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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 48,550 | $38.8 萬 | 0.03% | +6,450+15.3% | 加碼 |
| Jacob Asset Management of New York LLC | 48,600 | $38.8 萬 | 0.55% | +48,600 | 新進 |
| Russell Investments Group, Ltd. | 49,253 | $39.2 萬 | 0.00% | +40,335+452.3% | 加碼 |
| WCG Wealth Advisors LLC | 44,988 | $39.3 萬 | 0.03% | +44,988 | 新進 |
| Aldebaran Financial Inc. | 49,285 | $39.4 萬 | 0.64% | −2,760−5.3% | 減碼 |
| Prudential Financial Inc | 49,336 | $39.4 萬 | 0.00% | −8,918−15.3% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 50,254 | $40.2 萬 | 0.04% | −9,823−16.4% | 減碼 |
| Integrated Advisors Network LLC | 50,562 | $40.4 萬 | 0.02% | −200−0.4% | 減碼 |
| QRG Capital Management, Inc. | 50,657 | $40.5 萬 | 0.01% | +50,657 | 新進 |
| Blueshift Asset Management, LLC | 52,783 | $42.2 萬 | 0.25% | +41,151+353.8% | 加碼 |
| BIT Capital GmbH | 53,236 | $42.5 萬 | 0.06% | +1,701+3.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 53,506 | $42.8 萬 | 0.00% | +53,506 | 新進 |
| Alta Wealth Advisors LLC | 54,149 | $43.3 萬 | 0.27% | −3,150−5.5% | 減碼 |
| Quantamental Technologies LLC | 55,159 | $44.1 萬 | 0.41% | +55,159 | 新進 |
| Means Investment Co., Inc. | 55,969 | $44.7 萬 | 0.07% | −1,523−2.6% | 減碼 |
| Harbour Investments, Inc. | 57,640 | $46.1 萬 | 0.02% | +3,727+6.9% | 加碼 |
| Kestra Advisory Services, LLC | 58,250 | $46.5 萬 | 0.00% | −4,778−7.6% | 減碼 |
| Quantinno Capital Management LP | 59,442 | $47.5 萬 | 0.02% | +59,442 | 新進 |
| San Luis Wealth Advisors LLC | 60,982 | $48.7 萬 | 0.23% | +286+0.5% | 加碼 |
| Y.D. More Investments Ltd | 62,207 | $49.7 萬 | 0.10% | 00.0% | 不變 |
| Consolidated Investment Group LLC | 63,000 | $50.3 萬 | 0.10% | 00.0% | 不變 |
| Advisory Services Network, LLC | 63,560 | $50.8 萬 | 0.01% | +1,759+2.8% | 加碼 |
| Wellington Management Group LLP | 63,870 | $51.0 萬 | 0.00% | +13,109+25.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 64,287 | $51.4 萬 | 0.00% | −4,850−7.0% | 減碼 |
| Strategic Advocates LLC | 65,342 | $52.2 萬 | 0.25% | +65,342 | 新進 |
| Solidarilty Wealth, LLC | 66,467 | $53.1 萬 | 0.19% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 66,829 | $53.4 萬 | 0.01% | −315−0.5% | 減碼 |
| HAP Trading, LLC | 67,033 | $53.6 萬 | 0.13% | −8,328−11.1% | 減碼 |
| CI Private Wealth, LLC | 67,733 | $54.1 萬 | 0.00% | +10,210+17.7% | 加碼 |
| Verition Fund Management LLC | 69,298 | $55.4 萬 | 0.01% | −23,800−25.6% | 減碼 |
| Hennessy Advisors Inc | 70,000 | $55.9 萬 | 0.04% | +70,000 | 新進 |
| D.A. Davidson & Co. | 71,654 | $57.3 萬 | 0.01% | +1,092+1.5% | 加碼 |
| Oak Thistle LLC | 71,659 | $57.3 萬 | 0.17% | +45,982+179.1% | 加碼 |
| Maryland State Retirement & Pension System | 72,493 | $57.9 萬 | 0.01% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 73,477 | $58.7 萬 | 0.01% | +13,097+21.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 74,339 | $59.4 萬 | 0.01% | +32,861+79.2% | 加碼 |
| M. Kulyk & Associates, LLC | 74,901 | $59.8 萬 | 0.17% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 76,520 | $61.1 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 78,115 | $62.4 萬 | 0.01% | −50,122−39.1% | 減碼 |
| Miracle Mile Advisors, LLC | 78,350 | $62.6 萬 | 0.02% | −200.0% | 減碼 |
| Perennial Investment Advisors, LLC | 79,145 | $63.2 萬 | 0.12% | +2,075+2.7% | 加碼 |
| VitalStone Financial, LLC | 92,450 | $64.2 萬 | 0.54% | +50,155+118.6% | 加碼 |
| Great West Life Assurance Co | 82,260 | $65.7 萬 | 0.00% | +47,424+136.1% | 加碼 |
| Matisse Capital | 83,120 | $66.4 萬 | 0.47% | −10,544−11.3% | 減碼 |
| Wolff Wiese Magana LLC | 84,260 | $67.3 萬 | 0.55% | −31,086−27.0% | 減碼 |
| Janney Montgomery Scott LLC | 85,290 | $68.1 萬 | 0.00% | +35,750+72.2% | 加碼 |
| Private Advisor Group, LLC | 90,113 | $72.0 萬 | 0.01% | −16,595−15.6% | 減碼 |
| Teacher Retirement System of Texas | 90,446 | $72.3 萬 | 0.00% | +2,579+2.9% | 加碼 |
| Capital Advisors Wealth Management, LLC | 93,013 | $74.3 萬 | 0.19% | +11,405+14.0% | 加碼 |
| Prospera Financial Services Inc | 93,914 | $75.0 萬 | 0.03% | +793+0.9% | 加碼 |
| Victory Capital Management Inc | 96,052 | $76.7 萬 | 0.00% | +12,741+15.3% | 加碼 |
| Mercer Global Advisors Inc | 96,572 | $77.2 萬 | 0.00% | +56,914+143.5% | 加碼 |
| DnB Asset Management AS | 98,741 | $78.9 萬 | 0.00% | +98,741 | 新進 |
| Kovack Advisors, Inc. | 100,557 | $80.3 萬 | 0.11% | +3,430+3.5% | 加碼 |
| First Republic Investment Management, Inc. | 105,335 | $84.2 萬 | 0.00% | −221,252−67.7% | 減碼 |
| Pictet Asset Management Holding SA | 105,903 | $84.6 萬 | 0.00% | +105,903 | 新進 |
| Pegasus Asset Management, Inc. | 109,143 | $87.2 萬 | 0.41% | +4,064+3.9% | 加碼 |
| Kennedy Investment Group | 110,400 | $88.2 萬 | 0.53% | +20,000+22.1% | 加碼 |
| Stifel Financial Corp | 110,696 | $88.4 萬 | 0.00% | −21,229−16.1% | 減碼 |
| AE Wealth Management LLC | 111,637 | $89.2 萬 | 0.01% | +19,766+21.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 113,429 | $90.6 萬 | 0.00% | +6,429+6.0% | 加碼 |
| STRS Ohio | 114,674 | $91.6 萬 | 0.00% | +114,674 | 新進 |
| Walleye Trading LLC | 115,397 | $92.2 萬 | 0.02% | −59,050−33.8% | 減碼 |
| Voya Investment Management LLC | 116,282 | $92.9 萬 | 0.00% | −12,252−9.5% | 減碼 |
| Tilt Investment Management Holdings, PBC | 118,154 | $94.4 萬 | 0.67% | −29,398−19.9% | 減碼 |
| Caption Management, LLC | 119,030 | $95.1 萬 | 0.12% | +45,623+62.2% | 加碼 |
| Colony Group LLC | 120,196 | $96.0 萬 | 0.01% | −157−0.1% | 減碼 |
| Cetera Advisors LLC | 120,524 | $96.3 萬 | 0.02% | +274+0.2% | 加碼 |
| Alliance Wealth Advisors, LLC | 121,880 | $97.4 萬 | 0.36% | +550.0% | 加碼 |
| Pathstone Family Office, LLC | 126,930 | $97.5 萬 | 0.01% | +11,115+9.6% | 加碼 |
| National Asset Management, Inc. | 127,136 | $101.6 萬 | 0.03% | −9,529−7.0% | 減碼 |
| Skaana Management L.P. | 129,800 | $103.7 萬 | 0.35% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 130,808 | $104.5 萬 | 0.80% | +16,924+14.9% | 加碼 |
| Handelsbanken Fonder AB | 133,900 | $107.0 萬 | 0.01% | +20,500+18.1% | 加碼 |
| Amalgamated Bank | 138,488 | $110.7 萬 | 0.01% | +8,262+6.3% | 加碼 |
| Algert Global LLC | 139,550 | $111.5 萬 | 0.05% | +91,700+191.6% | 加碼 |
| Toronto Dominion Bank | 144,998 | $115.9 萬 | 0.00% | +144,998 | 新進 |
| Capital Markets Trading UK LLP | 151,886 | $121.4 萬 | 1.06% | +42,386+38.7% | 加碼 |
| Vontobel Holding Ltd. | 153,960 | $123.0 萬 | 0.01% | −63,500−29.2% | 減碼 |
| Utah Retirement Systems | 157,700 | $126.0 萬 | 0.02% | +400+0.3% | 加碼 |
| Point72 Middle East FZE | 158,837 | $126.9 萬 | 0.08% | +158,837 | 新進 |
| Truist Financial Corp | 160,068 | $127.9 萬 | 0.00% | −16,646−9.4% | 減碼 |
| Marex Group plc | 165,517 | $132.2 萬 | 0.19% | +51,189+44.8% | 加碼 |
| Jupiter Asset Management Ltd | 169,585 | $135.5 萬 | 0.01% | −98,138−36.7% | 減碼 |
| Cetera Advisor Networks LLC | 171,888 | $137.3 萬 | 0.01% | −137,421−44.4% | 減碼 |
| Well Done, LLC | 172,853 | $138.1 萬 | 0.31% | +78,692+83.6% | 加碼 |
| Triumph Capital Management | 176,290 | $140.9 萬 | 0.64% | +23,958+15.7% | 加碼 |
| We Are One Seven, LLC | 176,767 | $141.2 萬 | 0.11% | +176,767 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 176,970 | $141.4 萬 | 0.01% | +40,020+29.2% | 加碼 |
| Gsa Capital Partners LLP | 177,793 | $142.1 萬 | 0.12% | +122,508+221.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 178,620 | $142.7 萬 | 0.00% | +141,458+380.7% | 加碼 |
| Spire Wealth Management | 178,882 | $142.9 萬 | 0.05% | −1,550−0.9% | 減碼 |
| Boston Private Wealth LLC | 182,201 | $145.6 萬 | 0.03% | +363+0.2% | 加碼 |
| Norris Financial Group, LLC | 186,518 | $149.0 萬 | 1.03% | +109,344+141.7% | 加碼 |
| Venture Visionary Partners LLC | 187,217 | $149.6 萬 | 0.09% | −3,092−1.6% | 減碼 |
| Oppenheimer & Co Inc | 192,238 | $153.6 萬 | 0.03% | +1,413+0.7% | 加碼 |
| Van Eck Associates Corp | 194,590 | $155.5 萬 | 0.00% | −22,205−10.2% | 減碼 |
| Ameriprise Financial Inc | 196,898 | $157.3 萬 | 0.00% | −293,691−59.9% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 201,394 | $160.9 萬 | 0.15% | 00.0% | 不變 |
| Advisory Research Inc | 211,507 | $169.0 萬 | 0.23% | +80,188+61.1% | 加碼 |