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 |
|---|---|---|---|---|---|
| Vigilare Wealth Management | 43,623 | $23.0 萬 | 0.25% | −38,278−46.7% | 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 |
| Creegan & Nassoura Financial Group, LLC | 42,250 | $22.3 萬 | 0.19% | −300−0.7% | 減碼 |
| Utah Retirement Systems | 41,600 | $22.0 萬 | 0.00% | +41,600 | 新進 |
| Total Clarity Wealth Management, Inc. | 40,440 | $21.3 萬 | 0.11% | −16,650−29.2% | 減碼 |
| 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 |
| Moseley Investment Management Inc | 38,083 | $20.1 萬 | 0.14% | +4,799+14.4% | 加碼 |
| Highlander Capital Management, LLC | 37,500 | $19.8 萬 | 0.11% | −8,825−19.1% | 減碼 |
| 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 |
| 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 |
| Prudential Financial Inc | 34,469 | $19.1 萬 | 0.00% | +34,469 | 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 |
| Wedbush Securities Inc | 35,607 | $18.8 萬 | 0.01% | +35,607 | 新進 |
| Korea Investment CORP | 35,530 | $18.7 萬 | 0.00% | −22,970−39.3% | 減碼 |
| V Wealth Advisors LLC | 33,779 | $17.8 萬 | 0.03% | +33,779 | 新進 |
| Albion Financial Group | 32,830 | $17.3 萬 | 0.02% | +28,589+674.1% | 加碼 |
| Cresset Asset Management, LLC | 32,102 | $16.9 萬 | 0.00% | −624−1.9% | 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 |
| Davenport & Co LLC | 31,535 | $16.6 萬 | 0.00% | −4,095−11.5% | 減碼 |
| 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 |
| First National Trust Co | 31,025 | $16.4 萬 | 0.01% | +533+1.7% | 加碼 |
| GWM Advisors LLC | 30,654 | $16.2 萬 | 0.00% | +30,654 | 新進 |
| Avestar Capital, LLC | 30,140 | $15.9 萬 | 0.04% | −43,712−59.2% | 減碼 |
| Private Trust Co NA | 30,000 | $15.8 萬 | 0.02% | +30,000 | 新進 |
| KRS Capital Management, LLC | 29,850 | $15.7 萬 | 0.22% | +4,350+17.1% | 加碼 |
| Great West Life Assurance Co | 29,544 | $15.6 萬 | 0.00% | −88,342−74.9% | 減碼 |
| Equitable Holdings, Inc. | 29,497 | $15.5 萬 | 0.00% | +3,577+13.8% | 加碼 |
| Soltis Investment Advisors LLC | 29,166 | $15.4 萬 | 0.02% | +29,166 | 新進 |
| Integrated Advisors Network LLC | 27,458 | $14.5 萬 | 0.01% | +27,458 | 新進 |
| Pictet Asset Management SA | 26,978 | $14.2 萬 | 0.00% | −138,802−83.7% | 減碼 |
| Garde Capital, Inc. | 26,762 | $14.1 萬 | 0.02% | +878+3.4% | 加碼 |
| Daiwa Securities Group Inc. | 26,376 | $13.9 萬 | 0.00% | −24,435−48.1% | 減碼 |
| Mercer Global Advisors Inc | 25,978 | $13.7 萬 | 0.00% | +1,789+7.4% | 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 |
| American Portfolios Advisors | 25,650 | $13.5 萬 | 0.01% | +1,914+8.1% | 加碼 |
| MSD Partners, L.P. | 25,000 | $13.2 萬 | 0.01% | 00.0% | 不變 |
| 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 |
| Macquarie Group Ltd | 24,600 | $13.0 萬 | 0.00% | +2,293+10.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 24,400 | $12.9 萬 | 0.01% | +1,900+8.4% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 23,800 | $12.5 萬 | 0.05% | −1,053−4.2% | 減碼 |
| Harbor Investment Advisory, LLC | 23,612 | $12.4 萬 | 0.02% | +23,612 | 新進 |
| Game Plan Financial Advisors, LLC | 23,300 | $12.3 萬 | 0.10% | +1,900+8.9% | 加碼 |
| Gotham Asset Management, LLC | 22,695 | $12.0 萬 | 0.00% | −7,067−23.7% | 減碼 |
| Perigon Wealth Management, LLC | 22,300 | $11.8 萬 | 0.01% | +3,000+15.5% | 加碼 |
| 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 |
| 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 |
| Keystone Financial Group | 21,785 | $11.5 萬 | 0.02% | +21,785 | 新進 |
| 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 |
| Beacon Pointe Advisors, LLC | 21,192 | $11.3 萬 | 0.00% | +1,609+8.2% | 加碼 |
| Burney Co | 21,239 | $11.2 萬 | 0.01% | −3,330−13.6% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 20,978 | $11.1 萬 | 0.01% | 00.0% | 不變 |
| BBR Partners, LLC | 20,946 | $11.0 萬 | 0.01% | +5,203+33.0% | 加碼 |
| 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 |
| Gladstone Institutional Advisory LLC | 20,243 | $10.7 萬 | 0.01% | −6,780−25.1% | 減碼 |
| 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 |
| 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 |
| 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 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19,628 | $10.3 萬 | 0.00% | −114,313−85.3% | 減碼 |
| Jefferies Group LLC | 19,392 | $10.2 萬 | 0.00% | +19,392 | 新進 |
| 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 |
| Brown Advisory Inc | 19,198 | $10.1 萬 | 0.00% | −10,984−36.4% | 減碼 |
| 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 |
| Enlightenment Research, LLC | 18,700 | $9.90 萬 | 0.21% | +18,700 | 新進 |
| Pointe Capital Management LLC | 18,490 | $9.70 萬 | 0.07% | 00.0% | 不變 |
| Walkner Condon Financial Advisors LLC | 18,256 | $9.60 萬 | 0.03% | +18,256 | 新進 |
| XR Securities LLC | 17,772 | $9.40 萬 | 0.05% | −1,901−9.7% | 減碼 |
| M&T Bank Corp | 17,669 | $9.30 萬 | 0.00% | +17,669 | 新進 |
| 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 |
| SkyView Investment Advisors, LLC | 17,157 | $9.10 萬 | 0.02% | −7,006−29.0% | 減碼 |
| Vivaldi Capital Management, LLC | 16,859 | $8.90 萬 | 0.02% | 00.0% | 不變 |
| MetLife Investment Management | 16,747 | $8.83 萬 | 0.00% | +16,747 | 新進 |
| Bensler, LLC | 16,390 | $8.64 萬 | 0.02% | +16,390 | 新進 |
| Crewe Advisors LLC | 16,334 | $8.60 萬 | 0.02% | +2,000+14.0% | 加碼 |
| American Century Companies Inc | 15,765 | $8.30 萬 | 0.00% | +15,765 | 新進 |
| Aspiriant, LLC | 15,633 | $8.20 萬 | 0.00% | 00.0% | 不變 |