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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 72,493 | $72.1 萬 | 0.01% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 71,960 | $71.6 萬 | 0.07% | +21,706+43.2% | 加碼 |
| Kestra Advisory Services, LLC | 70,926 | $70.6 萬 | 0.01% | +12,676+21.8% | 加碼 |
| CI Private Wealth, LLC | 70,321 | $70.0 萬 | 0.00% | +2,588+3.8% | 加碼 |
| Wolff Wiese Magana LLC | 66,942 | $66.6 萬 | 0.63% | −17,318−20.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 65,785 | $65.5 萬 | 0.00% | +1,498+2.3% | 加碼 |
| Solidarilty Wealth, LLC | 65,661 | $65.3 萬 | 0.24% | −806−1.2% | 減碼 |
| Strategic Advocates LLC | 65,342 | $65.0 萬 | 0.28% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 65,182 | $64.9 萬 | 0.00% | +65,182 | 新進 |
| Consolidated Investment Group LLC | 63,000 | $62.7 萬 | 0.11% | 00.0% | 不變 |
| Teza Capital Management LLC | 62,913 | $62.6 萬 | 0.10% | +62,913 | 新進 |
| Wellington Management Group LLP | 62,546 | $62.2 萬 | 0.00% | −1,324−2.1% | 減碼 |
| Hel Ved Capital Management Ltd | 62,500 | $62.2 萬 | 0.18% | +62,500 | 新進 |
| Headlands Technologies LLC | 61,492 | $61.2 萬 | 0.18% | +61,492 | 新進 |
| Advisory Services Network, LLC | 61,117 | $60.8 萬 | 0.01% | −2,443−3.8% | 減碼 |
| Means Investment Co., Inc. | 60,778 | $60.5 萬 | 0.09% | +4,809+8.6% | 加碼 |
| Harbour Investments, Inc. | 60,665 | $60.4 萬 | 0.02% | +3,025+5.2% | 加碼 |
| Brevan Howard Capital Management LP | 60,280 | $60.0 萬 | 0.06% | +60,280 | 新進 |
| Boston Private Wealth LLC | 58,995 | $58.7 萬 | 0.01% | −123,206−67.6% | 減碼 |
| San Luis Wealth Advisors LLC | 58,981 | $58.7 萬 | 0.25% | −2,001−3.3% | 減碼 |
| Principal Financial Group Inc | 58,845 | $58.6 萬 | 0.00% | −666,794−91.9% | 減碼 |
| FMR LLC | 58,782 | $58.5 萬 | 0.00% | −2,259,123−97.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 58,276 | $58.0 萬 | 0.02% | +58,276 | 新進 |
| Prudential Financial Inc | 58,216 | $57.9 萬 | 0.00% | +8,880+18.0% | 加碼 |
| Hilltop Holdings Inc. | 57,079 | $56.8 萬 | 0.06% | +33,325+140.3% | 加碼 |
| Captrust Financial Advisors | 56,414 | $56.1 萬 | 0.00% | +24,421+76.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 56,130 | $55.8 萬 | 0.03% | +56,130 | 新進 |
| Alta Wealth Advisors LLC | 53,449 | $53.2 萬 | 0.30% | −700−1.3% | 減碼 |
| JustInvest LLC | 52,821 | $52.6 萬 | 0.01% | +5,164+10.8% | 加碼 |
| IFP Advisors, Inc | 52,668 | $52.4 萬 | 0.02% | +24,012+83.8% | 加碼 |
| QRG Capital Management, Inc. | 51,754 | $51.5 萬 | 0.01% | +1,097+2.2% | 加碼 |
| Integrated Advisors Network LLC | 50,762 | $50.5 萬 | 0.03% | +200+0.4% | 加碼 |
| Neuberger Berman Group LLC | 50,423 | $50.2 萬 | 0.00% | +10,533+26.4% | 加碼 |
| Atomi Financial Group, Inc. | 48,616 | $48.4 萬 | 0.07% | +6,196+14.6% | 加碼 |
| Arkadios Wealth Advisors | 48,541 | $48.3 萬 | 0.04% | +185+0.4% | 加碼 |
| Gsa Capital Partners LLP | 47,049 | $46.8 萬 | 0.04% | −130,744−73.5% | 減碼 |
| Independent Financial Group, LLC | 46,318 | $46.1 萬 | 0.02% | +6,922+17.6% | 加碼 |
| Aldebaran Financial Inc. | 46,120 | $45.9 萬 | 0.71% | −3,165−6.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 45,963 | $45.7 萬 | 0.01% | +1,974+4.5% | 加碼 |
| Wellington Wealth Strategies, LLC. | 45,048 | $44.8 萬 | 0.39% | +45,048 | 新進 |
| Perigon Wealth Management, LLC | 44,799 | $44.6 萬 | 0.01% | −1,213−2.6% | 減碼 |
| Lincoln National Corp | 44,655 | $44.4 萬 | 0.01% | +2,947+7.1% | 加碼 |
| M&T Bank Corp | 44,260 | $44.0 萬 | 0.00% | +15,946+56.3% | 加碼 |
| Caliber Wealth Management, LLC | 43,851 | $43.6 萬 | 0.26% | 00.0% | 不變 |
| Hudock, Inc. | 43,793 | $43.6 萬 | 0.09% | +4,522+11.5% | 加碼 |
| Valeo Financial Advisors, LLC | 42,716 | $42.5 萬 | 0.02% | −4,900−10.3% | 減碼 |
| Fortis Advisors, LLC | 42,550 | $42.3 萬 | 0.30% | +2,500+6.2% | 加碼 |
| Marex Group plc | 41,452 | $41.2 萬 | 0.02% | −124,065−75.0% | 減碼 |
| Cutler Group LP | 41,277 | $41.0 萬 | 0.06% | +3,159+8.3% | 加碼 |
| Envestnet Asset Management Inc | 40,780 | $40.6 萬 | 0.00% | +13,047+47.0% | 加碼 |
| Hennessy Advisors Inc | 40,000 | $39.8 萬 | 0.02% | −30,000−42.9% | 減碼 |
| Venture Visionary Partners LLC | 39,932 | $39.7 萬 | 0.02% | −147,285−78.7% | 減碼 |
| Creekmur Asset Management LLC | 39,404 | $39.2 萬 | 0.12% | +39,404 | 新進 |
| Nwam LLC | 39,158 | $39.0 萬 | 0.03% | +8,845+29.2% | 加碼 |
| Empowered Funds, LLC | 39,147 | $39.0 萬 | 0.01% | +8,332+27.0% | 加碼 |
| SEI Investments Co | 38,837 | $38.6 萬 | 0.00% | +5,942+18.1% | 加碼 |
| CWM, LLC | 38,721 | $38.5 萬 | 0.00% | +25,072+183.7% | 加碼 |
| Nebula Research & Development LLC | 38,021 | $37.8 萬 | 0.11% | +38,021 | 新進 |
| Gladstone Institutional Advisory LLC | 37,700 | $37.5 萬 | 0.02% | −10,850−22.3% | 減碼 |
| McGuire Investment Group, LLC | 36,250 | $36.1 萬 | 0.06% | +10,600+41.3% | 加碼 |
| Drive Wealth Management, LLC | 35,836 | $35.7 萬 | 0.12% | −40−0.1% | 減碼 |
| M Holdings Securities, Inc. | 35,790 | $35.6 萬 | 0.04% | +35,790 | 新進 |
| Pine Valley Investments Ltd Liability Co | 35,535 | $35.4 萬 | 0.03% | 00.0% | 不變 |
| River Street Advisors LLC | 35,414 | $35.2 萬 | 0.28% | +1,526+4.5% | 加碼 |
| Brown Advisory Inc | 34,979 | $34.8 萬 | 0.00% | +12,276+54.1% | 加碼 |
| Soltis Investment Advisors LLC | 34,715 | $34.5 萬 | 0.04% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 34,656 | $34.5 萬 | 0.13% | +3,043+9.6% | 加碼 |
| Tradition Wealth Management, LLC | 33,216 | $33.0 萬 | 0.03% | +6,450+24.1% | 加碼 |
| Signaturefd, LLC | 32,791 | $32.6 萬 | 0.01% | −502−1.5% | 減碼 |
| Xponance, Inc. | 32,731 | $32.6 萬 | 0.00% | +271+0.8% | 加碼 |
| SG Americas Securities, LLC | 32,286 | $32.1 萬 | 0.00% | −2,150−6.2% | 減碼 |
| Gabelli Funds LLC | 32,000 | $31.8 萬 | 0.00% | +32,000 | 新進 |
| Hexagon Capital Partners LLC | 31,837 | $31.7 萬 | 0.08% | +3,140+10.9% | 加碼 |
| Prosperity Wealth Management, Inc. | 31,050 | $30.9 萬 | 0.20% | +31,050 | 新進 |
| Balentine LLC | 30,872 | $30.7 萬 | 0.01% | −1,072−3.4% | 減碼 |
| WCG Wealth Advisors LLC | 30,281 | $30.1 萬 | 0.02% | −14,707−32.7% | 減碼 |
| PFG Investments, LLC | 29,655 | $29.5 萬 | 0.05% | +1,547+5.5% | 加碼 |
| Toroso Investments, LLC | 29,274 | $29.1 萬 | 0.01% | +2,258+8.4% | 加碼 |
| National Bank of Canada | 29,908 | $28.8 萬 | 0.00% | +4,420+17.3% | 加碼 |
| Level Four Advisory Services, LLC | 28,064 | $27.9 萬 | 0.02% | +8,039+40.1% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 26,925 | $26.8 萬 | 0.19% | 00.0% | 不變 |
| Moseley Investment Management Inc | 26,659 | $26.5 萬 | 0.15% | −3,505−11.6% | 減碼 |
| Highlander Capital Management, LLC | 26,530 | $26.4 萬 | 0.09% | +1,030+4.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 31,261 | $25.7 萬 | 0.03% | −5,980−16.1% | 減碼 |
| Foundations Investment Advisors, LLC | 33,192 | $25.7 萬 | 0.01% | +22,555+212.0% | 加碼 |
| International Assets Investment Management, LLC | 25,675 | $25.5 萬 | 0.03% | +3,450+15.5% | 加碼 |
| Lauer Wealth, LLC | 31,557 | $25.0 萬 | 0.23% | +1,036+3.4% | 加碼 |
| Founders Financial Securities LLC | 25,060 | $24.9 萬 | 0.03% | +3,060+13.9% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 25,077 | $24.9 萬 | 0.08% | +4,045+19.2% | 加碼 |
| MSD Partners, L.P. | 25,000 | $24.9 萬 | 0.02% | 00.0% | 不變 |
| AtonRa Partners | 24,603 | $24.5 萬 | 0.49% | −7,816−24.1% | 減碼 |
| Forum Financial Management, LP | 24,535 | $24.4 萬 | 0.00% | +24,535 | 新進 |
| KLCM Advisors, Inc. | 24,500 | $24.4 萬 | 0.04% | +24,500 | 新進 |
| Zions Bancorporation, N.A. | 23,907 | $23.8 萬 | 0.02% | 00.0% | 不變 |
| Calton & Associates, Inc. | 23,520 | $23.4 萬 | 0.09% | +3,520+17.6% | 加碼 |
| Manchester Financial Inc | 23,456 | $23.3 萬 | 0.07% | 00.0% | 不變 |
| Quantinno Capital Management LP | 23,174 | $23.1 萬 | 0.01% | −36,268−61.0% | 減碼 |
| Panoramic Investment Advisors, LLC | 23,000 | $22.9 萬 | 0.20% | +7,500+48.4% | 加碼 |
| Umb Bank N A | 22,959 | $22.8 萬 | 0.00% | +7,843+51.9% | 加碼 |
| Harbor Investment Advisory, LLC | 22,300 | $22.2 萬 | 0.03% | 00.0% | 不變 |