0.01% | +46,935+47.3% | 加碼 |
| Zazove Associates LLC | 150,000 | $141.8 萬 | 0.13% | +150,000 | 新進 |
| Newbridge Financial Services Group, Inc. | 148,002 | $139.9 萬 | 0.69% | +16,550+12.6% | 加碼 |
| Parallax Volatility Advisers, L.P. | 147,774 | $139.6 萬 | 0.03% | +17,392+13.3% | 加碼 |
| Squarepoint Ops LLC | 146,789 | $138.7 萬 | 0.01% | +146,789 | 新進 |
| Parametric Portfolio Associates LLC | 146,094 | $138.1 萬 | 0.00% | +33,490+29.7% | 加碼 |
| Arizona State Retirement System | 145,998 | $138.0 萬 | 0.01% | +5,360+3.8% | 加碼 |
| Colony Group LLC | 145,955 | $137.9 萬 | 0.02% | 00.0% | 不變 |
| Magnetar Financial LLC | 143,966 | $136.0 萬 | 0.01% | +143,966 | 新進 |
| Patient Capital Management, LLC | 140,100 | $132.4 萬 | 0.52% | −53,700−27.7% | 減碼 |
| Joel Isaacson & Co., LLC | 183,789 | $131.0 萬 | 0.10% | 00.0% | 不變 |
| Holocene Advisors, LP | 136,125 | $128.6 萬 | 0.01% | +136,125 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 133,941 | $126.6 萬 | 0.01% | −2,400−1.8% | 減碼 |
| Financial Architects, Inc | 130,200 | $123.0 萬 | 0.18% | +75,200+136.7% | 加碼 |
| Skaana Management L.P. | 129,300 | $122.2 萬 | 0.19% | +425+0.3% | 加碼 |
| Natixis | 127,860 | $120.8 萬 | 0.00% | +31,271+32.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 127,318 | $120.3 萬 | 0.02% | +127,318 | 新進 |
| Once Capital Management, LLC | 126,700 | $119.7 萬 | 1.09% | +126,700 | 新進 |
| Central Trust Co | 124,615 | $117.7 萬 | 0.03% | +10,271+9.0% | 加碼 |
| Great West Life Assurance Co | 117,886 | $117.6 萬 | 0.00% | −4,684−3.8% | 減碼 |
| Catalyst Capital Advisors LLC | 122,480 | $115.7 萬 | 0.05% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 120,613 | $114.0 萬 | 0.01% | +51,575+74.7% | 加碼 |
| MMBG Investment Advisors Co. | 120,280 | $113.7 萬 | 0.12% | +93,130+343.0% | 加碼 |
| Stansberry Asset Management, LLC | 118,441 | $111.9 萬 | 0.20% | +7,160+6.4% | 加碼 |
| Toronto Dominion Bank | 112,323 | $106.1 萬 | 0.00% | +10,460+10.3% | 加碼 |
| Parsec Financial Management, Inc. | 110,000 | $104.0 萬 | 0.04% | +110,000 | 新進 |
| Teacher Retirement System of Texas | 109,588 | $103.6 萬 | 0.01% | +9,959+10.0% | 加碼 |
| Pegasus Asset Management, Inc. | 107,182 | $101.3 萬 | 0.44% | +3,541+3.4% | 加碼 |
| Truist Financial Corp | 103,311 | $97.7 萬 | 0.00% | +36,929+55.6% | 加碼 |
| TD Waterhouse Canada Inc. | 88,045 | $97.1 萬 | 0.01% | −155,522−63.9% | 減碼 |
| Pathstone Family Office, LLC | 102,206 | $96.6 萬 | 0.02% | −82,354−44.6% | 減碼 |
| AlphaStar Capital Management, LLC | 101,334 | $95.8 萬 | 0.08% | +39,072+62.8% | 加碼 |
| San Luis Wealth Advisors LLC | 60,004 | $94.9 萬 | 0.46% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 99,400 | $93.9 萬 | 0.01% | 00.0% | 不變 |
| RMB Capital Management, LLC | 99,140 | $93.7 萬 | 0.03% | 00.0% | 不變 |
| Independent Financial Group, LLC | 98,676 | $93.2 萬 | 0.08% | +60,361+157.5% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 98,802 | $92.9 萬 | 0.04% | +64,529+188.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 97,829 | $92.5 萬 | 0.00% | +23,565+31.7% | 加碼 |
| Invesco Ltd. | 93,106 | $88.0 萬 | 0.00% | +1,339+1.5% | 加碼 |
| Aviva PLC | 91,777 | $86.7 萬 | 0.00% | +91,777 | 新進 |
| Aldebaran Financial Inc. | 91,671 | $86.6 萬 | 0.71% | +29,450+47.3% | 加碼 |
| HSBC Holdings PLC | 86,974 | $82.3 萬 | 0.00% | −48,887−36.0% | 減碼 |
| SG Americas Securities, LLC | 85,461 | $80.8 萬 | 0.01% | −90,176−51.3% | 減碼 |
| Cetera Advisors LLC | 85,433 | $80.7 萬 | 0.02% | +9,425+12.4% | 加碼 |
| Gainplan LLC | 84,353 | $79.7 萬 | 0.61% | +84,353 | 新進 |
| Vigilare Wealth Management | 81,901 | $77.4 萬 | 0.64% | −25,627−23.8% | 減碼 |
| 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 |
| Firethorn Wealth Partners, LLC | 78,529 | $74.2 萬 | 0.56% | +26,141+49.9% | 加碼 |
| Sandy Spring Bank | 78,280 | $74.0 萬 | 0.04% | +10,889+16.2% | 加碼 |
| IFM Investors Pty Ltd | 77,796 | $73.5 萬 | 0.01% | +18,553+31.3% | 加碼 |
| Kestra Advisory Services, LLC | 76,907 | $72.7 萬 | 0.01% | +21,327+38.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 76,520 | $72.3 萬 | 0.00% | −5,219−6.4% | 減碼 |
| Golden Green, Inc. | 76,128 | $71.9 萬 | 0.59% | +76,128 | 新進 |
| Miracle Mile Advisors, LLC | 75,693 | $71.5 萬 | 0.03% | +75,693 | 新進 |
| 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 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 74,095 | $70.0 萬 | 0.01% | −185,900−71.5% | 減碼 |
| Avestar Capital, LLC | 73,852 | $69.8 萬 | 0.13% | −866−1.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 73,799 | $69.7 萬 | 0.01% | +73,799 | 新進 |
| Mariner, LLC | 71,981 | $68.0 萬 | 0.00% | +45,198+168.8% | 加碼 |
| B. Riley Wealth Management, Inc. | 71,700 | $67.8 萬 | 0.05% | +11,445+19.0% | 加碼 |
| HST Ventures, LLC | 71,274 | $67.4 萬 | 0.55% | +71,274 | 新進 |
| M Holdings Securities, Inc. | 71,200 | $67.3 萬 | 0.05% | +71,200 | 新進 |
| DnB Asset Management AS | 69,187 | $65.4 萬 | 0.00% | +15,759+29.5% | 加碼 |
| National Asset Management, Inc. | 63,462 | $60.0 萬 | 0.02% | +10,417+19.6% | 加碼 |
| Consolidated Investment Group LLC | 63,000 | $59.5 萬 | 0.10% | +7,500+13.5% | 加碼 |
| Means Investment Co., Inc. | 60,499 | $57.2 萬 | 0.10% | +49,839+467.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 59,336 | $56.1 萬 | 0.03% | −10,650−15.2% | 減碼 |
| Korea Investment CORP | 58,500 | $55.3 萬 | 0.00% | −77,000−56.8% | 減碼 |
| 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 |
| B & T Capital Management DBA Alpha Capital Management | 57,783 | $54.6 萬 | 0.12% | +28,484+97.2% | 加碼 |
| SG3 Management, LLC | 57,500 | $54.3 萬 | 0.15% | +28,500+98.3% | 加碼 |
| Total Clarity Wealth Management, Inc. | 57,090 | $54.0 萬 | 0.30% | +600+1.1% | 加碼 |
| Lincoln National Corp | 56,782 | $53.6 萬 | 0.01% | +1,668+3.0% | 加碼 |
| Valeo Financial Advisors, LLC | 56,664 | $53.5 萬 | 0.03% | +23,315+69.9% | 加碼 |
| Rockefeller Capital Management L.P. | 55,946 | $52.8 萬 | 0.00% | +9,899+21.5% | 加碼 |
| Envestnet Asset Management Inc | 55,567 | $52.5 萬 | 0.00% | +6,197+12.6% | 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 |
| CIBC World Markets Inc. | 54,765 | $51.8 萬 | 0.00% | +2,454+4.7% | 加碼 |
| Janus Henderson Group PLC | 53,426 | $50.5 萬 | 0.00% | +315+0.6% | 加碼 |
| JustInvest LLC | 52,878 | $50.0 萬 | 0.02% | −4,257−7.5% | 減碼 |
| Daiwa Securities Group Inc. | 50,811 | $48.0 萬 | 0.00% | +6,821+15.5% | 加碼 |
| International Assets Investment Management, LLC | 48,350 | $45.7 萬 | 0.08% | +28,600+144.8% | 加碼 |
| Sepio Capital, LP | 47,345 | $44.7 萬 | 0.04% | +47,345 | 新進 |
| Stratos Wealth Partners, LTD. | 47,248 | $44.6 萬 | 0.01% | +17,615+59.4% | 加碼 |
| NewEdge Wealth, LLC | 47,000 | $44.4 萬 | 0.02% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 46,325 | $43.8 萬 | 0.20% | +10,825+30.5% | 加碼 |
| DuPont Capital Management Corp | 46,294 | $43.7 萬 | 0.02% | +3,836+9.0% | 加碼 |
| Panagora Asset Management Inc | 46,074 | $43.5 萬 | 0.00% | +46,074 | 新進 |