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 |
|---|---|---|---|---|---|
| BBR Partners, LLC | 20,946 | $11.0 萬 | 0.01% | +5,203+33.0% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 20,978 | $11.1 萬 | 0.01% | 00.0% | 不變 |
| Burney Co | 21,239 | $11.2 萬 | 0.01% | −3,330−13.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 21,192 | $11.3 萬 | 0.00% | +1,609+8.2% | 加碼 |
| Benedetti & Gucer, Inc. | 21,533 | $11.4 萬 | 0.08% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 21,626 | $11.4 萬 | 0.00% | +1,416+7.0% | 加碼 |
| Keystone Financial Group | 21,785 | $11.5 萬 | 0.02% | +21,785 | 新進 |
| Central Trust Co | 22,010 | $11.6 萬 | 0.00% | −102,605−82.3% | 減碼 |
| DDD Partners, LLC | 22,000 | $11.6 萬 | 0.02% | +22,000 | 新進 |
| Kovack Advisors, Inc. | 22,275 | $11.7 萬 | 0.02% | −3,715−14.3% | 減碼 |
| Zullo Investment Group, Inc. | 22,275 | $11.7 萬 | 0.07% | +350+1.6% | 加碼 |
| Man Group plc | – | $11.7 萬 | 0.00% | – | 新進 |
| Perigon Wealth Management, LLC | 22,300 | $11.8 萬 | 0.01% | +3,000+15.5% | 加碼 |
| Gotham Asset Management, LLC | 22,695 | $12.0 萬 | 0.00% | −7,067−23.7% | 減碼 |
| Game Plan Financial Advisors, LLC | 23,300 | $12.3 萬 | 0.10% | +1,900+8.9% | 加碼 |
| Harbor Investment Advisory, LLC | 23,612 | $12.4 萬 | 0.02% | +23,612 | 新進 |
| Oak Harbor Wealth Partners, LLC | 23,800 | $12.5 萬 | 0.05% | −1,053−4.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 24,400 | $12.9 萬 | 0.01% | +1,900+8.4% | 加碼 |
| Macquarie Group Ltd | 24,600 | $13.0 萬 | 0.00% | +2,293+10.3% | 加碼 |
| Orion Portfolio Solutions, LLC | 24,821 | $13.1 萬 | 0.01% | +2,850+13.0% | 加碼 |
| Hexagon Capital Partners LLC | 24,920 | $13.1 萬 | 0.04% | +4,100+19.7% | 加碼 |
| Zions Bancorporation, N.A. | 24,866 | $13.1 萬 | 0.01% | +24,456+5,964.9% | 加碼 |
| MSD Partners, L.P. | 25,000 | $13.2 萬 | 0.01% | 00.0% | 不變 |
| American Portfolios Advisors | 25,650 | $13.5 萬 | 0.01% | +1,914+8.1% | 加碼 |
| Buckingham Strategic Wealth, LLC | 25,774 | $13.6 萬 | 0.00% | +1,356+5.6% | 加碼 |
| Perennial Investment Advisors, LLC | 25,816 | $13.6 萬 | 0.05% | +25,816 | 新進 |
| Mercer Global Advisors Inc | 25,978 | $13.7 萬 | 0.00% | +1,789+7.4% | 加碼 |
| Daiwa Securities Group Inc. | 26,376 | $13.9 萬 | 0.00% | −24,435−48.1% | 減碼 |
| Garde Capital, Inc. | 26,762 | $14.1 萬 | 0.02% | +878+3.4% | 加碼 |
| Pictet Asset Management SA | 26,978 | $14.2 萬 | 0.00% | −138,802−83.7% | 減碼 |
| Integrated Advisors Network LLC | 27,458 | $14.5 萬 | 0.01% | +27,458 | 新進 |
| Soltis Investment Advisors LLC | 29,166 | $15.4 萬 | 0.02% | +29,166 | 新進 |
| Equitable Holdings, Inc. | 29,497 | $15.5 萬 | 0.00% | +3,577+13.8% | 加碼 |
| Great West Life Assurance Co | 29,544 | $15.6 萬 | 0.00% | −88,342−74.9% | 減碼 |
| KRS Capital Management, LLC | 29,850 | $15.7 萬 | 0.22% | +4,350+17.1% | 加碼 |
| Private Trust Co NA | 30,000 | $15.8 萬 | 0.02% | +30,000 | 新進 |
| Avestar Capital, LLC | 30,140 | $15.9 萬 | 0.04% | −43,712−59.2% | 減碼 |
| GWM Advisors LLC | 30,654 | $16.2 萬 | 0.00% | +30,654 | 新進 |
| First National Trust Co | 31,025 | $16.4 萬 | 0.01% | +533+1.7% | 加碼 |
| Arkadios Wealth Advisors | 31,329 | $16.5 萬 | 0.02% | +23,658+308.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 31,295 | $16.5 萬 | 0.00% | +26,705+581.8% | 加碼 |
| Davenport & Co LLC | 31,535 | $16.6 萬 | 0.00% | −4,095−11.5% | 減碼 |
| Regal Investment Advisors LLC | 31,886 | $16.8 萬 | 0.02% | +3,623+12.8% | 加碼 |
| Fortis Advisors, LLC | 31,900 | $16.8 萬 | 0.11% | +17,800+126.2% | 加碼 |
| Cresset Asset Management, LLC | 32,102 | $16.9 萬 | 0.00% | −624−1.9% | 減碼 |
| Albion Financial Group | 32,830 | $17.3 萬 | 0.02% | +28,589+674.1% | 加碼 |
| V Wealth Advisors LLC | 33,779 | $17.8 萬 | 0.03% | +33,779 | 新進 |
| Korea Investment CORP | 35,530 | $18.7 萬 | 0.00% | −22,970−39.3% | 減碼 |
| Wedbush Securities Inc | 35,607 | $18.8 萬 | 0.01% | +35,607 | 新進 |
| Northwestern Mutual Wealth Management Co | 35,786 | $18.9 萬 | 0.00% | +4,762+15.3% | 加碼 |
| Penserra Capital Management LLC | 36,125 | $18.9 萬 | 0.01% | +3,758+11.6% | 加碼 |
| Prudential Financial Inc | 34,469 | $19.1 萬 | 0.00% | +34,469 | 新進 |
| Sandy Spring Bank | 36,676 | $19.4 萬 | 0.01% | −41,604−53.1% | 減碼 |
| Foresight Wealth Management, LLC | 36,845 | $19.4 萬 | 0.07% | +24,348+194.8% | 加碼 |
| Amussen Hunsaker Associates LLC | 37,279 | $19.6 萬 | 0.06% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 37,122 | $19.6 萬 | 0.02% | +10,000+36.9% | 加碼 |
| Harbour Investments, Inc. | 37,225 | $19.6 萬 | 0.01% | +37,225 | 新進 |
| Highlander Capital Management, LLC | 37,500 | $19.8 萬 | 0.11% | −8,825−19.1% | 減碼 |
| Moseley Investment Management Inc | 38,083 | $20.1 萬 | 0.14% | +4,799+14.4% | 加碼 |
| Cutler Group LP | 39,740 | $20.9 萬 | 0.03% | −221,886−84.8% | 減碼 |
| Resources Investment Advisors, LLC. | 39,665 | $20.9 萬 | 0.01% | +3,081+8.4% | 加碼 |
| Total Clarity Wealth Management, Inc. | 40,440 | $21.3 萬 | 0.11% | −16,650−29.2% | 減碼 |
| Utah Retirement Systems | 41,600 | $22.0 萬 | 0.00% | +41,600 | 新進 |
| Creegan & Nassoura Financial Group, LLC | 42,250 | $22.3 萬 | 0.19% | −300−0.7% | 減碼 |
| Prospera Financial Services Inc | 43,208 | $22.8 萬 | 0.01% | +21,323+97.4% | 加碼 |
| Hall Kathryn A. | 43,444 | $22.8 萬 | 0.08% | +43,444 | 新進 |
| Vigilare Wealth Management | 43,623 | $23.0 萬 | 0.25% | −38,278−46.7% | 減碼 |
| Caliber Wealth Management, LLC | 43,851 | $23.1 萬 | 0.18% | +43,851 | 新進 |
| Cim Investment Mangement Inc | 44,133 | $23.3 萬 | 0.10% | −229−0.5% | 減碼 |
| Boston Private Wealth LLC | 44,511 | $23.5 萬 | 0.00% | +924+2.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 44,775 | $23.6 萬 | 0.00% | +44,775 | 新進 |
| Bartlett & Co. LLC | 44,775 | $23.6 萬 | 0.00% | +44,775 | 新進 |
| Verition Fund Management LLC | 45,640 | $24.1 萬 | 0.01% | +30,742+206.3% | 加碼 |
| Alpha Paradigm Partners, LLC | 46,369 | $24.4 萬 | 0.10% | +20,982+82.6% | 加碼 |
| Captrust Financial Advisors | 47,760 | $25.2 萬 | 0.00% | +18,054+60.8% | 加碼 |
| Independent Financial Group, LLC | 47,973 | $25.3 萬 | 0.03% | −50,703−51.4% | 減碼 |
| Russell Investments Group, Ltd. | 49,778 | $26.1 萬 | 0.00% | +49,778 | 新進 |
| Kestra Private Wealth Services, LLC | 50,136 | $26.4 萬 | 0.02% | −9,200−15.5% | 減碼 |
| Connective Portfolio Management, LLC | 50,000 | $26.4 萬 | 0.45% | +50,000 | 新進 |
| Stratos Wealth Partners, LTD. | 51,248 | $27.0 萬 | 0.01% | +4,000+8.5% | 加碼 |
| ProShare Advisors LLC | 51,887 | $27.3 萬 | 0.00% | −3,025−5.5% | 減碼 |
| Lincoln National Corp | 52,149 | $27.5 萬 | 0.01% | −4,633−8.2% | 減碼 |
| Bulltick Wealth Management, LLC | 52,380 | $27.6 萬 | 0.08% | +52,380 | 新進 |
| Change Path, LLC | 55,028 | $29.0 萬 | 0.02% | +37,229+209.2% | 加碼 |
| National Bank of Canada | 55,897 | $29.5 萬 | 0.00% | −347,157−86.1% | 減碼 |
| Valeo Financial Advisors, LLC | 57,131 | $30.1 萬 | 0.02% | +467+0.8% | 加碼 |
| M Holdings Securities, Inc. | 58,900 | $31.0 萬 | 0.03% | −12,300−17.3% | 減碼 |
| International Assets Investment Management, LLC | 60,300 | $31.8 萬 | 0.06% | +11,950+24.7% | 加碼 |
| National Asset Management, Inc. | 60,656 | $32.0 萬 | 0.01% | −2,806−4.4% | 減碼 |
| Maryland State Retirement & Pension System | 61,186 | $32.2 萬 | 0.01% | +61,186 | 新進 |
| Consolidated Investment Group LLC | 63,000 | $33.2 萬 | 0.06% | 00.0% | 不變 |
| San Luis Wealth Advisors LLC | 64,091 | $33.8 萬 | 0.39% | +4,087+6.8% | 加碼 |
| Janney Montgomery Scott LLC | 62,639 | $34.8 萬 | 0.00% | +62,639 | 新進 |
| AE Wealth Management LLC | 66,814 | $35.2 萬 | 0.00% | +66,814 | 新進 |
| Rockefeller Capital Management L.P. | 68,258 | $35.9 萬 | 0.00% | +12,312+22.0% | 加碼 |
| Kestra Advisory Services, LLC | 68,482 | $36.1 萬 | 0.00% | −8,425−11.0% | 減碼 |
| Spire Wealth Management | 68,554 | $36.1 萬 | 0.01% | +68,554 | 新進 |
| JustInvest LLC | 69,093 | $36.4 萬 | 0.02% | +16,215+30.7% | 加碼 |
| Envestnet Asset Management Inc | 69,692 | $36.7 萬 | 0.00% | +14,125+25.4% | 加碼 |
| Avidian Wealth Solutions, LLC | 69,856 | $36.8 萬 | 0.03% | +69,856 | 新進 |