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 2 季 13F 持有人
SoFi Technologies, Inc. 在 2023/6/30 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
- 517
- 較 2023 年第 1 季 −9 家
- 持有股數
- 3.59 億
- 較 2023 年第 1 季 +4,094 萬 (+12.9%)
- 總市值
- $30.0 億
- 較 2023 年第 1 季 +$10.7 億 (+55.8%)
- 新進機構
- 76
- 另有 182 家加碼
- 清倉機構
- 85
- 另有 146 家減碼
另有 6 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 4,072 | $3.40 萬 | 0.00% | +82+2.1% | 加碼 |
| Manchester Capital Management LLC | 4,184 | $3.49 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 4,240 | $3.54 萬 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 4,503 | $3.76 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 4,529 | $3.78 萬 | 0.01% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 4,476 | $3.81 萬 | 0.02% | +4,476 | 新進 |
| PSI Advisors, LLC | 4,685 | $3.91 萬 | 0.02% | −200−4.1% | 減碼 |
| Exchange Traded Concepts, LLC | 4,950 | $4.13 萬 | 0.00% | −1,402−22.1% | 減碼 |
| TFC Financial Management | 5,057 | $4.22 萬 | 0.01% | +57+1.1% | 加碼 |
| Coastal Capital Group, Inc. | 5,380 | $4.49 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 5,667 | $4.73 萬 | 0.00% | +5,000+749.6% | 加碼 |
| NewSquare Capital LLC | 6,000 | $5.00 萬 | 0.01% | 00.0% | 不變 |
| Umb Bank N A | 6,171 | $5.15 萬 | 0.00% | 00.0% | 不變 |
| Storebrand Asset Management AS | 6,455 | $5.38 萬 | 0.00% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 6,721 | $5.61 萬 | 0.00% | −2,644−28.2% | 減碼 |
| Global Retirement Partners, LLC | 6,842 | $5.71 萬 | 0.00% | +1,407+25.9% | 加碼 |
| Sandy Spring Bank | 7,281 | $6.07 萬 | 0.00% | −3,850−34.6% | 減碼 |
| Glenmede Trust Co NA | 10,119 | $6.14 萬 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 6,718 | $6.45 萬 | 0.00% | −7−0.1% | 減碼 |
| American International Group, Inc. | 8,174 | $6.82 萬 | 0.00% | +67+0.8% | 加碼 |
| Russell Investments Group, Ltd. | 8,918 | $7.44 萬 | 0.00% | +181+2.1% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 9,744 | $8.13 萬 | 0.02% | −649−6.2% | 減碼 |
| Atlas Capital Advisors LLC | 9,750 | $8.13 萬 | 0.01% | +9,750 | 新進 |
| Continuum Advisory, LLC | 10,000 | $8.34 萬 | 0.01% | 00.0% | 不變 |
| CX Institutional | 10,000 | $8.34 萬 | 0.00% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 10,000 | $8.34 萬 | 0.00% | +10,000 | 新進 |
| Cassaday & Co Wealth Management LLC | 10,000 | $8.34 萬 | 0.00% | +10,000 | 新進 |
| Apollon Wealth Management, LLC | 10,021 | $8.36 萬 | 0.00% | −1,960−16.4% | 減碼 |
| JT Stratford LLC | 10,025 | $8.36 萬 | 0.02% | +10,025 | 新進 |
| Clear Creek Financial Management, LLC | 10,200 | $8.51 萬 | 0.01% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 10,346 | $8.63 萬 | 0.00% | +10,346 | 新進 |
| Axq Capital, LP | 10,400 | $8.67 萬 | 0.11% | −4,200−28.8% | 減碼 |
| Main Street Financial Solutions, LLC | 10,439 | $8.71 萬 | 0.01% | +300+3.0% | 加碼 |
| Banque Cantonale Vaudoise | 10,500 | $8.80 萬 | 0.00% | +1,500+16.7% | 加碼 |
| Rosenberg Matthew Hamilton | 10,800 | $9.01 萬 | 0.03% | +7,000+184.2% | 加碼 |
| Evercore Wealth Management, LLC | 10,849 | $9.05 萬 | 0.00% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 10,890 | $9.08 萬 | 0.01% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 10,910 | $9.10 萬 | 0.00% | +10,910 | 新進 |
| Level Four Advisory Services, LLC | 10,963 | $9.14 萬 | 0.01% | +10,963 | 新進 |
| Sherbrooke Park Advisers LLC | 11,062 | $9.23 萬 | 0.05% | +11,062 | 新進 |
| Boothbay Fund Management, LLC | 11,243 | $9.38 萬 | 0.00% | +11,243 | 新進 |
| Moneta Group Investment Advisors LLC | 11,304 | $9.43 萬 | 0.00% | +910+8.8% | 加碼 |
| Smith Anglin Financial, LLC | 11,550 | $9.63 萬 | 0.01% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 11,600 | $9.67 萬 | 0.00% | −4,654,857−99.8% | 減碼 |
| Daiwa Securities Group Inc. | 11,646 | $9.70 萬 | 0.00% | −22,150−65.5% | 減碼 |
| Blueshift Asset Management, LLC | 11,632 | $9.70 萬 | 0.04% | −6,229−34.9% | 減碼 |
| US Bancorp | 11,750 | $9.80 萬 | 0.00% | +1,235+11.7% | 加碼 |
| Capital Advisors Inc | 11,946 | $9.96 萬 | 0.00% | +200+1.7% | 加碼 |
| InterOcean Capital Group, LLC | 12,000 | $10.0 萬 | 0.00% | −3,847−24.3% | 減碼 |
| Suncoast Equity Management | 12,000 | $10.0 萬 | 0.02% | 00.0% | 不變 |
| Ballentine Partners, LLC | 12,001 | $10.0 萬 | 0.00% | +856+7.7% | 加碼 |
| KRS Capital Management, LLC | 12,045 | $10.0 萬 | 0.10% | −11,100−48.0% | 減碼 |
| Transcend Wealth Collective, LLC | 12,048 | $10.0 萬 | 0.01% | +500+4.3% | 加碼 |
| Insigneo Advisory Services, LLC | 12,053 | $10.1 萬 | 0.02% | +12,053 | 新進 |
| O'Dell Group, LLC | 12,108 | $10.1 萬 | 0.03% | +12,108 | 新進 |
| Independent Advisor Alliance | 12,162 | $10.1 萬 | 0.00% | −6,138−33.5% | 減碼 |
| Prostatis Group LLC | 12,200 | $10.2 萬 | 0.05% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 12,238 | $10.2 萬 | 0.00% | −10,549−46.3% | 減碼 |
| Bleakley Financial Group, LLC | 12,259 | $10.2 萬 | 0.00% | +12,259 | 新進 |
| Truefg, LLC | 12,800 | $10.7 萬 | 0.05% | +12,800 | 新進 |
| The PNC Financial Services Group, Inc. | 12,844 | $10.7 萬 | 0.00% | −1,786−12.2% | 減碼 |
| McAlister, Sweet & Associates, Inc. | 12,900 | $10.8 萬 | 0.09% | −2,800−17.8% | 減碼 |
| Procyon Private Wealth Partners, LLC | 13,065 | $10.9 萬 | 0.01% | +13,065 | 新進 |
| EverSource Wealth Advisors, LLC | 13,267 | $11.1 萬 | 0.01% | −16,589−55.6% | 減碼 |
| Traynor Capital Management, Inc. | 13,514 | $11.3 萬 | 0.01% | −837−5.8% | 減碼 |
| Worth Financial Advisory Group, LLC | 13,535 | $11.3 萬 | 0.10% | −150−1.1% | 減碼 |
| Independent Wealth Network Inc. | 13,622 | $11.4 萬 | 0.07% | −4,575−25.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 13,622 | $11.4 萬 | 0.00% | +13,622 | 新進 |
| Buckingham Strategic Wealth, LLC | 13,641 | $11.4 萬 | 0.00% | −11,705−46.2% | 減碼 |
| IHT Wealth Management, LLC | 13,789 | $11.5 萬 | 0.01% | −11,631−45.8% | 減碼 |
| Balboa Wealth Partners | 13,825 | $11.5 萬 | 0.04% | +13,825 | 新進 |
| Marathon Trading Investment Management LLC | 13,900 | $11.6 萬 | 0.07% | +7,400+113.8% | 加碼 |
| Mandatum Life Insurance Co Ltd | 13,947 | $11.6 萬 | 0.05% | +13,947 | 新進 |
| CWM, LLC | 14,111 | $11.8 萬 | 0.00% | +2,132+17.8% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 14,167 | $11.8 萬 | 0.04% | +14,167 | 新進 |
| Columbia Asset Management | 14,980 | $12.5 萬 | 0.03% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 15,065 | $12.6 萬 | 0.00% | −32,464−68.3% | 減碼 |
| Ieq Capital, LLC | 15,308 | $12.8 萬 | 0.00% | −4,988−24.6% | 減碼 |
| Avestar Capital, LLC | 15,332 | $12.8 萬 | 0.02% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 15,375 | $12.8 萬 | 0.00% | +1,250+8.8% | 加碼 |
| Aigen Investment Management, LP | 15,407 | $12.8 萬 | 0.02% | −29,149−65.4% | 減碼 |
| Signaturefd, LLC | 15,475 | $12.9 萬 | 0.00% | −1,683−9.8% | 減碼 |
| Teza Capital Management LLC | 15,477 | $12.9 萬 | 0.02% | −33,030−68.1% | 減碼 |
| Wealthcare Advisory Partners LLC | 15,546 | $13.0 萬 | 0.01% | +15,546 | 新進 |
| Aspiriant, LLC | 15,633 | $13.0 萬 | 0.01% | 00.0% | 不變 |
| Cooper/Haims Advisors, LLC | 15,670 | $13.1 萬 | 0.10% | 00.0% | 不變 |
| LJI Wealth Management, LLC | 15,780 | $13.2 萬 | 0.04% | +1,010+6.8% | 加碼 |
| Vivaldi Capital Management, LLC | 15,788 | $13.2 萬 | 0.04% | 00.0% | 不變 |
| Crewe Advisors LLC | 15,848 | $13.2 萬 | 0.02% | +14+0.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 15,900 | $13.3 萬 | 0.01% | +750+5.0% | 加碼 |
| Elkhorn Partners Limited Partnership | 16,000 | $13.3 萬 | 0.08% | 00.0% | 不變 |
| Redwood Wealth Management Group, LLC | 16,050 | $13.4 萬 | 0.15% | −300−1.8% | 減碼 |
| FMR LLC | 16,281 | $13.6 萬 | 0.00% | −878,522−98.2% | 減碼 |
| Albion Financial Group | 16,415 | $13.7 萬 | 0.01% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,465 | $13.7 萬 | 0.00% | −9,309−36.1% | 減碼 |
| Garden State Investment Advisory Services LLC | 16,523 | $13.8 萬 | 0.06% | −22,350−57.5% | 減碼 |
| Concorde Asset Management, LLC | 16,550 | $13.8 萬 | 0.13% | −400−2.4% | 減碼 |
| Tradition Wealth Management, LLC | 16,660 | $13.9 萬 | 0.02% | +1,225+7.9% | 加碼 |
| Freedom Wealth Alliance, LLC | 15,267 | $14.0 萬 | 0.20% | +15,267 | 新進 |
| Davenport & Co LLC | 16,915 | $14.1 萬 | 0.00% | +16,915 | 新進 |