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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| Fairfield, Bush & Co. | 14,700 | $7.70 萬 | 0.05% | −1,300−8.1% | 減碼 |
| Xponance, Inc. | 14,412 | $7.60 萬 | 0.00% | +14,412 | 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 |
| 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 |
| 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 |
| Integrated Wealth Concepts LLC | 13,448 | $7.10 萬 | 0.00% | +13,448 | 新進 |
| Proficio Capital Partners LLC | 13,360 | $7.00 萬 | 0.01% | +411+3.2% | 加碼 |
| Gofen & Glossberg LLC | 13,000 | $6.90 萬 | 0.00% | 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 |
| Well Done, LLC | 12,705 | $6.70 萬 | 0.01% | 00.0% | 不變 |
| 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 |
| Gyroscope Capital Management Group, LLC | 12,300 | $6.50 萬 | 0.02% | +12,300 | 新進 |
| Prostatis Group LLC | 12,200 | $6.43 萬 | 0.10% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 11,825 | $6.40 萬 | 0.02% | +11,825 | 新進 |
| 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 |
| 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 |
| 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 |
| Krilogy Financial LLC | 11,399 | $6.00 萬 | 0.01% | −500−4.2% | 減碼 |
| Archford Capital Strategies, LLC | 11,115 | $5.90 萬 | 0.01% | 00.0% | 不變 |
| 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 |
| 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 |
| Manufacturers Life Insurance Company, The | 10,568 | $5.57 萬 | 0.00% | −14,548−57.9% | 減碼 |
| 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 |
| Signaturefd, LLC | 9,810 | $5.20 萬 | 0.00% | +28+0.3% | 加碼 |
| Exos Asset Management LLC | 9,434 | $5.00 萬 | 0.03% | +1,570+20.0% | 加碼 |
| Banque Cantonale Vaudoise | 9,118 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 9,297 | $4.80 萬 | 0.00% | −210,626−95.8% | 減碼 |
| American International Group, Inc. | 8,319 | $4.40 萬 | 0.00% | +8,319 | 新進 |
| KBC Group NV | 7,479 | $3.90 萬 | 0.00% | −38,414−83.7% | 減碼 |
| CWM, LLC | 7,304 | $3.80 萬 | 0.00% | +7,304 | 新進 |
| Tradition Wealth Management, LLC | 7,055 | $3.70 萬 | 0.01% | +1,220+20.9% | 加碼 |
| Swedbank AB | 6,744 | $3.55 萬 | 0.00% | 00.0% | 不變 |
| Storebrand Asset Management AS | 6,455 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| 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 |
| 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 |
| Emerald Advisers, LLC | 5,800 | $3.10 萬 | 0.00% | +5,800 | 新進 |
| Coastal Capital Group, Inc. | 5,380 | $2.80 萬 | 0.01% | +2,308+75.1% | 加碼 |
| NewSquare Capital LLC | 5,000 | $2.60 萬 | 0.00% | +3,500+233.3% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 4,488 | $2.40 萬 | 0.00% | +1,113+33.0% | 加碼 |
| Glassman Wealth Services | 4,539 | $2.40 萬 | 0.00% | +4,539 | 新進 |
| Robeco Institutional Asset Management B.V. | 4,124 | $2.20 萬 | 0.00% | −32,860−88.8% | 減碼 |
| Venture Visionary Partners LLC | 4,100 | $2.16 萬 | 0.00% | +4,100 | 新進 |
| Psagot Value Holdings Ltd. / (Israel) | 4,000 | $2.10 萬 | 0.00% | −6,000−60.0% | 減碼 |
| Geneos Wealth Management Inc. | 3,725 | $2.00 萬 | 0.00% | +1,465+64.8% | 加碼 |
| FMR LLC | 3,688 | $1.90 萬 | 0.00% | −159,031−97.7% | 減碼 |
| Evoke Wealth, LLC | 3,500 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 3,113 | $1.60 萬 | 0.00% | −156−4.8% | 減碼 |
| Hantz Financial Services, Inc. | 2,778 | $1.50 萬 | 0.00% | −496−15.1% | 減碼 |
| Washington Trust Co | 2,738 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 2,706 | $1.40 萬 | 0.00% | +2,706 | 新進 |
| Wagner Wealth Management, LLC | 2,612 | $1.40 萬 | 0.01% | +2,612 | 新進 |
| SOA Wealth Advisors, LLC. | 2,520 | $1.30 萬 | 0.00% | −680−21.3% | 減碼 |
| AdvisorNet Financial, Inc | 2,450 | $1.30 萬 | 0.00% | −450−15.5% | 減碼 |
| Plante Moran Financial Advisors, LLC | 2,551 | $1.30 萬 | 0.00% | +2,551 | 新進 |
| Clearstead Advisors, LLC | 2,240 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Industrial Alliance Investment Management Inc. | 2,185 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,322 | $1.20 萬 | 0.00% | +723+45.2% | 加碼 |
| Covington Capital Management | 2,200 | $1.20 萬 | 0.00% | +1,400+175.0% | 加碼 |
| Selective Wealth Management, Inc. | 2,250 | $1.20 萬 | 0.00% | +2,250 | 新進 |
| Elequin Capital LP | 1,795 | $9,000 | 0.00% | −94−5.0% | 減碼 |
| Optimum Investment Advisors | 1,395 | $7,000 | 0.00% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 1,120 | $6,000 | 0.01% | +20+1.8% | 加碼 |
| Quadrant Capital Group LLC | 921 | $5,000 | 0.00% | −5−0.5% | 減碼 |
| BDO Wealth Advisors, LLC | 1,000 | $5,000 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 950 | $5,000 | 0.00% | +950 | 新進 |
| TSFG, LLC | 871 | $5,000 | 0.00% | +871 | 新進 |
| Bank of New Hampshire | 1,000 | $5,000 | 0.00% | +1,000 | 新進 |
| Simplex Trading, LLC | 860 | $4,000 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 800 | $4,000 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 725 | $4,000 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 725 | $4,000 | 0.00% | 00.0% | 不變 |