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 |
|---|---|---|---|---|---|
| Truefg, LLC | 13,800 | $10.1 萬 | 0.04% | +850+6.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 13,825 | $10.1 萬 | 0.01% | +700+5.3% | 加碼 |
| Crewe Advisors LLC | 13,834 | $10.1 萬 | 0.01% | +13,834 | 新進 |
| Cooper/Haims Advisors, LLC | 13,875 | $10.1 萬 | 0.06% | +275+2.0% | 加碼 |
| TD Waterhouse Canada Inc. | 12,516 | $10.1 萬 | 0.00% | +4,693+60.0% | 加碼 |
| Bleakley Financial Group, LLC | 13,959 | $10.2 萬 | 0.00% | +2,766+24.7% | 加碼 |
| Simplicity Wealth,LLC | 13,959 | $10.2 萬 | 0.00% | +13,959 | 新進 |
| Visionary Wealth Advisors | 13,984 | $10.2 萬 | 0.01% | −1,500−9.7% | 減碼 |
| Capital Advisors Inc | 31,896 | $10.2 萬 | 0.00% | +19,700+161.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 14,505 | $10.6 萬 | 0.00% | +3,274+29.2% | 加碼 |
| Avestar Capital, LLC | 14,582 | $10.6 萬 | 0.01% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 14,500 | $10.7 萬 | 0.00% | +2,000+16.0% | 加碼 |
| Elkhorn Partners Limited Partnership | 14,800 | $10.8 萬 | 0.08% | +200+1.4% | 加碼 |
| Caption Management, LLC | 14,797 | $10.8 萬 | 0.01% | +14,797 | 新進 |
| SG Americas Securities, LLC | 14,868 | $10.9 萬 | 0.00% | −17,418−53.9% | 減碼 |
| MidWestOne Financial Group, Inc. | 14,974 | $10.9 萬 | 0.02% | +1,572+11.7% | 加碼 |
| Gotham Asset Management, LLC | 14,997 | $10.9 萬 | 0.00% | −32−0.2% | 減碼 |
| Northwest Wealth Management, LLC | 15,000 | $10.9 萬 | 0.03% | +5,000+50.0% | 加碼 |
| Vivaldi Capital Management, LLC | 15,788 | $11.0 萬 | 0.03% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 15,028 | $11.0 萬 | 0.03% | +5,116+51.6% | 加碼 |
| Aspiriant, LLC | 15,633 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 15,950 | $11.5 萬 | 0.04% | +827+5.5% | 加碼 |
| Riverwood Capital Management Ltd. | 16,077 | $11.7 萬 | 0.23% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 16,187 | $11.8 萬 | 0.02% | −592−3.5% | 減碼 |
| Albion Financial Group | 16,415 | $12.0 萬 | 0.01% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 16,500 | $12.0 萬 | 0.06% | −1,750−9.6% | 減碼 |
| Buckingham Strategic Wealth, LLC | 16,754 | $12.2 萬 | 0.00% | +3,694+28.3% | 加碼 |
| Financial Advisory Service, Inc. | 16,820 | $12.3 萬 | 0.01% | +1,000+6.3% | 加碼 |
| Watts Gwilliam & Co., LLC | 16,697 | $12.5 萬 | 0.04% | +16,697 | 新進 |
| Resources Investment Advisors, LLC. | 17,398 | $12.7 萬 | 0.00% | −1,016−5.5% | 減碼 |
| AE Wealth Management LLC | 17,424 | $12.7 萬 | 0.00% | −77,345−81.6% | 減碼 |
| Buckingham Strategic Partners | 17,656 | $12.9 萬 | 0.00% | +17,656 | 新進 |
| Guggenheim Capital LLC | 18,411 | $13.4 萬 | 0.00% | +18,411 | 新進 |
| Regal Investment Advisors LLC | 18,434 | $13.5 萬 | 0.01% | −1,740−8.6% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 18,438 | $13.5 萬 | 0.00% | +18,438 | 新進 |
| Pointe Capital Management LLC | 18,490 | $13.5 萬 | 0.08% | 00.0% | 不變 |
| Traynor Capital Management, Inc. | 18,512 | $13.5 萬 | 0.01% | −1,148−5.8% | 減碼 |
| MetLife Investment Management | 18,541 | $13.5 萬 | 0.00% | +384+2.1% | 加碼 |
| Mainstay Capital Management LLC | 18,726 | $13.7 萬 | 0.03% | +376+2.0% | 加碼 |
| Bensler, LLC | 18,730 | $13.7 萬 | 0.02% | 00.0% | 不變 |
| Claro Advisors LLC | 18,746 | $13.7 萬 | 0.02% | +297+1.6% | 加碼 |
| Waldron Private Wealth LLC | 18,798 | $13.7 萬 | 0.01% | +18,798 | 新進 |
| Zions Bancorporation, N.A. | 19,081 | $13.9 萬 | 0.01% | −4,826−20.2% | 減碼 |
| Ieq Capital, LLC | 19,174 | $14.0 萬 | 0.00% | 00.0% | 不變 |
| DDFG, Inc | 19,280 | $14.1 萬 | 0.04% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 19,412 | $14.2 萬 | 0.02% | 00.0% | 不變 |
| KBC Group NV | 19,689 | $14.4 萬 | 0.00% | +2,675+15.7% | 加碼 |
| Probity Advisors, Inc. | 19,737 | $14.4 萬 | 0.03% | +5,351+37.2% | 加碼 |
| Fox Run Management, L.L.C. | 19,932 | $14.6 萬 | 0.03% | +19,932 | 新進 |
| Oak Harbor Wealth Partners, LLC | 20,000 | $14.6 萬 | 0.05% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 20,000 | $14.6 萬 | 0.01% | +5,000+33.3% | 加碼 |
| Ionic Capital Management LLC | 20,000 | $14.6 萬 | 0.09% | +20,000 | 新進 |
| Laird Norton Trust Company, LLC | 20,261 | $14.8 萬 | 0.02% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 20,409 | $14.9 萬 | 0.02% | +500+2.5% | 加碼 |
| Independent Wealth Network Inc. | 20,426 | $14.9 萬 | 0.07% | +825+4.2% | 加碼 |
| Merit Financial Group, LLC | 21,499 | $15.0 萬 | 0.00% | +2,305+12.0% | 加碼 |
| Jones Financial Companies LLLP | 20,678 | $15.1 萬 | 0.00% | +16,295+371.8% | 加碼 |
| CIBC Asset Management Inc | 21,178 | $15.5 萬 | 0.00% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 21,297 | $15.5 萬 | 0.00% | +262+1.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 21,297 | $15.5 萬 | 0.00% | +262+1.2% | 加碼 |
| Marathon Trading Investment Management LLC | 21,300 | $15.5 萬 | 0.06% | +200+0.9% | 加碼 |
| Concorde Asset Management, LLC | 22,074 | $16.1 萬 | 0.11% | +3,300+17.6% | 加碼 |
| Trueblood Wealth Management, LLC | 22,103 | $16.1 萬 | 0.09% | +6,426+41.0% | 加碼 |
| Harbor Investment Advisory, LLC | 22,300 | $16.3 萬 | 0.02% | 00.0% | 不變 |
| Blair William & Co | 22,613 | $16.5 萬 | 0.00% | +22,613 | 新進 |
| Brown Advisory Inc | 22,703 | $16.6 萬 | 0.00% | −12,276−35.1% | 減碼 |
| Interchange Capital Partners, LLC | 21,141 | $16.7 萬 | 0.11% | +21,141 | 新進 |
| Panoramic Investment Advisors, LLC | 23,000 | $16.8 萬 | 0.12% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 23,151 | $16.9 萬 | 0.00% | −58,201−71.5% | 減碼 |
| Manchester Financial Inc | 23,698 | $17.3 萬 | 0.05% | +242+1.0% | 加碼 |
| Comerica Bank | 23,782 | $17.4 萬 | 0.00% | +5,071+27.1% | 加碼 |
| International Assets Investment Management, LLC | 24,125 | $17.4 萬 | 0.02% | −1,550−6.0% | 減碼 |
| CoreCap Advisors, LLC | 23,875 | $17.4 萬 | 0.01% | +23,875 | 新進 |
| Coordinated Financial Services, Inc. | 23,900 | $17.4 萬 | 0.15% | +23,900 | 新進 |
| HB Wealth Management, LLC | 24,086 | $17.6 萬 | 0.00% | +24,086 | 新進 |
| Captrust Financial Advisors | 24,140 | $17.6 萬 | 0.00% | −32,274−57.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,257 | $17.7 萬 | 0.00% | +24,257 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 24,481 | $17.9 萬 | 0.00% | +24,481 | 新進 |
| Forum Financial Management, LP | 24,572 | $17.9 萬 | 0.00% | +37+0.2% | 加碼 |
| Founders Financial Securities LLC | 25,060 | $18.3 萬 | 0.02% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 25,100 | $18.3 萬 | 0.06% | −1,430−5.4% | 減碼 |
| Diversified Trust Co | 25,332 | $18.5 萬 | 0.01% | +6,880+37.3% | 加碼 |
| Axxcess Wealth Management, LLC | 25,405 | $18.5 萬 | 0.01% | +25,405 | 新進 |
| Options Solutions, LLC | 25,466 | $18.6 萬 | 0.11% | +25,466 | 新進 |
| Cutler Group LP | 25,946 | $18.9 萬 | 0.10% | −15,331−37.1% | 減碼 |
| Columbia Asset Management | 11,185 | $19.2 萬 | 0.04% | 00.0% | 不變 |
| Creekmur Asset Management LLC | 26,338 | $19.2 萬 | 0.07% | −13,066−33.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 26,666 | $19.5 萬 | 0.01% | +9,283+53.4% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 26,925 | $19.7 萬 | 0.13% | 00.0% | 不變 |
| Calton & Associates, Inc. | 27,350 | $20.0 萬 | 0.10% | +3,830+16.3% | 加碼 |
| Wellington Wealth Strategies, LLC. | 27,728 | $20.2 萬 | 0.10% | −17,320−38.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 27,810 | $20.3 萬 | 0.02% | −3,451−11.0% | 減碼 |
| Axim Planning & Wealth | 28,000 | $20.4 萬 | 0.17% | +6,000+27.3% | 加碼 |
| Quest Partners LLC | 28,232 | $20.6 萬 | 0.04% | +13,527+92.0% | 加碼 |
| EntryPoint Capital, LLC | 28,796 | $21.0 萬 | 0.19% | +16,464+133.5% | 加碼 |
| Good Life Advisors, LLC | 28,978 | $21.2 萬 | 0.02% | +12,480+75.6% | 加碼 |
| Pinnacle Associates Ltd | 29,047 | $21.2 萬 | 0.00% | +29,047 | 新進 |
| Balentine LLC | 29,288 | $21.4 萬 | 0.01% | −1,584−5.1% | 減碼 |
| Integrated Wealth Concepts LLC | 30,000 | $21.9 萬 | 0.00% | +19,395+182.9% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 30,000 | $21.9 萬 | 0.02% | +15,000+100.0% | 加碼 |