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 |
|---|---|---|---|---|---|
| Convergence Financial, LLC | 200,000 | $105.4 萬 | 1.09% | +200,000 | 新進 |
| Ameriprise Financial Inc | 196,960 | $103.8 萬 | 0.00% | −143,061−42.1% | 減碼 |
| Pathstone Family Office, LLC | 193,660 | $102.1 萬 | 0.02% | +91,454+89.5% | 加碼 |
| Walleye Trading LLC | 191,788 | $101.1 萬 | 0.02% | −218,119−53.2% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 191,423 | $100.8 萬 | 0.11% | +191,423 | 新進 |
| Fulcrum Capital LLC | 186,056 | $98.1 萬 | 0.31% | +31,299+20.2% | 加碼 |
| Acorn Financial Advisory Services Inc | 184,672 | $97.3 萬 | 0.23% | −251,705−57.7% | 減碼 |
| Joel Isaacson & Co., LLC | 183,789 | $96.9 萬 | 0.08% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 181,620 | $95.7 萬 | 0.02% | +19,821+12.3% | 加碼 |
| CWA Asset Management Group, LLC | 172,410 | $90.9 萬 | 0.09% | +1,186+0.7% | 加碼 |
| Newbridge Financial Services Group, Inc. | 169,043 | $89.1 萬 | 0.55% | +21,041+14.2% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 166,441 | $87.7 萬 | 0.07% | −147,413−47.0% | 減碼 |
| Advisory Services Network, LLC | 163,482 | $86.2 萬 | 0.03% | −18,721−10.3% | 減碼 |
| Arizona State Retirement System | 160,376 | $84.5 萬 | 0.01% | +14,378+9.8% | 加碼 |
| Zazove Associates LLC | 160,000 | $84.3 萬 | 0.08% | +10,000+6.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 156,490 | $82.5 萬 | 0.00% | +136,691+690.4% | 加碼 |
| Mizuho Markets Americas LLC | 156,198 | $82.3 萬 | 0.06% | −1,473,400−90.4% | 減碼 |
| Advent Capital Management | 150,000 | $79.1 萬 | 0.01% | +150,000 | 新進 |
| AlphaStar Capital Management, LLC | 148,916 | $78.5 萬 | 0.07% | +47,582+47.0% | 加碼 |
| State of Wisconsin Investment Board | 148,164 | $78.1 萬 | 0.00% | −238,089−61.6% | 減碼 |
| Firethorn Wealth Partners, LLC | 121,845 | $77.5 萬 | 0.63% | +43,316+55.2% | 加碼 |
| HighTower Advisors, LLC | 146,694 | $77.4 萬 | 0.00% | −221,009−60.1% | 減碼 |
| Amalgamated Bank | 143,307 | $75.5 萬 | 0.01% | +143,307 | 新進 |
| HSBC Holdings PLC | 136,605 | $73.5 萬 | 0.00% | +49,631+57.1% | 加碼 |
| Tabor Asset Management, LP | 136,199 | $71.8 萬 | 0.53% | +136,199 | 新進 |
| Colony Group LLC | 134,530 | $70.9 萬 | 0.01% | −11,425−7.8% | 減碼 |
| Cetera Advisors LLC | 129,794 | $68.4 萬 | 0.02% | +44,361+51.9% | 加碼 |
| Amundi | 115,527 | $68.3 萬 | 0.00% | −2,221,240−95.1% | 減碼 |
| Skaana Management L.P. | 129,300 | $68.1 萬 | 0.15% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 125,792 | $66.3 萬 | 0.01% | +5,179+4.3% | 加碼 |
| Catalyst Capital Advisors LLC | 124,980 | $65.9 萬 | 0.03% | +2,500+2.0% | 加碼 |
| Private Advisor Group, LLC | 124,661 | $65.7 萬 | 0.01% | +124,661 | 新進 |
| AtonRa Partners | 123,895 | $65.3 萬 | 0.60% | −54,887−30.7% | 減碼 |
| Bayesian Capital Management, LP | 122,700 | $64.7 萬 | 0.12% | −92,895−43.1% | 減碼 |
| Two Sigma Securities, LLC | 121,281 | $63.9 萬 | 0.11% | +121,281 | 新進 |
| Wolff Wiese Magana LLC | 120,715 | $63.6 萬 | 0.46% | +62,876+108.7% | 加碼 |
| Janus Henderson Group PLC | 120,324 | $63.5 萬 | 0.00% | +66,898+125.2% | 加碼 |
| MMBG Investment Advisors Co. | 120,280 | $63.4 萬 | 0.08% | 00.0% | 不變 |
| Truist Financial Corp | 113,004 | $59.6 萬 | 0.00% | +9,693+9.4% | 加碼 |
| TD Waterhouse Canada Inc. | 90,613 | $58.9 萬 | 0.01% | +2,568+2.9% | 加碼 |
| Cetera Investment Advisers | 104,909 | $55.3 萬 | 0.01% | +29,984+40.0% | 加碼 |
| Voya Investment Management LLC | 104,873 | $55.3 萬 | 0.00% | +104,873 | 新進 |
| Pegasus Asset Management, Inc. | 103,625 | $54.6 萬 | 0.30% | −3,557−3.3% | 減碼 |
| Matisse Capital | 101,889 | $53.7 萬 | 0.51% | +101,889 | 新進 |
| Wolverine Trading, LLC | 95,745 | $53.0 萬 | 0.02% | −174,079−64.5% | 減碼 |
| RMB Capital Management, LLC | 99,140 | $52.2 萬 | 0.02% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 96,746 | $51.0 萬 | 0.06% | +96,746 | 新進 |
| CIBC Private Wealth Group, LLC | 96,583 | $50.9 萬 | 0.00% | −1,246−1.3% | 減碼 |
| Asset Management Corp | 96,329 | $50.8 萬 | 0.38% | +15,325+18.9% | 加碼 |
| Mariner, LLC | 92,637 | $48.8 萬 | 0.00% | +20,656+28.7% | 加碼 |
| B. Riley Wealth Management, Inc. | 91,283 | $48.1 萬 | 0.05% | +19,583+27.3% | 加碼 |
| Solidarilty Wealth, LLC | 76,000 | $48.0 萬 | 0.26% | +48,437+175.7% | 加碼 |
| Means Investment Co., Inc. | 90,721 | $47.8 萬 | 0.10% | +30,222+50.0% | 加碼 |
| Teacher Retirement System of Texas | 88,556 | $46.7 萬 | 0.00% | −21,032−19.2% | 減碼 |
| Aldebaran Financial Inc. | 85,828 | $45.5 萬 | 0.50% | −5,843−6.4% | 減碼 |
| Parsec Financial Management, Inc. | 85,800 | $45.2 萬 | 0.02% | −24,200−22.0% | 減碼 |
| Alta Wealth Advisors LLC | 84,399 | $45.1 萬 | 0.31% | +84,399 | 新進 |
| B & T Capital Management DBA Alpha Capital Management | 85,030 | $44.8 萬 | 0.12% | +27,247+47.2% | 加碼 |
| Principal Financial Group Inc | 82,409 | $43.4 萬 | 0.00% | +69,677+547.3% | 加碼 |
| Natixis | 78,551 | $42.5 萬 | 0.00% | −49,309−38.6% | 減碼 |
| Stansberry Asset Management, LLC | 80,024 | $42.2 萬 | 0.09% | −38,417−32.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 76,520 | $40.3 萬 | 0.00% | 00.0% | 不變 |
| PMC FIG Opportunities LLC | 75,000 | $39.5 萬 | 2.22% | +75,000 | 新進 |
| M. Kulyk & Associates, LLC | 74,901 | $39.5 萬 | 0.12% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 73,600 | $38.8 萬 | 0.00% | −290,200−79.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 72,108 | $38.0 萬 | 0.00% | +72,108 | 新進 |
| HighPoint Advisor Group LLC | 62,535 | $36.9 萬 | 0.04% | +62,535 | 新進 |
| Avidian Wealth Solutions, LLC | 69,856 | $36.8 萬 | 0.03% | +69,856 | 新進 |
| Envestnet Asset Management Inc | 69,692 | $36.7 萬 | 0.00% | +14,125+25.4% | 加碼 |
| JustInvest LLC | 69,093 | $36.4 萬 | 0.02% | +16,215+30.7% | 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 |
| Rockefeller Capital Management L.P. | 68,258 | $35.9 萬 | 0.00% | +12,312+22.0% | 加碼 |
| AE Wealth Management LLC | 66,814 | $35.2 萬 | 0.00% | +66,814 | 新進 |
| Janney Montgomery Scott LLC | 62,639 | $34.8 萬 | 0.00% | +62,639 | 新進 |
| San Luis Wealth Advisors LLC | 64,091 | $33.8 萬 | 0.39% | +4,087+6.8% | 加碼 |
| Consolidated Investment Group LLC | 63,000 | $33.2 萬 | 0.06% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 61,186 | $32.2 萬 | 0.01% | +61,186 | 新進 |
| National Asset Management, Inc. | 60,656 | $32.0 萬 | 0.01% | −2,806−4.4% | 減碼 |
| International Assets Investment Management, LLC | 60,300 | $31.8 萬 | 0.06% | +11,950+24.7% | 加碼 |
| M Holdings Securities, Inc. | 58,900 | $31.0 萬 | 0.03% | −12,300−17.3% | 減碼 |
| Valeo Financial Advisors, LLC | 57,131 | $30.1 萬 | 0.02% | +467+0.8% | 加碼 |
| National Bank of Canada | 55,897 | $29.5 萬 | 0.00% | −347,157−86.1% | 減碼 |
| Change Path, LLC | 55,028 | $29.0 萬 | 0.02% | +37,229+209.2% | 加碼 |
| Bulltick Wealth Management, LLC | 52,380 | $27.6 萬 | 0.08% | +52,380 | 新進 |
| Lincoln National Corp | 52,149 | $27.5 萬 | 0.01% | −4,633−8.2% | 減碼 |
| ProShare Advisors LLC | 51,887 | $27.3 萬 | 0.00% | −3,025−5.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 51,248 | $27.0 萬 | 0.01% | +4,000+8.5% | 加碼 |
| 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 |
| Russell Investments Group, Ltd. | 49,778 | $26.1 萬 | 0.00% | +49,778 | 新進 |
| Independent Financial Group, LLC | 47,973 | $25.3 萬 | 0.03% | −50,703−51.4% | 減碼 |
| Captrust Financial Advisors | 47,760 | $25.2 萬 | 0.00% | +18,054+60.8% | 加碼 |
| Alpha Paradigm Partners, LLC | 46,369 | $24.4 萬 | 0.10% | +20,982+82.6% | 加碼 |
| Verition Fund Management LLC | 45,640 | $24.1 萬 | 0.01% | +30,742+206.3% | 加碼 |
| Bartlett & Co. LLC | 44,775 | $23.6 萬 | 0.00% | +44,775 | 新進 |
| Bartlett & Co. Wealth Management LLC | 44,775 | $23.6 萬 | 0.00% | +44,775 | 新進 |
| Boston Private Wealth LLC | 44,511 | $23.5 萬 | 0.00% | +924+2.1% | 加碼 |
| Cim Investment Mangement Inc | 44,133 | $23.3 萬 | 0.10% | −229−0.5% | 減碼 |
| Caliber Wealth Management, LLC | 43,851 | $23.1 萬 | 0.18% | +43,851 | 新進 |