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 |
|---|---|---|---|---|---|
| Caliber Wealth Management, LLC | 43,851 | $20.2 萬 | 0.15% | 00.0% | 不變 |
| Independent Financial Group, LLC | 43,940 | $20.3 萬 | 0.02% | −18,533−29.7% | 減碼 |
| Rockefeller Capital Management L.P. | 44,570 | $20.5 萬 | 0.00% | −7,509−14.4% | 減碼 |
| Garden State Investment Advisory Services LLC | 45,016 | $20.8 萬 | 0.12% | +45,016 | 新進 |
| Harbour Investments, Inc. | 45,478 | $21.0 萬 | 0.01% | +8,253+22.2% | 加碼 |
| Jefferies Financial Group Inc. | 46,700 | $21.5 萬 | 0.00% | +46,700 | 新進 |
| CIBC Private Wealth Group, LLC | 78,231 | $22.5 萬 | 0.00% | −22,585−22.4% | 減碼 |
| Change Path, LLC | 48,999 | $22.6 萬 | 0.01% | +90.0% | 加碼 |
| M Holdings Securities, Inc. | 49,306 | $22.7 萬 | 0.02% | −5,197−9.5% | 減碼 |
| Nisa Investment Advisors, LLC | 50,300 | $23.2 萬 | 0.00% | −227,700−81.9% | 減碼 |
| Algert Global LLC | 50,940 | $23.5 萬 | 0.01% | +50,940 | 新進 |
| Integrated Advisors Network LLC | 52,132 | $24.0 萬 | 0.02% | +24,597+89.3% | 加碼 |
| Lincoln National Corp | 53,303 | $24.6 萬 | 0.01% | +342+0.6% | 加碼 |
| Amundi | 48,297 | $24.9 萬 | 0.00% | +26,541+122.0% | 加碼 |
| Balentine LLC | 56,823 | $26.2 萬 | 0.01% | +45,042+382.3% | 加碼 |
| Janney Montgomery Scott LLC | 57,749 | $26.6 萬 | 0.00% | +2,735+5.0% | 加碼 |
| Envestnet Asset Management Inc | 57,826 | $26.7 萬 | 0.00% | −22,739−28.2% | 減碼 |
| Alta Wealth Advisors LLC | 59,299 | $27.3 萬 | 0.18% | −20,100−25.3% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 60,245 | $27.8 萬 | 0.02% | −192,774−76.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 60,314 | $27.8 萬 | 0.01% | +38,720+179.3% | 加碼 |
| Maryland State Retirement & Pension System | 61,186 | $28.2 萬 | 0.01% | +61,186 | 新進 |
| San Luis Wealth Advisors LLC | 61,539 | $28.4 萬 | 0.26% | −2,757−4.3% | 減碼 |
| Kestra Advisory Services, LLC | 61,808 | $28.5 萬 | 0.00% | −10,067−14.0% | 減碼 |
| ProShare Advisors LLC | 62,400 | $28.8 萬 | 0.00% | +7,892+14.5% | 加碼 |
| Consolidated Investment Group LLC | 63,000 | $29.0 萬 | 0.06% | 00.0% | 不變 |
| Alpha Paradigm Partners, LLC | 62,812 | $29.0 萬 | 0.12% | +16,443+35.5% | 加碼 |
| Aigen Investment Management, LP | 65,977 | $30.4 萬 | 0.04% | +65,977 | 新進 |
| Teacher Retirement System of Texas | 66,585 | $30.7 萬 | 0.00% | −18,874−22.1% | 減碼 |
| Pictet Asset Management SA | 67,251 | $31.0 萬 | 0.00% | +26,494+65.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 68,241 | $31.5 萬 | 0.05% | −18,000−20.9% | 減碼 |
| Fore Capital, LLC | 70,000 | $32.3 萬 | 0.56% | +70,000 | 新進 |
| Game Plan Financial Advisors, LLC | 70,900 | $32.7 萬 | 0.27% | +26,900+61.1% | 加碼 |
| AE Wealth Management LLC | 72,049 | $33.2 萬 | 0.00% | +350+0.5% | 加碼 |
| Baird Financial Group, Inc. | 72,535 | $33.5 萬 | 0.00% | +72,535 | 新進 |
| Capital Advisors Wealth Management, LLC | 73,178 | $33.7 萬 | 0.10% | −3,720−4.8% | 減碼 |
| Asset Management Corp | 73,579 | $33.9 萬 | 0.28% | −7,500−9.3% | 減碼 |
| State of Wisconsin Investment Board | 74,748 | $34.5 萬 | 0.00% | −35,594−32.3% | 減碼 |
| M. Kulyk & Associates, LLC | 74,901 | $34.5 萬 | 0.12% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 76,520 | $35.3 萬 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 76,920 | $35.5 萬 | 0.02% | +43,197+128.1% | 加碼 |
| Principal Financial Group Inc | 77,071 | $35.5 萬 | 0.00% | −10,996−12.5% | 減碼 |
| Miracle Mile Advisors, LLC | 78,350 | $36.1 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 79,230 | $36.5 萬 | 0.00% | +36,817+86.8% | 加碼 |
| Victory Capital Management Inc | 80,606 | $37.2 萬 | 0.00% | −370.0% | 減碼 |
| FNY Investment Advisers, LLC | 80,741 | $37.2 萬 | 0.53% | +52,111+182.0% | 加碼 |
| Stansberry Asset Management, LLC | 82,036 | $37.8 萬 | 0.08% | +2,531+3.2% | 加碼 |
| Kovack Advisors, Inc. | 83,881 | $38.7 萬 | 0.06% | +36,360+76.5% | 加碼 |
| JustInvest LLC | 84,631 | $39.0 萬 | 0.02% | +18,051+27.1% | 加碼 |
| Kennedy Investment Group | 90,400 | $41.7 萬 | 0.27% | +90,400 | 新進 |
| First Republic Investment Management, Inc. | 96,031 | $44.3 萬 | 0.00% | −649,198−87.1% | 減碼 |
| Matisse Capital | 97,394 | $44.9 萬 | 0.40% | −4,500−4.4% | 減碼 |
| RMB Capital Management, LLC | 99,140 | $45.7 萬 | 0.02% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 99,228 | $45.7 萬 | 0.00% | +27,120+37.6% | 加碼 |
| Capstone Investment Advisors, LLC | 99,923 | $46.1 萬 | 0.01% | +99,923 | 新進 |
| Firethorn Wealth Partners, LLC | 103,076 | $47.5 萬 | 0.40% | −1,967−1.9% | 減碼 |
| Pegasus Asset Management, Inc. | 103,448 | $47.7 萬 | 0.26% | +504+0.5% | 加碼 |
| Marex Group plc | 103,704 | $47.8 萬 | 0.07% | +103,704 | 新進 |
| Hourglass Capital, LLC | 107,000 | $49.3 萬 | 0.17% | +88,000+463.2% | 加碼 |
| Natixis | 107,375 | $49.5 萬 | 0.00% | −425−0.4% | 減碼 |
| Wolff Wiese Magana LLC | 114,410 | $52.7 萬 | 0.45% | −225−0.2% | 減碼 |
| Cetera Investment Advisers | 116,265 | $53.6 萬 | 0.00% | −114−0.1% | 減碼 |
| Y.D. More Investments Ltd | 117,594 | $54.0 萬 | 0.15% | +117,594 | 新進 |
| Deutsche Bank AG | 119,825 | $55.2 萬 | 0.00% | −53,574−30.9% | 減碼 |
| MMBG Investment Advisors Co. | 120,280 | $55.4 萬 | 0.07% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 121,825 | $56.2 萬 | 0.25% | +121,825 | 新進 |
| Tower Research Capital LLC (TRC) | 124,713 | $57.5 萬 | 0.02% | −38,407−23.5% | 減碼 |
| International Assets Investment Management, LLC | 124,910 | $57.6 萬 | 0.06% | +68,250+120.5% | 加碼 |
| Janus Henderson Group PLC | 126,774 | $58.4 萬 | 0.00% | +23,897+23.2% | 加碼 |
| Voya Investment Management LLC | 128,256 | $59.1 萬 | 0.00% | +1,787+1.4% | 加碼 |
| Spire Wealth Management | 131,232 | $60.5 萬 | 0.03% | +12,097+10.2% | 加碼 |
| Colony Group LLC | 134,344 | $61.9 萬 | 0.01% | +314+0.2% | 加碼 |
| Aldebaran Financial Inc. | 134,302 | $61.9 萬 | 0.69% | +2,172+1.6% | 加碼 |
| Parallax Volatility Advisers, L.P. | 134,423 | $62.0 萬 | 0.02% | +134,423 | 新進 |
| Utah Retirement Systems | 142,300 | $65.6 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 144,472 | $65.9 萬 | 0.00% | −79,730−35.6% | 減碼 |
| Cetera Advisors LLC | 143,089 | $66.0 萬 | 0.01% | +4,799+3.5% | 加碼 |
| National Asset Management, Inc. | 143,392 | $66.1 萬 | 0.02% | −123−0.1% | 減碼 |
| CTC LLC | 145,985 | $67.2 萬 | 0.02% | −83,751−36.5% | 減碼 |
| Truist Financial Corp | 147,196 | $67.9 萬 | 0.00% | +16,425+12.6% | 加碼 |
| Tilt Investment Management Holdings, PBC | 147,552 | $68.0 萬 | 0.58% | +147,552 | 新進 |
| Fulcrum Capital LLC | 148,056 | $68.3 萬 | 0.20% | 00.0% | 不變 |
| Amalgamated Bank | 149,220 | $68.8 萬 | 0.01% | +4,029+2.8% | 加碼 |
| Venture Visionary Partners LLC | 152,749 | $70.4 萬 | 0.05% | +152,749 | 新進 |
| AtonRa Partners | 155,226 | $71.6 萬 | 0.91% | −6,971−4.3% | 減碼 |
| Zazove Associates LLC | 160,859 | $74.2 萬 | 0.07% | +859+0.5% | 加碼 |
| Arizona State Retirement System | 169,178 | $78.0 萬 | 0.01% | +7,410+4.6% | 加碼 |
| American Century Companies Inc | 171,399 | $79.0 萬 | 0.00% | +107,411+167.9% | 加碼 |
| Jump Financial, LLC | 173,427 | $79.9 萬 | 0.04% | +155,470+865.8% | 加碼 |
| Cetera Advisor Networks LLC | 176,462 | $81.3 萬 | 0.01% | +16,897+10.6% | 加碼 |
| Alpha Square Group S, LLC | 177,674 | $81.9 萬 | 0.45% | −44,000−19.8% | 減碼 |
| Boston Private Wealth LLC | 179,283 | $82.6 萬 | 0.01% | +49,232+37.9% | 加碼 |
| Joel Isaacson & Co., LLC | 183,789 | $84.7 萬 | 0.07% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 184,318 | $85.0 萬 | 0.12% | +51,566+38.8% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 198,778 | $91.6 萬 | 0.09% | −4,799−2.4% | 減碼 |
| Odey Asset Management Group Ltd | 200,000 | $92.2 萬 | 0.28% | +200,000 | 新進 |
| Advisory Services Network, LLC | 200,038 | $92.2 萬 | 0.03% | −3,910−1.9% | 減碼 |
| Brookfield Asset Management Inc. | 202,266 | $93.2 萬 | 0.00% | +202,266 | 新進 |
| Pathstone Family Office, LLC | 204,403 | $93.4 萬 | 0.02% | +6,917+3.5% | 加碼 |
| J. Goldman & Co LP | 205,462 | $94.7 萬 | 0.07% | −1,904,632−90.3% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 206,367 | $95.1 萬 | 0.24% | −130.0% | 減碼 |