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 |
|---|---|---|---|---|---|
| Fairfield, Bush & Co. | 17,500 | $8.07 萬 | 0.05% | +2,800+19.0% | 加碼 |
| Prosperity Wealth Management, Inc. | 17,542 | $8.09 萬 | 0.08% | +17,542 | 新進 |
| Visionary Wealth Advisors | 17,800 | $8.20 萬 | 0.01% | −2,250−11.2% | 減碼 |
| Sender Co & Partners, Inc. | 18,009 | $8.30 萬 | 0.13% | +18,009 | 新進 |
| Petrus Trust Company, LTA | 18,144 | $8.36 萬 | 0.01% | +18,144 | 新進 |
| Brainard Capital Management LLC | 18,186 | $8.38 萬 | 0.07% | +18,186 | 新進 |
| Pathway Financial Advisers, LLC | 18,392 | $8.48 萬 | 0.03% | +18,392 | 新進 |
| Enzi Wealth | 14,784 | $8.56 萬 | 0.04% | +14,784 | 新進 |
| McGuire Investment Group, LLC | 18,650 | $8.60 萬 | 0.02% | +1,128+6.4% | 加碼 |
| DDFG, Inc | 18,838 | $8.68 萬 | 0.04% | +18,838 | 新進 |
| Oak Thistle LLC | 18,871 | $8.70 萬 | 0.19% | −6,738−26.3% | 減碼 |
| Independent Advisor Alliance | 18,931 | $8.70 萬 | 0.01% | +18,931 | 新進 |
| Wedbush Securities Inc | 19,100 | $8.80 萬 | 0.00% | −17,407−47.7% | 減碼 |
| CWA Asset Management Group, LLC | 19,257 | $8.88 萬 | 0.01% | −123,037−86.5% | 減碼 |
| National Bank of Canada | 19,308 | $8.88 萬 | 0.00% | −19,937−50.8% | 減碼 |
| M&T Bank Corp | 19,491 | $8.99 萬 | 0.00% | −2,537−11.5% | 減碼 |
| Silicon Hills Wealth Management, LLC | 19,792 | $9.12 萬 | 0.07% | 00.0% | 不變 |
| Resolute Partners Group | 19,827 | $9.14 萬 | 0.01% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 16,050 | $9.16 萬 | 0.02% | +3,670+29.6% | 加碼 |
| Alpine Global Management, LLC | 19,924 | $9.20 萬 | 0.03% | +19,924 | 新進 |
| Farmers & Merchants Investments Inc | 20,000 | $9.22 萬 | 0.00% | 00.0% | 不變 |
| Emerald Mutual Fund Advisers Trust | 20,978 | $9.67 萬 | 0.01% | 00.0% | 不變 |
| Orion Portfolio Solutions, LLC | 21,311 | $9.82 萬 | 0.00% | −3,631−14.6% | 減碼 |
| Benedetti & Gucer, Inc. | 21,533 | $9.90 萬 | 0.07% | +21,533 | 新進 |
| DFPG Investments, LLC | 19,557 | $10.1 萬 | 0.02% | −413,601−95.5% | 減碼 |
| Founders Financial Securities LLC | 22,000 | $10.1 萬 | 0.02% | +10,500+91.3% | 加碼 |
| BBR Partners, LLC | 22,345 | $10.3 萬 | 0.01% | +22,345 | 新進 |
| Brown Advisory Inc | 22,703 | $10.5 萬 | 0.00% | +3,405+17.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 22,969 | $10.6 萬 | 0.00% | −2,500−9.8% | 減碼 |
| Keystone Financial Group | 23,120 | $10.7 萬 | 0.02% | +265+1.2% | 加碼 |
| Manchester Financial Inc | 23,378 | $10.8 萬 | 0.03% | +23,378 | 新進 |
| Harbor Investment Advisory, LLC | 23,612 | $10.9 萬 | 0.02% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 24,116 | $11.1 萬 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 24,348 | $11.2 萬 | 0.01% | 00.0% | 不變 |
| Sigma Planning Corp | 24,475 | $11.3 萬 | 0.00% | +2,613+12.0% | 加碼 |
| Garde Capital, Inc. | 24,542 | $11.3 萬 | 0.01% | −2,220−8.3% | 減碼 |
| CIBC Asset Management Inc | 24,532 | $11.3 萬 | 0.00% | +24,532 | 新進 |
| Perigon Wealth Management, LLC | 24,562 | $11.3 萬 | 0.01% | +2,864+13.2% | 加碼 |
| Zullo Investment Group, Inc. | 24,800 | $11.4 萬 | 0.07% | +1,725+7.5% | 加碼 |
| MSD Partners, L.P. | 25,000 | $11.5 萬 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 25,038 | $11.5 萬 | 0.00% | −73,449−74.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25,774 | $11.6 萬 | 0.00% | +6,849+36.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 25,346 | $11.7 萬 | 0.00% | −753−2.9% | 減碼 |
| Adviser Investments LLC | 22,857 | $11.8 萬 | 0.00% | +2,754+13.7% | 加碼 |
| Chimera Capital Management LLC | 25,622 | $11.8 萬 | 0.03% | −136,241−84.2% | 減碼 |
| Captrust Financial Advisors | 25,779 | $11.9 萬 | 0.00% | −23,627−47.8% | 減碼 |
| Xcel Wealth Management, LLC | 25,780 | $11.9 萬 | 0.05% | −200−0.8% | 減碼 |
| HSBC Holdings PLC | 26,549 | $12.0 萬 | 0.00% | −132,649−83.3% | 減碼 |
| IHT Wealth Management, LLC | 26,051 | $12.0 萬 | 0.01% | +2,278+9.6% | 加碼 |
| Empowered Funds, LLC | 26,531 | $12.2 萬 | 0.01% | +94+0.4% | 加碼 |
| Boenning & Scattergood, Inc. | 13,150 | $12.4 萬 | 0.02% | +13,150 | 新進 |
| Stratos Wealth Partners, LTD. | 26,949 | $12.4 萬 | 0.00% | −11,378−29.7% | 減碼 |
| Xponance, Inc. | 27,416 | $12.6 萬 | 0.00% | +12,754+87.0% | 加碼 |
| Regal Investment Advisors LLC | 27,466 | $12.7 萬 | 0.01% | −5,891−17.7% | 減碼 |
| Quinn Opportunity Partners LLC | 28,000 | $12.9 萬 | 0.02% | +10,000+55.6% | 加碼 |
| Independent Wealth Network Inc. | 29,213 | $13.5 萬 | 0.09% | +5,910+25.4% | 加碼 |
| Moseley Investment Management Inc | 29,351 | $13.5 萬 | 0.10% | −719−2.4% | 減碼 |
| KRS Capital Management, LLC | 29,745 | $13.7 萬 | 0.19% | +495+1.7% | 加碼 |
| Gsa Capital Partners LLP | 30,118 | $13.9 萬 | 0.02% | −75,279−71.4% | 減碼 |
| First National Trust Co | 31,025 | $14.3 萬 | 0.01% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 31,563 | $14.6 萬 | 0.00% | −13,592−30.1% | 減碼 |
| Chapin Davis, Inc. | 31,725 | $14.6 萬 | 0.08% | +31,725 | 新進 |
| D.A. Davidson & Co. | 32,340 | $14.9 萬 | 0.00% | −1,772−5.2% | 減碼 |
| Great West Life Assurance Co | 32,549 | $15.1 萬 | 0.00% | +3,005+10.2% | 加碼 |
| Foresight Wealth Management, LLC | 32,831 | $15.1 萬 | 2.17% | −2,214−6.3% | 減碼 |
| Arkadios Wealth Advisors | 32,952 | $15.2 萬 | 0.02% | −11,000−25.0% | 減碼 |
| Cantor Fitzgerald, L. P. | 32,925 | $15.2 萬 | 0.00% | +16,200+96.9% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 33,225 | $15.3 萬 | 0.12% | −9,025−21.4% | 減碼 |
| Avantax Advisory Services, Inc. | 33,292 | $15.3 萬 | 0.00% | +6,705+25.2% | 加碼 |
| V Wealth Advisors LLC | 33,593 | $15.5 萬 | 0.03% | +1,800+5.7% | 加碼 |
| Handelsbanken Fonder AB | 34,000 | $15.7 萬 | 0.00% | +34,000 | 新進 |
| Perennial Investment Advisors, LLC | 34,346 | $15.8 萬 | 0.06% | +7,175+26.4% | 加碼 |
| Fortis Advisors, LLC | 34,650 | $16.0 萬 | 0.12% | 00.0% | 不變 |
| Means Investment Co., Inc. | 34,715 | $16.0 萬 | 0.03% | −59,533−63.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 35,127 | $16.2 萬 | 0.00% | +23,300+197.0% | 加碼 |
| Wolverine Trading, LLC | 35,262 | $16.3 萬 | 0.00% | −102,785−74.5% | 減碼 |
| Hexagon Capital Partners LLC | 36,070 | $16.6 萬 | 0.05% | +1,349+3.9% | 加碼 |
| Calton & Associates, Inc. | 36,350 | $16.8 萬 | 0.06% | +21,350+142.3% | 加碼 |
| Cutler Group LP | 36,601 | $16.8 萬 | 0.02% | +28,863+373.0% | 加碼 |
| Soltis Investment Advisors LLC | 36,777 | $17.0 萬 | 0.02% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 36,806 | $17.0 萬 | 0.00% | +8,924+32.0% | 加碼 |
| Neuberger Berman Group LLC | 37,214 | $17.2 萬 | 0.00% | +37,214 | 新進 |
| Amussen Hunsaker Associates LLC | 37,279 | $17.2 萬 | 0.05% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 37,322 | $17.2 萬 | 0.01% | −223,412−85.7% | 減碼 |
| Good Life Advisors, LLC | 37,507 | $17.3 萬 | 0.02% | +2,106+5.9% | 加碼 |
| Woodmont Investment Counsel LLC | 37,922 | $17.5 萬 | 0.02% | +5,000+15.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 38,056 | $17.5 萬 | 0.03% | +37,462+6,306.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 38,136 | $17.6 萬 | 0.01% | −7,000−15.5% | 減碼 |
| Hudock, Inc. | 38,911 | $17.9 萬 | 0.06% | +984+2.6% | 加碼 |
| River Street Advisors LLC | 39,849 | $18.4 萬 | 0.20% | +39,849 | 新進 |
| Private Trust Co NA | 40,640 | $18.7 萬 | 0.03% | +40,640 | 新進 |
| CI Private Wealth, LLC | 41,270 | $18.9 萬 | 0.00% | +41,270 | 新進 |
| Bulltick Wealth Management, LLC | 41,040 | $18.9 萬 | 0.05% | −10,000−19.6% | 減碼 |
| VitalStone Financial, LLC | 42,595 | $19.0 萬 | 0.13% | +42,595 | 新進 |
| Resources Investment Advisors, LLC. | 41,396 | $19.1 萬 | 0.01% | −3,874−8.6% | 減碼 |
| Highlander Capital Management, LLC | 41,350 | $19.1 萬 | 0.10% | +3,850+10.3% | 加碼 |
| Cim Investment Mangement Inc | 42,977 | $19.8 萬 | 0.08% | −1,156−2.6% | 減碼 |
| Valeo Financial Advisors, LLC | 43,460 | $20.0 萬 | 0.01% | −10,686−19.7% | 減碼 |
| Prudential Financial Inc | 43,677 | $20.1 萬 | 0.00% | +2,188+5.3% | 加碼 |
| Vigilare Wealth Management | 43,703 | $20.1 萬 | 0.12% | −8,950−17.0% | 減碼 |