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 2 季 13F 持有人
SoFi Technologies, Inc. 在 2022/6/30 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
- 469
- 較 2022 年第 1 季 +32 家
- 持有股數
- 4.05 億
- 較 2022 年第 1 季 +908.2 萬 (+2.3%)
- 總市值
- $21.6 億
- 較 2022 年第 1 季 −$15.9 億 (−42.5%)
- 新進機構
- 124
- 另有 156 家加碼
- 清倉機構
- 92
- 另有 111 家減碼
另有 4 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 5,000 | $2.60 萬 | 0.00% | +3,500+233.3% | 加碼 |
| Coastal Capital Group, Inc. | 5,380 | $2.80 萬 | 0.01% | +2,308+75.1% | 加碼 |
| Emerald Advisers, LLC | 5,800 | $3.10 萬 | 0.00% | +5,800 | 新進 |
| Umb Bank N A | 6,171 | $3.30 萬 | 0.00% | +6,171 | 新進 |
| Advisors Asset Management, Inc. | 6,331 | $3.30 萬 | 0.00% | +6,331 | 新進 |
| Exchange Traded Concepts, LLC | 6,460 | $3.40 萬 | 0.00% | −653−9.2% | 減碼 |
| PSI Advisors, LLC | 6,585 | $3.40 萬 | 0.02% | +5,735+674.7% | 加碼 |
| Storebrand Asset Management AS | 6,455 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Swedbank AB | 6,744 | $3.55 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 7,055 | $3.70 萬 | 0.01% | +1,220+20.9% | 加碼 |
| CWM, LLC | 7,304 | $3.80 萬 | 0.00% | +7,304 | 新進 |
| KBC Group NV | 7,479 | $3.90 萬 | 0.00% | −38,414−83.7% | 減碼 |
| American International Group, Inc. | 8,319 | $4.40 萬 | 0.00% | +8,319 | 新進 |
| Asset Management One Co.,Ltd. | 9,297 | $4.80 萬 | 0.00% | −210,626−95.8% | 減碼 |
| Banque Cantonale Vaudoise | 9,118 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Exos Asset Management LLC | 9,434 | $5.00 萬 | 0.03% | +1,570+20.0% | 加碼 |
| Signaturefd, LLC | 9,810 | $5.20 萬 | 0.00% | +28+0.3% | 加碼 |
| Seeyond | 10,367 | $5.40 萬 | 0.01% | +10,367 | 新進 |
| Steel Peak Wealth Management LLC | 10,340 | $5.40 萬 | 0.00% | +10,340 | 新進 |
| Continuum Advisory, LLC | 10,235 | $5.40 萬 | 0.01% | +10,235 | 新進 |
| Manufacturers Life Insurance Company, The | 10,568 | $5.57 萬 | 0.00% | −14,548−57.9% | 減碼 |
| Evercore Wealth Management, LLC | 10,849 | $5.70 萬 | 0.00% | 00.0% | 不變 |
| SOL Capital Management CO | 10,735 | $5.70 萬 | 0.01% | +10,735 | 新進 |
| US Bancorp | 10,941 | $5.80 萬 | 0.00% | +7,926+262.9% | 加碼 |
| KMG Fiduciary Partners, LLC | 11,094 | $5.80 萬 | 0.01% | +11,094 | 新進 |
| Inspire Advisors, LLC | 10,925 | $5.80 萬 | 0.02% | +10,925 | 新進 |
| Archford Capital Strategies, LLC | 11,115 | $5.90 萬 | 0.01% | 00.0% | 不變 |
| Krilogy Financial LLC | 11,399 | $6.00 萬 | 0.01% | −500−4.2% | 減碼 |
| CIBC World Markets Inc. | 11,587 | $6.10 萬 | 0.00% | −43,178−78.8% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 11,559 | $6.10 萬 | 0.02% | +126+1.1% | 加碼 |
| Pearl River Capital, LLC | 11,600 | $6.10 萬 | 0.01% | +11,600 | 新進 |
| The PNC Financial Services Group, Inc. | 11,893 | $6.20 萬 | 0.00% | −1,082−8.3% | 減碼 |
| McAlister, Sweet & Associates, Inc. | 11,700 | $6.20 萬 | 0.06% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 11,949 | $6.30 萬 | 0.01% | −427−3.5% | 減碼 |
| SkyOak Wealth, LLC | 12,044 | $6.30 萬 | 0.02% | +12,044 | 新進 |
| 180 Wealth Advisors, LLC | 11,825 | $6.40 萬 | 0.02% | +11,825 | 新進 |
| Prostatis Group LLC | 12,200 | $6.43 萬 | 0.10% | 00.0% | 不變 |
| Gyroscope Capital Management Group, LLC | 12,300 | $6.50 萬 | 0.02% | +12,300 | 新進 |
| Snowden Capital Advisors LLC | 12,574 | $6.60 萬 | 0.00% | +2,024+19.2% | 加碼 |
| Journey Strategic Wealth LLC | 12,547 | $6.60 萬 | 0.01% | +12,547 | 新進 |
| Well Done, LLC | 12,705 | $6.70 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 12,857 | $6.80 萬 | 0.00% | −12,170−48.6% | 減碼 |
| Good Life Advisors, LLC | 12,880 | $6.80 萬 | 0.01% | +12,880 | 新進 |
| Gofen & Glossberg LLC | 13,000 | $6.90 萬 | 0.00% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 13,360 | $7.00 萬 | 0.01% | +411+3.2% | 加碼 |
| Integrated Wealth Concepts LLC | 13,448 | $7.10 萬 | 0.00% | +13,448 | 新進 |
| Independent Wealth Network Inc. | 13,849 | $7.30 萬 | 0.05% | +2,569+22.8% | 加碼 |
| CoreCap Advisors, LLC | 13,806 | $7.30 萬 | 0.01% | +13,806 | 新進 |
| Parallel Advisors, LLC | 14,111 | $7.40 萬 | 0.00% | −1,553−9.9% | 減碼 |
| Elkhorn Partners Limited Partnership | 14,000 | $7.40 萬 | 0.05% | +14,000 | 新進 |
| Marathon Trading Investment Management LLC | 14,000 | $7.40 萬 | 0.04% | +14,000 | 新進 |
| Hudock, Inc. | 14,414 | $7.50 萬 | 0.03% | +5,115+55.0% | 加碼 |
| First Capital Advisors Group, LLC. | 14,163 | $7.50 萬 | 0.05% | +14,163 | 新進 |
| Coastal Investment Advisors, Inc. | 13,815 | $7.50 萬 | 0.02% | +13,815 | 新進 |
| Xponance, Inc. | 14,412 | $7.60 萬 | 0.00% | +14,412 | 新進 |
| Fairfield, Bush & Co. | 14,700 | $7.70 萬 | 0.05% | −1,300−8.1% | 減碼 |
| Capital Advisors Wealth Management, LLC | 14,858 | $7.80 萬 | 0.03% | +2,384+19.1% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 14,807 | $7.80 萬 | 0.01% | +14,807 | 新進 |
| Magnetar Financial LLC | 14,914 | $7.90 萬 | 0.00% | −129,052−89.6% | 減碼 |
| Wealthsource Partners, LLC | 14,939 | $7.90 萬 | 0.01% | −1,105−6.9% | 減碼 |
| K2 Principal Fund, L.P. | 15,000 | $7.90 萬 | 0.01% | +15,000 | 新進 |
| Millennium Management LLC | 15,340 | $8.10 萬 | 0.00% | −2,316,310−99.3% | 減碼 |
| Transcend Wealth Collective, LLC | 15,325 | $8.10 萬 | 0.01% | −1,350−8.1% | 減碼 |
| Aspiriant, LLC | 15,633 | $8.20 萬 | 0.00% | 00.0% | 不變 |
| Cooper/Haims Advisors, LLC | 15,500 | $8.20 萬 | 0.05% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 15,486 | $8.20 萬 | 0.00% | +15,486 | 新進 |
| Concorde Asset Management, LLC | 15,500 | $8.20 萬 | 0.12% | +15,500 | 新進 |
| Traynor Capital Management, Inc. | 15,695 | $8.20 萬 | 0.01% | +15,695 | 新進 |
| American Century Companies Inc | 15,765 | $8.30 萬 | 0.00% | +15,765 | 新進 |
| Crewe Advisors LLC | 16,334 | $8.60 萬 | 0.02% | +2,000+14.0% | 加碼 |
| Bensler, LLC | 16,390 | $8.64 萬 | 0.02% | +16,390 | 新進 |
| MetLife Investment Management | 16,747 | $8.83 萬 | 0.00% | +16,747 | 新進 |
| Vivaldi Capital Management, LLC | 16,859 | $8.90 萬 | 0.02% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 17,157 | $9.10 萬 | 0.02% | −7,006−29.0% | 減碼 |
| Redpoint Investment Management Pty Ltd | 17,463 | $9.20 萬 | 0.01% | 00.0% | 不變 |
| Seven Eight Capital, LP | 17,493 | $9.20 萬 | 0.04% | +2,860+19.5% | 加碼 |
| M&T Bank Corp | 17,669 | $9.30 萬 | 0.00% | +17,669 | 新進 |
| XR Securities LLC | 17,772 | $9.40 萬 | 0.05% | −1,901−9.7% | 減碼 |
| Walkner Condon Financial Advisors LLC | 18,256 | $9.60 萬 | 0.03% | +18,256 | 新進 |
| Pointe Capital Management LLC | 18,490 | $9.70 萬 | 0.07% | 00.0% | 不變 |
| Enlightenment Research, LLC | 18,700 | $9.90 萬 | 0.21% | +18,700 | 新進 |
| Hourglass Capital, LLC | 19,000 | $10.0 萬 | 0.04% | −20,000−51.3% | 減碼 |
| Chiron Capital Management, LLC | 18,960 | $10.0 萬 | 0.06% | +18,960 | 新進 |
| Brown Advisory Inc | 19,198 | $10.1 萬 | 0.00% | −10,984−36.4% | 減碼 |
| Claraphi Advisory Network, LLC | 19,442 | $10.2 萬 | 0.04% | −12,898−39.9% | 減碼 |
| Chilton Investment Co LLC | 19,428 | $10.2 萬 | 0.00% | +19,428 | 新進 |
| Aigen Investment Management, LP | 19,292 | $10.2 萬 | 0.02% | +19,292 | 新進 |
| Jefferies Group LLC | 19,392 | $10.2 萬 | 0.00% | +19,392 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19,628 | $10.3 萬 | 0.00% | −114,313−85.3% | 減碼 |
| Silicon Hills Wealth Management, LLC | 19,792 | $10.4 萬 | 0.08% | 00.0% | 不變 |
| Resolute Partners Group | 19,827 | $10.4 萬 | 0.01% | 00.0% | 不變 |
| McGuire Investment Group, LLC | 19,682 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 20,000 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Visionary Wealth Advisors | 19,853 | $10.5 萬 | 0.01% | +2,800+16.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 20,100 | $10.6 萬 | 0.00% | −53,699−72.8% | 減碼 |
| Adviser Investments LLC | 20,050 | $10.6 萬 | 0.01% | +5,081+33.9% | 加碼 |
| Empowered Funds, LLC | 20,077 | $10.6 萬 | 0.01% | +20,077 | 新進 |
| Gladstone Institutional Advisory LLC | 20,243 | $10.7 萬 | 0.01% | −6,780−25.1% | 減碼 |
| Sigma Planning Corp | 20,679 | $10.9 萬 | 0.00% | −4,371−17.4% | 減碼 |
| Xcel Wealth Management, LLC | 20,730 | $10.9 萬 | 0.04% | −1,300−5.9% | 減碼 |