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。
2023 年第 1 季 13F 持有人
SoFi Technologies, Inc. 在 2023/3/31 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
- 532
- 較 2022 年第 4 季 +30 家
- 持有股數
- 3.18 億
- 較 2022 年第 4 季 −1,139 萬 (−3.5%)
- 總市值
- $19.2 億
- 較 2022 年第 4 季 +$4.07 億 (+26.8%)
- 新進機構
- 96
- 另有 165 家加碼
- 清倉機構
- 66
- 另有 154 家減碼
另有 10 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 3,000 | $1.82 萬 | 0.00% | +3,000 | 新進 |
| ZRC Wealth Management, LLC | 3,000 | $1.82 萬 | 0.02% | +3,000 | 新進 |
| RFP Financial Group LLC | 3,037 | $1.84 萬 | 0.02% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 3,186 | $1.90 萬 | 0.00% | −802−20.1% | 減碼 |
| ICA Group Wealth Management, LLC | 3,150 | $1.91 萬 | 0.00% | +50+1.6% | 加碼 |
| Allworth Financial LP | 3,241 | $1.97 萬 | 0.00% | −1,978−37.9% | 減碼 |
| Nomura Asset Management Co Ltd | 3,300 | $2.00 萬 | 0.00% | +3,300 | 新進 |
| Parallel Advisors, LLC | 3,462 | $2.10 萬 | 0.00% | +1,966+131.4% | 加碼 |
| Rosenberg Matthew Hamilton | 3,800 | $2.31 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 3,990 | $2.42 萬 | 0.00% | +300+8.1% | 加碼 |
| Penserra Capital Management LLC | 4,212 | $2.50 萬 | 0.00% | +667+18.8% | 加碼 |
| Advisors Preferred, LLC | 4,191 | $2.53 萬 | 0.01% | +4,191 | 新進 |
| Manchester Capital Management LLC | 4,184 | $2.54 萬 | 0.00% | +901+27.4% | 加碼 |
| Clearstead Advisors, LLC | 4,240 | $2.57 萬 | 0.00% | −200−4.5% | 減碼 |
| Global Retirement Partners, LLC | 5,435 | $2.64 萬 | 0.00% | +4,172+330.3% | 加碼 |
| Plante Moran Financial Advisors, LLC | 4,503 | $2.73 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 4,529 | $2.75 萬 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 4,885 | $2.97 萬 | 0.01% | +200+4.3% | 加碼 |
| TFC Financial Management | 5,000 | $3.04 萬 | 0.01% | 00.0% | 不變 |
| Orion Capital Management LLC | 5,000 | $3.04 萬 | 0.02% | 00.0% | 不變 |
| Dudley Capital Management, LLC | 5,178 | $3.14 萬 | 0.02% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 5,380 | $3.27 萬 | 0.01% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 5,763 | $3.50 萬 | 0.00% | −320−5.3% | 減碼 |
| Harvest Fund Management Co., Ltd | 5,826 | $3.50 萬 | 0.01% | +5,826 | 新進 |
| NewSquare Capital LLC | 6,000 | $3.64 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 6,155 | $3.74 萬 | 0.00% | −6,665−52.0% | 減碼 |
| Umb Bank N A | 6,171 | $3.75 萬 | 0.00% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 6,352 | $3.86 萬 | 0.00% | −720−10.2% | 減碼 |
| Storebrand Asset Management AS | 6,455 | $3.92 萬 | 0.00% | 00.0% | 不變 |
| Marathon Trading Investment Management LLC | 6,500 | $3.95 萬 | 0.02% | +6,500 | 新進 |
| American International Group, Inc. | 8,107 | $4.92 萬 | 0.00% | −179−2.2% | 減碼 |
| TD Waterhouse Canada Inc. | 6,725 | $5.25 萬 | 0.00% | −550−7.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,762 | $5.30 萬 | 0.00% | −115,951−93.0% | 減碼 |
| Russell Investments Group, Ltd. | 8,737 | $5.30 萬 | 0.00% | −16,301−65.1% | 減碼 |
| Banque Cantonale Vaudoise | 9,000 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 9,365 | $5.68 萬 | 0.00% | −2,914−23.7% | 減碼 |
| CX Institutional | 10,000 | $6.03 萬 | 0.00% | +10,000 | 新進 |
| Continuum Advisory, LLC | 10,000 | $6.07 萬 | 0.01% | −32−0.3% | 減碼 |
| Fagan Associates, Inc. | 10,000 | $6.07 萬 | 0.02% | 00.0% | 不變 |
| CNB Bank | 10,000 | $6.07 萬 | 0.04% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 13,235 | $6.08 萬 | 0.01% | +13,235 | 新進 |
| Patron Partners Advisors, LLC | 10,100 | $6.13 萬 | 0.05% | +10,100 | 新進 |
| Glenmede Trust Co NA | 10,119 | $6.14 萬 | 0.00% | +10,119 | 新進 |
| Main Street Financial Solutions, LLC | 10,139 | $6.15 萬 | 0.01% | −200−1.9% | 減碼 |
| Clear Creek Financial Management, LLC | 10,200 | $6.19 萬 | 0.01% | +10,200 | 新進 |
| Cora Capital Advisors LLC | 10,292 | $6.25 萬 | 0.05% | +217+2.2% | 加碼 |
| StoneX Group Inc. | 10,304 | $6.25 萬 | 0.01% | +10,304 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 10,393 | $6.31 萬 | 0.02% | −596−5.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 10,394 | $6.31 萬 | 0.00% | +2,244+27.5% | 加碼 |
| US Bancorp | 10,515 | $6.38 萬 | 0.00% | +3,739+55.2% | 加碼 |
| IFG Advisory, LLC | 10,700 | $6.49 萬 | 0.01% | +10,700 | 新進 |
| Sender Co & Partners, Inc. | 10,780 | $6.54 萬 | 0.24% | −7,229−40.1% | 減碼 |
| Evercore Wealth Management, LLC | 10,849 | $6.59 萬 | 0.00% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 10,890 | $6.61 萬 | 0.01% | +10,890 | 新進 |
| Autumn Glory Partners, LLC | 11,000 | $6.68 萬 | 0.06% | 00.0% | 不變 |
| Prostatis Group LLC | 12,200 | $6.69 萬 | 0.04% | 00.0% | 不變 |
| Sandy Spring Bank | 11,131 | $6.76 萬 | 0.00% | −4,725−29.8% | 減碼 |
| Ballentine Partners, LLC | 11,145 | $6.76 萬 | 0.00% | +452+4.2% | 加碼 |
| Burney Co | 11,294 | $6.86 萬 | 0.00% | +100+0.9% | 加碼 |
| Northside Capital Management, LLC | 11,493 | $6.98 萬 | 0.02% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 11,548 | $7.01 萬 | 0.01% | −71−0.6% | 減碼 |
| Smith Anglin Financial, LLC | 11,550 | $7.01 萬 | 0.01% | +11,550 | 新進 |
| Capital Advisors Inc | 11,746 | $7.13 萬 | 0.00% | +11,746 | 新進 |
| Apollon Wealth Management, LLC | 11,981 | $7.27 萬 | 0.00% | +11,981 | 新進 |
| Suncoast Equity Management | 12,000 | $7.28 萬 | 0.01% | +12,000 | 新進 |
| CWM, LLC | 11,979 | $7.30 萬 | 0.00% | +560+4.9% | 加碼 |
| SkyOak Wealth, LLC | 12,044 | $7.31 萬 | 0.02% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 12,265 | $7.44 萬 | 0.01% | +565+4.8% | 加碼 |
| Merit Financial Group, LLC | 12,268 | $7.45 萬 | 0.00% | +12,268 | 新進 |
| Cookson Peirce & Co Inc | 12,594 | $7.60 萬 | 0.00% | +12,594 | 新進 |
| Wealthfront Advisers LLC | 12,938 | $7.85 萬 | 0.00% | +12,938 | 新進 |
| Nwam LLC | 13,117 | $7.96 萬 | 0.01% | +13,117 | 新進 |
| Worth Financial Advisory Group, LLC | 13,685 | $8.31 萬 | 0.08% | 00.0% | 不變 |
| Lauer Wealth, LLC | 26,598 | $8.33 萬 | 0.10% | +26,598 | 新進 |
| Atomi Financial Group, Inc. | 13,790 | $8.37 萬 | 0.05% | +13,790 | 新進 |
| Claro Advisors LLC | 14,096 | $8.56 萬 | 0.03% | −100−0.7% | 減碼 |
| Snowden Capital Advisors LLC | 14,125 | $8.57 萬 | 0.00% | +2,325+19.7% | 加碼 |
| Pensionmark Financial Group, LLC | 14,303 | $8.68 萬 | 0.02% | +14,303 | 新進 |
| Traynor Capital Management, Inc. | 14,351 | $8.71 萬 | 0.01% | −1,100−7.1% | 減碼 |
| Axq Capital, LP | 14,600 | $8.86 萬 | 0.04% | +14,600 | 新進 |
| The PNC Financial Services Group, Inc. | 14,630 | $8.88 萬 | 0.00% | +1,386+10.5% | 加碼 |
| LJI Wealth Management, LLC | 14,770 | $8.97 萬 | 0.03% | +14,770 | 新進 |
| Integrated Wealth Concepts LLC | 14,885 | $9.00 萬 | 0.00% | +2,027+15.8% | 加碼 |
| Columbia Asset Management | 14,980 | $9.10 萬 | 0.02% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 15,145 | $9.19 萬 | 0.02% | −905−5.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 15,150 | $9.20 萬 | 0.01% | +873+6.1% | 加碼 |
| VitalStone Financial, LLC | 5,861 | $9.30 萬 | 0.08% | −36,734−86.2% | 減碼 |
| Avestar Capital, LLC | 15,332 | $9.31 萬 | 0.02% | −1,540−9.1% | 減碼 |
| Tradition Wealth Management, LLC | 15,435 | $9.40 萬 | 0.01% | +8,380+118.8% | 加碼 |
| Chiron Capital Management, LLC | 15,505 | $9.41 萬 | 0.07% | −795−4.9% | 減碼 |
| Aspiriant, LLC | 15,633 | $9.49 萬 | 0.00% | 00.0% | 不變 |
| Cooper/Haims Advisors, LLC | 15,670 | $9.51 萬 | 0.08% | +170+1.1% | 加碼 |
| McAlister, Sweet & Associates, Inc. | 15,700 | $9.53 萬 | 0.10% | +15,700 | 新進 |
| Vivaldi Capital Management, LLC | 15,788 | $9.58 萬 | 0.03% | −71−0.4% | 減碼 |
| Crewe Advisors LLC | 15,834 | $9.61 萬 | 0.01% | 00.0% | 不變 |
| InterOcean Capital Group, LLC | 15,847 | $9.62 萬 | 0.00% | −500−3.1% | 減碼 |
| Elkhorn Partners Limited Partnership | 16,000 | $9.70 萬 | 0.06% | +1,000+6.7% | 加碼 |
| Redwood Wealth Management Group, LLC | 16,350 | $9.92 萬 | 0.11% | +2,100+14.7% | 加碼 |
| Albion Financial Group | 16,415 | $9.96 萬 | 0.01% | 00.0% | 不變 |
| Amundi | 17,492 | $10.0 萬 | 0.00% | −30,805−63.8% | 減碼 |