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 4 季 13F 持有人
SoFi Technologies, Inc. 在 2022/12/31 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
- 512
- 較 2022 年第 3 季 +32 家
- 持有股數
- 3.30 億
- 較 2022 年第 3 季 +750.2 萬 (+2.3%)
- 總市值
- $15.2 億
- 較 2022 年第 3 季 −$3,945 萬 (−2.5%)
- 新進機構
- 95
- 另有 166 家加碼
- 清倉機構
- 63
- 另有 154 家減碼
另有 12 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 4,440 | $2.05 萬 | 0.00% | +2,200+98.2% | 加碼 |
| Plante Moran Financial Advisors, LLC | 4,503 | $2.08 萬 | 0.00% | +1,952+76.5% | 加碼 |
| Glassman Wealth Services | 4,529 | $2.09 萬 | 0.00% | −137−2.9% | 減碼 |
| Advent Capital Management | 4,600 | $2.12 萬 | 0.00% | +4,600 | 新進 |
| PSI Advisors, LLC | 4,685 | $2.16 萬 | 0.01% | −600−11.4% | 減碼 |
| Freedom Wealth Alliance, LLC | 4,767 | $2.20 萬 | 0.03% | +4,767 | 新進 |
| Carolinas Wealth Consulting LLC | 5,000 | $2.31 萬 | 0.01% | 00.0% | 不變 |
| TFC Financial Management | 5,000 | $2.31 萬 | 0.01% | +5,000 | 新進 |
| Orion Capital Management LLC | 5,000 | $2.31 萬 | 0.02% | +5,000 | 新進 |
| Dudley Capital Management, LLC | 5,178 | $2.39 萬 | 0.02% | +5,178 | 新進 |
| Money Concepts Capital Corp | 5,211 | $2.40 萬 | 0.00% | +4,782+1,114.7% | 加碼 |
| Allworth Financial LP | 5,219 | $2.41 萬 | 0.00% | +2,921+127.1% | 加碼 |
| Coastal Capital Group, Inc. | 5,380 | $2.63 萬 | 0.01% | 00.0% | 不變 |
| NewSquare Capital LLC | 6,000 | $2.77 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 6,171 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Psagot Value Holdings Ltd. / (Israel) | 6,000 | $2.80 萬 | 0.01% | +2,000+50.0% | 加碼 |
| Advisors Asset Management, Inc. | 6,083 | $2.80 萬 | 0.00% | −373−5.8% | 減碼 |
| Storebrand Asset Management AS | 6,455 | $2.98 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 6,776 | $3.12 萬 | 0.00% | −3,801−35.9% | 減碼 |
| GWM Advisors LLC | 30,466 | $3.18 萬 | 0.00% | +3,471+12.9% | 加碼 |
| Exchange Traded Concepts, LLC | 7,072 | $3.26 萬 | 0.00% | +489+7.4% | 加碼 |
| Tradition Wealth Management, LLC | 7,055 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 8,227 | $3.79 萬 | 0.00% | +8,227 | 新進 |
| American International Group, Inc. | 8,286 | $3.82 萬 | 0.00% | −53−0.6% | 減碼 |
| TD Waterhouse Canada Inc. | 7,275 | $4.06 萬 | 0.00% | −105,592−93.6% | 減碼 |
| Banque Cantonale Vaudoise | 9,000 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Fagan Associates, Inc. | 10,000 | $4.61 萬 | 0.01% | 00.0% | 不變 |
| CNB Bank | 10,000 | $4.61 萬 | 0.03% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 10,000 | $4.61 萬 | 0.00% | +10,000 | 新進 |
| Continuum Advisory, LLC | 10,032 | $4.62 萬 | 0.01% | −203−2.0% | 減碼 |
| Cora Capital Advisors LLC | 10,075 | $4.64 萬 | 0.03% | +10,075 | 新進 |
| Prime Capital Investment Advisors, LLC | 10,241 | $4.72 萬 | 0.00% | +10,241 | 新進 |
| Catalyst Capital Advisors LLC | 10,400 | $4.79 萬 | 0.00% | −73,680−87.6% | 減碼 |
| Main Street Financial Solutions, LLC | 10,339 | $4.80 萬 | 0.01% | −410−3.8% | 減碼 |
| Ballentine Partners, LLC | 10,693 | $4.93 萬 | 0.00% | +10,693 | 新進 |
| Icapital Wealth LLC | 10,700 | $4.93 萬 | 0.04% | −75,900−87.6% | 減碼 |
| SOL Capital Management CO | 10,735 | $4.95 萬 | 0.01% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 10,757 | $5.00 萬 | 0.00% | +9,966+1,259.9% | 加碼 |
| Evercore Wealth Management, LLC | 10,849 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 10,989 | $5.07 萬 | 0.02% | −5,385−32.9% | 減碼 |
| Autumn Glory Partners, LLC | 11,000 | $5.07 萬 | 0.03% | 00.0% | 不變 |
| Burney Co | 11,194 | $5.16 萬 | 0.00% | −9,425−45.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 11,338 | $5.23 萬 | 0.00% | +11,338 | 新進 |
| Northside Capital Management, LLC | 11,493 | $5.30 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 11,419 | $5.30 萬 | 0.00% | −1,471−11.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 11,571 | $5.33 萬 | 0.01% | +11,571 | 新進 |
| Transcend Wealth Collective, LLC | 11,619 | $5.36 萬 | 0.01% | −3,706−24.2% | 減碼 |
| Financial Advisory Service, Inc. | 11,700 | $5.39 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 11,800 | $5.44 萬 | 0.00% | +426+3.7% | 加碼 |
| SkyOak Wealth, LLC | 12,044 | $5.55 萬 | 0.02% | 00.0% | 不變 |
| XR Securities LLC | 12,165 | $5.61 萬 | 0.07% | −5,725−32.0% | 減碼 |
| Prostatis Group LLC | 12,200 | $5.62 萬 | 0.03% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 12,279 | $5.64 萬 | 0.00% | +2,979+32.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 8,150 | $5.65 萬 | 0.00% | +8,150 | 新進 |
| Water Island Capital LLC | 12,500 | $5.76 萬 | 0.00% | 00.0% | 不變 |
| Brighton Jones LLC | 12,646 | $5.83 萬 | 0.00% | −661,093−98.1% | 減碼 |
| Well Done, LLC | 12,715 | $5.86 萬 | 0.01% | +10+0.1% | 加碼 |
| Integrated Wealth Concepts LLC | 12,858 | $5.90 萬 | 0.00% | −71−0.5% | 減碼 |
| RiverGlades Family Offices LLC | 12,810 | $5.91 萬 | 0.05% | +12,810 | 新進 |
| Belpointe Asset Management LLC | 12,820 | $5.91 萬 | 0.00% | +12,820 | 新進 |
| Lindbrook Capital, LLC | 13,003 | $5.99 萬 | 0.01% | +1,178+10.0% | 加碼 |
| Gofen & Glossberg LLC | 13,000 | $6.00 萬 | 0.00% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 13,224 | $6.10 萬 | 0.00% | +13,224 | 新進 |
| The PNC Financial Services Group, Inc. | 13,244 | $6.11 萬 | 0.00% | −5,341−28.7% | 減碼 |
| Emerald Advisers, LLC | 13,400 | $6.18 萬 | 0.00% | +7,600+131.0% | 加碼 |
| Walkner Condon Financial Advisors LLC | 13,437 | $6.19 萬 | 0.02% | +13,437 | 新進 |
| CoreCap Advisors, LLC | 13,492 | $6.22 萬 | 0.00% | −7,000−34.2% | 減碼 |
| Worth Financial Advisory Group, LLC | 13,685 | $6.31 萬 | 0.07% | +13,685 | 新進 |
| First Capital Advisors Group, LLC. | 14,163 | $6.53 萬 | 0.04% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 13,991 | $6.53 萬 | 0.01% | +396+2.9% | 加碼 |
| Claro Advisors LLC | 14,196 | $6.54 萬 | 0.02% | +14,196 | 新進 |
| Redwood Wealth Management Group, LLC | 14,250 | $6.57 萬 | 0.08% | +14,250 | 新進 |
| J.W. Cole Advisors, Inc. | 14,277 | $6.58 萬 | 0.01% | −223−1.5% | 減碼 |
| FMR LLC | 14,343 | $6.61 萬 | 0.00% | +1,901+15.3% | 加碼 |
| Columbia Asset Management | 14,980 | $6.90 萬 | 0.02% | 00.0% | 不變 |
| Elkhorn Partners Limited Partnership | 15,000 | $6.90 萬 | 0.05% | +800+5.6% | 加碼 |
| HBK Sorce Advisory LLC | 15,060 | $6.90 萬 | 0.00% | +15,060 | 新進 |
| Cresset Asset Management, LLC | 14,969 | $6.90 萬 | 0.00% | +1,302+9.5% | 加碼 |
| Signaturefd, LLC | 15,004 | $6.92 萬 | 0.00% | +4,750+46.3% | 加碼 |
| Gladstone Institutional Advisory LLC | 15,198 | $7.01 萬 | 0.00% | −386−2.5% | 減碼 |
| Boothbay Fund Management, LLC | 15,265 | $7.04 萬 | 0.00% | −10,344−40.4% | 減碼 |
| Cooper/Haims Advisors, LLC | 15,500 | $7.10 萬 | 0.05% | 00.0% | 不變 |
| Traynor Capital Management, Inc. | 15,451 | $7.12 萬 | 0.01% | +225+1.5% | 加碼 |
| Aspiriant, LLC | 15,633 | $7.21 萬 | 0.00% | 00.0% | 不變 |
| Gyroscope Capital Management Group, LLC | 15,800 | $7.28 萬 | 0.02% | −100−0.6% | 減碼 |
| Crewe Advisors LLC | 15,834 | $7.30 萬 | 0.01% | −500−3.1% | 減碼 |
| Sandy Spring Bank | 15,856 | $7.31 萬 | 0.00% | −16,000−50.2% | 減碼 |
| Concorde Asset Management, LLC | 16,150 | $7.45 萬 | 0.07% | +400+2.5% | 加碼 |
| Chiron Capital Management, LLC | 16,300 | $7.51 萬 | 0.05% | −2,370−12.7% | 減碼 |
| InterOcean Capital Group, LLC | 16,347 | $7.54 萬 | 0.00% | +16,347 | 新進 |
| TCWP LLC | 16,398 | $7.56 萬 | 0.02% | +16,398 | 新進 |
| Albion Financial Group | 16,415 | $7.57 萬 | 0.01% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 16,500 | $7.61 萬 | 0.02% | +16,500 | 新進 |
| Ieq Capital, LLC | 16,512 | $7.61 萬 | 0.00% | −25−0.2% | 減碼 |
| Vivaldi Capital Management, LLC | 15,859 | $7.64 萬 | 0.02% | 00.0% | 不變 |
| MetLife Investment Management | 16,650 | $7.68 萬 | 0.00% | +298+1.8% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 16,843 | $7.76 萬 | 0.03% | +16,843 | 新進 |
| Avestar Capital, LLC | 16,872 | $7.78 萬 | 0.02% | −11,198−39.9% | 減碼 |
| Bensler, LLC | 17,090 | $7.88 萬 | 0.02% | +700+4.3% | 加碼 |
| SkyView Investment Advisors, LLC | 17,157 | $7.90 萬 | 0.02% | 00.0% | 不變 |