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 2 季 13F 持有人
SoFi Technologies, Inc. 在 2024/6/30 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
- 593
- 較 2024 年第 1 季 −1 家
- 持有股數
- 4.51 億
- 較 2024 年第 1 季 +1,047 萬 (+2.4%)
- 總市值
- $29.8 億
- 較 2024 年第 1 季 −$2.32 億 (−7.2%)
- 新進機構
- 80
- 另有 246 家加碼
- 清倉機構
- 81
- 另有 158 家減碼
另有 8 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 13,066 | $8.64 萬 | 0.07% | +13,066 | 新進 |
| Hilltop Holdings Inc. | 13,225 | $8.74 萬 | 0.01% | −51,450−79.6% | 減碼 |
| Allworth Financial LP | 11,747 | $8.78 萬 | 0.00% | +2,927+33.2% | 加碼 |
| O'Dell Group, LLC | 12,108 | $8.84 萬 | 0.02% | 00.0% | 不變 |
| Worth Financial Advisory Group, LLC | 13,410 | $8.86 萬 | 0.06% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 11,938 | $9.00 萬 | 0.01% | −1,397−10.5% | 減碼 |
| Diversified Trust Co | 13,803 | $9.12 萬 | 0.00% | −11,529−45.5% | 減碼 |
| TD Waterhouse Canada Inc. | 14,212 | $9.14 萬 | 0.00% | +1,696+13.6% | 加碼 |
| Global Financial Private Client, LLC | 13,931 | $9.21 萬 | 0.04% | +1,004+7.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 13,943 | $9.22 萬 | 0.00% | +118+0.9% | 加碼 |
| Cutter & CO Brokerage, Inc. | 14,000 | $9.25 萬 | 0.02% | +14,000 | 新進 |
| Crewe Advisors LLC | 14,034 | $9.28 萬 | 0.01% | +200+1.4% | 加碼 |
| Guardian Wealth Advisors, LLC | 14,119 | $9.33 萬 | 0.01% | +14,119 | 新進 |
| Ballentine Partners, LLC | 14,122 | $9.33 萬 | 0.00% | +967+7.4% | 加碼 |
| Visionary Wealth Advisors | 14,246 | $9.42 萬 | 0.01% | +262+1.9% | 加碼 |
| Raymond James Trust N.A. | 14,405 | $9.52 萬 | 0.00% | +14,405 | 新進 |
| Palisade Capital Management LLC | 14,500 | $9.58 萬 | 0.00% | +14,500 | 新進 |
| Chapin Davis, Inc. | 14,525 | $9.60 萬 | 0.03% | +1,000+7.4% | 加碼 |
| Avestar Capital, LLC | 14,582 | $9.64 萬 | 0.01% | 00.0% | 不變 |
| Elkhorn Partners Limited Partnership | 14,800 | $9.80 萬 | 0.07% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 14,991 | $9.91 萬 | 0.00% | −60.0% | 減碼 |
| Northwest Wealth Management, LLC | 15,000 | $9.91 萬 | 0.03% | 00.0% | 不變 |
| Kavar Capital Partners Group, LLC | 15,000 | $9.91 萬 | 0.02% | +15,000 | 新進 |
| Fullcircle Wealth LLC | 14,034 | $9.96 萬 | 0.05% | +14,034 | 新進 |
| MidWestOne Financial Group, Inc. | 15,100 | $9.98 萬 | 0.02% | +126+0.8% | 加碼 |
| RSM US Wealth Management LLC | 15,750 | $10.1 萬 | 0.00% | +15,750 | 新進 |
| Truefg, LLC | 15,300 | $10.1 萬 | 0.04% | +1,500+10.9% | 加碼 |
| Clay Northam Wealth Management, LLC | 15,336 | $10.1 萬 | 0.08% | +3,858+33.6% | 加碼 |
| Insigneo Advisory Services, LLC | 15,602 | $10.2 萬 | 0.01% | +3,349+27.3% | 加碼 |
| Tempus Wealth Planning, LLC | 15,786 | $10.4 萬 | 0.04% | +15,786 | 新進 |
| Vivaldi Capital Management, LLC | 15,788 | $10.4 萬 | 0.03% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 15,836 | $10.5 萬 | 0.00% | +15,836 | 新進 |
| Garden State Investment Advisory Services LLC | 16,000 | $10.6 萬 | 0.04% | +50+0.3% | 加碼 |
| Riverwood Capital Management Ltd. | 16,077 | $10.6 萬 | 0.24% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 16,202 | $10.7 萬 | 0.02% | +15+0.1% | 加碼 |
| Albion Financial Group | 16,415 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| Buckingham Strategic Partners | 16,680 | $11.0 萬 | 0.00% | −976−5.5% | 減碼 |
| Financial Advisory Service, Inc. | 16,820 | $11.1 萬 | 0.01% | 00.0% | 不變 |
| Blair William & Co | 17,429 | $11.5 萬 | 0.00% | −5,184−22.9% | 減碼 |
| Independent Advisor Alliance | 17,493 | $11.6 萬 | 0.00% | +3,883+28.5% | 加碼 |
| Merit Financial Group, LLC | 18,017 | $11.9 萬 | 0.00% | −3,482−16.2% | 減碼 |
| Claro Advisors LLC | 18,246 | $12.1 萬 | 0.02% | −500−2.7% | 減碼 |
| Pointe Capital Management LLC | 18,490 | $12.2 萬 | 0.08% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 18,639 | $12.3 萬 | 0.00% | +4,134+28.5% | 加碼 |
| Bensler, LLC | 18,730 | $12.4 萬 | 0.02% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 18,848 | $12.5 萬 | 0.00% | +1,450+8.3% | 加碼 |
| Concorde Asset Management, LLC | 18,874 | $12.5 萬 | 0.08% | −3,200−14.5% | 減碼 |
| Mainstay Capital Management LLC | 18,894 | $12.5 萬 | 0.02% | +168+0.9% | 加碼 |
| Zions Bancorporation, N.A. | 19,081 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| Ieq Capital, LLC | 19,088 | $12.6 萬 | 0.00% | −86−0.4% | 減碼 |
| Integrated Wealth Concepts LLC | 19,166 | $12.7 萬 | 0.00% | −10,834−36.1% | 減碼 |
| NWF Advisory Services Inc. | 19,412 | $12.8 萬 | 0.02% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 19,522 | $12.9 萬 | 0.00% | −3,629−15.7% | 減碼 |
| AE Wealth Management LLC | 19,600 | $13.0 萬 | 0.00% | +2,176+12.5% | 加碼 |
| Regal Investment Advisors LLC | 19,774 | $13.1 萬 | 0.01% | +1,340+7.3% | 加碼 |
| Marshall Financial Group LLC | 19,806 | $13.1 萬 | 0.04% | +7,582+62.0% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 20,033 | $13.2 萬 | 0.01% | +33+0.2% | 加碼 |
| Pensionmark Financial Group, LLC | 20,409 | $13.5 萬 | 0.01% | 00.0% | 不變 |
| StoneX Group Inc. | 20,638 | $13.6 萬 | 0.01% | +9,754+89.6% | 加碼 |
| Vinva Investment Management Ltd | 13,975 | $13.7 萬 | 0.01% | +13,975 | 新進 |
| Independent Wealth Network Inc. | 20,784 | $13.7 萬 | 0.06% | +358+1.8% | 加碼 |
| Marathon Trading Investment Management LLC | 21,300 | $14.1 萬 | 0.04% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 22,103 | $14.6 萬 | 0.08% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 22,300 | $14.7 萬 | 0.02% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 22,396 | $14.8 萬 | 0.05% | +1,255+5.9% | 加碼 |
| Gladstone Institutional Advisory LLC | 23,010 | $15.2 萬 | 0.01% | −13,100−36.3% | 減碼 |
| Refined Wealth Management | 23,031 | $15.2 萬 | 0.12% | +23,031 | 新進 |
| Manchester Financial Inc | 23,456 | $15.5 萬 | 0.04% | −242−1.0% | 減碼 |
| Kensington Investment Counsel, LLC | 23,686 | $15.7 萬 | 0.07% | +13,510+132.8% | 加碼 |
| Coordinated Financial Services, Inc. | 23,900 | $15.8 萬 | 0.14% | 00.0% | 不變 |
| Probity Advisors, Inc. | 24,264 | $16.0 萬 | 0.03% | +4,527+22.9% | 加碼 |
| Brinker Capital Investments, LLC | 24,372 | $16.1 萬 | 0.00% | +3,075+14.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 24,372 | $16.1 萬 | 0.00% | +3,075+14.4% | 加碼 |
| Comerica Bank | 24,940 | $16.5 萬 | 0.00% | +1,158+4.9% | 加碼 |
| Axxcess Wealth Management, LLC | 25,182 | $16.6 萬 | 0.00% | −223−0.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 25,550 | $16.9 萬 | 0.00% | −7,723−23.2% | 減碼 |
| MetLife Investment Management | 26,003 | $17.2 萬 | 0.00% | +7,462+40.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 26,031 | $17.2 萬 | 0.00% | −15,535−37.4% | 減碼 |
| Traynor Capital Management, Inc. | 26,101 | $17.3 萬 | 0.01% | +7,589+41.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 26,492 | $17.5 萬 | 0.02% | −1,318−4.7% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 26,625 | $17.6 萬 | 0.12% | −300−1.1% | 減碼 |
| Founders Financial Securities LLC | 27,060 | $17.9 萬 | 0.02% | +2,000+8.0% | 加碼 |
| KBC Group NV | 27,032 | $17.9 萬 | 0.00% | +7,343+37.3% | 加碼 |
| CIBC Asset Management Inc | 27,447 | $18.1 萬 | 0.00% | +6,269+29.6% | 加碼 |
| International Assets Investment Management, LLC | 27,525 | $18.2 萬 | 0.02% | +3,400+14.1% | 加碼 |
| TCG Advisory Services, LLC | 27,792 | $18.4 萬 | 0.01% | −3,000−9.7% | 減碼 |
| Brown Advisory Inc | 28,203 | $18.6 萬 | 0.00% | +5,500+24.2% | 加碼 |
| Fox Run Management, L.L.C. | 28,573 | $18.9 萬 | 0.04% | +8,641+43.4% | 加碼 |
| Captrust Financial Advisors | 28,830 | $19.1 萬 | 0.00% | +4,690+19.4% | 加碼 |
| Good Life Advisors, LLC | 28,983 | $19.2 萬 | 0.02% | +50.0% | 加碼 |
| Valeo Financial Advisors, LLC | 29,716 | $19.6 萬 | 0.01% | −10,000−25.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 29,880 | $19.8 萬 | 0.01% | +3,214+12.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 30,021 | $19.8 萬 | 0.00% | −1,575−5.0% | 減碼 |
| Calton & Associates, Inc. | 30,350 | $20.1 萬 | 0.10% | +3,000+11.0% | 加碼 |
| Signaturefd, LLC | 30,403 | $20.1 萬 | 0.00% | −5,488−15.3% | 減碼 |
| Moseley Investment Management Inc | 30,938 | $20.4 萬 | 0.09% | +258+0.8% | 加碼 |
| Umb Bank N A | 31,237 | $20.6 萬 | 0.00% | 00.0% | 不變 |
| Hartline Investment Corp | 31,246 | $20.7 萬 | 0.03% | +31,246 | 新進 |
| Quantinno Capital Management LP | 31,417 | $20.8 萬 | 0.00% | −188,782−85.7% | 減碼 |
| Level Four Advisory Services, LLC | 31,462 | $20.8 萬 | 0.01% | +3,398+12.1% | 加碼 |