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。
2024 年第 1 季 13F 持有人
SoFi Technologies, Inc. 在 2024/3/31 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
- 602
- 較 2023 年第 4 季 +37 家
- 持有股數
- 4.41 億
- 較 2023 年第 4 季 +6,528 萬 (+17.4%)
- 總市值
- $32.2 億
- 較 2023 年第 4 季 −$5.18 億 (−13.9%)
- 新進機構
- 113
- 另有 252 家加碼
- 清倉機構
- 76
- 另有 133 家減碼
另有 7 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 2,200 | $1.61 萬 | 0.00% | −10,000−82.0% | 減碼 |
| Capital Advisors, Ltd. LLC | 2,386 | $1.70 萬 | 0.00% | +831+53.4% | 加碼 |
| HHM Wealth Advisors, LLC | 2,450 | $1.79 萬 | 0.00% | +800+48.5% | 加碼 |
| Sound Income Strategies, LLC | 2,500 | $1.82 萬 | 0.00% | 00.0% | 不變 |
| Archer Investment Corp | 2,500 | $1.82 萬 | 0.01% | +2,500 | 新進 |
| Manchester Capital Management LLC | 2,676 | $1.95 萬 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 2,706 | $1.98 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 2,761 | $2.00 萬 | 0.00% | +752+37.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,790 | $2.04 萬 | 0.00% | +2,790 | 新進 |
| Piscataqua Savings Bank | 3,000 | $2.19 萬 | 0.02% | +3,000 | 新進 |
| GAMMA Investing LLC | 3,036 | $2.22 萬 | 0.00% | +308+11.3% | 加碼 |
| RFP Financial Group LLC | 3,037 | $2.22 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,156 | $2.30 萬 | 0.00% | −717−18.5% | 減碼 |
| Brown Brothers Harriman & Co | 3,215 | $2.35 萬 | 0.00% | +80+2.6% | 加碼 |
| Valley National Advisers Inc | 3,381 | $2.40 萬 | 0.00% | +2,973+728.7% | 加碼 |
| Nomura Asset Management Co Ltd | 3,300 | $2.41 萬 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 3,500 | $2.54 萬 | 0.01% | +400+12.9% | 加碼 |
| ORG Partners LLC | 3,699 | $2.67 萬 | 0.05% | +3,699 | 新進 |
| First Horizon Advisors, Inc. | 3,848 | $2.81 萬 | 0.00% | +3,848 | 新進 |
| Tortoise Investment Management, LLC | 3,939 | $2.88 萬 | 0.00% | +3,939 | 新進 |
| WealthCollab, LLC | 4,000 | $2.92 萬 | 0.02% | +4,000 | 新進 |
| Principal Securities, Inc. | 4,150 | $3.03 萬 | 0.00% | +2,234+116.6% | 加碼 |
| SRS Capital Advisors, Inc. | 4,302 | $3.14 萬 | 0.00% | +53+1.2% | 加碼 |
| SOA Wealth Advisors, LLC. | 4,513 | $3.29 萬 | 0.01% | +1,713+61.2% | 加碼 |
| Caitlin John, LLC | 4,600 | $3.36 萬 | 0.03% | −400−8.0% | 減碼 |
| Clearstead Advisors, LLC | 4,840 | $3.44 萬 | 0.00% | +600+14.2% | 加碼 |
| PSI Advisors, LLC | 4,835 | $3.53 萬 | 0.01% | −650−11.9% | 減碼 |
| NewSquare Capital LLC | 5,000 | $3.65 萬 | 0.00% | 00.0% | 不變 |
| CNB Bank | 5,000 | $3.65 萬 | 0.02% | 00.0% | 不變 |
| Orion Capital Management LLC | 5,000 | $3.65 萬 | 0.02% | 00.0% | 不變 |
| Lazard Asset Management LLC | 5,208 | $3.70 萬 | 0.00% | +23+0.4% | 加碼 |
| Future Financial Wealth Managment LLC | 5,110 | $3.73 萬 | 0.03% | +5,110 | 新進 |
| DekaBank Deutsche Girozentrale | 5,166 | $3.80 萬 | 0.00% | −10,750−67.5% | 減碼 |
| Ancora Advisors, LLC | 5,400 | $3.94 萬 | 0.00% | −267−4.7% | 減碼 |
| Parallel Advisors, LLC | 5,695 | $4.16 萬 | 0.00% | +1,581+38.4% | 加碼 |
| Vermillion & White Wealth Management Group, LLC | 6,000 | $4.38 萬 | 0.03% | +2,000+50.0% | 加碼 |
| Fortitude Family Office, LLC | 6,751 | $4.93 萬 | 0.03% | +764+12.8% | 加碼 |
| Private Trust Co NA | 7,640 | $5.58 萬 | 0.01% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 7,797 | $5.69 萬 | 0.00% | +1,376+21.4% | 加碼 |
| Game Plan Financial Advisors, LLC | 7,800 | $5.69 萬 | 0.03% | −150−1.9% | 減碼 |
| American International Group, Inc. | 7,829 | $5.72 萬 | 0.00% | +157+2.0% | 加碼 |
| Sandy Spring Bank | 8,106 | $5.92 萬 | 0.00% | +900+12.5% | 加碼 |
| Atlas Capital Advisors LLC | 8,432 | $6.16 萬 | 0.01% | +227+2.8% | 加碼 |
| NBC Securities, Inc. | 8,500 | $6.20 萬 | 0.01% | −225−2.6% | 減碼 |
| Allworth Financial LP | 8,820 | $6.44 萬 | 0.00% | +4,630+110.5% | 加碼 |
| Nemes Rush Group LLC | 8,894 | $6.49 萬 | 0.01% | 00.0% | 不變 |
| TFC Financial Management | 9,457 | $6.90 萬 | 0.01% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 9,735 | $7.10 萬 | 0.00% | −636−6.1% | 減碼 |
| Cassaday & Co Wealth Management LLC | 10,000 | $7.30 萬 | 0.00% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 10,000 | $7.30 萬 | 0.02% | +10,000 | 新進 |
| Keebeck Wealth Management, LLC | 10,000 | $7.30 萬 | 0.01% | +10,000 | 新進 |
| Yousif Capital Management, LLC | 10,030 | $7.32 萬 | 0.00% | +10,030 | 新進 |
| Intrua Financial, LLC | 10,167 | $7.42 萬 | 0.01% | −8,750−46.3% | 減碼 |
| Kensington Investment Counsel, LLC | 10,176 | $7.43 萬 | 0.03% | +10,176 | 新進 |
| Lakeview Capital Partners, LLC | 10,249 | $7.48 萬 | 0.01% | +10,249 | 新進 |
| Smith Anglin Financial, LLC | 10,300 | $7.52 萬 | 0.01% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 10,460 | $7.64 萬 | 0.02% | +10,460 | 新進 |
| Gainplan LLC | 10,502 | $7.67 萬 | 0.04% | +10,502 | 新進 |
| Modus Advisors, LLC | 10,620 | $7.75 萬 | 0.03% | +10,620 | 新進 |
| Strategic Blueprint, LLC | 10,646 | $7.77 萬 | 0.01% | +292+2.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 10,652 | $7.78 萬 | 0.00% | −640−5.7% | 減碼 |
| Rosenberg Matthew Hamilton | 10,800 | $7.80 萬 | 0.02% | 00.0% | 不變 |
| Wedbush Securities Inc | 10,700 | $7.80 萬 | 0.00% | +10,700 | 新進 |
| Quadcap Wealth Management, LLC | 10,686 | $7.80 萬 | 0.02% | +570+5.6% | 加碼 |
| Geneos Wealth Management Inc. | 10,742 | $7.84 萬 | 0.00% | +617+6.1% | 加碼 |
| Steele Capital Management, Inc. | 10,750 | $7.85 萬 | 0.00% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 10,849 | $7.92 萬 | 0.00% | 00.0% | 不變 |
| StoneX Group Inc. | 10,884 | $7.95 萬 | 0.01% | +10,884 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 10,890 | $7.95 萬 | 0.00% | +10,890 | 新進 |
| Prime Capital Investment Advisors, LLC | 10,897 | $7.95 萬 | 0.00% | −1,795−14.1% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 10,997 | $8.03 萬 | 0.04% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 11,000 | $8.03 萬 | 0.01% | −13,500−55.1% | 減碼 |
| Kesler, Norman & Wride, LLC | 11,000 | $8.03 萬 | 0.02% | +11,000 | 新進 |
| Wedmont Private Capital | 10,452 | $8.25 萬 | 0.01% | −1,616−13.4% | 減碼 |
| Jacobi Capital Management LLC | 11,390 | $8.31 萬 | 0.01% | +500+4.6% | 加碼 |
| KRS Capital Management, LLC | 11,420 | $8.34 萬 | 0.07% | +11,420 | 新進 |
| Clay Northam Wealth Management, LLC | 11,478 | $8.38 萬 | 0.07% | +11,478 | 新進 |
| Procyon Private Wealth Partners, LLC | 11,905 | $8.69 萬 | 0.01% | +620+5.5% | 加碼 |
| Cantor Fitzgerald, L. P. | 12,000 | $8.76 萬 | 0.02% | −695−5.5% | 減碼 |
| Transcend Wealth Collective, LLC | 12,048 | $8.79 萬 | 0.01% | 00.0% | 不變 |
| O'Dell Group, LLC | 12,108 | $8.84 萬 | 0.02% | 00.0% | 不變 |
| Prostatis Group LLC | 12,200 | $8.91 萬 | 0.03% | 00.0% | 不變 |
| Marshall Financial Group LLC | 12,224 | $8.92 萬 | 0.03% | +12,224 | 新進 |
| NorthRock Partners, LLC | 12,245 | $8.94 萬 | 0.00% | +12,245 | 新進 |
| Insigneo Advisory Services, LLC | 12,253 | $8.94 萬 | 0.01% | −1,010−7.6% | 減碼 |
| Balboa Wealth Partners | 12,275 | $8.96 萬 | 0.03% | −1,350−9.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 13,335 | $9.04 萬 | 0.01% | +1,168+9.6% | 加碼 |
| Thoroughbred Financial Services, LLC | 12,550 | $9.10 萬 | 0.01% | +12,550 | 新進 |
| Nebula Research & Development LLC | 12,686 | $9.26 萬 | 0.02% | −25,335−66.6% | 減碼 |
| Global Financial Private Client, LLC | 12,927 | $9.33 萬 | 0.04% | +1,008+8.5% | 加碼 |
| Main Street Financial Solutions, LLC | 12,841 | $9.37 萬 | 0.01% | +224+1.8% | 加碼 |
| Ballentine Partners, LLC | 13,155 | $9.60 萬 | 0.00% | +842+6.8% | 加碼 |
| Kingsview Wealth Management, LLC | 13,307 | $9.71 萬 | 0.00% | +13,307 | 新進 |
| Chevy Chase Trust Holdings, Inc. | 13,335 | $9.73 萬 | 0.00% | +2,989+28.9% | 加碼 |
| Teza Capital Management LLC | 13,406 | $9.79 萬 | 0.01% | −49,507−78.7% | 減碼 |
| Worth Financial Advisory Group, LLC | 13,410 | $9.79 萬 | 0.07% | +150+1.1% | 加碼 |
| Burr Financial Services, LLC | 13,900 | $9.81 萬 | 0.08% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 13,500 | $9.86 萬 | 0.02% | +13,500 | 新進 |
| Chapin Davis, Inc. | 13,525 | $9.87 萬 | 0.04% | +300+2.3% | 加碼 |
| Independent Advisor Alliance | 13,610 | $9.94 萬 | 0.00% | −7,932−36.8% | 減碼 |