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 |
|---|---|---|---|---|---|
| Silicon Hills Wealth Management, LLC | 19,792 | $9.70 萬 | 0.08% | 00.0% | 不變 |
| Resolute Partners Group | 19,827 | $9.70 萬 | 0.01% | 00.0% | 不變 |
| Adviser Investments LLC | 20,103 | $9.80 萬 | 0.01% | +53+0.3% | 加碼 |
| Farmers & Merchants Investments Inc | 20,000 | $9.80 萬 | 0.00% | 00.0% | 不變 |
| Visionary Wealth Advisors | 20,050 | $9.80 萬 | 0.01% | +197+1.0% | 加碼 |
| CoreCap Advisors, LLC | 20,492 | $10.0 萬 | 0.01% | +6,686+48.4% | 加碼 |
| Burney Co | 20,619 | $10.1 萬 | 0.01% | −620−2.9% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 20,978 | $10.2 萬 | 0.01% | 00.0% | 不變 |
| Ergoteles LLC | 21,400 | $10.4 萬 | 0.00% | +21,400 | 新進 |
| Beacon Pointe Advisors, LLC | 21,594 | $10.5 萬 | 0.00% | +402+1.9% | 加碼 |
| Perigon Wealth Management, LLC | 21,698 | $10.6 萬 | 0.01% | −602−2.7% | 減碼 |
| Sigma Planning Corp | 21,862 | $10.7 萬 | 0.00% | +1,183+5.7% | 加碼 |
| DDD Partners, LLC | 22,155 | $10.8 萬 | 0.02% | +155+0.7% | 加碼 |
| M&T Bank Corp | 22,028 | $10.8 萬 | 0.00% | +4,359+24.7% | 加碼 |
| Keystone Financial Group | 22,855 | $11.2 萬 | 0.02% | +1,070+4.9% | 加碼 |
| Zullo Investment Group, Inc. | 23,075 | $11.3 萬 | 0.07% | +800+3.6% | 加碼 |
| Independent Wealth Network Inc. | 23,303 | $11.4 萬 | 0.09% | +9,454+68.3% | 加碼 |
| Amundi | 21,756 | $11.5 萬 | 0.00% | −93,771−81.2% | 減碼 |
| Harbor Investment Advisory, LLC | 23,612 | $11.5 萬 | 0.02% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 23,800 | $11.6 萬 | 0.05% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 23,773 | $11.6 萬 | 0.01% | +23,773 | 新進 |
| Daiwa Securities Group Inc. | 24,116 | $11.8 萬 | 0.00% | −2,260−8.6% | 減碼 |
| American Portfolios Advisors | 24,250 | $11.8 萬 | 0.01% | −1,400−5.5% | 減碼 |
| Zions Bancorporation, N.A. | 24,348 | $11.9 萬 | 0.01% | −518−2.1% | 減碼 |
| Macquarie Group Ltd | 18,209 | $12.0 萬 | 0.00% | −6,391−26.0% | 減碼 |
| MSD Partners, L.P. | 25,000 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| Orion Portfolio Solutions, LLC | 24,942 | $12.2 萬 | 0.00% | +121+0.5% | 加碼 |
| Enlightenment Research, LLC | 25,100 | $12.2 萬 | 0.27% | +6,400+34.2% | 加碼 |
| Magnetar Financial LLC | 25,000 | $12.2 萬 | 0.00% | +10,086+67.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 25,469 | $12.4 萬 | 0.00% | +3,843+17.8% | 加碼 |
| Fox Run Management, L.L.C. | 25,462 | $12.4 萬 | 0.05% | +25,462 | 新進 |
| Boothbay Fund Management, LLC | 25,609 | $12.5 萬 | 0.00% | −274,391−91.5% | 減碼 |
| Oak Thistle LLC | 25,609 | $12.5 萬 | 0.45% | +25,609 | 新進 |
| Buckingham Strategic Wealth, LLC | 26,099 | $12.7 萬 | 0.00% | +325+1.3% | 加碼 |
| Xcel Wealth Management, LLC | 25,980 | $12.7 萬 | 0.05% | +5,250+25.3% | 加碼 |
| Empowered Funds, LLC | 26,437 | $12.9 萬 | 0.01% | +6,360+31.7% | 加碼 |
| Avantax Advisory Services, Inc. | 26,587 | $13.0 萬 | 0.00% | +11,101+71.7% | 加碼 |
| Garde Capital, Inc. | 26,762 | $13.1 萬 | 0.02% | 00.0% | 不變 |
| GWM Advisors LLC | 26,995 | $13.2 萬 | 0.00% | −3,659−11.9% | 減碼 |
| Perennial Investment Advisors, LLC | 27,171 | $13.3 萬 | 0.06% | +1,355+5.2% | 加碼 |
| Integrated Advisors Network LLC | 27,535 | $13.4 萬 | 0.01% | +77+0.3% | 加碼 |
| Mercer Global Advisors Inc | 27,882 | $13.6 萬 | 0.00% | +1,904+7.3% | 加碼 |
| Davenport & Co LLC | 28,000 | $13.7 萬 | 0.00% | −3,535−11.2% | 減碼 |
| Avestar Capital, LLC | 28,070 | $13.7 萬 | 0.04% | −2,070−6.9% | 減碼 |
| FNY Investment Advisers, LLC | 28,630 | $13.9 萬 | 0.10% | +28,630 | 新進 |
| Capital Markets Trading UK LLP | 28,908 | $14.1 萬 | 0.15% | +28,908 | 新進 |
| KRS Capital Management, LLC | 29,250 | $14.2 萬 | 0.21% | −600−2.0% | 減碼 |
| Virginia Retirement Systems Et Al | 29,300 | $14.3 萬 | 0.00% | +29,300 | 新進 |
| Great West Life Assurance Co | 29,544 | $14.4 萬 | 0.00% | 00.0% | 不變 |
| Moseley Investment Management Inc | 30,070 | $14.7 萬 | 0.11% | −8,013−21.0% | 減碼 |
| XTX Topco Ltd | 30,397 | $14.8 萬 | 0.04% | +30,397 | 新進 |
| Stratos Wealth Advisors, LLC | 30,671 | $15.0 萬 | 0.02% | +30,671 | 新進 |
| First National Trust Co | 31,025 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| V Wealth Advisors LLC | 31,793 | $15.5 萬 | 0.03% | −1,986−5.9% | 減碼 |
| Sandy Spring Bank | 31,856 | $15.6 萬 | 0.01% | −4,820−13.1% | 減碼 |
| Woodmont Investment Counsel LLC | 32,922 | $16.1 萬 | 0.02% | −4,200−11.3% | 減碼 |
| Merriman Wealth Management, LLC | 33,000 | $16.1 萬 | 0.01% | +33,000 | 新進 |
| Regal Investment Advisors LLC | 33,357 | $16.3 萬 | 0.02% | +1,471+4.6% | 加碼 |
| Prospera Financial Services Inc | 33,723 | $16.4 萬 | 0.01% | −9,485−22.0% | 減碼 |
| D.A. Davidson & Co. | 34,112 | $16.6 萬 | 0.00% | +34,112 | 新進 |
| Fortis Advisors, LLC | 34,650 | $16.9 萬 | 0.12% | +2,750+8.6% | 加碼 |
| Hexagon Capital Partners LLC | 34,721 | $16.9 萬 | 0.05% | +9,801+39.3% | 加碼 |
| Foresight Wealth Management, LLC | 35,045 | $17.1 萬 | 0.07% | −1,800−4.9% | 減碼 |
| Good Life Advisors, LLC | 35,401 | $17.3 萬 | 0.03% | +22,521+174.9% | 加碼 |
| Wedbush Securities Inc | 36,507 | $17.8 萬 | 0.01% | +900+2.5% | 加碼 |
| Soltis Investment Advisors LLC | 36,777 | $17.9 萬 | 0.03% | +7,611+26.1% | 加碼 |
| Amussen Hunsaker Associates LLC | 37,279 | $18.2 萬 | 0.05% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 37,500 | $18.3 萬 | 0.11% | 00.0% | 不變 |
| Hudock, Inc. | 37,927 | $18.5 萬 | 0.06% | +23,513+163.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 38,327 | $18.7 萬 | 0.01% | −12,921−25.2% | 減碼 |
| National Bank of Canada | 39,245 | $19.1 萬 | 0.00% | −16,652−29.8% | 減碼 |
| QCM Cayman, Ltd. | 39,338 | $19.2 萬 | 2.80% | +39,338 | 新進 |
| Total Clarity Wealth Management, Inc. | 39,790 | $19.4 萬 | 0.12% | −650−1.6% | 減碼 |
| Harbour Investments, Inc. | 37,225 | $19.6 萬 | 0.01% | 00.0% | 不變 |
| Pictet Asset Management SA | 40,757 | $19.9 萬 | 0.00% | +13,779+51.1% | 加碼 |
| Prudential Financial Inc | 41,489 | $20.1 萬 | 0.00% | +7,020+20.4% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 42,250 | $20.6 萬 | 0.18% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 42,413 | $20.7 萬 | 0.00% | +6,627+18.5% | 加碼 |
| Jefferies Group LLC | 42,500 | $20.7 萬 | 0.01% | +23,108+119.2% | 加碼 |
| Caliber Wealth Management, LLC | 43,851 | $21.4 萬 | 0.17% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 43,952 | $21.4 萬 | 0.03% | +12,623+40.3% | 加碼 |
| Cim Investment Mangement Inc | 44,133 | $21.5 萬 | 0.10% | 00.0% | 不變 |
| Game Plan Financial Advisors, LLC | 44,000 | $21.5 萬 | 0.18% | +20,700+88.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 45,136 | $22.0 萬 | 0.01% | −5,000−10.0% | 減碼 |
| Equitable Holdings, Inc. | 45,155 | $22.0 萬 | 0.00% | +15,658+53.1% | 加碼 |
| Resources Investment Advisors, LLC. | 45,270 | $22.1 萬 | 0.01% | +5,605+14.1% | 加碼 |
| Gotham Asset Management, LLC | 45,644 | $22.3 萬 | 0.01% | +22,949+101.1% | 加碼 |
| Alpha Paradigm Partners, LLC | 46,369 | $22.6 萬 | 0.10% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 47,521 | $23.2 萬 | 0.03% | +25,246+113.3% | 加碼 |
| Change Path, LLC | 48,990 | $23.9 萬 | 0.01% | −6,038−11.0% | 減碼 |
| Captrust Financial Advisors | 49,406 | $24.1 萬 | 0.00% | +1,646+3.4% | 加碼 |
| Bulltick Wealth Management, LLC | 51,040 | $24.9 萬 | 0.07% | −1,340−2.6% | 減碼 |
| Rockefeller Capital Management L.P. | 52,079 | $25.4 萬 | 0.00% | −16,179−23.7% | 減碼 |
| Vigilare Wealth Management | 52,653 | $25.7 萬 | 0.33% | +9,030+20.7% | 加碼 |
| Lincoln National Corp | 52,961 | $25.9 萬 | 0.01% | +812+1.6% | 加碼 |
| Valeo Financial Advisors, LLC | 54,146 | $26.4 萬 | 0.02% | −2,985−5.2% | 減碼 |
| M Holdings Securities, Inc. | 54,503 | $26.6 萬 | 0.03% | −4,397−7.5% | 減碼 |
| ProShare Advisors LLC | 54,508 | $26.6 萬 | 0.00% | +2,621+5.1% | 加碼 |
| Janney Montgomery Scott LLC | 55,014 | $26.8 萬 | 0.00% | −7,625−12.2% | 減碼 |
| International Assets Investment Management, LLC | 56,660 | $27.7 萬 | 0.06% | −3,640−6.0% | 減碼 |