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 3 季 13F 持有人
SoFi Technologies, Inc. 在 2023/9/30 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
- 514
- 較 2023 年第 2 季 +5 家
- 持有股數
- 3.56 億
- 較 2023 年第 2 季 −302.5 萬 (−0.8%)
- 總市值
- $28.4 億
- 較 2023 年第 2 季 −$1.53 億 (−5.1%)
- 新進機構
- 74
- 另有 189 家加碼
- 清倉機構
- 69
- 另有 146 家減碼
另有 8 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 5,000 | $4.00 萬 | 0.00% | −1,000−16.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 5,166 | $4.00 萬 | 0.00% | +5,166 | 新進 |
| Glassman Wealth Services | 5,039 | $4.03 萬 | 0.01% | +510+11.3% | 加碼 |
| PSI Advisors, LLC | 5,085 | $4.06 萬 | 0.02% | +400+8.5% | 加碼 |
| Lazard Asset Management LLC | 5,185 | $4.10 萬 | 0.00% | +2,785+116.0% | 加碼 |
| Ancora Advisors, LLC | 5,667 | $4.53 萬 | 0.00% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 6,164 | $4.92 萬 | 0.00% | −557−8.3% | 減碼 |
| Wetherby Asset Management Inc | 6,205 | $4.96 萬 | 0.00% | +6,205 | 新進 |
| Global Retirement Partners, LLC | 6,855 | $5.12 萬 | 0.00% | +13+0.2% | 加碼 |
| Sandy Spring Bank | 7,056 | $5.64 萬 | 0.00% | −225−3.1% | 減碼 |
| Geneos Wealth Management Inc. | 7,225 | $5.77 萬 | 0.00% | +3,300+84.1% | 加碼 |
| Global Financial Private Client, LLC | 7,589 | $5.95 萬 | 0.03% | +3,113+69.5% | 加碼 |
| NBC Securities, Inc. | 7,725 | $6.10 萬 | 0.01% | +7,725 | 新進 |
| American International Group, Inc. | 7,736 | $6.18 萬 | 0.00% | −438−5.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,562 | $6.84 萬 | 0.00% | −71,470−89.3% | 減碼 |
| Clear Street Markets LLC | 8,640 | $6.90 萬 | 0.05% | +8,640 | 新進 |
| TD Waterhouse Canada Inc. | 7,823 | $7.34 萬 | 0.00% | +1,105+16.4% | 加碼 |
| TFC Financial Management | 9,457 | $7.56 萬 | 0.02% | +4,400+87.0% | 加碼 |
| Nemes Rush Group LLC | 9,599 | $7.67 萬 | 0.01% | +9,599 | 新進 |
| Atlas Capital Advisors LLC | 9,750 | $7.79 萬 | 0.01% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 10,000 | $7.99 萬 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 10,000 | $7.99 萬 | 0.01% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 10,000 | $7.99 萬 | 0.00% | 00.0% | 不變 |
| Northwest Wealth Management, LLC | 10,000 | $7.99 萬 | 0.03% | +10,000 | 新進 |
| US Bancorp | 10,022 | $8.01 萬 | 0.00% | −1,728−14.7% | 減碼 |
| Tucker Asset Management LLC | 10,058 | $8.04 萬 | 0.02% | +9,958+9,958.0% | 加碼 |
| Strategic Blueprint, LLC | 10,236 | $8.18 萬 | 0.01% | +10,236 | 新進 |
| Prime Capital Investment Advisors, LLC | 10,331 | $8.25 萬 | 0.00% | −579−5.3% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 10,346 | $8.27 萬 | 0.00% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 10,480 | $8.37 萬 | 0.02% | +736+7.6% | 加碼 |
| Foundations Investment Advisors, LLC | 10,637 | $8.50 萬 | 0.00% | +10,637 | 新進 |
| Apollon Wealth Management, LLC | 10,660 | $8.52 萬 | 0.00% | +639+6.4% | 加碼 |
| Rosenberg Matthew Hamilton | 10,800 | $8.63 萬 | 0.03% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 10,849 | $8.67 萬 | 0.00% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 10,890 | $8.70 萬 | 0.01% | 00.0% | 不變 |
| Wedmont Private Capital | 10,657 | $8.72 萬 | 0.01% | +10,657 | 新進 |
| Integrated Wealth Concepts LLC | 10,915 | $8.72 萬 | 0.00% | −10,750−49.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 11,102 | $8.87 萬 | 0.00% | −1,742−13.6% | 減碼 |
| HRT Financial LP | 11,207 | $8.90 萬 | 0.00% | +11,207 | 新進 |
| Moneta Group Investment Advisors LLC | 11,208 | $8.96 萬 | 0.00% | −96−0.8% | 減碼 |
| Xcel Wealth Management, LLC | 11,300 | $9.03 萬 | 0.04% | −13,980−55.3% | 減碼 |
| Sloy Dahl & Holst, LLC | 11,349 | $9.07 萬 | 0.02% | +11,349 | 新進 |
| Smith Anglin Financial, LLC | 11,550 | $9.23 萬 | 0.01% | 00.0% | 不變 |
| Zacks Investment Management | 11,690 | $9.34 萬 | 0.00% | +11,690 | 新進 |
| Cullen/Frost Bankers, Inc. | 11,750 | $9.39 萬 | 0.00% | +11,750 | 新進 |
| Suncoast Equity Management | 12,000 | $9.59 萬 | 0.01% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 12,048 | $9.63 萬 | 0.01% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 12,065 | $9.64 萬 | 0.01% | −1,000−7.7% | 減碼 |
| O'Dell Group, LLC | 12,108 | $9.67 萬 | 0.03% | 00.0% | 不變 |
| Ballentine Partners, LLC | 12,144 | $9.70 萬 | 0.00% | +143+1.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 12,192 | $9.74 萬 | 0.01% | −1,075−8.1% | 減碼 |
| Capital Advisors Inc | 12,196 | $9.74 萬 | 0.00% | +250+2.1% | 加碼 |
| Prostatis Group LLC | 12,200 | $9.75 萬 | 0.05% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 12,400 | $9.91 萬 | 0.00% | −24,200−66.1% | 減碼 |
| Banque Cantonale Vaudoise | 12,500 | $10.0 萬 | 0.00% | +2,000+19.0% | 加碼 |
| Main Street Financial Solutions, LLC | 12,542 | $10.0 萬 | 0.01% | +2,103+20.1% | 加碼 |
| Independent Wealth Network Inc. | 12,652 | $10.1 萬 | 0.06% | −970−7.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 12,758 | $10.2 萬 | 0.00% | −883−6.5% | 減碼 |
| QCM Cayman, Ltd. | 12,784 | $10.2 萬 | 0.66% | +12,784 | 新進 |
| Truefg, LLC | 12,950 | $10.3 萬 | 0.04% | +150+1.2% | 加碼 |
| MidWestOne Financial Group, Inc. | 13,154 | $10.5 萬 | 0.02% | +13,154 | 新進 |
| Wealthcare Advisory Partners LLC | 13,271 | $10.6 萬 | 0.00% | −2,275−14.6% | 減碼 |
| CWM, LLC | 13,649 | $10.9 萬 | 0.00% | −462−3.3% | 減碼 |
| Cantor Fitzgerald, L. P. | 13,699 | $10.9 萬 | 0.00% | +13,699 | 新進 |
| Worth Financial Advisory Group, LLC | 13,785 | $11.0 萬 | 0.10% | +250+1.8% | 加碼 |
| Crewe Advisors LLC | 13,850 | $11.1 萬 | 0.02% | −1,998−12.6% | 減碼 |
| Mainstay Capital Management LLC | 14,050 | $11.2 萬 | 0.02% | +14,050 | 新進 |
| Bulltick Wealth Management, LLC | 14,904 | $11.9 萬 | 0.03% | −12,920−46.4% | 減碼 |
| Exchange Traded Concepts, LLC | 14,963 | $12.0 萬 | 0.00% | +10,013+202.3% | 加碼 |
| Gotham Asset Management, LLC | 15,052 | $12.0 萬 | 0.00% | −13−0.1% | 減碼 |
| Umb Bank N A | 15,116 | $12.1 萬 | 0.00% | +8,945+145.0% | 加碼 |
| Financial Advisory Service, Inc. | 15,165 | $12.1 萬 | 0.01% | −2,000−11.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,281 | $12.2 萬 | 0.00% | −1,184−7.2% | 減碼 |
| Avestar Capital, LLC | 15,332 | $12.3 萬 | 0.02% | 00.0% | 不變 |
| Cooper/Haims Advisors, LLC | 15,500 | $12.4 萬 | 0.10% | −170−1.1% | 減碼 |
| Panoramic Investment Advisors, LLC | 15,500 | $12.4 萬 | 0.11% | +15,500 | 新進 |
| Aspiriant, LLC | 15,633 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 15,764 | $12.5 萬 | 0.01% | +15,764 | 新進 |
| Joule Financial, LLC | 15,653 | $12.5 萬 | 0.06% | +15,653 | 新進 |
| Visionary Wealth Advisors | 15,722 | $12.6 萬 | 0.01% | −2,381−13.2% | 減碼 |
| Vivaldi Capital Management, LLC | 15,822 | $12.6 萬 | 0.04% | +34+0.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 15,900 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 16,101 | $12.9 萬 | 0.04% | +1,934+13.7% | 加碼 |
| Columbia Asset Management | 10,185 | $13.1 萬 | 0.03% | −4,795−32.0% | 減碼 |
| Albion Financial Group | 16,415 | $13.1 萬 | 0.01% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 16,598 | $13.3 萬 | 0.06% | +75+0.5% | 加碼 |
| Davenport & Co LLC | 16,829 | $13.4 萬 | 0.00% | −86−0.5% | 減碼 |
| KBC Group NV | 17,014 | $13.6 萬 | 0.00% | +16,427+2,798.5% | 加碼 |
| Belpointe Asset Management LLC | 17,098 | $13.7 萬 | 0.01% | +17,098 | 新進 |
| Redwood Wealth Management Group, LLC | 17,166 | $13.7 萬 | 0.16% | +1,116+7.0% | 加碼 |
| Traynor Capital Management, Inc. | 17,356 | $13.9 萬 | 0.02% | +3,842+28.4% | 加碼 |
| Bleakley Financial Group, LLC | 17,385 | $13.9 萬 | 0.00% | +5,126+41.8% | 加碼 |
| Sawtooth Solutions, LLC | 17,385 | $13.9 萬 | 0.00% | +5,147+42.1% | 加碼 |
| Independent Advisor Alliance | 17,579 | $14.0 萬 | 0.01% | +5,417+44.5% | 加碼 |
| Bensler, LLC | 17,930 | $14.3 萬 | 0.03% | +840+4.9% | 加碼 |
| MetLife Investment Management | 18,192 | $14.5 萬 | 0.00% | +25+0.1% | 加碼 |
| Claro Advisors LLC | 18,346 | $14.7 萬 | 0.04% | −22,333−54.9% | 減碼 |
| Allen Investment Management LLC | 18,402 | $14.7 萬 | 0.00% | +18,402 | 新進 |
| Pointe Capital Management LLC | 18,490 | $14.8 萬 | 0.12% | 00.0% | 不變 |
| StoneX Group Inc. | 18,569 | $14.8 萬 | 0.02% | +18,569 | 新進 |