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 3 季 13F 持有人
SoFi Technologies, Inc. 在 2022/9/30 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
- 492
- 較 2022 年第 2 季 +30 家
- 持有股數
- 3.32 億
- 較 2022 年第 2 季 −7,344 萬 (−18.1%)
- 總市值
- $16.0 億
- 較 2022 年第 2 季 −$5.52 億 (−25.6%)
- 新進機構
- 80
- 另有 181 家加碼
- 清倉機構
- 50
- 另有 117 家減碼
另有 7 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 4,666 | $2.30 萬 | 0.00% | +127+2.8% | 加碼 |
| Carolinas Wealth Consulting LLC | 5,000 | $2.40 萬 | 0.01% | +5,000 | 新進 |
| PSI Advisors, LLC | 5,285 | $2.60 萬 | 0.01% | −1,300−19.7% | 減碼 |
| Coastal Capital Group, Inc. | 5,380 | $2.60 萬 | 0.01% | 00.0% | 不變 |
| Emerald Advisers, LLC | 5,800 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| NewSquare Capital LLC | 6,000 | $2.90 萬 | 0.00% | +1,000+20.0% | 加碼 |
| CSS LLC | 6,000 | $2.90 萬 | 0.00% | +6,000 | 新進 |
| Umb Bank N A | 6,171 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Storebrand Asset Management AS | 6,455 | $3.15 萬 | 0.00% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 6,583 | $3.20 萬 | 0.00% | +123+1.9% | 加碼 |
| Advisors Asset Management, Inc. | 6,456 | $3.20 萬 | 0.00% | +125+2.0% | 加碼 |
| Swedbank AB | 6,744 | $3.29 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 7,055 | $3.40 萬 | 0.01% | 00.0% | 不變 |
| KBC Group NV | 7,479 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 7,738 | $3.70 萬 | 0.00% | −32,002−80.5% | 減碼 |
| Central Trust Co | 7,571 | $3.70 萬 | 0.00% | −14,439−65.6% | 減碼 |
| American International Group, Inc. | 8,339 | $4.10 萬 | 0.00% | +20+0.2% | 加碼 |
| Banque Cantonale Vaudoise | 9,000 | $4.40 萬 | 0.00% | −118−1.3% | 減碼 |
| Savior LLC | 9,117 | $4.40 萬 | 0.04% | +9,117 | 新進 |
| Asset Management One Co.,Ltd. | 9,300 | $4.50 萬 | 0.00% | +30.0% | 加碼 |
| Fagan Associates, Inc. | 10,000 | $4.90 萬 | 0.01% | +10,000 | 新進 |
| CNB Bank | 10,000 | $4.90 萬 | 0.03% | +10,000 | 新進 |
| Legacy Wealth Planning, LLC | 10,000 | $4.90 萬 | 0.08% | +10,000 | 新進 |
| Kaizen Financial Strategies | 10,000 | $4.90 萬 | 0.05% | +10,000 | 新進 |
| Continuum Advisory, LLC | 10,235 | $5.00 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 10,254 | $5.00 萬 | 0.00% | +444+4.5% | 加碼 |
| Krilogy Financial LLC | 10,417 | $5.10 萬 | 0.01% | −982−8.6% | 減碼 |
| US Bancorp | 10,577 | $5.20 萬 | 0.00% | −364−3.3% | 減碼 |
| SOL Capital Management CO | 10,735 | $5.20 萬 | 0.01% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 10,749 | $5.20 萬 | 0.01% | +10,749 | 新進 |
| Inspire Advisors, LLC | 10,925 | $5.30 萬 | 0.01% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 10,849 | $5.30 萬 | 0.00% | 00.0% | 不變 |
| Archford Capital Strategies, LLC | 11,115 | $5.40 萬 | 0.01% | 00.0% | 不變 |
| Autumn Glory Partners, LLC | 11,000 | $5.40 萬 | 0.04% | +11,000 | 新進 |
| Coastal Investment Advisors, Inc. | 11,300 | $5.50 萬 | 0.01% | −2,515−18.2% | 減碼 |
| Snowden Capital Advisors LLC | 11,374 | $5.50 萬 | 0.00% | −1,200−9.5% | 減碼 |
| Activest Wealth Management | 8,750 | $5.50 萬 | 0.02% | +8,750 | 新進 |
| Founders Financial Securities LLC | 11,500 | $5.60 萬 | 0.01% | +11,500 | 新進 |
| Northside Capital Management, LLC | 11,493 | $5.60 萬 | 0.02% | +11,493 | 新進 |
| CIBC World Markets Inc. | 11,778 | $5.70 萬 | 0.00% | +191+1.6% | 加碼 |
| Balentine LLC | 11,781 | $5.70 萬 | 0.00% | +11,781 | 新進 |
| Financial Advisory Service, Inc. | 11,700 | $5.70 萬 | 0.01% | +11,700 | 新進 |
| Manufacturers Life Insurance Company, The | 11,827 | $5.77 萬 | 0.00% | +1,259+11.9% | 加碼 |
| Lindbrook Capital, LLC | 11,825 | $5.80 萬 | 0.01% | −124−1.0% | 減碼 |
| Lido Advisors, LLC | 12,075 | $5.80 萬 | 0.00% | +12,075 | 新進 |
| SkyOak Wealth, LLC | 12,044 | $5.90 萬 | 0.02% | 00.0% | 不變 |
| Prostatis Group LLC | 12,200 | $5.95 萬 | 0.07% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 12,380 | $6.00 萬 | 0.02% | +555+4.7% | 加碼 |
| FMR LLC | 12,442 | $6.00 萬 | 0.00% | +8,754+237.4% | 加碼 |
| Water Island Capital LLC | 12,500 | $6.10 萬 | 0.00% | +12,500 | 新進 |
| Well Done, LLC | 12,705 | $6.20 萬 | 0.02% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 12,929 | $6.30 萬 | 0.00% | −519−3.9% | 減碼 |
| Gofen & Glossberg LLC | 13,000 | $6.30 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 12,890 | $6.30 萬 | 0.00% | +5,586+76.5% | 加碼 |
| qPULA Trading Management LP | 13,000 | $6.30 萬 | 0.55% | +13,000 | 新進 |
| Proficio Capital Partners LLC | 13,595 | $6.50 萬 | 0.01% | +235+1.8% | 加碼 |
| First Trust Advisors LP | 13,521 | $6.60 萬 | 0.00% | +13,521 | 新進 |
| Cresset Asset Management, LLC | 13,667 | $6.70 萬 | 0.00% | −18,435−57.4% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 13,798 | $6.70 萬 | 0.01% | −1,009−6.8% | 減碼 |
| EP Wealth Advisors, LLC | 13,821 | $6.70 萬 | 0.00% | +13,821 | 新進 |
| WCG Wealth Advisors LLC | 3,400 | $6.70 萬 | 0.01% | +3,400 | 新進 |
| First Capital Advisors Group, LLC. | 14,163 | $6.90 萬 | 0.06% | 00.0% | 不變 |
| Elkhorn Partners Limited Partnership | 14,200 | $6.90 萬 | 0.05% | +200+1.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 14,500 | $7.10 萬 | 0.01% | −9,900−40.6% | 減碼 |
| Wealthsource Partners, LLC | 14,589 | $7.10 萬 | 0.01% | −350−2.3% | 減碼 |
| Kingsview Wealth Management, LLC | 14,567 | $7.10 萬 | 0.00% | +14,567 | 新進 |
| Fairfield, Bush & Co. | 14,700 | $7.20 萬 | 0.05% | 00.0% | 不變 |
| Xponance, Inc. | 14,662 | $7.20 萬 | 0.00% | +250+1.7% | 加碼 |
| K2 Principal Fund, L.P. | 15,000 | $7.30 萬 | 0.02% | 00.0% | 不變 |
| Calton & Associates, Inc. | 15,000 | $7.30 萬 | 0.04% | +15,000 | 新進 |
| Columbia Asset Management | 14,980 | $7.30 萬 | 0.02% | +14,980 | 新進 |
| Corient Capital Partners, LLC | 13,775 | $7.30 萬 | 0.01% | +13,775 | 新進 |
| Traynor Capital Management, Inc. | 15,226 | $7.40 萬 | 0.01% | −469−3.0% | 減碼 |
| Transcend Wealth Collective, LLC | 15,325 | $7.50 萬 | 0.01% | 00.0% | 不變 |
| Verition Fund Management LLC | 15,587 | $7.60 萬 | 0.00% | −30,053−65.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 15,584 | $7.60 萬 | 0.01% | −4,659−23.0% | 減碼 |
| Aspiriant, LLC | 15,633 | $7.60 萬 | 0.00% | 00.0% | 不變 |
| Cooper/Haims Advisors, LLC | 15,500 | $7.60 萬 | 0.06% | 00.0% | 不變 |
| Concorde Asset Management, LLC | 15,750 | $7.70 萬 | 0.09% | +250+1.6% | 加碼 |
| Gyroscope Capital Management Group, LLC | 15,900 | $7.80 萬 | 0.03% | +3,600+29.3% | 加碼 |
| Vivaldi Capital Management, LLC | 15,859 | $7.90 萬 | 0.02% | −1,000−5.9% | 減碼 |
| MetLife Investment Management | 16,352 | $7.98 萬 | 0.00% | −395−2.4% | 減碼 |
| Bensler, LLC | 16,390 | $8.00 萬 | 0.02% | 00.0% | 不變 |
| Albion Financial Group | 16,415 | $8.00 萬 | 0.01% | −16,415−50.0% | 減碼 |
| Crewe Advisors LLC | 16,334 | $8.00 萬 | 0.01% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 16,374 | $8.00 萬 | 0.03% | +4,815+41.7% | 加碼 |
| Ieq Capital, LLC | 16,537 | $8.10 萬 | 0.00% | +16,537 | 新進 |
| Cantor Fitzgerald, L. P. | 16,725 | $8.20 萬 | 0.00% | +16,725 | 新進 |
| SkyView Investment Advisors, LLC | 17,157 | $8.40 萬 | 0.02% | 00.0% | 不變 |
| Redpoint Investment Management Pty Ltd | 17,463 | $8.50 萬 | 0.01% | 00.0% | 不變 |
| McGuire Investment Group, LLC | 17,522 | $8.60 萬 | 0.02% | −2,160−11.0% | 減碼 |
| XR Securities LLC | 17,890 | $8.70 萬 | 0.08% | +118+0.7% | 加碼 |
| Quinn Opportunity Partners LLC | 18,000 | $8.78 萬 | 0.01% | +18,000 | 新進 |
| Jump Financial, LLC | 17,957 | $8.80 萬 | 0.00% | +17,957 | 新進 |
| Pointe Capital Management LLC | 18,490 | $9.00 萬 | 0.07% | 00.0% | 不變 |
| Chiron Capital Management, LLC | 18,670 | $9.10 萬 | 0.06% | −290−1.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 18,585 | $9.10 萬 | 0.00% | +6,692+56.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,925 | $9.20 萬 | 0.00% | −703−3.6% | 減碼 |
| Hourglass Capital, LLC | 19,000 | $9.30 萬 | 0.04% | 00.0% | 不變 |
| Brown Advisory Inc | 19,298 | $9.40 萬 | 0.00% | +100+0.5% | 加碼 |