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 4 季 13F 持有人
SoFi Technologies, Inc. 在 2024/12/31 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
- 705
- 較 2024 年第 3 季 +89 家
- 持有股數
- 5.24 億
- 較 2024 年第 3 季 +1,991 萬 (+3.9%)
- 總市值
- $80.7 億
- 較 2024 年第 3 季 +$41.0 億 (+103.5%)
- 新進機構
- 170
- 另有 211 家加碼
- 清倉機構
- 81
- 另有 223 家減碼
另有 10 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 725 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Castleview Partners, LLC | 800 | $1.13 萬 | 0.01% | +800 | 新進 |
| Trust Co of Vermont | 752 | $1.16 萬 | 0.00% | +355+89.4% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 723 | $1.23 萬 | 0.00% | +50+7.4% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 800 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| Aviso Financial Inc. | 800 | $1.23 萬 | 0.00% | +800 | 新進 |
| CarsonAllaria Wealth Management, Ltd. | 868 | $1.34 萬 | 0.01% | +493+131.5% | 加碼 |
| HighMark Wealth Management LLC | 871 | $1.34 萬 | 0.01% | +66+8.2% | 加碼 |
| Bell Investment Advisors, Inc | 966 | $1.49 萬 | 0.00% | +33+3.5% | 加碼 |
| MRP Capital Investments, LLC | 1,000 | $1.54 萬 | 0.01% | 00.0% | 不變 |
| Bank & Trust Co | 1,000 | $1.54 萬 | 0.01% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 1,000 | $1.54 萬 | 0.00% | +1,000 | 新進 |
| Financially Speaking Inc | 1,000 | $1.54 萬 | 0.01% | +1,000 | 新進 |
| Comprehensive Financial Planning, Inc. | 1,000 | $1.54 萬 | 0.01% | +1,000 | 新進 |
| Curio Wealth, LLC | 1,000 | $1.54 萬 | 0.01% | +1,000 | 新進 |
| Parkside Financial Bank & Trust | 1,028 | $1.58 萬 | 0.00% | +100+10.8% | 加碼 |
| Proequities, Inc. | 917 | $1.61 萬 | 0.00% | +917 | 新進 |
| Northwest Capital Management Inc | 1,090 | $1.68 萬 | 0.01% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,135 | $1.75 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 1,157 | $1.78 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,195 | $1.84 萬 | 0.00% | −3−0.3% | 減碼 |
| Central Trust Co | 1,220 | $1.88 萬 | 0.00% | +1,220 | 新進 |
| Covestor Ltd | 1,217 | $1.90 萬 | 0.01% | +94+8.4% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,279 | $1.97 萬 | 0.00% | +279+27.9% | 加碼 |
| Glass Jacobson Investment Advisors llc | 1,300 | $2.00 萬 | 0.01% | −200−13.3% | 減碼 |
| Signature Resources Capital Management, LLC | 1,341 | $2.07 萬 | 0.02% | 00.0% | 不變 |
| MCF Advisors LLC | 1,401 | $2.16 萬 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 1,445 | $2.23 萬 | 0.00% | 00.0% | 不變 |
| Capital A Wealth Management, LLC | 1,465 | $2.26 萬 | 0.04% | +1,465 | 新進 |
| WR Wealth Planners, LLC | 1,554 | $2.39 萬 | 0.01% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 1,600 | $2.46 萬 | 0.01% | +600+60.0% | 加碼 |
| Capital Advisors, Ltd. LLC | 1,614 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,646 | $2.57 萬 | 0.00% | +590+55.9% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 1,720 | $2.65 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co | 1,750 | $2.69 萬 | 0.00% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 1,743 | $2.72 萬 | 0.00% | +1,743 | 新進 |
| TD Private Client Wealth LLC | 1,952 | $3.01 萬 | 0.00% | +144+8.0% | 加碼 |
| Quadrant Capital Group LLC | 1,966 | $3.03 萬 | 0.00% | +42+2.2% | 加碼 |
| Barrett & Company, Inc. | 2,000 | $3.08 萬 | 0.01% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 2,000 | $3.08 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 2,000 | $3.08 萬 | 0.00% | +2,000 | 新進 |
| MPWM Advisory Solutions, LLC | 2,110 | $3.25 萬 | 0.02% | +2,110 | 新進 |
| FNY Investment Advisers, LLC | 2,167 | $3.30 萬 | 0.02% | +2,167 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,178 | $3.35 萬 | 0.00% | −348−13.8% | 減碼 |
| IAG Wealth Partners, LLC | 2,475 | $3.81 萬 | 0.01% | +2,475 | 新進 |
| CNB Bank | 2,500 | $3.85 萬 | 0.02% | −2,500−50.0% | 減碼 |
| Sound Income Strategies, LLC | 2,500 | $3.85 萬 | 0.00% | 00.0% | 不變 |
| Archer Investment Corp | 2,500 | $3.85 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 2,509 | $3.86 萬 | 0.00% | +3+0.1% | 加碼 |
| First Horizon Advisors, Inc. | 2,629 | $4.05 萬 | 0.00% | −389−12.9% | 減碼 |
| Elequin Capital LP | 2,726 | $4.20 萬 | 0.00% | +631+30.1% | 加碼 |
| Cyrus J. Lawrence, LLC | 2,800 | $4.30 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 2,850 | $4.39 萬 | 0.00% | −2,240−44.0% | 減碼 |
| MAI Capital Management | 2,992 | $4.61 萬 | 0.00% | +2,992 | 新進 |
| NewSquare Capital LLC | 3,000 | $4.62 萬 | 0.00% | −2,000−40.0% | 減碼 |
| Bank of New Hampshire | 3,000 | $4.62 萬 | 0.01% | 00.0% | 不變 |
| Quarry LP | 3,096 | $4.77 萬 | 0.01% | −3,529−53.3% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 3,133 | $4.82 萬 | 0.02% | −4,557−59.3% | 減碼 |
| Legacy Investment Solutions, LLC | 3,244 | $4.84 萬 | 0.03% | +1,744+116.3% | 加碼 |
| Legacy Wealth Managment, LLC | 3,244 | $4.84 萬 | 0.03% | +1,744+116.3% | 加碼 |
| GeoWealth Management, LLC | 3,286 | $5.06 萬 | 0.00% | −352−9.7% | 減碼 |
| Westside Investment Management, Inc. | 3,300 | $5.08 萬 | 0.01% | −200−5.7% | 減碼 |
| Aventura Private Wealth, LLC | 3,329 | $5.13 萬 | 0.03% | +3,329 | 新進 |
| Sandy Spring Bank | 3,411 | $5.25 萬 | 0.00% | +20+0.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 3,469 | $5.34 萬 | 0.00% | −613−15.0% | 減碼 |
| Skopos Labs, Inc. | 3,608 | $5.56 萬 | 0.02% | +57+1.6% | 加碼 |
| Caitlin John, LLC | 3,900 | $6.01 萬 | 0.04% | 00.0% | 不變 |
| WealthCollab, LLC | 4,000 | $6.16 萬 | 0.04% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 4,400 | $6.78 萬 | 0.00% | +1,100+33.3% | 加碼 |
| Tortoise Investment Management, LLC | 4,439 | $6.84 萬 | 0.01% | 00.0% | 不變 |
| PSI Advisors, LLC | 4,885 | $7.52 萬 | 0.02% | 00.0% | 不變 |
| Huntington National Bank | 4,929 | $7.59 萬 | 0.00% | −3,927−44.3% | 減碼 |
| SRS Capital Advisors, Inc. | 5,059 | $7.79 萬 | 0.00% | −692−12.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 5,166 | $8.10 萬 | 0.00% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 5,234 | $8.36 萬 | 0.00% | −2,111−28.7% | 減碼 |
| AdvisorNet Financial, Inc | 5,486 | $8.45 萬 | 0.01% | +2,130+63.5% | 加碼 |
| Ci Investments Inc. | 5,607 | $8.60 萬 | 0.00% | −292−4.9% | 減碼 |
| SOA Wealth Advisors, LLC. | 5,634 | $8.68 萬 | 0.02% | +1,400+33.1% | 加碼 |
| Lindbrook Capital, LLC | 5,746 | $8.85 萬 | 0.01% | +367+6.8% | 加碼 |
| Chapin Davis, Inc. | 11,525 | $9.06 萬 | 0.03% | 00.0% | 不變 |
| GAMMA Investing LLC | 5,925 | $9.12 萬 | 0.01% | +1,703+40.3% | 加碼 |
| Vermillion & White Wealth Management Group, LLC | 6,000 | $9.24 萬 | 0.07% | 00.0% | 不變 |
| Modus Advisors, LLC | 6,039 | $9.30 萬 | 0.03% | −4,706−43.8% | 減碼 |
| Parallel Advisors, LLC | 7,334 | $11.3 萬 | 0.00% | −237−3.1% | 減碼 |
| Nemes Rush Group LLC | 7,438 | $11.5 萬 | 0.01% | −1,456−16.4% | 減碼 |
| Private Trust Co NA | 7,500 | $11.6 萬 | 0.01% | +500+7.1% | 加碼 |
| Transce3nd, LLC | 7,500 | $11.6 萬 | 0.04% | +7,500 | 新進 |
| R Squared Ltd | 8,225 | $12.7 萬 | 0.12% | +8,225 | 新進 |
| Game Plan Financial Advisors, LLC | 8,200 | $12.8 萬 | 0.06% | +1,000+13.9% | 加碼 |
| South State Corp. | 8,330 | $12.8 萬 | 0.01% | −175−2.1% | 減碼 |
| TD Waterhouse Canada Inc. | 8,559 | $13.2 萬 | 0.00% | −4,653−35.2% | 減碼 |
| Principal Securities, Inc. | 8,587 | $13.2 萬 | 0.00% | +400+4.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 8,991 | $13.8 萬 | 0.01% | −1,193−11.7% | 減碼 |
| Corebridge Financial, Inc. | 9,268 | $14.3 萬 | 0.00% | −317−3.3% | 減碼 |
| TFC Financial Management | 9,718 | $15.0 萬 | 0.02% | −50−0.5% | 減碼 |
| Sunbelt Securities, Inc. | 9,750 | $15.2 萬 | 0.01% | +8,723+849.4% | 加碼 |
| Platform Technology Partners | 10,033 | $15.5 萬 | 0.05% | −1,122−10.1% | 減碼 |
| Avion Wealth | 10,124 | $15.5 萬 | 0.04% | +51+0.5% | 加碼 |
| Transcend Wealth Collective, LLC | 10,165 | $15.7 萬 | 0.01% | −1,883−15.6% | 減碼 |
| Waller Financial Planning Group, Inc | 10,227 | $15.7 萬 | 0.04% | −100−1.0% | 減碼 |