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 3 季 13F 持有人
SoFi Technologies, Inc. 在 2024/9/30 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
- 626
- 較 2024 年第 2 季 +38 家
- 持有股數
- 5.06 億
- 較 2024 年第 2 季 +1.01 億 (+24.8%)
- 總市值
- $39.7 億
- 較 2024 年第 2 季 +$13.0 億 (+48.4%)
- 新進機構
- 110
- 另有 228 家加碼
- 清倉機構
- 72
- 另有 161 家減碼
另有 5 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MetLife Investment Management | 25,460 | $20.0 萬 | 0.00% | −543−2.1% | 減碼 |
| Claro Advisors LLC | 25,550 | $20.1 萬 | 0.03% | +7,304+40.0% | 加碼 |
| Carnegie Lake Advisors LLC | 25,550 | $20.1 萬 | 0.08% | +25,550 | 新進 |
| Newman Dignan & Sheerar, Inc. | 18,373 | $20.6 萬 | 0.05% | +18,373 | 新進 |
| SeaCrest Wealth Management, LLC | 26,492 | $20.8 萬 | 0.02% | 00.0% | 不變 |
| Comerica Bank | 26,528 | $20.9 萬 | 0.00% | +1,588+6.4% | 加碼 |
| Kensington Investment Counsel, LLC | 26,740 | $21.0 萬 | 0.09% | +3,054+12.9% | 加碼 |
| Good Life Advisors, LLC | 26,791 | $21.1 萬 | 0.01% | −2,192−7.6% | 減碼 |
| KBC Group NV | 27,032 | $21.2 萬 | 0.00% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 28,176 | $22.1 萬 | 0.01% | −1,540−5.2% | 減碼 |
| CIBC Asset Management Inc | 28,409 | $22.3 萬 | 0.00% | +962+3.5% | 加碼 |
| Founders Financial Securities LLC | 28,560 | $22.4 萬 | 0.02% | +1,500+5.5% | 加碼 |
| Trueblood Wealth Management, LLC | 28,824 | $22.7 萬 | 0.11% | +6,721+30.4% | 加碼 |
| Captrust Financial Advisors | 29,639 | $23.3 萬 | 0.00% | +809+2.8% | 加碼 |
| Signaturefd, LLC | 29,814 | $23.4 萬 | 0.00% | −589−1.9% | 減碼 |
| Traynor Capital Management, Inc. | 30,588 | $24.0 萬 | 0.02% | +4,487+17.2% | 加碼 |
| TCG Advisory Services, LLC | 31,109 | $24.5 萬 | 0.01% | +3,317+11.9% | 加碼 |
| Umb Bank N A | 31,237 | $24.6 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 31,375 | $24.7 萬 | 0.00% | −1,194−3.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 31,471 | $24.7 萬 | 0.00% | +1,450+4.8% | 加碼 |
| Ieq Capital, LLC | 32,592 | $25.6 萬 | 0.00% | +13,504+70.7% | 加碼 |
| Stratos Wealth Advisors, LLC | 32,610 | $25.6 萬 | 0.01% | +1,054+3.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 32,875 | $25.8 萬 | 0.01% | −896−2.7% | 減碼 |
| Axim Planning & Wealth | 32,918 | $25.9 萬 | 0.29% | −3,840−10.4% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 33,035 | $26.0 萬 | 0.02% | −400−1.2% | 減碼 |
| Moseley Investment Management Inc | 33,536 | $26.4 萬 | 0.11% | +2,598+8.4% | 加碼 |
| Walkner Condon Financial Advisors LLC | 33,620 | $26.4 萬 | 0.05% | +89+0.3% | 加碼 |
| Cantor Fitzgerald, L. P. | 34,370 | $27.0 萬 | 0.02% | +34,370 | 新進 |
| Integrated Wealth Concepts LLC | 34,467 | $27.1 萬 | 0.00% | +15,301+79.8% | 加碼 |
| Belpointe Asset Management LLC | 35,186 | $27.7 萬 | 0.02% | +1,565+4.7% | 加碼 |
| Aldebaran Financial Inc. | 35,600 | $28.0 萬 | 0.33% | −4,000−10.1% | 減碼 |
| Oak Thistle LLC | 35,687 | $28.1 萬 | 0.09% | −6,207−14.8% | 減碼 |
| Wellington Wealth Strategies, LLC. | 25,208 | $28.2 萬 | 0.21% | +25,208 | 新進 |
| McGuire Investment Group, LLC | 35,950 | $28.3 萬 | 0.04% | −4,000−10.0% | 減碼 |
| Forum Financial Management, LP | 35,971 | $28.3 萬 | 0.00% | +254+0.7% | 加碼 |
| Bramshill Investments, LLC | 36,000 | $28.3 萬 | 0.03% | +36,000 | 新進 |
| Sterling Capital Management LLC | 36,033 | $28.3 萬 | 0.00% | +36,033 | 新進 |
| Hexagon Capital Partners LLC | 37,088 | $29.2 萬 | 0.06% | +251+0.7% | 加碼 |
| Perigon Wealth Management, LLC | 38,260 | $30.1 萬 | 0.01% | −862−2.2% | 減碼 |
| Drive Wealth Management, LLC | 39,350 | $30.9 萬 | 0.08% | +4,063+11.5% | 加碼 |
| Carolinas Wealth Consulting LLC | 40,000 | $31.4 萬 | 0.06% | +40,000 | 新進 |
| Nwam LLC | 40,104 | $31.5 萬 | 0.02% | +7,255+22.1% | 加碼 |
| Calton & Associates, Inc. | 40,440 | $31.8 萬 | 0.12% | +10,090+33.2% | 加碼 |
| Savant Capital, LLC | 40,778 | $32.1 萬 | 0.00% | +40,778 | 新進 |
| Empowered Funds, LLC | 41,277 | $32.4 萬 | 0.01% | +1,951+5.0% | 加碼 |
| EntryPoint Capital, LLC | 42,804 | $33.6 萬 | 0.19% | +29,874+231.0% | 加碼 |
| Sigma Planning Corp | 42,929 | $33.7 萬 | 0.01% | −13,084−23.4% | 減碼 |
| Archford Capital Strategies, LLC | 33,699 | $33.8 萬 | 0.05% | +57+0.2% | 加碼 |
| Level Four Advisory Services, LLC | 30,600 | $34.2 萬 | 0.01% | −862−2.7% | 減碼 |
| Fortis Advisors, LLC | 44,550 | $35.0 萬 | 0.23% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 45,475 | $35.7 萬 | 0.00% | +3,078+7.3% | 加碼 |
| M&T Bank Corp | 45,582 | $35.9 萬 | 0.00% | +2,332+5.4% | 加碼 |
| Toroso Investments, LLC | 46,167 | $36.3 萬 | 0.00% | −116,073−71.5% | 減碼 |
| Global Retirement Partners, LLC | 46,602 | $36.6 萬 | 0.01% | +8,323+21.7% | 加碼 |
| Newbridge Financial Services Group, Inc. | 46,970 | $36.9 萬 | 0.13% | −62,030−56.9% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 47,215 | $37.5 萬 | 0.00% | +10,358+28.1% | 加碼 |
| ARS Investment Partners, LLC | 48,000 | $37.7 萬 | 0.03% | −9,301−16.2% | 減碼 |
| Hobbs Group Advisors, LLC | 49,000 | $38.5 萬 | 0.14% | −12,000−19.7% | 減碼 |
| IPG Investment Advisors LLC | 49,340 | $38.8 萬 | 0.08% | −13,660−21.7% | 減碼 |
| Russell Investments Group, Ltd. | 49,790 | $39.1 萬 | 0.00% | −47,196−48.7% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 50,000 | $39.3 萬 | 0.04% | −50,000−50.0% | 減碼 |
| Pathway Financial Advisers, LLC | 50,129 | $39.4 萬 | 0.18% | +5,777+13.0% | 加碼 |
| Freestone Capital Holdings, LLC | 50,594 | $39.8 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 60,276 | $39.8 萬 | 0.01% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 38,344 | $40.0 萬 | 0.04% | 00.0% | 不變 |
| Means Investment Co., Inc. | 50,884 | $40.0 萬 | 0.04% | −3,766−6.9% | 減碼 |
| Symmetry Partners, LLC | 52,312 | $41.1 萬 | 0.10% | +52,312 | 新進 |
| Integrated Advisors Network LLC | 52,373 | $41.2 萬 | 0.02% | +63+0.1% | 加碼 |
| PFG Investments, LLC | 53,045 | $41.7 萬 | 0.03% | −29,352−35.6% | 減碼 |
| MMBG Investment Advisors Co. | 54,015 | $42.5 萬 | 0.04% | 00.0% | 不變 |
| Xponance, Inc. | 54,097 | $42.5 萬 | 0.00% | +1,302+2.5% | 加碼 |
| Deutsche Bank AG | 54,220 | $42.6 萬 | 0.00% | −110−0.2% | 減碼 |
| Atomi Financial Group, Inc. | 54,266 | $42.7 萬 | 0.03% | +3,573+7.0% | 加碼 |
| SEI Investments Co | 55,322 | $43.5 萬 | 0.00% | +16,346+41.9% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 56,355 | $44.2 萬 | 0.13% | +1,587+2.9% | 加碼 |
| Amalgamated Bank | 57,017 | $44.8 萬 | 0.00% | −1,512−2.6% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 57,023 | $44.8 萬 | 0.03% | +20,765+57.3% | 加碼 |
| River Street Advisors LLC | 57,369 | $45.1 萬 | 0.24% | +10,223+21.7% | 加碼 |
| Tradition Wealth Management, LLC | 57,533 | $45.2 萬 | 0.04% | +1,880+3.4% | 加碼 |
| Maryland State Retirement & Pension System | 58,902 | $46.3 萬 | 0.01% | −13,591−18.7% | 減碼 |
| San Luis Wealth Advisors LLC | 60,245 | $46.6 萬 | 0.10% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 59,849 | $47.0 萬 | 0.00% | −108−0.2% | 減碼 |
| Gladstone Institutional Advisory LLC | 60,110 | $47.2 萬 | 0.02% | +37,100+161.2% | 加碼 |
| Arkadios Wealth Advisors | 60,531 | $47.6 萬 | 0.03% | +6,305+11.6% | 加碼 |
| Brookstone Capital Management | 60,869 | $47.8 萬 | 0.01% | +166+0.3% | 加碼 |
| VitalStone Financial, LLC | 61,536 | $48.4 萬 | 0.33% | −6,711−9.8% | 減碼 |
| Harbour Investments, Inc. | 62,099 | $48.8 萬 | 0.01% | +2,985+5.0% | 加碼 |
| JustInvest LLC | 62,682 | $49.3 萬 | 0.01% | +8,006+14.6% | 加碼 |
| Laird Norton Trust Company, LLC | 64,495 | $50.7 萬 | 0.07% | 00.0% | 不變 |
| Hourglass Capital, LLC | 65,000 | $51.1 萬 | 0.14% | −46,000−41.4% | 減碼 |
| Solidarilty Wealth, LLC | 65,661 | $51.6 萬 | 0.14% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 67,039 | $52.7 萬 | 0.06% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 67,224 | $52.8 萬 | 0.01% | −67,723−50.2% | 減碼 |
| Hudock, Inc. | 68,372 | $53.7 萬 | 0.09% | −24,258−26.2% | 減碼 |
| Principal Financial Group Inc | 70,095 | $55.1 萬 | 0.00% | −8,634−11.0% | 減碼 |
| ExodusPoint Capital Management, LP | 70,374 | $55.3 萬 | 0.01% | +70,374 | 新進 |
| Prudential Financial Inc | 70,613 | $55.5 萬 | 0.00% | +4,266+6.4% | 加碼 |
| Alta Wealth Advisors LLC | 70,719 | $55.6 萬 | 0.25% | +17,770+33.6% | 加碼 |
| Xcel Wealth Management, LLC | 72,020 | $56.6 萬 | 0.17% | +4,000+5.9% | 加碼 |
| Strategic Advocates LLC | 72,298 | $56.8 萬 | 0.20% | 00.0% | 不變 |