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 |
|---|---|---|---|---|---|
| Axim Planning & Wealth | 22,000 | $21.9 萬 | 0.20% | +2,900+15.2% | 加碼 |
| Belpointe Asset Management LLC | 21,625 | $21.5 萬 | 0.02% | +4,527+26.5% | 加碼 |
| Independent Advisor Alliance | 21,542 | $21.4 萬 | 0.01% | +3,963+22.5% | 加碼 |
| CIBC Asset Management Inc | 21,178 | $21.1 萬 | 0.00% | 00.0% | 不變 |
| Marathon Trading Investment Management LLC | 21,100 | $21.0 萬 | 0.04% | −19,700−48.3% | 減碼 |
| Davenport & Co LLC | 20,762 | $20.7 萬 | 0.00% | +3,933+23.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 20,416 | $20.3 萬 | 0.01% | −3,340−14.1% | 減碼 |
| Laird Norton Trust Company, LLC | 20,261 | $20.2 萬 | 0.02% | +20,261 | 新進 |
| Regal Investment Advisors LLC | 20,174 | $20.1 萬 | 0.02% | −21,804−51.9% | 減碼 |
| Consolidated Portfolio Review Corp | 20,085 | $20.0 萬 | 0.05% | 00.0% | 不變 |
| US Bancorp | 20,020 | $19.9 萬 | 0.00% | +9,998+99.8% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 20,000 | $19.9 萬 | 0.07% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 20,000 | $19.9 萬 | 0.04% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 19,909 | $19.8 萬 | 0.03% | 00.0% | 不變 |
| Resolute Partners Group | 19,827 | $19.7 萬 | 0.03% | 00.0% | 不變 |
| Traynor Capital Management, Inc. | 19,660 | $19.6 萬 | 0.02% | +2,304+13.3% | 加碼 |
| Independent Wealth Network Inc. | 19,601 | $19.5 萬 | 0.10% | +6,949+54.9% | 加碼 |
| NWF Advisory Services Inc. | 19,412 | $19.3 萬 | 0.04% | +734+3.9% | 加碼 |
| Columbia Asset Management | 11,185 | $19.2 萬 | 0.04% | +1,000+9.8% | 加碼 |
| DDFG, Inc | 19,280 | $19.2 萬 | 0.06% | −622−3.1% | 減碼 |
| Axq Capital, LP | 19,200 | $19.1 萬 | 0.05% | +19,200 | 新進 |
| Merit Financial Group, LLC | 19,194 | $19.1 萬 | 0.01% | −1,324−6.5% | 減碼 |
| Ieq Capital, LLC | 19,174 | $19.1 萬 | 0.00% | −63−0.3% | 減碼 |
| Intrua Financial, LLC | 18,917 | $18.8 萬 | 0.03% | +18,917 | 新進 |
| Concorde Asset Management, LLC | 18,774 | $18.7 萬 | 0.13% | +100+0.5% | 加碼 |
| Bensler, LLC | 18,730 | $18.6 萬 | 0.03% | +800+4.5% | 加碼 |
| Comerica Bank | 18,711 | $18.6 萬 | 0.00% | −297−1.6% | 減碼 |
| Wealthfront Advisers LLC | 18,636 | $18.5 萬 | 0.00% | −14,455−43.7% | 減碼 |
| Kercheville Advisors, LLC | 18,600 | $18.5 萬 | 0.10% | −3,350−15.3% | 減碼 |
| Armistice Capital, LLC | 18,594 | $18.5 萬 | 0.00% | +18,594 | 新進 |
| Pointe Capital Management LLC | 18,490 | $18.4 萬 | 0.13% | 00.0% | 不變 |
| Diversified Trust Co | 18,452 | $18.4 萬 | 0.01% | +18,452 | 新進 |
| Claro Advisors LLC | 18,449 | $18.4 萬 | 0.04% | +103+0.6% | 加碼 |
| Resources Investment Advisors, LLC. | 18,414 | $18.3 萬 | 0.00% | −21,470−53.8% | 減碼 |
| Mainstay Capital Management LLC | 18,350 | $18.3 萬 | 0.03% | +4,300+30.6% | 加碼 |
| Zullo Investment Group, Inc. | 18,250 | $18.2 萬 | 0.09% | −2,000−9.9% | 減碼 |
| MetLife Investment Management | 18,157 | $18.1 萬 | 0.00% | −35−0.2% | 減碼 |
| Brinker Capital Investments, LLC | 21,035 | $17.9 萬 | 0.00% | −339−1.6% | 減碼 |
| Orion Portfolio Solutions, LLC | 21,035 | $17.9 萬 | 0.00% | −339−1.6% | 減碼 |
| Wealthcare Advisory Partners LLC | 17,383 | $17.3 萬 | 0.01% | +4,112+31.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 20,776 | $17.1 萬 | 0.01% | −1,766−7.8% | 減碼 |
| KBC Group NV | 17,014 | $16.9 萬 | 0.00% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 16,779 | $16.7 萬 | 0.03% | +678+4.2% | 加碼 |
| Good Life Advisors, LLC | 16,498 | $16.4 萬 | 0.02% | −24,813−60.1% | 減碼 |
| Albion Financial Group | 16,415 | $16.3 萬 | 0.01% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 15,916 | $16.2 萬 | 0.00% | +10,750+208.1% | 加碼 |
| Redwood Wealth Management Group, LLC | 16,166 | $16.1 萬 | 0.18% | −1,000−5.8% | 減碼 |
| Riverwood Capital Management Ltd. | 16,077 | $16.0 萬 | 0.34% | −5,359−25.0% | 減碼 |
| Financial Advisory Service, Inc. | 15,820 | $15.7 萬 | 0.01% | +655+4.3% | 加碼 |
| Trueblood Wealth Management, LLC | 15,677 | $15.6 萬 | 0.10% | +15,677 | 新進 |
| Aspiriant, LLC | 15,633 | $15.6 萬 | 0.01% | 00.0% | 不變 |
| Visionary Wealth Advisors | 15,484 | $15.4 萬 | 0.01% | −238−1.5% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 15,223 | $15.1 萬 | 0.05% | +15,223 | 新進 |
| Garden State Investment Advisory Services LLC | 15,123 | $15.0 萬 | 0.06% | −1,475−8.9% | 減碼 |
| Gotham Asset Management, LLC | 15,029 | $15.0 萬 | 0.00% | −23−0.2% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 15,000 | $14.9 萬 | 0.02% | −15,000−50.0% | 減碼 |
| Centiva Capital, LP | 15,000 | $14.9 萬 | 0.01% | +15,000 | 新進 |
| Cary Street Partner Investment Advisory LLC | 15,000 | $14.9 萬 | 0.01% | +15,000 | 新進 |
| Autumn Glory Partners, LLC | 15,000 | $14.9 萬 | 0.09% | +15,000 | 新進 |
| Quest Partners LLC | 14,705 | $14.6 萬 | 0.03% | +14,705 | 新進 |
| Avestar Capital, LLC | 14,582 | $14.5 萬 | 0.02% | −750−4.9% | 減碼 |
| Elkhorn Partners Limited Partnership | 14,600 | $14.5 萬 | 0.10% | +14,400+7,200.0% | 加碼 |
| Probity Advisors, Inc. | 14,386 | $14.3 萬 | 0.03% | +14,386 | 新進 |
| Sigma Planning Corp | 13,993 | $13.9 萬 | 0.01% | −13,768−49.6% | 減碼 |
| Vident Advisory, LLC | 13,988 | $13.9 萬 | 0.00% | +13,988 | 新進 |
| Balboa Wealth Partners | 13,625 | $13.6 萬 | 0.05% | −11,936−46.7% | 減碼 |
| Cooper/Haims Advisors, LLC | 13,600 | $13.5 萬 | 0.08% | −1,900−12.3% | 減碼 |
| MidWestOne Financial Group, Inc. | 13,402 | $13.3 萬 | 0.03% | +248+1.9% | 加碼 |
| Insigneo Advisory Services, LLC | 13,263 | $13.2 萬 | 0.02% | +13,263 | 新進 |
| Worth Financial Advisory Group, LLC | 13,260 | $13.2 萬 | 0.11% | −525−3.8% | 減碼 |
| Chapin Davis, Inc. | 13,225 | $13.2 萬 | 0.06% | +13,225 | 新進 |
| J.W. Cole Advisors, Inc. | 13,125 | $13.1 萬 | 0.01% | −2,775−17.5% | 減碼 |
| Buckingham Strategic Wealth, LLC | 13,060 | $13.0 萬 | 0.00% | +302+2.4% | 加碼 |
| Truefg, LLC | 12,950 | $12.9 萬 | 0.05% | 00.0% | 不變 |
| Mandatum Life Insurance Co Ltd | 12,947 | $12.9 萬 | 0.05% | +12,947 | 新進 |
| Bulltick Wealth Management, LLC | 12,937 | $12.9 萬 | 0.03% | −1,967−13.2% | 減碼 |
| Vivaldi Capital Management, LLC | 15,788 | $12.7 萬 | 0.04% | −34−0.2% | 減碼 |
| Cantor Fitzgerald, L. P. | 12,695 | $12.6 萬 | 0.03% | −1,004−7.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 12,692 | $12.6 萬 | 0.00% | +2,361+22.9% | 加碼 |
| Main Street Financial Solutions, LLC | 12,617 | $12.6 萬 | 0.02% | +75+0.6% | 加碼 |
| Banque Cantonale Vaudoise | 12,500 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 12,332 | $12.3 萬 | 0.12% | +12,332 | 新進 |
| Ballentine Partners, LLC | 12,313 | $12.3 萬 | 0.00% | +169+1.4% | 加碼 |
| 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 |
| Capital Advisors Inc | 12,196 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 12,167 | $12.1 萬 | 0.01% | −25−0.2% | 減碼 |
| O'Dell Group, LLC | 12,108 | $12.0 萬 | 0.03% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 12,048 | $12.0 萬 | 0.01% | 00.0% | 不變 |
| Suncoast Equity Management | 12,000 | $11.9 萬 | 0.02% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 11,919 | $11.9 萬 | 0.06% | +4,330+57.1% | 加碼 |
| Apollon Wealth Management, LLC | 11,539 | $11.5 萬 | 0.00% | +879+8.2% | 加碼 |
| Xcel Wealth Management, LLC | 11,300 | $11.2 萬 | 0.04% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 11,292 | $11.2 萬 | 0.00% | +84+0.7% | 加碼 |
| Procyon Private Wealth Partners, LLC | 11,285 | $11.2 萬 | 0.01% | −780−6.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 11,231 | $11.2 萬 | 0.00% | +129+1.2% | 加碼 |
| 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 |
| KMG Fiduciary Partners, LLC | 11,094 | $11.0 萬 | 0.01% | +11,094 | 新進 |
| HSBC Holdings PLC | 11,063 | $11.0 萬 | 0.00% | +11,063 | 新進 |