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 |
|---|---|---|---|---|---|
| Concorde Asset Management, LLC | 18,674 | $14.9 萬 | 0.13% | +2,124+12.8% | 加碼 |
| NWF Advisory Services Inc. | 18,678 | $14.9 萬 | 0.04% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 20,000 | $15.1 萬 | 0.04% | +20,000 | 新進 |
| Comerica Bank | 19,008 | $15.2 萬 | 0.00% | +19,008 | 新進 |
| Axim Planning & Wealth | 19,100 | $15.3 萬 | 0.13% | +19,100 | 新進 |
| Ieq Capital, LLC | 19,237 | $15.4 萬 | 0.00% | +3,929+25.7% | 加碼 |
| Resolute Partners Group | 19,827 | $15.8 萬 | 0.02% | 00.0% | 不變 |
| DDFG, Inc | 19,902 | $15.9 萬 | 0.06% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 19,909 | $15.9 萬 | 0.03% | 00.0% | 不變 |
| Calton & Associates, Inc. | 20,000 | $16.0 萬 | 0.23% | −2,350−10.5% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 20,000 | $16.0 萬 | 0.06% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 20,025 | $16.0 萬 | 0.01% | +9,062+82.7% | 加碼 |
| Consolidated Portfolio Review Corp | 20,085 | $16.0 萬 | 0.04% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 20,090 | $16.1 萬 | 0.01% | +8,847+78.7% | 加碼 |
| Zullo Investment Group, Inc. | 20,250 | $16.2 萬 | 0.09% | +1,000+5.2% | 加碼 |
| Merit Financial Group, LLC | 20,518 | $16.4 萬 | 0.01% | +110+0.5% | 加碼 |
| Kingsview Wealth Management, LLC | 20,705 | $16.5 萬 | 0.01% | −68,116−76.7% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 21,032 | $16.8 萬 | 0.06% | +21,032 | 新進 |
| International Assets Investment Management, LLC | 22,225 | $16.9 萬 | 0.02% | −23,290−51.2% | 減碼 |
| Western Wealth Management, LLC | 21,150 | $16.9 萬 | 0.01% | +21,150 | 新進 |
| CIBC Asset Management Inc | 21,178 | $16.9 萬 | 0.00% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 21,374 | $17.1 萬 | 0.00% | +110+0.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 21,374 | $17.1 萬 | 0.00% | +110+0.5% | 加碼 |
| Kercheville Advisors, LLC | 21,950 | $17.5 萬 | 0.11% | +21,950 | 新進 |
| Founders Financial Securities LLC | 22,000 | $17.6 萬 | 0.02% | −1,000−4.3% | 減碼 |
| Freedom Wealth Alliance, LLC | 22,167 | $17.7 萬 | 0.29% | +6,900+45.2% | 加碼 |
| Harbor Investment Advisory, LLC | 22,300 | $17.8 萬 | 0.02% | −1,312−5.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 22,542 | $18.0 萬 | 0.01% | +4,491+24.9% | 加碼 |
| Brown Advisory Inc | 22,703 | $18.1 萬 | 0.00% | 00.0% | 不變 |
| Manchester Financial Inc | 23,456 | $18.7 萬 | 0.06% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 23,754 | $19.0 萬 | 0.02% | −7,800−24.7% | 減碼 |
| Stratos Wealth Advisors, LLC | 23,756 | $19.0 萬 | 0.01% | +23,756 | 新進 |
| Riverwood Capital Management Ltd. | 21,436 | $19.1 萬 | 0.51% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 23,907 | $19.1 萬 | 0.02% | 00.0% | 不變 |
| Woodline Partners LP | 23,930 | $19.1 萬 | 0.00% | +23,930 | 新進 |
| Reynders McVeigh Capital Management, LLC | 24,574 | $19.6 萬 | 0.01% | −2,177−8.1% | 減碼 |
| National Bank of Canada | 25,488 | $19.9 萬 | 0.00% | −2,096,355−98.8% | 減碼 |
| MSD Partners, L.P. | 25,000 | $20.0 萬 | 0.02% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 25,500 | $20.4 萬 | 0.08% | −6,350−19.9% | 減碼 |
| Balboa Wealth Partners | 25,561 | $20.4 萬 | 0.08% | +11,736+84.9% | 加碼 |
| McGuire Investment Group, LLC | 25,650 | $20.5 萬 | 0.04% | 00.0% | 不變 |
| Natixis | 26,326 | $21.0 萬 | 0.00% | −8,574−24.6% | 減碼 |
| Pearl River Capital, LLC | 26,483 | $21.2 萬 | 0.03% | −46,080−63.5% | 減碼 |
| Tradition Wealth Management, LLC | 26,766 | $21.4 萬 | 0.03% | +10,106+60.7% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 26,925 | $21.5 萬 | 0.17% | −1,700−5.9% | 減碼 |
| Toroso Investments, LLC | 27,016 | $21.6 萬 | 0.01% | +2,032+8.1% | 加碼 |
| Envestnet Asset Management Inc | 27,733 | $22.2 萬 | 0.00% | −130,314−82.5% | 減碼 |
| Sigma Planning Corp | 27,761 | $22.2 萬 | 0.01% | +4,902+21.4% | 加碼 |
| PFG Investments, LLC | 28,108 | $22.5 萬 | 0.04% | +6,150+28.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 28,310 | $22.6 萬 | 0.00% | +16,710+144.1% | 加碼 |
| M&T Bank Corp | 28,314 | $22.6 萬 | 0.00% | +2,583+10.0% | 加碼 |
| Captrust Financial Advisors | 31,993 | $22.8 萬 | 0.00% | +10,042+45.7% | 加碼 |
| IFP Advisors, Inc | 28,656 | $22.9 萬 | 0.01% | −276,776−90.6% | 減碼 |
| Hexagon Capital Partners LLC | 28,697 | $22.9 萬 | 0.06% | −5,023−14.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 29,434 | $23.5 萬 | 0.00% | −139,465−82.6% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 30,000 | $24.0 萬 | 0.03% | −10,000−25.0% | 減碼 |
| Moseley Investment Management Inc | 30,164 | $24.1 萬 | 0.14% | +4,091+15.7% | 加碼 |
| Nwam LLC | 30,313 | $24.2 萬 | 0.02% | +9,245+43.9% | 加碼 |
| Empowered Funds, LLC | 30,815 | $24.6 萬 | 0.01% | −7,657−19.9% | 減碼 |
| TriaGen Wealth Management LLC | 31,453 | $25.1 萬 | 0.13% | +34+0.1% | 加碼 |
| Lauer Wealth, LLC | 30,521 | $25.2 萬 | 0.27% | +30,521 | 新進 |
| Pathway Financial Advisers, LLC | 31,613 | $25.3 萬 | 0.10% | +31,613 | 新進 |
| Equitable Holdings, Inc. | 31,773 | $25.4 萬 | 0.00% | −33,413−51.3% | 減碼 |
| Balentine LLC | 31,944 | $25.5 萬 | 0.01% | 00.0% | 不變 |
| AtonRa Partners | 32,419 | $25.9 萬 | 0.54% | −7,389−18.6% | 減碼 |
| Xponance, Inc. | 32,460 | $25.9 萬 | 0.00% | +729+2.3% | 加碼 |
| SEI Investments Co | 32,895 | $26.3 萬 | 0.00% | −36,714−52.7% | 減碼 |
| Wealthfront Advisers LLC | 33,091 | $26.4 萬 | 0.00% | +5,109+18.3% | 加碼 |
| Signaturefd, LLC | 33,293 | $26.6 萬 | 0.01% | +17,818+115.1% | 加碼 |
| River Street Advisors LLC | 33,888 | $27.1 萬 | 0.26% | −7,226−17.6% | 減碼 |
| IMC-Chicago, LLC | 34,360 | $27.5 萬 | 0.02% | −91,401−72.7% | 減碼 |
| SG Americas Securities, LLC | 34,436 | $27.5 萬 | 0.00% | +6,548+23.5% | 加碼 |
| Strategic Investment Solutions, Inc. | 31,500 | $27.7 萬 | 0.00% | +31,000+6,200.0% | 加碼 |
| Soltis Investment Advisors LLC | 34,715 | $27.7 萬 | 0.04% | −1,962−5.3% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 35,535 | $28.4 萬 | 0.03% | −2,700−7.1% | 減碼 |
| BBR Partners, LLC | 35,841 | $28.6 萬 | 0.03% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 35,876 | $28.7 萬 | 0.10% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 37,241 | $29.8 萬 | 0.04% | −6,100−14.1% | 減碼 |
| Cutler Group LP | 38,118 | $30.4 萬 | 0.05% | −9,892−20.6% | 減碼 |
| Hudock, Inc. | 39,271 | $31.4 萬 | 0.07% | +3,830+10.8% | 加碼 |
| Independent Financial Group, LLC | 39,396 | $31.5 萬 | 0.02% | +325+0.8% | 加碼 |
| Resources Investment Advisors, LLC. | 39,884 | $31.9 萬 | 0.01% | −258−0.6% | 減碼 |
| Neuberger Berman Group LLC | 39,890 | $31.9 萬 | 0.00% | −19,452−32.8% | 減碼 |
| Fortis Advisors, LLC | 40,050 | $32.0 萬 | 0.24% | −11,100−21.7% | 減碼 |
| Deutsche Bank AG | 40,549 | $32.4 萬 | 0.00% | −395,408−90.7% | 減碼 |
| Marathon Trading Investment Management LLC | 40,800 | $32.6 萬 | 0.25% | +26,900+193.5% | 加碼 |
| Good Life Advisors, LLC | 41,311 | $33.0 萬 | 0.04% | −10,655−20.5% | 減碼 |
| Cowen and Company, LLC | 41,400 | $33.1 萬 | 0.02% | +41,400 | 新進 |
| Virtu Financial LLC | 41,491 | $33.2 萬 | 0.03% | +41,491 | 新進 |
| Lincoln National Corp | 41,708 | $33.3 萬 | 0.01% | +8,400+25.2% | 加碼 |
| Regal Investment Advisors LLC | 41,978 | $33.5 萬 | 0.03% | −1,674−3.8% | 減碼 |
| Atomi Financial Group, Inc. | 42,420 | $33.9 萬 | 0.11% | +42,420 | 新進 |
| Caliber Wealth Management, LLC | 43,851 | $35.0 萬 | 0.24% | 00.0% | 不變 |
| Saxon Interests, Inc. | 43,851 | $35.0 萬 | 0.24% | +43,851 | 新進 |
| Kestra Private Wealth Services, LLC | 43,989 | $35.1 萬 | 0.01% | +8,608+24.3% | 加碼 |
| Intech Investment Management LLC | 44,870 | $35.9 萬 | 0.01% | +44,870 | 新進 |
| Perigon Wealth Management, LLC | 46,012 | $36.8 萬 | 0.01% | +4,277+10.2% | 加碼 |
| Valeo Financial Advisors, LLC | 47,616 | $38.0 萬 | 0.02% | −6,500−12.0% | 減碼 |
| JustInvest LLC | 47,657 | $38.1 萬 | 0.01% | +1,209+2.6% | 加碼 |
| Arkadios Wealth Advisors | 48,356 | $38.6 萬 | 0.04% | +3,525+7.9% | 加碼 |