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 |
|---|---|---|---|---|---|
| Moseley Investment Management Inc | 30,680 | $22.4 萬 | 0.11% | +4,021+15.1% | 加碼 |
| TCG Advisory Services, LLC | 30,792 | $22.5 萬 | 0.01% | +30,792 | 新進 |
| Umb Bank N A | 31,237 | $22.8 萬 | 0.00% | +8,278+36.1% | 加碼 |
| Dynamic Advisor Solutions LLC | 31,276 | $22.8 萬 | 0.01% | +10,500+50.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 31,596 | $23.1 萬 | 0.00% | −110,938−77.8% | 減碼 |
| Hexagon Capital Partners LLC | 32,122 | $23.4 萬 | 0.05% | +285+0.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 33,273 | $24.3 萬 | 0.01% | +23,677+246.7% | 加碼 |
| M Holdings Securities, Inc. | 33,390 | $24.4 萬 | 0.04% | −2,400−6.7% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 33,535 | $24.5 萬 | 0.02% | −2,000−5.6% | 減碼 |
| Walkner Condon Financial Advisors LLC | 33,544 | $24.5 萬 | 0.05% | +33,544 | 新進 |
| Archford Capital Strategies, LLC | 33,642 | $24.6 萬 | 0.04% | +33,642 | 新進 |
| Toroso Investments, LLC | 33,733 | $24.6 萬 | 0.00% | +4,459+15.2% | 加碼 |
| Xponance, Inc. | 34,510 | $25.2 萬 | 0.00% | +1,779+5.4% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 35,220 | $25.7 萬 | 0.08% | +10,143+40.4% | 加碼 |
| Drive Wealth Management, LLC | 35,276 | $25.8 萬 | 0.07% | −560−1.6% | 減碼 |
| Foundations Investment Advisors, LLC | 35,295 | $25.8 萬 | 0.01% | +2,103+6.3% | 加碼 |
| SEI Investments Co | 35,837 | $26.2 萬 | 0.00% | −3,000−7.7% | 減碼 |
| Signaturefd, LLC | 35,891 | $26.2 萬 | 0.01% | +3,100+9.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 36,110 | $26.4 萬 | 0.01% | −1,590−4.2% | 減碼 |
| Global Retirement Partners, LLC | 36,829 | $26.9 萬 | 0.01% | +29,950+435.4% | 加碼 |
| Gabelli Funds LLC | 37,000 | $27.0 萬 | 0.00% | +5,000+15.6% | 加碼 |
| Belpointe Asset Management LLC | 37,392 | $27.3 萬 | 0.02% | +15,767+72.9% | 加碼 |
| Level Four Advisory Services, LLC | 28,064 | $27.9 萬 | 0.02% | 00.0% | 不變 |
| Caliber Wealth Management, LLC | 38,344 | $28.0 萬 | 0.15% | −5,507−12.6% | 減碼 |
| Quinn Opportunity Partners LLC | 39,000 | $28.5 萬 | 0.03% | +39,000 | 新進 |
| National Bank of Canada | 41,118 | $28.5 萬 | 0.00% | +11,210+37.5% | 加碼 |
| McGuire Investment Group, LLC | 39,950 | $29.2 萬 | 0.04% | +3,700+10.2% | 加碼 |
| Soltis Investment Advisors LLC | 40,428 | $29.5 萬 | 0.03% | +5,713+16.5% | 加碼 |
| Neuberger Berman Group LLC | 40,570 | $29.6 萬 | 0.00% | −9,853−19.5% | 減碼 |
| Independent Financial Group, LLC | 40,685 | $29.7 萬 | 0.01% | −5,633−12.2% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 40,726 | $29.7 萬 | 0.03% | −31,234−43.4% | 減碼 |
| Engineers Gate Manager LP | 40,736 | $29.7 萬 | 0.01% | +40,736 | 新進 |
| Valeo Financial Advisors, LLC | 39,716 | $30.2 萬 | 0.01% | −3,000−7.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 41,566 | $30.3 萬 | 0.01% | −4,397−9.6% | 減碼 |
| CWM, LLC | 42,133 | $30.8 萬 | 0.00% | +3,412+8.8% | 加碼 |
| Perigon Wealth Management, LLC | 42,196 | $30.8 萬 | 0.01% | −2,603−5.8% | 減碼 |
| Fortis Advisors, LLC | 42,550 | $31.1 萬 | 0.21% | 00.0% | 不變 |
| Davenport & Co LLC | 42,641 | $31.1 萬 | 0.00% | +21,879+105.4% | 加碼 |
| Aldebaran Financial Inc. | 42,745 | $31.2 萬 | 0.47% | −3,375−7.3% | 減碼 |
| Pathway Financial Advisers, LLC | 43,256 | $31.6 萬 | 0.11% | +8,600+24.8% | 加碼 |
| River Street Advisors LLC | 43,282 | $31.6 萬 | 0.21% | +7,868+22.2% | 加碼 |
| Lincoln National Corp | 43,384 | $31.7 萬 | 0.00% | −1,271−2.8% | 減碼 |
| Russell Investments Group, Ltd. | 43,624 | $31.8 萬 | 0.00% | +33,732+341.0% | 加碼 |
| Atomi Financial Group, Inc. | 45,204 | $33.0 萬 | 0.03% | −3,412−7.0% | 減碼 |
| Wealthfront Advisers LLC | 45,431 | $33.2 萬 | 0.00% | +26,795+143.8% | 加碼 |
| Sigma Planning Corp | 46,001 | $33.6 萬 | 0.01% | +32,008+228.7% | 加碼 |
| Lauer Wealth, LLC | 44,257 | $33.8 萬 | 0.29% | +12,700+40.2% | 加碼 |
| Western Wealth Management, LLC | 46,711 | $34.1 萬 | 0.03% | +46,711 | 新進 |
| Empowered Funds, LLC | 47,854 | $34.9 萬 | 0.01% | +8,707+22.2% | 加碼 |
| Advisory Services Network, LLC | 47,876 | $34.9 萬 | 0.01% | −13,241−21.7% | 減碼 |
| Bridgefront Capital, LLC | 49,066 | $35.8 萬 | 0.27% | +49,066 | 新進 |
| Stratos Wealth Advisors, LLC | 49,112 | $35.9 萬 | 0.02% | +28,696+140.6% | 加碼 |
| Arkadios Wealth Advisors | 49,647 | $36.2 萬 | 0.03% | +1,106+2.3% | 加碼 |
| Carolinas Wealth Consulting LLC | 50,000 | $36.5 萬 | 0.07% | +30,000+150.0% | 加碼 |
| Janney Montgomery Scott LLC | 50,740 | $37.0 萬 | 0.00% | −62,300−55.1% | 減碼 |
| Deutsche Bank AG | 51,698 | $37.7 萬 | 0.00% | −150,233−74.4% | 減碼 |
| Tradition Wealth Management, LLC | 52,410 | $38.3 萬 | 0.04% | +19,194+57.8% | 加碼 |
| Integrated Advisors Network LLC | 52,560 | $38.4 萬 | 0.02% | +1,798+3.5% | 加碼 |
| Amalgamated Bank | 52,868 | $38.6 萬 | 0.00% | −78,517−59.8% | 減碼 |
| Aquatic Capital Management LLC | 53,000 | $38.7 萬 | 0.01% | −208,800−79.8% | 減碼 |
| JustInvest LLC | 53,236 | $38.9 萬 | 0.01% | +415+0.8% | 加碼 |
| Alta Wealth Advisors LLC | 53,449 | $39.0 萬 | 0.20% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 53,849 | $39.3 萬 | 0.00% | +2,095+4.0% | 加碼 |
| Nwam LLC | 57,421 | $40.5 萬 | 0.03% | +18,263+46.6% | 加碼 |
| Venture Visionary Partners LLC | 55,833 | $40.8 萬 | 0.02% | +15,901+39.8% | 加碼 |
| FMR LLC | 57,038 | $41.6 萬 | 0.00% | −1,744−3.0% | 減碼 |
| Means Investment Co., Inc. | 57,692 | $42.1 萬 | 0.05% | −3,086−5.1% | 減碼 |
| Wellington Management Group LLP | 57,995 | $42.3 萬 | 0.00% | −4,551−7.3% | 減碼 |
| San Luis Wealth Advisors LLC | 58,827 | $42.9 萬 | 0.23% | −154−0.3% | 減碼 |
| Xcel Wealth Management, LLC | 59,770 | $43.6 萬 | 0.14% | +48,470+428.9% | 加碼 |
| Great Valley Advisor Group, Inc. | 59,808 | $43.7 萬 | 0.01% | +1,532+2.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 61,315 | $44.3 萬 | 0.00% | −4,470−6.8% | 減碼 |
| VitalStone Financial, LLC | 60,706 | $44.3 萬 | 0.34% | −17,192−22.1% | 減碼 |
| US Bancorp | 60,763 | $44.4 萬 | 0.00% | +40,743+203.5% | 加碼 |
| PFG Investments, LLC | 62,222 | $45.4 萬 | 0.03% | +32,567+109.8% | 加碼 |
| Consolidated Investment Group LLC | 63,000 | $46.0 萬 | 0.07% | 00.0% | 不變 |
| Prudential Financial Inc | 63,509 | $46.4 萬 | 0.00% | +5,293+9.1% | 加碼 |
| Freestone Capital Holdings, LLC | 64,350 | $47.0 萬 | 0.02% | +64,350 | 新進 |
| Hilltop Holdings Inc. | 64,675 | $47.2 萬 | 0.05% | +7,596+13.3% | 加碼 |
| Solidarilty Wealth, LLC | 65,661 | $47.9 萬 | 0.15% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 65,740 | $48.2 萬 | 0.00% | −14,752−18.3% | 減碼 |
| Rafferty Asset Management, LLC | 66,503 | $48.5 萬 | 0.00% | −7,802−10.5% | 減碼 |
| Harbour Investments, Inc. | 66,581 | $48.6 萬 | 0.02% | +5,916+9.8% | 加碼 |
| Marex Group plc | 66,598 | $48.6 萬 | 0.02% | +25,146+60.7% | 加碼 |
| Y.D. More Investments Ltd | 67,039 | $48.9 萬 | 0.09% | −13,768−17.0% | 減碼 |
| CI Private Wealth, LLC | 67,149 | $49.0 萬 | 0.00% | −3,172−4.5% | 減碼 |
| Concurrent Investment Advisors, LLC | 67,205 | $49.1 萬 | 0.02% | +11,075+19.7% | 加碼 |
| Gsa Capital Partners LLP | 67,562 | $49.3 萬 | 0.04% | +20,513+43.6% | 加碼 |
| Wolff Wiese Magana LLC | 68,228 | $49.8 萬 | 0.43% | +1,286+1.9% | 加碼 |
| Maryland State Retirement & Pension System | 72,493 | $51.7 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 71,947 | $52.5 萬 | 0.00% | +27,687+62.6% | 加碼 |
| Strategic Advocates LLC | 72,430 | $52.9 萬 | 0.20% | +7,088+10.8% | 加碼 |
| AQR Capital Management LLC | 72,526 | $52.9 萬 | 0.00% | −34,957−32.5% | 減碼 |
| Baird Financial Group, Inc. | 73,433 | $53.6 萬 | 0.00% | +8,251+12.7% | 加碼 |
| Centiva Capital, LP | 74,707 | $54.5 萬 | 0.03% | +59,707+398.0% | 加碼 |
| M. Kulyk & Associates, LLC | 74,901 | $54.7 萬 | 0.13% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 76,520 | $55.9 萬 | 0.00% | 00.0% | 不變 |
| Verition Fund Management LLC | 77,108 | $56.3 萬 | 0.01% | −40,861−34.6% | 減碼 |
| HAP Trading, LLC | 77,787 | $56.8 萬 | 0.18% | +4,940+6.8% | 加碼 |
| Monashee Investment Management LLC | 80,000 | $58.4 萬 | 0.07% | +80,000 | 新進 |