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 |
|---|---|---|---|---|---|
| Boenning & Scattergood, Inc. | 13,150 | $12.4 萬 | 0.02% | +13,150 | 新進 |
| Gofen & Glossberg LLC | 13,000 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| 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 |
| 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 |
| 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 |
| Lindbrook Capital, LLC | 12,376 | $11.7 萬 | 0.02% | +1,900+18.1% | 加碼 |
| Prostatis Group LLC | 12,200 | $11.5 萬 | 0.09% | +12,200 | 新進 |
| Vivaldi Capital Management, LLC | 16,859 | $11.4 萬 | 0.03% | 00.0% | 不變 |
| 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 |
| McAlister, Sweet & Associates, Inc. | 11,700 | $11.1 萬 | 0.12% | +11,700 | 新進 |
| Franklin Resources Inc | 11,545 | $10.9 萬 | 0.00% | −5,142,731−99.8% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 11,433 | $10.8 萬 | 0.03% | +110+1.0% | 加碼 |
| 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 |
| 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 |
| 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 |
| 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 |
| Snowden Capital Advisors LLC | 10,550 | $9.90 萬 | 0.00% | −13,434−56.0% | 減碼 |
| Blair William & Co | 10,409 | $9.80 萬 | 0.00% | +10,409 | 新進 |
| 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 |
| Signaturefd, LLC | 9,782 | $9.20 萬 | 0.00% | +353+3.7% | 加碼 |
| Hudock, Inc. | 9,299 | $8.70 萬 | 0.02% | −5,304−36.3% | 減碼 |
| Banque Cantonale Vaudoise | 9,118 | $8.50 萬 | 0.00% | −19,548−68.2% | 減碼 |
| Vestcor Inc | 8,292 | $7.80 萬 | 0.00% | +1,916+30.1% | 加碼 |
| Carolinas Wealth Consulting LLC | 8,000 | $7.60 萬 | 0.02% | +8,000 | 新進 |
| Exos Asset Management LLC | 7,864 | $7.40 萬 | 0.03% | −938−10.7% | 減碼 |
| Arkadios Wealth Advisors | 7,671 | $7.20 萬 | 0.01% | +7,671 | 新進 |
| Exchange Traded Concepts, LLC | 7,113 | $6.70 萬 | 0.00% | +1,221+20.7% | 加碼 |
| Swedbank AB | 6,744 | $6.37 萬 | 0.00% | 00.0% | 不變 |
| Storebrand Asset Management AS | 6,455 | $6.10 萬 | 0.00% | +3,460+115.5% | 加碼 |
| Reitz Capital Advisors LLC | 5,900 | $5.60 萬 | 0.04% | +5,900 | 新進 |
| Tradition Wealth Management, LLC | 5,835 | $5.50 萬 | 0.01% | +5,675+3,546.9% | 加碼 |
| FNY Investment Advisers, LLC | 5,000 | $4.70 萬 | 0.04% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 4,650 | $4.40 萬 | 0.01% | +1,500+47.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,590 | $4.30 萬 | 0.00% | +1,050+29.7% | 加碼 |
| Albion Financial Group | 4,241 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 3,760 | $3.60 萬 | 0.03% | +250+7.1% | 加碼 |
| Ancora Advisors, LLC | 3,670 | $3.50 萬 | 0.00% | +570+18.4% | 加碼 |
| Evoke Wealth, LLC | 3,500 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 3,375 | $3.20 萬 | 0.00% | +1,875+125.0% | 加碼 |
| Hantz Financial Services, Inc. | 3,274 | $3.10 萬 | 0.00% | +774+31.0% | 加碼 |
| SRS Capital Advisors, Inc. | 3,269 | $3.10 萬 | 0.00% | +3,047+1,372.5% | 加碼 |
| SOA Wealth Advisors, LLC. | 3,200 | $3.00 萬 | 0.01% | +1,700+113.3% | 加碼 |
| Herold Advisors, Inc. | 3,100 | $2.93 萬 | 0.01% | +3,100 | 新進 |
| Coastal Capital Group, Inc. | 3,072 | $2.90 萬 | 0.01% | +753+32.5% | 加碼 |
| US Bancorp | 3,015 | $2.80 萬 | 0.00% | +2,000+197.0% | 加碼 |
| AdvisorNet Financial, Inc | 2,900 | $2.70 萬 | 0.00% | +530+22.4% | 加碼 |
| Washington Trust Co | 2,738 | $2.60 萬 | 0.00% | +2,738 | 新進 |
| Koshinski Asset Management, Inc. | 2,580 | $2.44 萬 | 0.00% | +2,530+5,060.0% | 加碼 |
| NVWM, LLC | 2,322 | $2.20 萬 | 0.01% | −1,000−30.1% | 減碼 |
| 1832 Asset Management L.P. | 2,400 | $2.20 萬 | 0.00% | +2,400 | 新進 |
| Clearstead Advisors, LLC | 2,240 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Industrial Alliance Investment Management Inc. | 2,185 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,260 | $2.10 萬 | 0.00% | +2,260 | 新進 |
| Elequin Capital LP | 1,889 | $1.80 萬 | 0.00% | +1,889 | 新進 |
| Manchester Capital Management LLC | 1,599 | $1.50 萬 | 0.00% | +769+92.7% | 加碼 |
| NewSquare Capital LLC | 1,500 | $1.40 萬 | 0.00% | +200+15.4% | 加碼 |
| Optimum Investment Advisors | 1,395 | $1.30 萬 | 0.01% | −80−5.4% | 減碼 |
| Credit Agricole S A | 1,350 | $1.30 萬 | 0.00% | +1,350 | 新進 |
| FSC Wealth Advisors, LLC | 1,300 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| PFG Private Wealth Management, LLC | 1,250 | $1.20 萬 | 0.01% | +1,250 | 新進 |
| Pin Oak Investment Advisors Inc | 1,100 | $1.00 萬 | 0.01% | +200+22.2% | 加碼 |
| Corbenic Partners LLC | 910 | $9,000 | 0.00% | +110+13.8% | 加碼 |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,000 | $9,000 | 0.00% | +400+66.7% | 加碼 |
| Money Concepts Capital Corp | 1,005 | $9,000 | 0.00% | +1,005 | 新進 |
| Quadrant Capital Group LLC | 926 | $9,000 | 0.00% | +926 | 新進 |
| BDO Wealth Advisors, LLC | 1,000 | $9,000 | 0.00% | +1,000 | 新進 |
| Simplex Trading, LLC | 860 | $8,000 | 0.00% | −1,328,044−99.9% | 減碼 |
| PSI Advisors, LLC | 850 | $8,000 | 0.00% | −10,235−92.3% | 減碼 |
| Focused Wealth Management, Inc | 800 | $8,000 | 0.00% | −800−50.0% | 減碼 |
| Covington Capital Management | 800 | $8,000 | 0.00% | +800 | 新進 |
| Larson Financial Group LLC | 725 | $7,000 | 0.00% | −35−4.6% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 725 | $7,000 | 0.00% | +25+3.6% | 加碼 |
| Cambridge Trust Co | 752 | $7,000 | 0.00% | +630+516.4% | 加碼 |
| Evermay Wealth Management LLC | 600 | $6,000 | 0.00% | −775−56.4% | 減碼 |
| TCI Wealth Advisors, Inc. | 630 | $6,000 | 0.00% | −389−38.2% | 減碼 |
| Private Capital Group, LLC | 590 | $6,000 | 0.00% | −10−1.7% | 減碼 |
| Dravo Bay LLC | 578 | $5,462 | 0.00% | +578 | 新進 |
| Salem Investment Counselors Inc | 550 | $5,000 | 0.00% | −180−24.7% | 減碼 |
| Proequities, Inc. | 500 | $5,000 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 500 | $5,000 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 500 | $5,000 | 0.00% | 00.0% | 不變 |
| Proffitt & Goodson Inc | 525 | $5,000 | 0.00% | +250+90.9% | 加碼 |
| Stephenson National Bank & Trust | 500 | $5,000 | 0.00% | +500 | 新進 |
| Bellwether Advisors, LLC | 605 | $5,000 | 0.00% | +605 | 新進 |
| Stephens Consulting, LLC | 500 | $4,725 | 0.00% | −500−50.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 430 | $4,000 | 0.00% | −976−69.4% | 減碼 |
| Massmutual Trust Co FSB | 464 | $4,000 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 458 | $4,000 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 460 | $4,000 | 0.00% | +110+31.4% | 加碼 |
| Peoples Financial Services Corp. | 400 | $4,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 397 | $4,000 | 0.00% | +52+15.1% | 加碼 |