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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 62,473 | $30.5 萬 | 0.03% | +14,500+30.2% | 加碼 |
| Consolidated Investment Group LLC | 63,000 | $30.7 萬 | 0.07% | 00.0% | 不變 |
| American Century Companies Inc | 63,988 | $31.2 萬 | 0.00% | +48,223+305.9% | 加碼 |
| San Luis Wealth Advisors LLC | 64,296 | $31.4 萬 | 0.33% | +205+0.3% | 加碼 |
| JustInvest LLC | 66,580 | $32.5 萬 | 0.01% | −2,513−3.6% | 減碼 |
| Hall Kathryn A. | 68,944 | $33.6 萬 | 0.14% | +25,500+58.7% | 加碼 |
| AE Wealth Management LLC | 71,699 | $35.0 萬 | 0.00% | +4,885+7.3% | 加碼 |
| Kestra Advisory Services, LLC | 71,875 | $35.1 萬 | 0.00% | +3,393+5.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 72,108 | $35.2 萬 | 0.00% | 00.0% | 不變 |
| M. Kulyk & Associates, LLC | 74,901 | $36.6 萬 | 0.13% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 76,520 | $37.3 萬 | 0.00% | 00.0% | 不變 |
| Capital Advisors Wealth Management, LLC | 76,898 | $37.5 萬 | 0.12% | +62,040+417.6% | 加碼 |
| Miracle Mile Advisors, LLC | 78,350 | $38.2 萬 | 0.02% | +78,350 | 新進 |
| Alta Wealth Advisors LLC | 79,399 | $38.7 萬 | 0.28% | −5,000−5.9% | 減碼 |
| Stansberry Asset Management, LLC | 79,505 | $38.8 萬 | 0.08% | −519−0.6% | 減碼 |
| Envestnet Asset Management Inc | 80,565 | $39.3 萬 | 0.00% | +10,873+15.6% | 加碼 |
| Victory Capital Management Inc | 80,643 | $39.4 萬 | 0.00% | +80,643 | 新進 |
| Asset Management Corp | 81,079 | $39.6 萬 | 0.32% | −15,250−15.8% | 減碼 |
| Solidarilty Wealth, LLC | 76,806 | $39.8 萬 | 0.23% | +806+1.1% | 加碼 |
| Catalyst Capital Advisors LLC | 84,080 | $41.0 萬 | 0.02% | −40,900−32.7% | 減碼 |
| Blueshift Asset Management, LLC | 84,272 | $41.1 萬 | 0.09% | +84,272 | 新進 |
| Teacher Retirement System of Texas | 85,459 | $41.7 萬 | 0.00% | −3,097−3.5% | 減碼 |
| SeaCrest Wealth Management, LLC | 86,241 | $42.1 萬 | 0.06% | −10,505−10.9% | 減碼 |
| Icapital Wealth LLC | 86,600 | $42.3 萬 | 0.30% | +86,600 | 新進 |
| Principal Financial Group Inc | 88,067 | $43.0 萬 | 0.00% | +5,658+6.9% | 加碼 |
| Means Investment Co., Inc. | 94,248 | $46.0 萬 | 0.10% | +3,527+3.9% | 加碼 |
| EFG Asset Management (North America) Corp. | 94,923 | $46.4 萬 | 0.11% | +94,923 | 新進 |
| Russell Investments Group, Ltd. | 98,487 | $47.9 萬 | 0.00% | +48,709+97.9% | 加碼 |
| RMB Capital Management, LLC | 99,140 | $48.4 萬 | 0.02% | 00.0% | 不變 |
| IMC-Chicago, LLC | 100,132 | $48.9 萬 | 0.04% | −113,249−53.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 100,816 | $49.2 萬 | 0.00% | +4,233+4.4% | 加碼 |
| Matisse Capital | 101,894 | $49.7 萬 | 0.63% | +50.0% | 加碼 |
| Pegasus Asset Management, Inc. | 102,944 | $50.2 萬 | 0.28% | −681−0.7% | 減碼 |
| Janus Henderson Group PLC | 102,877 | $50.4 萬 | 0.00% | −17,447−14.5% | 減碼 |
| Quantamental Technologies LLC | 103,340 | $50.4 萬 | 0.20% | +103,340 | 新進 |
| Firethorn Wealth Partners, LLC | 105,043 | $51.3 萬 | 0.48% | −16,802−13.8% | 減碼 |
| Gsa Capital Partners LLP | 105,397 | $51.4 萬 | 0.07% | +105,397 | 新進 |
| Caption Management, LLC | 106,149 | $51.7 萬 | 0.09% | −455,651−81.1% | 減碼 |
| State of Wisconsin Investment Board | 110,342 | $53.8 萬 | 0.00% | −37,822−25.5% | 減碼 |
| Natixis | 107,800 | $53.8 萬 | 0.00% | +29,249+37.2% | 加碼 |
| Wolff Wiese Magana LLC | 114,635 | $55.9 萬 | 0.45% | −6,080−5.0% | 減碼 |
| Cetera Investment Advisers | 116,379 | $56.8 萬 | 0.01% | +11,470+10.9% | 加碼 |
| Spire Wealth Management | 119,135 | $58.1 萬 | 0.04% | +50,581+73.8% | 加碼 |
| MMBG Investment Advisors Co. | 120,280 | $58.7 萬 | 0.08% | 00.0% | 不變 |
| Voya Investment Management LLC | 126,469 | $61.7 萬 | 0.00% | +21,596+20.6% | 加碼 |
| Skaana Management L.P. | 129,300 | $63.1 萬 | 0.22% | 00.0% | 不變 |
| Boston Private Wealth LLC | 130,051 | $63.5 萬 | 0.01% | +85,540+192.2% | 加碼 |
| Truist Financial Corp | 130,771 | $63.8 萬 | 0.00% | +17,767+15.7% | 加碼 |
| Two Sigma Securities, LLC | 132,752 | $64.8 萬 | 0.09% | +11,471+9.5% | 加碼 |
| Aldebaran Financial Inc. | 132,130 | $65.1 萬 | 0.75% | +46,302+53.9% | 加碼 |
| Colony Group LLC | 134,030 | $65.4 萬 | 0.01% | −500−0.4% | 減碼 |
| Tudor Investment Corp Et Al | 135,251 | $66.0 萬 | 0.02% | +135,251 | 新進 |
| Wolverine Trading, LLC | 138,047 | $66.8 萬 | 0.03% | +42,302+44.2% | 加碼 |
| Cetera Advisors LLC | 138,290 | $67.5 萬 | 0.02% | +8,496+6.5% | 加碼 |
| CWA Asset Management Group, LLC | 142,294 | $69.4 萬 | 0.07% | −30,116−17.5% | 減碼 |
| Utah Retirement Systems | 142,300 | $69.4 萬 | 0.01% | +100,700+242.1% | 加碼 |
| National Asset Management, Inc. | 143,515 | $70.1 萬 | 0.02% | +82,859+136.6% | 加碼 |
| Amalgamated Bank | 145,191 | $70.9 萬 | 0.01% | +1,884+1.3% | 加碼 |
| Fulcrum Capital LLC | 148,056 | $72.3 萬 | 0.21% | −38,000−20.4% | 減碼 |
| TD Waterhouse Canada Inc. | 112,867 | $72.9 萬 | 0.01% | +22,254+24.6% | 加碼 |
| Convergence Financial, LLC | 150,000 | $73.2 萬 | 0.80% | −50,000−25.0% | 減碼 |
| Mariner, LLC | 154,530 | $75.4 萬 | 0.00% | +61,893+66.8% | 加碼 |
| Squarepoint Ops LLC | 155,720 | $76.0 萬 | 0.01% | −245,706−61.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 156,490 | $76.4 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 159,565 | $77.9 萬 | 0.01% | +33,773+26.8% | 加碼 |
| Zazove Associates LLC | 160,000 | $78.1 萬 | 0.07% | 00.0% | 不變 |
| HSBC Holdings PLC | 159,198 | $78.1 萬 | 0.00% | +22,593+16.5% | 加碼 |
| Arizona State Retirement System | 161,768 | $78.9 萬 | 0.01% | +1,392+0.9% | 加碼 |
| Chimera Capital Management LLC | 161,863 | $79.0 萬 | 0.22% | +161,863 | 新進 |
| AtonRa Partners | 162,197 | $79.2 萬 | 0.78% | +38,302+30.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 163,120 | $79.6 萬 | 0.01% | +131,825+421.2% | 加碼 |
| Deutsche Bank AG | 173,399 | $84.5 萬 | 0.00% | −2,072,880−92.3% | 減碼 |
| Newbridge Financial Services Group, Inc. | 173,728 | $84.8 萬 | 0.50% | +4,685+2.8% | 加碼 |
| Bayesian Capital Management, LP | 177,200 | $86.5 萬 | 0.18% | +54,500+44.4% | 加碼 |
| Joel Isaacson & Co., LLC | 183,789 | $89.7 萬 | 0.08% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 185,415 | $90.5 萬 | 0.10% | +36,499+24.5% | 加碼 |
| Pathstone Family Office, LLC | 197,486 | $96.4 萬 | 0.02% | +3,826+2.0% | 加碼 |
| Oppenheimer & Co Inc | 200,627 | $97.9 萬 | 0.02% | +19,007+10.5% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 203,577 | $99.3 萬 | 0.09% | +12,154+6.3% | 加碼 |
| Advisory Services Network, LLC | 203,948 | $99.5 萬 | 0.04% | +40,466+24.8% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 206,380 | $100.7 萬 | 0.27% | +121,350+142.7% | 加碼 |
| Once Capital Management, LLC | 209,200 | $102.1 萬 | 1.33% | 00.0% | 不變 |
| Walleye Trading LLC | 210,364 | $102.7 萬 | 0.03% | +18,576+9.7% | 加碼 |
| Stifel Financial Corp | 216,635 | $105.7 萬 | 0.00% | −12,711−5.5% | 減碼 |
| Alpha Square Group S, LLC | 221,674 | $108.2 萬 | 0.59% | +221,674 | 新進 |
| HighTower Advisors, LLC | 224,202 | $108.7 萬 | 0.00% | +77,508+52.8% | 加碼 |
| Holocene Advisors, LP | 223,622 | $109.1 萬 | 0.01% | −402,227−64.3% | 減碼 |
| CTC LLC | 229,736 | $112.1 萬 | 0.13% | −76,451−25.0% | 減碼 |
| Private Advisor Group, LLC | 239,960 | $117.1 萬 | 0.01% | +115,299+92.5% | 加碼 |
| Acorn Financial Advisory Services Inc | 241,656 | $117.9 萬 | 0.28% | +56,984+30.9% | 加碼 |
| Belmont Capital, LLC | 242,350 | $118.3 萬 | 1.40% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 249,604 | $121.8 萬 | 0.01% | −5,206−2.0% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 253,019 | $123.5 萬 | 0.10% | +86,578+52.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 253,792 | $123.9 萬 | 0.02% | +47,103+22.8% | 加碼 |
| Summit Trail Advisors, LLC | 260,734 | $127.2 萬 | 0.07% | +421+0.2% | 加碼 |
| Vontobel Holding Ltd. | 277,381 | $134.2 萬 | 0.02% | +9,040+3.4% | 加碼 |
| Nisa Investment Advisors, LLC | 278,000 | $135.7 萬 | 0.01% | +278,000 | 新進 |
| Old Second National Bank of Aurora | 280,174 | $136.8 萬 | 0.42% | +4,367+1.6% | 加碼 |
| Anderson Hoagland & Co | 288,121 | $140.6 萬 | 0.23% | +931+0.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 289,857 | $141.5 萬 | 0.01% | −492,543−63.0% | 減碼 |