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 |
|---|---|---|---|---|---|
| KBC Group NV | 45,893 | $43.4 萬 | 0.00% | 00.0% | 不變 |
| Doheny Asset Management | 45,725 | $43.2 萬 | 0.32% | −8,434−15.6% | 減碼 |
| DCF Advisers, LLC | 45,000 | $42.5 萬 | 0.25% | +45,000 | 新進 |
| Ergoteles LLC | 44,900 | $42.4 萬 | 0.02% | +44,900 | 新進 |
| Cim Investment Mangement Inc | 44,362 | $41.9 萬 | 0.14% | +44,362 | 新進 |
| Boston Private Wealth LLC | 43,587 | $41.2 萬 | 0.01% | +43,587 | 新進 |
| Creegan & Nassoura Financial Group, LLC | 42,550 | $40.2 萬 | 0.30% | 00.0% | 不變 |
| Shay Capital LLC | 40,000 | $37.8 萬 | 0.14% | +40,000 | 新進 |
| Elo Mutual Pension Insurance Co | 39,926 | $37.7 萬 | 0.01% | +957+2.5% | 加碼 |
| Hourglass Capital, LLC | 39,000 | $36.9 萬 | 0.12% | +39,000 | 新進 |
| Allstate Corp | 38,208 | $36.1 萬 | 0.01% | −34,543−47.5% | 減碼 |
| Amussen Hunsaker Associates LLC | 37,279 | $35.3 萬 | 0.08% | +16,601+80.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 36,984 | $35.0 萬 | 0.00% | +12,805+53.0% | 加碼 |
| Resources Investment Advisors, LLC. | 36,584 | $34.5 萬 | 0.01% | +3,937+12.1% | 加碼 |
| Davenport & Co LLC | 35,630 | $33.7 萬 | 0.00% | +5,290+17.4% | 加碼 |
| Allianz Asset Management GmbH | 33,631 | $31.8 萬 | 0.00% | +8,807+35.5% | 加碼 |
| Moseley Investment Management Inc | 33,284 | $31.5 萬 | 0.17% | +2,407+7.8% | 加碼 |
| Cresset Asset Management, LLC | 32,726 | $31.0 萬 | 0.00% | +2,838+9.5% | 加碼 |
| Claraphi Advisory Network, LLC | 32,340 | $30.6 萬 | 0.09% | +10,550+48.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 31,024 | $29.4 萬 | 0.00% | +3,314+12.0% | 加碼 |
| First National Trust Co | 30,492 | $28.8 萬 | 0.01% | +492+1.6% | 加碼 |
| Brown Advisory Inc | 30,182 | $28.5 萬 | 0.00% | −24,237−44.5% | 減碼 |
| 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 |
| Nomura Holdings Inc | 29,698 | $27.7 萬 | 0.00% | +3,519+13.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,012 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 28,263 | $26.7 萬 | 0.02% | +28,263 | 新進 |
| Hennessy Advisors Inc | 28,000 | $26.5 萬 | 0.01% | −152,500−84.5% | 減碼 |
| Woodmont Investment Counsel LLC | 27,122 | $25.6 萬 | 0.03% | +27,122 | 新進 |
| Gladstone Institutional Advisory LLC | 27,023 | $25.5 萬 | 0.02% | −313−1.1% | 減碼 |
| Concentric Capital Strategies, LP | 26,700 | $25.2 萬 | 0.10% | +26,700 | 新進 |
| Yarbrough Capital, LLC | 26,000 | $24.6 萬 | 0.01% | +26,000 | 新進 |
| 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 |
| 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 |
| Manufacturers Life Insurance Company, The | 25,116 | $23.7 萬 | 0.00% | +8,911+55.0% | 加碼 |
| 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 |
| MSD Partners, L.P. | 25,000 | $23.6 萬 | 0.01% | −50,000−66.7% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 24,853 | $23.5 萬 | 0.08% | +3,053+14.0% | 加碼 |
| Burney Co | 24,569 | $23.2 萬 | 0.01% | +24,569 | 新進 |
| Buckingham Strategic Wealth, LLC | 24,418 | $23.1 萬 | 0.00% | +13,406+121.7% | 加碼 |
| Penserra Capital Management LLC | 32,367 | $23.0 萬 | 0.01% | −3,228−9.1% | 減碼 |
| Mercer Global Advisors Inc | 24,189 | $22.9 萬 | 0.00% | +9,272+62.2% | 加碼 |
| American Portfolios Advisors | 23,736 | $22.4 萬 | 0.01% | −25,890−52.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 22,500 | $21.3 萬 | 0.01% | +11,600+106.4% | 加碼 |
| Macquarie Group Ltd | 22,307 | $21.1 萬 | 0.00% | −4,600,600−99.5% | 減碼 |
| 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 |
| 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 |
| Solidarilty Wealth, LLC | 27,563 | $20.4 萬 | 0.12% | +27,563 | 新進 |
| Benedetti & Gucer, Inc. | 21,533 | $20.3 萬 | 0.14% | +1,768+8.9% | 加碼 |
| Game Plan Financial Advisors, LLC | 21,400 | $20.2 萬 | 0.12% | +21,400 | 新進 |
| 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 |
| Hexagon Capital Partners LLC | 20,820 | $19.7 萬 | 0.05% | +10,900+109.9% | 加碼 |
| CTC Capital Management, LLC | 20,600 | $19.5 萬 | 0.52% | +20,600 | 新進 |
| 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 |
| Steward Partners Investment Advisory, LLC | 20,210 | $19.1 萬 | 0.00% | +2,332+13.0% | 加碼 |
| Algert Global LLC | 20,065 | $19.0 萬 | 0.01% | +20,065 | 新進 |
| 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 |
| 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 |
| 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 |
| Beacon Pointe Advisors, LLC | 19,583 | $18.5 萬 | 0.00% | +19,583 | 新進 |
| Griffin Asset Management, Inc. | 19,485 | $18.4 萬 | 0.02% | −4,400−18.4% | 減碼 |
| Caption Management, LLC | 19,185 | $18.3 萬 | 0.01% | −196,215−91.1% | 減碼 |
| Perigon Wealth Management, LLC | 19,300 | $18.2 萬 | 0.01% | +849+4.6% | 加碼 |
| Pointe Capital Management LLC | 18,490 | $17.5 萬 | 0.11% | 00.0% | 不變 |
| Change Path, LLC | 17,799 | $16.8 萬 | 0.01% | +17,799 | 新進 |
| Redpoint Investment Management Pty Ltd | 17,463 | $16.5 萬 | 0.02% | +17,463 | 新進 |
| Visionary Wealth Advisors | 17,053 | $16.1 萬 | 0.01% | +5,695+50.1% | 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 |
| Parallel Advisors, LLC | 15,664 | $15.3 萬 | 0.01% | +14,385+1,124.7% | 加碼 |
| Wealthsource Partners, LLC | 16,044 | $15.2 萬 | 0.01% | +16,044 | 新進 |
| Fairfield, Bush & Co. | 16,000 | $15.1 萬 | 0.08% | +4,700+41.6% | 加碼 |
| BBR Partners, LLC | 15,743 | $14.9 萬 | 0.01% | +15,743 | 新進 |
| Aspiriant, LLC | 15,633 | $14.8 萬 | 0.01% | 00.0% | 不變 |
| Cooper/Haims Advisors, LLC | 15,500 | $14.6 萬 | 0.10% | +5,000+47.6% | 加碼 |
| 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 |
| Seven Eight Capital, LP | 14,633 | $13.8 萬 | 0.02% | −99,818−87.2% | 減碼 |
| Crewe Advisors LLC | 14,334 | $13.5 萬 | 0.03% | −200−1.4% | 減碼 |
| 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 |
| SFMG, LLC | 13,497 | $12.8 萬 | 0.01% | +13,497 | 新進 |
| Wetherby Asset Management Inc | 13,360 | $12.6 萬 | 0.01% | +13,360 | 新進 |
| Alliancebernstein L.P. | 13,211 | $12.5 萬 | 0.00% | −613,777−97.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 12,975 | $12.4 萬 | 0.00% | +602+4.9% | 加碼 |