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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 16,686 | $10.1 萬 | 0.00% | +36+0.2% | 加碼 |
| Cresset Asset Management, LLC | 16,869 | $10.2 萬 | 0.00% | +1,900+12.7% | 加碼 |
| Concorde Asset Management, LLC | 16,950 | $10.3 萬 | 0.12% | +800+5.0% | 加碼 |
| Wedbush Securities Inc | 17,000 | $10.3 萬 | 0.01% | −2,100−11.0% | 減碼 |
| Good Life Advisors, LLC | 17,063 | $10.4 萬 | 0.01% | −20,444−54.5% | 減碼 |
| Bensler, LLC | 17,090 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 17,158 | $10.4 萬 | 0.00% | +2,154+14.4% | 加碼 |
| First Capital Advisors Group, LLC. | 17,313 | $10.5 萬 | 0.07% | +3,150+22.2% | 加碼 |
| Visionary Wealth Advisors | 17,800 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 17,861 | $10.8 萬 | 0.05% | +17,861 | 新進 |
| Brainard Capital Management LLC | 18,186 | $11.0 萬 | 0.08% | 00.0% | 不變 |
| Independent Wealth Network Inc. | 18,197 | $11.0 萬 | 0.07% | −11,016−37.7% | 減碼 |
| Independent Advisor Alliance | 18,300 | $11.1 萬 | 0.01% | −631−3.3% | 減碼 |
| Pointe Capital Management LLC | 18,490 | $11.2 萬 | 0.08% | 00.0% | 不變 |
| McGuire Investment Group, LLC | 18,650 | $11.3 萬 | 0.02% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 25,346 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Silicon Hills Wealth Management, LLC | 19,792 | $12.0 萬 | 0.07% | 00.0% | 不變 |
| Resolute Partners Group | 19,827 | $12.0 萬 | 0.01% | 00.0% | 不變 |
| DDFG, Inc | 19,902 | $12.1 萬 | 0.05% | +1,064+5.6% | 加碼 |
| Farmers & Merchants Investments Inc | 20,000 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| Consolidated Portfolio Review Corp | 20,085 | $12.2 萬 | 0.03% | +20,085 | 新進 |
| SkyView Investment Advisors, LLC | 20,307 | $12.3 萬 | 0.03% | +3,150+18.4% | 加碼 |
| Ieq Capital, LLC | 20,296 | $12.3 萬 | 0.00% | +3,784+22.9% | 加碼 |
| Fairfield, Bush & Co. | 20,400 | $12.4 萬 | 0.04% | +2,900+16.6% | 加碼 |
| M&T Bank Corp | 20,463 | $12.4 萬 | 0.00% | +972+5.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 21,075 | $12.8 萬 | 0.00% | −236−1.1% | 減碼 |
| Brinker Capital Investments, LLC | 21,075 | $12.8 萬 | 0.00% | +21,075 | 新進 |
| CIBC Asset Management Inc | 21,178 | $12.9 萬 | 0.00% | −3,354−13.7% | 減碼 |
| Arrowroot Family Office, LLC | 21,234 | $12.9 萬 | 0.11% | +21,234 | 新進 |
| Bridgefront Capital, LLC | 21,457 | $13.0 萬 | 0.08% | +21,457 | 新進 |
| National Bank of Canada | 21,738 | $13.2 萬 | 0.00% | +2,430+12.6% | 加碼 |
| Zullo Investment Group, Inc. | 21,850 | $13.3 萬 | 0.08% | −2,950−11.9% | 減碼 |
| Pathway Financial Advisers, LLC | 22,279 | $13.5 萬 | 0.05% | +3,887+21.1% | 加碼 |
| SEI Investments Co | 22,455 | $13.6 萬 | 0.00% | +22,455 | 新進 |
| Change Path, LLC | 22,554 | $13.7 萬 | 0.01% | −26,445−54.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 22,660 | $13.8 萬 | 0.00% | −37,654−62.4% | 減碼 |
| Brown Advisory Inc | 22,703 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 22,787 | $13.8 萬 | 0.00% | +22,787 | 新進 |
| Founders Financial Securities LLC | 23,000 | $14.0 萬 | 0.02% | +1,000+4.5% | 加碼 |
| Jump Financial, LLC | 23,061 | $14.0 萬 | 0.01% | −150,366−86.7% | 減碼 |
| KRS Capital Management, LLC | 23,145 | $14.0 萬 | 0.16% | −6,600−22.2% | 減碼 |
| HSBC Holdings PLC | 23,403 | $14.2 萬 | 0.00% | −3,146−11.8% | 減碼 |
| Nomura Holdings Inc | 23,446 | $14.2 萬 | 0.00% | +23,446 | 新進 |
| Manchester Financial Inc | 23,456 | $14.2 萬 | 0.04% | +78+0.3% | 加碼 |
| Shay Capital LLC | 23,485 | $14.3 萬 | 0.06% | +23,485 | 新進 |
| Harbor Investment Advisory, LLC | 23,612 | $14.3 萬 | 0.02% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 23,907 | $14.5 萬 | 0.01% | −441−1.8% | 減碼 |
| Independent Financial Group, LLC | 24,406 | $14.8 萬 | 0.01% | −19,534−44.5% | 減碼 |
| Garde Capital, Inc. | 24,542 | $14.9 萬 | 0.02% | 00.0% | 不變 |
| V Wealth Advisors LLC | 24,630 | $15.0 萬 | 0.03% | −8,963−26.7% | 減碼 |
| MSD Partners, L.P. | 25,000 | $15.2 萬 | 0.02% | 00.0% | 不變 |
| Sigma Planning Corp | 25,125 | $15.3 萬 | 0.01% | +650+2.7% | 加碼 |
| PFG Investments, LLC | 25,408 | $15.4 萬 | 0.03% | +25,408 | 新進 |
| IHT Wealth Management, LLC | 25,420 | $15.4 萬 | 0.01% | −631−2.4% | 減碼 |
| NWF Advisory Services Inc. | 18,678 | $15.6 萬 | 0.04% | +18,678 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25,774 | $15.6 萬 | 0.00% | 00.0% | 不變 |
| Xcel Wealth Management, LLC | 25,780 | $15.6 萬 | 0.06% | 00.0% | 不變 |
| Cantor Fitzgerald, L. P. | 27,300 | $16.6 萬 | 0.00% | −5,625−17.1% | 減碼 |
| Xponance, Inc. | 27,805 | $16.9 萬 | 0.00% | +389+1.4% | 加碼 |
| Captrust Financial Advisors | 27,816 | $16.9 萬 | 0.00% | +2,037+7.9% | 加碼 |
| Quinn Opportunity Partners LLC | 28,000 | $17.0 萬 | 0.02% | 00.0% | 不變 |
| Great West Life Assurance Co | 28,422 | $17.3 萬 | 0.00% | −4,127−12.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 29,234 | $17.7 萬 | 0.00% | +6,265+27.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 29,856 | $18.1 萬 | 0.02% | −8,200−21.5% | 減碼 |
| Meridian Management Co | 30,000 | $18.2 萬 | 0.06% | +30,000 | 新進 |
| Empowered Funds, LLC | 30,260 | $18.4 萬 | 0.01% | +3,729+14.1% | 加碼 |
| Lincoln National Corp | 30,693 | $18.6 萬 | 0.00% | −22,610−42.4% | 減碼 |
| Woodmont Investment Counsel LLC | 30,800 | $18.7 萬 | 0.02% | −7,122−18.8% | 減碼 |
| First National Trust Co | 31,025 | $18.8 萬 | 0.01% | 00.0% | 不變 |
| BBR Partners, LLC | 31,580 | $19.2 萬 | 0.02% | +9,235+41.3% | 加碼 |
| Mercer Global Advisors Inc | 31,611 | $19.2 萬 | 0.00% | −5,195−14.1% | 減碼 |
| Chapin Davis, Inc. | 31,725 | $19.3 萬 | 0.10% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 32,063 | $19.5 萬 | 0.00% | +500+1.6% | 加碼 |
| Handelsbanken Fonder AB | 32,400 | $19.7 萬 | 0.00% | −1,600−4.7% | 減碼 |
| AQR Capital Management LLC | 34,418 | $19.9 萬 | 0.00% | +34,418 | 新進 |
| Calton & Associates, Inc. | 33,020 | $20.0 萬 | 0.09% | −3,330−9.2% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 33,125 | $20.1 萬 | 0.15% | −100−0.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 33,336 | $20.2 萬 | 0.01% | −4,800−12.6% | 減碼 |
| Daiwa Securities Group Inc. | 33,796 | $20.5 萬 | 0.00% | +9,680+40.1% | 加碼 |
| Rockefeller Capital Management L.P. | 34,209 | $20.7 萬 | 0.00% | −10,361−23.2% | 減碼 |
| IMC-Chicago, LLC | 34,421 | $20.9 萬 | 0.04% | −296,399−89.6% | 減碼 |
| Hexagon Capital Partners LLC | 35,721 | $21.7 萬 | 0.06% | −349−1.0% | 減碼 |
| Drive Wealth Management, LLC | 35,886 | $21.8 萬 | 0.09% | +35,886 | 新進 |
| Soltis Investment Advisors LLC | 36,677 | $22.3 萬 | 0.03% | −100−0.3% | 減碼 |
| Bulltick Wealth Management, LLC | 36,938 | $22.4 萬 | 0.06% | −4,102−10.0% | 減碼 |
| Amussen Hunsaker Associates LLC | 37,279 | $22.7 萬 | 0.06% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 37,528 | $22.8 萬 | 0.00% | +2,401+6.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 38,349 | $23.3 萬 | 0.01% | +11,400+42.3% | 加碼 |
| Garden State Investment Advisory Services LLC | 38,873 | $23.6 萬 | 0.12% | −6,143−13.6% | 減碼 |
| Kapitalo Investimentos Ltda | 38,945 | $23.6 萬 | 0.08% | +38,945 | 新進 |
| Hudock, Inc. | 38,983 | $23.7 萬 | 0.06% | +72+0.2% | 加碼 |
| Vigilare Wealth Management | 39,105 | $23.7 萬 | 0.13% | −4,598−10.5% | 減碼 |
| Highlander Capital Management, LLC | 39,350 | $23.9 萬 | 0.12% | −2,000−4.8% | 減碼 |
| Resources Investment Advisors, LLC. | 39,512 | $24.0 萬 | 0.01% | −1,884−4.6% | 減碼 |
| Natixis | 39,625 | $24.1 萬 | 0.00% | −67,750−63.1% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 40,000 | $24.3 萬 | 0.03% | +40,000 | 新進 |
| Gladstone Institutional Advisory LLC | 41,000 | $24.9 萬 | 0.02% | +25,802+169.8% | 加碼 |
| River Street Advisors LLC | 42,130 | $25.6 萬 | 0.25% | +2,281+5.7% | 加碼 |
| Asset Management Corp | 42,329 | $25.7 萬 | 0.20% | −31,250−42.5% | 減碼 |
| SeaCrest Wealth Management, LLC | 43,241 | $26.2 萬 | 0.04% | −25,000−36.6% | 減碼 |