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 4 季 13F 持有人
SoFi Technologies, Inc. 在 2023/12/31 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
- 572
- 較 2023 年第 3 季 +66 家
- 持有股數
- 3.76 億
- 較 2023 年第 3 季 +2,139 萬 (+6.0%)
- 總市值
- $37.4 億
- 較 2023 年第 3 季 +$9.03 億 (+31.8%)
- 新進機構
- 117
- 另有 206 家加碼
- 清倉機構
- 51
- 另有 151 家減碼
另有 8 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 1,795 | $1.80 萬 | 0.00% | +500+38.6% | 加碼 |
| Principal Securities, Inc. | 1,916 | $1.91 萬 | 0.00% | +1,916 | 新進 |
| Blue Bell Private Wealth Management, LLC | 1,970 | $1.96 萬 | 0.00% | +500+34.0% | 加碼 |
| Liberty One Investment Management, LLC | 1,972 | $1.96 萬 | 0.00% | +654+49.6% | 加碼 |
| Barrett & Company, Inc. | 2,000 | $1.99 萬 | 0.01% | 00.0% | 不變 |
| Hoey Investments, Inc | 2,000 | $1.99 萬 | 0.01% | +2,000 | 新進 |
| Ci Investments Inc. | 2,009 | $2.00 萬 | 0.00% | +233+13.1% | 加碼 |
| Kapitalo Investimentos Ltda | 2,048 | $2.04 萬 | 0.00% | +2,048 | 新進 |
| GAMMA Investing LLC | 2,728 | $2.14 萬 | 0.01% | +2,728 | 新進 |
| ZRC Wealth Management, LLC | 3,000 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Quarry LP | 2,456 | $2.44 萬 | 0.01% | +2,456 | 新進 |
| Sound Income Strategies, LLC | 2,500 | $2.49 萬 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 2,595 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,676 | $2.66 萬 | 0.00% | −1,508−36.0% | 減碼 |
| Baldwin Brothers Inc | 2,706 | $2.69 萬 | 0.00% | 00.0% | 不變 |
| Washington Trust Co | 2,738 | $2.72 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 2,800 | $2.79 萬 | 0.01% | −20−0.7% | 減碼 |
| RFP Financial Group LLC | 3,037 | $3.02 萬 | 0.01% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 3,100 | $3.08 萬 | 0.01% | +1,500+93.8% | 加碼 |
| Brown Brothers Harriman & Co | 3,135 | $3.12 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 3,300 | $3.28 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,873 | $3.85 萬 | 0.00% | +1,277+49.2% | 加碼 |
| Vermillion & White Wealth Management Group, LLC | 4,000 | $3.98 萬 | 0.04% | +4,000 | 新進 |
| Parallel Advisors, LLC | 4,114 | $4.09 萬 | 0.00% | +443+12.1% | 加碼 |
| Allworth Financial LP | 4,190 | $4.17 萬 | 0.00% | +165+4.1% | 加碼 |
| Clearstead Advisors, LLC | 4,240 | $4.22 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 4,249 | $4.23 萬 | 0.00% | +177+4.3% | 加碼 |
| Jones Financial Companies LLLP | 4,383 | $4.36 萬 | 0.00% | +4,383 | 新進 |
| Glassman Wealth Services | 4,529 | $4.51 萬 | 0.01% | −510−10.1% | 減碼 |
| NewSquare Capital LLC | 5,000 | $4.97 萬 | 0.00% | 00.0% | 不變 |
| Orion Capital Management LLC | 5,000 | $4.97 萬 | 0.03% | +2,000+66.7% | 加碼 |
| CNB Bank | 5,000 | $4.97 萬 | 0.03% | +5,000 | 新進 |
| Caitlin John, LLC | 5,000 | $4.97 萬 | 0.04% | +5,000 | 新進 |
| Lazard Asset Management LLC | 5,185 | $5.10 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 6,879 | $5.31 萬 | 0.00% | +24+0.4% | 加碼 |
| PSI Advisors, LLC | 5,485 | $5.46 萬 | 0.02% | +400+7.9% | 加碼 |
| Ancora Advisors, LLC | 5,667 | $5.64 萬 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 5,987 | $5.96 萬 | 0.04% | +5,987 | 新進 |
| Asset Management One Co.,Ltd. | 6,421 | $6.60 萬 | 0.00% | +257+4.2% | 加碼 |
| Sandy Spring Bank | 7,206 | $7.17 萬 | 0.00% | +150+2.1% | 加碼 |
| Private Trust Co NA | 7,640 | $7.60 萬 | 0.01% | +7,000+1,093.8% | 加碼 |
| American International Group, Inc. | 7,672 | $7.63 萬 | 0.00% | −64−0.8% | 減碼 |
| TD Waterhouse Canada Inc. | 7,823 | $7.77 萬 | 0.00% | 00.0% | 不變 |
| Game Plan Financial Advisors, LLC | 7,950 | $7.91 萬 | 0.05% | +7,950 | 新進 |
| Atlas Capital Advisors LLC | 8,205 | $8.16 萬 | 0.01% | −1,545−15.8% | 減碼 |
| NBC Securities, Inc. | 8,725 | $8.60 萬 | 0.01% | +1,000+12.9% | 加碼 |
| Nemes Rush Group LLC | 8,894 | $8.85 萬 | 0.01% | −705−7.3% | 減碼 |
| TFC Financial Management | 9,457 | $9.41 萬 | 0.02% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 9,594 | $9.50 萬 | 0.00% | +9,594 | 新進 |
| Tower Research Capital LLC (TRC) | 9,596 | $9.55 萬 | 0.00% | +1,034+12.1% | 加碼 |
| Russell Investments Group, Ltd. | 9,892 | $9.84 萬 | 0.00% | −39,361−79.9% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 9,912 | $9.86 萬 | 0.03% | −568−5.4% | 減碼 |
| Northwest Wealth Management, LLC | 10,000 | $9.95 萬 | 0.03% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 10,000 | $9.95 萬 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 10,025 | $9.97 萬 | 0.01% | +25+0.3% | 加碼 |
| Burr Financial Services, LLC | 13,900 | $9.99 萬 | 0.08% | +13,900 | 新進 |
| Quadcap Wealth Management, LLC | 10,116 | $10.1 萬 | 0.03% | +10,116 | 新進 |
| Geneos Wealth Management Inc. | 10,125 | $10.1 萬 | 0.00% | +2,900+40.1% | 加碼 |
| Smith Anglin Financial, LLC | 10,300 | $10.2 萬 | 0.01% | −1,250−10.8% | 減碼 |
| Wealth Effects LLC | 10,300 | $10.2 萬 | 0.04% | +10,300 | 新進 |
| Wedmont Private Capital | 12,068 | $10.3 萬 | 0.01% | +1,411+13.2% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 10,346 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 10,371 | $10.3 萬 | 0.00% | +10,371 | 新進 |
| Strategic Blueprint, LLC | 10,354 | $10.3 萬 | 0.01% | +118+1.2% | 加碼 |
| Washburn Capital Management, Inc. | 10,500 | $10.4 萬 | 0.08% | +10,500 | 新進 |
| Integrated Wealth Concepts LLC | 10,605 | $10.6 萬 | 0.00% | −310−2.8% | 減碼 |
| Steele Capital Management, Inc. | 10,750 | $10.7 萬 | 0.01% | +10,750 | 新進 |
| Rosenberg Matthew Hamilton | 10,800 | $10.7 萬 | 0.03% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 10,805 | $10.8 萬 | 0.01% | +10,805 | 新進 |
| Evercore Wealth Management, LLC | 10,849 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 10,890 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 10,997 | $10.9 萬 | 0.07% | +10,997 | 新進 |
| HSBC Holdings PLC | 11,063 | $11.0 萬 | 0.00% | +11,063 | 新進 |
| KMG Fiduciary Partners, LLC | 11,094 | $11.0 萬 | 0.01% | +11,094 | 新進 |
| Sawtooth Solutions, LLC | 11,193 | $11.1 萬 | 0.00% | −6,192−35.6% | 減碼 |
| Bleakley Financial Group, LLC | 11,193 | $11.1 萬 | 0.00% | −6,192−35.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 11,231 | $11.2 萬 | 0.00% | +129+1.2% | 加碼 |
| Procyon Private Wealth Partners, LLC | 11,285 | $11.2 萬 | 0.01% | −780−6.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 11,292 | $11.2 萬 | 0.00% | +84+0.7% | 加碼 |
| Xcel Wealth Management, LLC | 11,300 | $11.2 萬 | 0.04% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 11,539 | $11.5 萬 | 0.00% | +879+8.2% | 加碼 |
| Global Financial Private Client, LLC | 11,919 | $11.9 萬 | 0.06% | +4,330+57.1% | 加碼 |
| Suncoast Equity Management | 12,000 | $11.9 萬 | 0.02% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 12,048 | $12.0 萬 | 0.01% | 00.0% | 不變 |
| O'Dell Group, LLC | 12,108 | $12.0 萬 | 0.03% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 12,167 | $12.1 萬 | 0.01% | −25−0.2% | 減碼 |
| Capital Advisors Inc | 12,196 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| Prostatis Group LLC | 12,200 | $12.1 萬 | 0.05% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 12,200 | $12.1 萬 | 0.00% | +2,200+22.0% | 加碼 |
| Ballentine Partners, LLC | 12,313 | $12.3 萬 | 0.00% | +169+1.4% | 加碼 |
| EntryPoint Capital, LLC | 12,332 | $12.3 萬 | 0.12% | +12,332 | 新進 |
| Banque Cantonale Vaudoise | 12,500 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 12,617 | $12.6 萬 | 0.02% | +75+0.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 12,692 | $12.6 萬 | 0.00% | +2,361+22.9% | 加碼 |
| Cantor Fitzgerald, L. P. | 12,695 | $12.6 萬 | 0.03% | −1,004−7.3% | 減碼 |
| Vivaldi Capital Management, LLC | 15,788 | $12.7 萬 | 0.04% | −34−0.2% | 減碼 |
| Bulltick Wealth Management, LLC | 12,937 | $12.9 萬 | 0.03% | −1,967−13.2% | 減碼 |
| Mandatum Life Insurance Co Ltd | 12,947 | $12.9 萬 | 0.05% | +12,947 | 新進 |
| Truefg, LLC | 12,950 | $12.9 萬 | 0.05% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 13,060 | $13.0 萬 | 0.00% | +302+2.4% | 加碼 |