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 |
|---|---|---|---|---|---|
| Axim Planning & Wealth | 32,918 | $25.9 萬 | 0.29% | −3,840−10.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 32,875 | $25.8 萬 | 0.01% | −896−2.7% | 減碼 |
| Stratos Wealth Advisors, LLC | 32,610 | $25.6 萬 | 0.01% | +1,054+3.3% | 加碼 |
| Ieq Capital, LLC | 32,592 | $25.6 萬 | 0.00% | +13,504+70.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 31,471 | $24.7 萬 | 0.00% | +1,450+4.8% | 加碼 |
| US Bancorp | 31,375 | $24.7 萬 | 0.00% | −1,194−3.7% | 減碼 |
| Umb Bank N A | 31,237 | $24.6 萬 | 0.00% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 31,109 | $24.5 萬 | 0.01% | +3,317+11.9% | 加碼 |
| Traynor Capital Management, Inc. | 30,588 | $24.0 萬 | 0.02% | +4,487+17.2% | 加碼 |
| Signaturefd, LLC | 29,814 | $23.4 萬 | 0.00% | −589−1.9% | 減碼 |
| Captrust Financial Advisors | 29,639 | $23.3 萬 | 0.00% | +809+2.8% | 加碼 |
| Trueblood Wealth Management, LLC | 28,824 | $22.7 萬 | 0.11% | +6,721+30.4% | 加碼 |
| Founders Financial Securities LLC | 28,560 | $22.4 萬 | 0.02% | +1,500+5.5% | 加碼 |
| CIBC Asset Management Inc | 28,409 | $22.3 萬 | 0.00% | +962+3.5% | 加碼 |
| Valeo Financial Advisors, LLC | 28,176 | $22.1 萬 | 0.01% | −1,540−5.2% | 減碼 |
| KBC Group NV | 27,032 | $21.2 萬 | 0.00% | 00.0% | 不變 |
| Good Life Advisors, LLC | 26,791 | $21.1 萬 | 0.01% | −2,192−7.6% | 減碼 |
| Kensington Investment Counsel, LLC | 26,740 | $21.0 萬 | 0.09% | +3,054+12.9% | 加碼 |
| Comerica Bank | 26,528 | $20.9 萬 | 0.00% | +1,588+6.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 26,492 | $20.8 萬 | 0.02% | 00.0% | 不變 |
| Newman Dignan & Sheerar, Inc. | 18,373 | $20.6 萬 | 0.05% | +18,373 | 新進 |
| Carnegie Lake Advisors LLC | 25,550 | $20.1 萬 | 0.08% | +25,550 | 新進 |
| Claro Advisors LLC | 25,550 | $20.1 萬 | 0.03% | +7,304+40.0% | 加碼 |
| MetLife Investment Management | 25,460 | $20.0 萬 | 0.00% | −543−2.1% | 減碼 |
| HB Wealth Management, LLC | 25,427 | $20.0 萬 | 0.00% | +23,235+1,060.0% | 加碼 |
| Wellington Management Group LLP | 25,305 | $19.9 萬 | 0.00% | −27,281−51.9% | 減碼 |
| Evercore Wealth Management, LLC | 25,000 | $19.6 萬 | 0.00% | −10,849−30.3% | 減碼 |
| Probity Advisors, Inc. | 24,570 | $19.3 萬 | 0.04% | +306+1.3% | 加碼 |
| Resources Investment Advisors, LLC. | 24,498 | $19.3 萬 | 0.00% | +5,650+30.0% | 加碼 |
| Prosperity Wealth Management, Inc. | 23,850 | $18.7 萬 | 0.08% | +23,850 | 新進 |
| Kestra Private Wealth Services, LLC | 23,681 | $18.6 萬 | 0.00% | −2,350−9.0% | 減碼 |
| Manchester Financial Inc | 23,406 | $18.4 萬 | 0.04% | −50−0.2% | 減碼 |
| Jump Financial, LLC | 22,837 | $17.9 萬 | 0.00% | +22,837 | 新進 |
| Independent Wealth Network Inc. | 22,336 | $17.6 萬 | 0.08% | +1,552+7.5% | 加碼 |
| Harbor Investment Advisory, LLC | 22,300 | $17.5 萬 | 0.02% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 22,273 | $17.5 萬 | 0.00% | +3,634+19.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 22,161 | $17.4 萬 | 0.00% | +10,012+82.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 17,075 | $17.1 萬 | 0.00% | +17,075 | 新進 |
| Pensionmark Financial Group, LLC | 21,745 | $17.1 萬 | 0.01% | +1,336+6.5% | 加碼 |
| Brinker Capital Investments, LLC | 21,585 | $17.0 萬 | 0.00% | −2,787−11.4% | 減碼 |
| Orion Portfolio Solutions, LLC | 21,585 | $17.0 萬 | 0.00% | −2,787−11.4% | 減碼 |
| Marshall Financial Group LLC | 20,543 | $16.1 萬 | 0.04% | +737+3.7% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 20,083 | $15.8 萬 | 0.01% | +50+0.2% | 加碼 |
| Fullcircle Wealth LLC | 14,034 | $15.7 萬 | 0.07% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 14,117 | $15.4 萬 | 0.01% | −13,903−49.6% | 減碼 |
| Steel Peak Wealth Management LLC | 19,465 | $15.3 萬 | 0.01% | +19,465 | 新進 |
| NWF Advisory Services Inc. | 19,412 | $15.3 萬 | 0.02% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 19,018 | $14.9 萬 | 0.01% | +19,018 | 新進 |
| Mainstay Capital Management LLC | 18,894 | $14.9 萬 | 0.02% | 00.0% | 不變 |
| Merit Financial Group, LLC | 18,789 | $14.8 萬 | 0.00% | +772+4.3% | 加碼 |
| Credit Agricole S A | 18,572 | $14.6 萬 | 0.00% | −16,300−46.7% | 減碼 |
| Pointe Capital Management LLC | 18,490 | $14.5 萬 | 0.08% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 18,447 | $14.5 萬 | 0.00% | −11,433−38.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 18,177 | $14.3 萬 | 0.00% | +18,177 | 新進 |
| Independent Advisor Alliance | 17,719 | $13.9 萬 | 0.01% | +226+1.3% | 加碼 |
| Buckingham Strategic Partners | 17,646 | $13.9 萬 | 0.00% | +966+5.8% | 加碼 |
| Geneos Wealth Management Inc. | 17,605 | $13.8 萬 | 0.01% | +7,580+75.6% | 加碼 |
| Blair William & Co | 17,500 | $13.8 萬 | 0.00% | +71+0.4% | 加碼 |
| AE Wealth Management LLC | 17,440 | $13.7 萬 | 0.00% | −2,160−11.0% | 減碼 |
| Sherbrooke Park Advisers LLC | 17,432 | $13.7 萬 | 0.03% | +17,432 | 新進 |
| Foundations Investment Advisors, LLC | 17,424 | $13.7 萬 | 0.00% | +17,424 | 新進 |
| Bensler, LLC | 17,183 | $13.5 萬 | 0.02% | −1,547−8.3% | 減碼 |
| Wealthspan Partners, LLC | 17,116 | $13.5 萬 | 0.07% | +6,000+54.0% | 加碼 |
| American Alpha Advisors, LLC | 17,000 | $13.4 萬 | 0.13% | +17,000 | 新進 |
| Concorde Asset Management, LLC | 16,845 | $13.2 萬 | 0.07% | −2,029−10.8% | 減碼 |
| RSM US Wealth Management LLC | 17,157 | $13.1 萬 | 0.00% | +1,407+8.9% | 加碼 |
| Axxcess Wealth Management, LLC | 16,479 | $13.0 萬 | 0.00% | −8,703−34.6% | 減碼 |
| Davy Global Fund Management Ltd | 16,478 | $13.0 萬 | 0.01% | +6,096+58.7% | 加碼 |
| Albion Financial Group | 16,415 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Vident Advisory, LLC | 16,324 | $12.8 萬 | 0.00% | −28,396−63.5% | 減碼 |
| Watts Gwilliam & Co., LLC | 15,247 | $12.8 萬 | 0.03% | +15,247 | 新進 |
| Truefg, LLC | 16,300 | $12.8 萬 | 0.04% | +1,000+6.5% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 16,202 | $12.7 萬 | 0.02% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 16,120 | $12.7 萬 | 0.01% | −700−4.2% | 減碼 |
| Riverwood Capital Management Ltd. | 16,077 | $12.6 萬 | 0.29% | 00.0% | 不變 |
| National Asset Management, Inc. | 16,017 | $12.6 萬 | 0.00% | −92,926−85.3% | 減碼 |
| Vivaldi Capital Management, LLC | 15,788 | $12.4 萬 | 0.04% | 00.0% | 不變 |
| Wedmont Private Capital | 14,829 | $12.3 萬 | 0.01% | +14,829 | 新進 |
| Garden State Investment Advisory Services LLC | 15,500 | $12.2 萬 | 0.04% | −500−3.1% | 減碼 |
| Coldstream Capital Management Inc | 11,826 | $12.1 萬 | 0.00% | +11,826 | 新進 |
| Clay Northam Wealth Management, LLC | 15,336 | $12.1 萬 | 0.08% | 00.0% | 不變 |
| Northwest Wealth Management, LLC | 15,306 | $12.0 萬 | 0.03% | +306+2.0% | 加碼 |
| Allworth Financial LP | 15,187 | $11.9 萬 | 0.00% | +3,440+29.3% | 加碼 |
| Future Financial Wealth Managment LLC | 15,110 | $11.9 萬 | 0.08% | +15,110 | 新進 |
| Smith Anglin Financial, LLC | 15,000 | $11.8 萬 | 0.01% | +4,500+42.9% | 加碼 |
| Gotham Asset Management, LLC | 14,991 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Cooper Financial Group | 14,963 | $11.8 萬 | 0.02% | +14,963 | 新進 |
| Elkhorn Partners Limited Partnership | 14,800 | $11.6 萬 | 0.07% | 00.0% | 不變 |
| Park Avenue Securities LLC | 14,782 | $11.6 萬 | 0.00% | +4,592+45.1% | 加碼 |
| Avestar Capital, LLC | 14,582 | $11.5 萬 | 0.01% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 11,090 | $11.3 萬 | 0.02% | +11,090 | 新進 |
| Visionary Wealth Advisors | 14,276 | $11.2 萬 | 0.01% | +30+0.2% | 加碼 |
| Paloma Partners Management Co | 14,176 | $11.1 萬 | 0.01% | +14,176 | 新進 |
| Danske Bank A/S | 14,100 | $11.1 萬 | 0.00% | +14,100 | 新進 |
| Crewe Advisors LLC | 14,061 | $11.1 萬 | 0.01% | +27+0.2% | 加碼 |
| Cutter & CO Brokerage, Inc. | 14,000 | $11.0 萬 | 0.02% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 13,931 | $10.9 萬 | 0.04% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 13,882 | $10.9 萬 | 0.04% | −8,514−38.0% | 減碼 |
| Mandatum Life Insurance Co Ltd | 13,872 | $10.9 萬 | 0.03% | +13,872 | 新進 |
| Worth Financial Advisory Group, LLC | 13,760 | $10.8 萬 | 0.06% | +350+2.6% | 加碼 |