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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 31,556 | $20.9 萬 | 0.01% | −17,556−35.7% | 減碼 |
| Pallas Capital Advisors LLC | 28,020 | $21.1 萬 | 0.01% | +28,020 | 新進 |
| US Bancorp | 32,569 | $21.5 萬 | 0.00% | −28,194−46.4% | 減碼 |
| Nwam LLC | 32,849 | $21.7 萬 | 0.06% | −24,572−42.8% | 減碼 |
| Independent Financial Group, LLC | 32,922 | $21.8 萬 | 0.01% | −7,763−19.1% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 33,435 | $22.1 萬 | 0.02% | −100−0.3% | 減碼 |
| Walkner Condon Financial Advisors LLC | 33,531 | $22.2 萬 | 0.05% | −130.0% | 減碼 |
| Belpointe Asset Management LLC | 33,621 | $22.2 萬 | 0.02% | −3,771−10.1% | 減碼 |
| Archford Capital Strategies, LLC | 33,642 | $22.2 萬 | 0.04% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 33,771 | $22.3 萬 | 0.01% | +2,495+8.0% | 加碼 |
| Credit Agricole S A | 34,872 | $23.1 萬 | 0.00% | +34,872 | 新進 |
| Drive Wealth Management, LLC | 35,287 | $23.3 萬 | 0.06% | +110.0% | 加碼 |
| Forum Financial Management, LP | 35,717 | $23.6 萬 | 0.00% | +11,145+45.4% | 加碼 |
| Evercore Wealth Management, LLC | 35,849 | $23.7 萬 | 0.00% | +25,000+230.4% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 36,258 | $24.0 萬 | 0.02% | −4,468−11.0% | 減碼 |
| FMR LLC | 36,353 | $24.0 萬 | 0.00% | −20,685−36.3% | 減碼 |
| Balyasny Asset Management LLC | 36,513 | $24.1 萬 | 0.00% | +36,513 | 新進 |
| Axim Planning & Wealth | 36,758 | $24.3 萬 | 0.29% | +8,758+31.3% | 加碼 |
| Hexagon Capital Partners LLC | 36,837 | $24.3 萬 | 0.05% | +4,715+14.7% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 36,857 | $24.5 萬 | 0.00% | +12,600+51.9% | 加碼 |
| Diversify Wealth Management, LLC | 38,344 | $25.1 萬 | 0.03% | +38,344 | 新進 |
| Global Retirement Partners, LLC | 38,279 | $25.3 萬 | 0.01% | +1,450+3.9% | 加碼 |
| SEI Investments Co | 38,976 | $25.8 萬 | 0.00% | +3,139+8.8% | 加碼 |
| Quinn Opportunity Partners LLC | 39,000 | $25.8 萬 | 0.03% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 39,122 | $25.9 萬 | 0.01% | −3,074−7.3% | 減碼 |
| Empowered Funds, LLC | 39,326 | $26.0 萬 | 0.00% | −8,528−17.8% | 減碼 |
| M Holdings Securities, Inc. | 39,320 | $26.0 萬 | 0.03% | +5,930+17.8% | 加碼 |
| Aldebaran Financial Inc. | 39,600 | $26.2 萬 | 0.36% | −3,145−7.4% | 減碼 |
| McGuire Investment Group, LLC | 39,950 | $26.4 萬 | 0.04% | 00.0% | 不變 |
| National Bank of Canada | 41,693 | $26.7 萬 | 0.00% | +575+1.4% | 加碼 |
| Blueshift Asset Management, LLC | 41,407 | $27.4 萬 | 0.09% | −51,613−55.5% | 減碼 |
| Boothbay Fund Management, LLC | 41,693 | $27.6 萬 | 0.01% | +41,693 | 新進 |
| Oak Thistle LLC | 41,894 | $27.7 萬 | 0.21% | +41,894 | 新進 |
| Neuberger Berman Group LLC | 42,397 | $28.0 萬 | 0.00% | +1,827+4.5% | 加碼 |
| M&T Bank Corp | 43,250 | $28.6 萬 | 0.00% | −28,697−39.9% | 減碼 |
| Pinnacle Associates Ltd | 43,476 | $28.7 萬 | 0.00% | +14,429+49.7% | 加碼 |
| Pathway Financial Advisers, LLC | 44,352 | $29.3 萬 | 0.11% | +1,096+2.5% | 加碼 |
| Natixis | 44,440 | $29.4 萬 | 0.00% | +44,440 | 新進 |
| Fortis Advisors, LLC | 44,550 | $29.4 萬 | 0.21% | +2,000+4.7% | 加碼 |
| Vident Advisory, LLC | 44,720 | $29.6 萬 | 0.01% | +44,720 | 新進 |
| River Street Advisors LLC | 47,146 | $31.2 萬 | 0.19% | +3,864+8.9% | 加碼 |
| Western Wealth Management, LLC | 47,473 | $31.4 萬 | 0.02% | +762+1.6% | 加碼 |
| Bayesian Capital Management, LP | 48,602 | $32.1 萬 | 0.04% | −197,998−80.3% | 減碼 |
| Freestone Capital Holdings, LLC | 50,594 | $33.4 萬 | 0.01% | −13,756−21.4% | 減碼 |
| Atomi Financial Group, Inc. | 50,693 | $33.5 萬 | 0.02% | +5,489+12.1% | 加碼 |
| Corton Capital Inc. | 51,030 | $33.7 萬 | 0.18% | +51,030 | 新進 |
| CWM, LLC | 51,284 | $33.9 萬 | 0.00% | +9,151+21.7% | 加碼 |
| Integrated Advisors Network LLC | 52,310 | $34.6 萬 | 0.02% | −250−0.5% | 減碼 |
| Wellington Management Group LLP | 52,586 | $34.8 萬 | 0.00% | −5,409−9.3% | 減碼 |
| Xponance, Inc. | 52,795 | $34.9 萬 | 0.00% | +18,285+53.0% | 加碼 |
| Alta Wealth Advisors LLC | 52,949 | $35.0 萬 | 0.17% | −500−0.9% | 減碼 |
| MMBG Investment Advisors Co. | 54,015 | $35.7 萬 | 0.04% | +54,015 | 新進 |
| Arkadios Wealth Advisors | 54,226 | $35.8 萬 | 0.02% | +4,579+9.2% | 加碼 |
| Deutsche Bank AG | 54,330 | $35.9 萬 | 0.00% | +2,632+5.1% | 加碼 |
| Means Investment Co., Inc. | 54,650 | $36.1 萬 | 0.04% | −3,042−5.3% | 減碼 |
| JustInvest LLC | 54,676 | $36.1 萬 | 0.01% | +1,440+2.7% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 54,768 | $36.2 萬 | 0.10% | +19,548+55.5% | 加碼 |
| Davenport & Co LLC | 55,226 | $36.5 萬 | 0.00% | +12,585+29.5% | 加碼 |
| Tradition Wealth Management, LLC | 55,653 | $36.8 萬 | 0.04% | +3,243+6.2% | 加碼 |
| Sigma Planning Corp | 56,013 | $37.0 萬 | 0.01% | +10,012+21.8% | 加碼 |
| QRG Capital Management, Inc. | 57,098 | $37.7 萬 | 0.00% | +3,249+6.0% | 加碼 |
| ARS Investment Partners, LLC | 57,301 | $37.9 萬 | 0.04% | +57,301 | 新進 |
| CIBC Private Wealth Group, LLC | 59,957 | $38.1 萬 | 0.00% | −1,358−2.2% | 減碼 |
| Engineers Gate Manager LP | 57,900 | $38.3 萬 | 0.01% | +17,164+42.1% | 加碼 |
| Amalgamated Bank | 58,529 | $38.7 萬 | 0.00% | +5,661+10.7% | 加碼 |
| Harbour Investments, Inc. | 59,114 | $39.1 萬 | 0.01% | −7,467−11.2% | 減碼 |
| San Luis Wealth Advisors LLC | 60,245 | $39.2 萬 | 0.09% | +1,418+2.4% | 加碼 |
| Advisory Services Network, LLC | 60,276 | $39.8 萬 | 0.01% | +12,400+25.9% | 加碼 |
| Great Valley Advisor Group, Inc. | 60,635 | $40.1 萬 | 0.01% | +827+1.4% | 加碼 |
| Hobbs Group Advisors, LLC | 61,000 | $40.3 萬 | 0.15% | +61,000 | 新進 |
| Consolidated Investment Group LLC | 63,000 | $41.6 萬 | 0.06% | 00.0% | 不變 |
| Lauer Wealth, LLC | 70,803 | $41.6 萬 | 0.33% | +26,546+60.0% | 加碼 |
| IPG Investment Advisors LLC | 63,000 | $41.6 萬 | 0.09% | +49,500+366.7% | 加碼 |
| Icapital Wealth LLC | 64,358 | $42.5 萬 | 0.23% | −64,357−50.0% | 減碼 |
| Laird Norton Trust Company, LLC | 64,495 | $42.6 萬 | 0.06% | +44,234+218.3% | 加碼 |
| Solidarilty Wealth, LLC | 65,661 | $43.4 萬 | 0.13% | 00.0% | 不變 |
| Prudential Financial Inc | 66,347 | $43.9 萬 | 0.00% | +2,838+4.5% | 加碼 |
| Y.D. More Investments Ltd | 67,039 | $44.3 萬 | 0.05% | 00.0% | 不變 |
| Xcel Wealth Management, LLC | 68,020 | $45.0 萬 | 0.14% | +8,250+13.8% | 加碼 |
| VitalStone Financial, LLC | 68,247 | $45.1 萬 | 0.33% | +7,541+12.4% | 加碼 |
| Spire Wealth Management | 68,787 | $45.5 萬 | 0.02% | −102,945−59.9% | 減碼 |
| Brookstone Capital Management | 60,703 | $47.6 萬 | 0.01% | +60,703 | 新進 |
| Strategic Advocates LLC | 72,298 | $47.8 萬 | 0.19% | −132−0.2% | 減碼 |
| BIT Capital GmbH | 72,486 | $47.9 萬 | 0.04% | −1,412,391−95.1% | 減碼 |
| Maryland State Retirement & Pension System | 72,493 | $47.9 萬 | 0.01% | 00.0% | 不變 |
| Entropy Technologies, LP | 72,767 | $48.1 萬 | 0.05% | −26,607−26.8% | 減碼 |
| CI Private Wealth, LLC | 73,347 | $48.5 萬 | 0.00% | +6,198+9.2% | 加碼 |
| Baird Financial Group, Inc. | 73,383 | $48.5 萬 | 0.00% | −50−0.1% | 減碼 |
| M. Kulyk & Associates, LLC | 74,901 | $49.5 萬 | 0.12% | 00.0% | 不變 |
| Principal Financial Group Inc | 78,729 | $52.0 萬 | 0.00% | −1,921−2.4% | 減碼 |
| PFG Investments, LLC | 82,397 | $54.5 萬 | 0.04% | +20,175+32.4% | 加碼 |
| D.A. Davidson & Co. | 84,342 | $55.8 萬 | 0.00% | +1,179+1.4% | 加碼 |
| Miracle Mile Advisors, LLC | 84,350 | $55.8 萬 | 0.01% | +3,000+3.7% | 加碼 |
| Wealthfront Advisers LLC | 86,624 | $57.3 萬 | 0.00% | +41,193+90.7% | 加碼 |
| Matisse Capital | 87,038 | $57.5 萬 | 0.28% | −2,622−2.9% | 減碼 |
| Lakeshore Financial Planning, Inc. | 87,813 | $58.0 萬 | 0.28% | +4,507+5.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 88,580 | $58.5 萬 | 0.01% | +86,545+4,252.8% | 加碼 |
| Jones Financial Companies LLLP | 89,034 | $58.9 萬 | 0.00% | +68,356+330.6% | 加碼 |
| Concurrent Investment Advisors, LLC | 89,416 | $59.1 萬 | 0.02% | +22,211+33.0% | 加碼 |
| Perennial Investment Advisors, LLC | 89,926 | $59.4 萬 | 0.09% | +7,866+9.6% | 加碼 |