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 |
|---|---|---|---|---|---|
| Bensler, LLC | 17,090 | $14.3 萬 | 0.03% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 17,165 | $14.3 萬 | 0.02% | +4,900+40.0% | 加碼 |
| First Capital Advisors Group, LLC. | 17,313 | $14.4 萬 | 0.08% | 00.0% | 不變 |
| Amundi | 17,492 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 18,051 | $15.1 萬 | 0.01% | +18,051 | 新進 |
| Visionary Wealth Advisors | 18,103 | $15.1 萬 | 0.01% | +303+1.7% | 加碼 |
| MetLife Investment Management | 18,167 | $15.2 萬 | 0.00% | +1,481+8.9% | 加碼 |
| Pointe Capital Management LLC | 18,490 | $15.4 萬 | 0.12% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 18,678 | $15.6 萬 | 0.04% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 19,250 | $16.1 萬 | 0.09% | −2,600−11.9% | 減碼 |
| Resolute Partners Group | 19,827 | $16.5 萬 | 0.02% | 00.0% | 不變 |
| Hall Kathryn A. | 19,853 | $16.6 萬 | 0.05% | +19,853 | 新進 |
| DDFG, Inc | 19,902 | $16.6 萬 | 0.06% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 19,909 | $16.6 萬 | 0.03% | +5,606+39.2% | 加碼 |
| Farmers & Merchants Investments Inc | 20,000 | $16.7 萬 | 0.01% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 20,000 | $16.7 萬 | 0.00% | +20,000 | 新進 |
| Oak Harbor Wealth Partners, LLC | 20,000 | $16.7 萬 | 0.06% | +20,000 | 新進 |
| Consolidated Portfolio Review Corp | 20,085 | $16.8 萬 | 0.04% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 20,307 | $16.9 萬 | 0.04% | 00.0% | 不變 |
| Merit Financial Group, LLC | 20,408 | $17.0 萬 | 0.01% | +8,140+66.4% | 加碼 |
| Savior LLC | 20,498 | $17.1 萬 | 0.69% | −215,947−91.3% | 減碼 |
| Prosperity Wealth Management, Inc. | 20,500 | $17.1 萬 | 0.11% | +20,500 | 新進 |
| Nwam LLC | 21,068 | $17.6 萬 | 0.01% | +7,951+60.6% | 加碼 |
| CIBC Asset Management Inc | 21,178 | $17.7 萬 | 0.00% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 21,264 | $17.7 萬 | 0.00% | +189+0.9% | 加碼 |
| Orion Portfolio Solutions, LLC | 21,264 | $17.7 萬 | 0.00% | +189+0.9% | 加碼 |
| Riverwood Capital Management Ltd. | 21,436 | $17.9 萬 | 0.13% | −2,189,265−99.0% | 減碼 |
| Change Path, LLC | 21,587 | $18.0 萬 | 0.01% | −967−4.3% | 減碼 |
| Integrated Wealth Concepts LLC | 21,665 | $18.1 萬 | 0.00% | +6,780+45.5% | 加碼 |
| Captrust Financial Advisors | 21,951 | $18.3 萬 | 0.00% | −5,865−21.1% | 減碼 |
| PFG Investments, LLC | 21,958 | $18.3 萬 | 0.03% | −3,450−13.6% | 減碼 |
| Calton & Associates, Inc. | 22,350 | $18.6 萬 | 0.09% | −10,670−32.3% | 減碼 |
| Brown Advisory Inc | 22,703 | $18.9 萬 | 0.00% | 00.0% | 不變 |
| Sigma Planning Corp | 22,859 | $19.1 萬 | 0.01% | −2,266−9.0% | 減碼 |
| Founders Financial Securities LLC | 23,000 | $19.2 萬 | 0.03% | 00.0% | 不變 |
| Keystone Financial Group | 23,120 | $19.3 萬 | 0.03% | +23,120 | 新進 |
| Chapin Davis, Inc. | 23,225 | $19.4 萬 | 0.09% | −8,500−26.8% | 減碼 |
| Manchester Financial Inc | 23,456 | $19.6 萬 | 0.06% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 23,612 | $19.7 萬 | 0.03% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 23,907 | $19.9 萬 | 0.02% | 00.0% | 不變 |
| V Wealth Advisors LLC | 24,094 | $20.1 萬 | 0.03% | −536−2.2% | 減碼 |
| Toroso Investments, LLC | 24,984 | $20.8 萬 | 0.01% | +24,984 | 新進 |
| MSD Partners, L.P. | 25,000 | $20.9 萬 | 0.02% | 00.0% | 不變 |
| Xcel Wealth Management, LLC | 25,280 | $21.1 萬 | 0.07% | −500−1.9% | 減碼 |
| McGuire Investment Group, LLC | 25,650 | $21.4 萬 | 0.04% | +7,000+37.5% | 加碼 |
| Oak Thistle LLC | 25,677 | $21.4 萬 | 0.11% | +25,677 | 新進 |
| M&T Bank Corp | 25,731 | $21.5 萬 | 0.00% | +5,268+25.7% | 加碼 |
| Moseley Investment Management Inc | 26,073 | $21.7 萬 | 0.13% | +26,073 | 新進 |
| Reynders McVeigh Capital Management, LLC | 26,751 | $22.3 萬 | 0.01% | −25,668−49.0% | 減碼 |
| Bulltick Wealth Management, LLC | 27,824 | $23.2 萬 | 0.05% | −9,114−24.7% | 減碼 |
| SG Americas Securities, LLC | 27,888 | $23.3 萬 | 0.00% | −1,141,757−97.6% | 減碼 |
| Wealthfront Advisers LLC | 27,982 | $23.3 萬 | 0.00% | +15,044+116.3% | 加碼 |
| Quinn Opportunity Partners LLC | 28,000 | $23.4 萬 | 0.03% | 00.0% | 不變 |
| Creegan & Nassoura Financial Group, LLC | 28,625 | $23.9 萬 | 0.18% | −4,500−13.6% | 減碼 |
| Nomura Holdings Inc | 29,248 | $24.4 萬 | 0.00% | +5,802+24.7% | 加碼 |
| VitalStone Financial, LLC | 42,295 | $25.2 萬 | 0.14% | +36,434+621.6% | 加碼 |
| First National Trust Co | 31,025 | $25.9 萬 | 0.01% | 00.0% | 不變 |
| Sweeney & Michel, LLC | 28,138 | $26.2 萬 | 0.13% | −17,221−38.0% | 減碼 |
| TriaGen Wealth Management LLC | 31,419 | $26.2 萬 | 0.12% | +31,419 | 新進 |
| Hilltop Holdings Inc. | 31,554 | $26.3 萬 | 0.03% | +31,554 | 新進 |
| Xponance, Inc. | 31,731 | $26.5 萬 | 0.00% | +3,926+14.1% | 加碼 |
| Highlander Capital Management, LLC | 31,850 | $26.6 萬 | 0.12% | −7,500−19.1% | 減碼 |
| Balentine LLC | 31,944 | $26.6 萬 | 0.01% | −23,001−41.9% | 減碼 |
| Lincoln National Corp | 33,308 | $27.8 萬 | 0.01% | +2,615+8.5% | 加碼 |
| Hexagon Capital Partners LLC | 33,720 | $28.1 萬 | 0.07% | −2,001−5.6% | 減碼 |
| Natixis | 34,900 | $29.1 萬 | 0.00% | −4,725−11.9% | 減碼 |
| Engineers Gate Manager LP | 34,906 | $29.1 萬 | 0.01% | +34,906 | 新進 |
| Great West Life Assurance Co | 34,836 | $29.3 萬 | 0.00% | +6,414+22.6% | 加碼 |
| NinePointTwo Capital | 35,214 | $29.3 萬 | 0.11% | +35,214 | 新進 |
| Kestra Private Wealth Services, LLC | 35,381 | $29.5 萬 | 0.01% | +2,045+6.1% | 加碼 |
| Hudock, Inc. | 35,441 | $29.6 萬 | 0.07% | −3,542−9.1% | 減碼 |
| BBR Partners, LLC | 35,841 | $29.9 萬 | 0.03% | +4,261+13.5% | 加碼 |
| Drive Wealth Management, LLC | 35,876 | $29.9 萬 | 0.11% | −100.0% | 減碼 |
| Virginia Retirement Systems Et Al | 36,600 | $30.5 萬 | 0.00% | +36,600 | 新進 |
| Soltis Investment Advisors LLC | 36,677 | $30.6 萬 | 0.04% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 37,162 | $31.0 萬 | 0.00% | −366−1.0% | 減碼 |
| Amussen Hunsaker Associates LLC | 37,279 | $31.1 萬 | 0.07% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 38,235 | $31.9 萬 | 0.03% | +25,000+188.9% | 加碼 |
| Empowered Funds, LLC | 38,472 | $32.1 萬 | 0.01% | +8,212+27.1% | 加碼 |
| EA Series Trust | 38,472 | $32.1 萬 | 0.01% | +38,472 | 新進 |
| Independent Financial Group, LLC | 39,071 | $32.6 萬 | 0.02% | +14,665+60.1% | 加碼 |
| Mercer Global Advisors Inc | 39,658 | $33.1 萬 | 0.00% | +8,047+25.5% | 加碼 |
| AtonRa Partners | 39,808 | $33.2 萬 | 0.51% | −6,506−14.0% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 40,000 | $33.4 萬 | 0.04% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 40,142 | $33.5 萬 | 0.01% | +630+1.6% | 加碼 |
| Claro Advisors LLC | 40,679 | $33.9 萬 | 0.08% | +26,583+188.6% | 加碼 |
| River Street Advisors LLC | 41,114 | $34.3 萬 | 0.33% | −1,016−2.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 41,478 | $34.6 萬 | 0.01% | +3,129+8.2% | 加碼 |
| Perigon Wealth Management, LLC | 41,735 | $34.8 萬 | 0.01% | −100,640−70.7% | 減碼 |
| Gladstone Institutional Advisory LLC | 42,100 | $35.1 萬 | 0.02% | +1,100+2.7% | 加碼 |
| SeaCrest Wealth Management, LLC | 43,341 | $36.1 萬 | 0.05% | +100+0.2% | 加碼 |
| Regal Investment Advisors LLC | 43,652 | $36.4 萬 | 0.03% | −119,188−73.2% | 減碼 |
| Caliber Wealth Management, LLC | 43,851 | $36.6 萬 | 0.25% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 44,831 | $37.4 萬 | 0.04% | −1,028−2.2% | 減碼 |
| International Assets Investment Management, LLC | 45,515 | $38.0 萬 | 0.05% | −64,065−58.5% | 減碼 |
| JustInvest LLC | 46,448 | $38.7 萬 | 0.01% | −963−2.0% | 減碼 |
| Rockefeller Capital Management L.P. | 46,563 | $38.8 萬 | 0.00% | +12,354+36.1% | 加碼 |
| Algert Global LLC | 47,850 | $39.9 萬 | 0.02% | +47,850 | 新進 |
| Cutler Group LP | 48,010 | $40.0 萬 | 0.09% | −27,119−36.1% | 減碼 |
| Janney Montgomery Scott LLC | 49,540 | $41.3 萬 | 0.00% | −7,299−12.8% | 減碼 |