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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 10,240 | $15.8 萬 | 0.10% | −415−3.9% | 減碼 |
| Hartline Investment Corp | 10,307 | $15.9 萬 | 0.02% | +200+2.0% | 加碼 |
| Ring Mountain Capital, LLC | 10,329 | $15.9 萬 | 0.11% | +10,329 | 新進 |
| Quadcap Wealth Management, LLC | 10,337 | $15.9 萬 | 0.02% | −1,261−10.9% | 減碼 |
| Paradigm Financial Partners, LLC | 10,398 | $16.0 萬 | 0.02% | +10,398 | 新進 |
| Dash Acquisitions Inc. | 10,000 | $16.2 萬 | 0.03% | +10,000 | 新進 |
| Parr McKnight Wealth Management Group, LLC | 10,500 | $16.2 萬 | 0.02% | +10,500 | 新進 |
| Jacobi Capital Management LLC | 10,565 | $16.3 萬 | 0.01% | −325−3.0% | 減碼 |
| Cigna Investments Inc | 10,578 | $16.3 萬 | 0.03% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 10,646 | $16.4 萬 | 0.00% | 00.0% | 不變 |
| Panoramic Investment Advisors, LLC | 10,650 | $16.4 萬 | 0.11% | 00.0% | 不變 |
| Millennium Capital Advisors, LLC | 10,650 | $16.4 萬 | 0.11% | +10,650 | 新進 |
| Visionary Wealth Advisors | 10,896 | $16.8 萬 | 0.01% | −3,380−23.7% | 減碼 |
| KLCM Advisors, Inc. | 11,000 | $16.9 萬 | 0.02% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 11,000 | $16.9 萬 | 0.05% | 00.0% | 不變 |
| KMG Fiduciary Partners, LLC | 11,094 | $17.1 萬 | 0.01% | +11,094 | 新進 |
| Centaurus Financial, Inc. | 11,201 | $17.2 萬 | 0.01% | +11,201 | 新進 |
| PKS Advisory Services, LLC | 11,195 | $17.2 萬 | 0.05% | +11,195 | 新進 |
| Advisors Management Group Inc | 11,263 | $17.3 萬 | 0.04% | +612+5.7% | 加碼 |
| Waterloo Capital, L.P. | 11,246 | $17.3 萬 | 0.02% | +11,246 | 新進 |
| Axxcess Wealth Management, LLC | 11,254 | $17.3 萬 | 0.00% | −5,225−31.7% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 11,500 | $17.7 萬 | 0.06% | +5,500+91.7% | 加碼 |
| Geneos Wealth Management Inc. | 11,555 | $17.8 萬 | 0.01% | −6,050−34.4% | 減碼 |
| Emergent Wealth Advisors, LLC | 11,580 | $17.8 萬 | 0.13% | +11,580 | 新進 |
| Compass Capital Corp | 10,000 | $18.0 萬 | 0.07% | +10,000 | 新進 |
| Prospect Financial Services LLC | 11,700 | $18.0 萬 | 0.10% | +11,700 | 新進 |
| Prasad Wealth Partners, LLC | 11,812 | $18.2 萬 | 0.06% | +11,812 | 新進 |
| Rosenberg Matthew Hamilton | 12,026 | $18.5 萬 | 0.05% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 12,042 | $18.5 萬 | 0.01% | +378+3.2% | 加碼 |
| O'Dell Group, LLC | 12,108 | $18.6 萬 | 0.04% | 00.0% | 不變 |
| Change Path, LLC | 12,181 | $18.8 萬 | 0.01% | +180+1.5% | 加碼 |
| Interchange Capital Partners, LLC | 12,246 | $18.9 萬 | 0.07% | −1,636−11.8% | 減碼 |
| Prostatis Group LLC | 12,261 | $18.9 萬 | 0.06% | +61+0.5% | 加碼 |
| Yousif Capital Management, LLC | 12,436 | $19.2 萬 | 0.00% | +1,496+13.7% | 加碼 |
| Fermata Advisors, LLC | 12,485 | $19.2 萬 | 0.04% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 12,496 | $19.2 萬 | 0.01% | +12,496 | 新進 |
| Mayfair Advisory Group, LLC | 12,635 | $19.5 萬 | 0.11% | +450+3.7% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 12,647 | $19.5 萬 | 0.09% | +12,647 | 新進 |
| Vident Advisory, LLC | 12,859 | $19.8 萬 | 0.00% | −3,465−21.2% | 減碼 |
| SageView Advisory Group, LLC | 12,887 | $19.8 萬 | 0.01% | +12,887 | 新進 |
| Venturi Wealth Management, LLC | 13,011 | $20.0 萬 | 0.01% | +11,606+826.0% | 加碼 |
| Ballentine Partners, LLC | 13,151 | $20.3 萬 | 0.00% | −31−0.2% | 減碼 |
| Keystone Financial Services | 13,165 | $20.3 萬 | 0.08% | +543+4.3% | 加碼 |
| HSBC Holdings PLC | 13,005 | $20.4 萬 | 0.00% | +13,005 | 新進 |
| Capital Advisors Inc | 13,251 | $20.4 萬 | 0.00% | +3,001+29.3% | 加碼 |
| Procyon Private Wealth Partners, LLC | 13,497 | $20.8 萬 | 0.01% | +1,000+8.0% | 加碼 |
| Future Financial Wealth Managment LLC | 13,500 | $20.8 萬 | 0.15% | −1,610−10.7% | 減碼 |
| National Asset Management, Inc. | 13,544 | $20.9 萬 | 0.01% | −2,473−15.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 13,565 | $20.9 萬 | 0.03% | +13,565 | 新進 |
| Old National Bancorp | 13,593 | $20.9 萬 | 0.00% | +13,593 | 新進 |
| Worth Financial Advisory Group, LLC | 13,610 | $21.0 萬 | 0.13% | −150−1.1% | 減碼 |
| Fullcircle Wealth LLC | 13,900 | $21.1 萬 | 0.09% | −134−1.0% | 減碼 |
| Garden State Investment Advisory Services LLC | 13,825 | $21.3 萬 | 0.07% | −1,675−10.8% | 減碼 |
| Global Financial Private Client, LLC | 13,896 | $21.4 萬 | 0.08% | −35−0.3% | 減碼 |
| Sava Infond d.o.o. | 14,000 | $21.6 萬 | 0.04% | +14,000 | 新進 |
| Park Avenue Securities LLC | 13,996 | $21.6 萬 | 0.00% | −786−5.3% | 減碼 |
| Burr Financial Services, LLC | 14,090 | $21.7 萬 | 0.15% | +14,090 | 新進 |
| Hilltop Holdings Inc. | 14,149 | $21.8 萬 | 0.01% | +3,749+36.0% | 加碼 |
| SLT Holdings LLC | 14,163 | $21.8 萬 | 0.21% | +14,163 | 新進 |
| Wealthcare Advisory Partners LLC | 14,199 | $21.9 萬 | 0.01% | −4,248−23.0% | 減碼 |
| Cutter & CO Brokerage, Inc. | 14,200 | $21.9 萬 | 0.05% | +200+1.4% | 加碼 |
| Tucker Asset Management LLC | 14,310 | $22.0 萬 | 0.02% | +12,967+965.5% | 加碼 |
| HB Wealth Management, LLC | 14,325 | $22.1 萬 | 0.00% | −11,102−43.7% | 減碼 |
| Smith Anglin Financial, LLC | 14,500 | $22.3 萬 | 0.02% | −500−3.3% | 減碼 |
| Avestar Capital, LLC | 14,582 | $22.5 萬 | 0.02% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 14,692 | $22.6 萬 | 0.00% | +14,692 | 新進 |
| Coldstream Capital Management Inc | 14,691 | $22.6 萬 | 0.00% | +2,865+24.2% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 14,500 | $22.7 萬 | 0.09% | +1,900+15.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 14,820 | $22.8 萬 | 0.01% | +14,820 | 新進 |
| Bravias Capital Group, LLC | 14,550 | $23.0 萬 | 0.19% | +14,550 | 新進 |
| Gotham Asset Management, LLC | 14,991 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| AE Wealth Management LLC | 15,001 | $23.1 萬 | 0.00% | −2,439−14.0% | 減碼 |
| Evolution Wealth Advisors, LLC | 15,230 | $23.5 萬 | 0.04% | +15,230 | 新進 |
| Clay Northam Wealth Management, LLC | 15,336 | $23.6 萬 | 0.15% | 00.0% | 不變 |
| Sherman Porfolios, LLC | 15,440 | $23.8 萬 | 0.10% | +15,440 | 新進 |
| Nomura Holdings Inc | 15,598 | $24.0 萬 | 0.00% | +15,598 | 新進 |
| Northwest Wealth Management, LLC | 15,599 | $24.0 萬 | 0.05% | +293+1.9% | 加碼 |
| Financial Advisory Service, Inc. | 15,820 | $24.4 萬 | 0.02% | −300−1.9% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 16,202 | $25.0 萬 | 0.03% | 00.0% | 不變 |
| Truefg, LLC | 16,300 | $25.1 萬 | 0.08% | 00.0% | 不變 |
| Cooper Financial Group | 16,406 | $25.3 萬 | 0.03% | +1,443+9.6% | 加碼 |
| Albion Financial Group | 16,415 | $25.3 萬 | 0.02% | 00.0% | 不變 |
| Maven Securities LTD | 16,500 | $25.4 萬 | 0.04% | +16,500 | 新進 |
| Regal Investment Advisors LLC | 16,548 | $25.5 萬 | 0.02% | +16,548 | 新進 |
| Meeder Advisory Services, Inc. | 16,549 | $25.5 萬 | 0.02% | +5,697+52.5% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 16,773 | $25.8 萬 | 0.07% | −1,600−8.7% | 減碼 |
| Wedmont Private Capital | 18,315 | $25.9 萬 | 0.01% | +3,486+23.5% | 加碼 |
| CoreCap Advisors, LLC | 16,889 | $26.0 萬 | 0.01% | +8,677+105.7% | 加碼 |
| Two Sigma Securities, LLC | 17,031 | $26.2 萬 | 0.05% | −66,541−79.6% | 減碼 |
| Diversify Wealth Management, LLC | 18,645 | $26.4 萬 | 0.02% | −19,699−51.4% | 減碼 |
| Bensler, LLC | 17,140 | $26.4 萬 | 0.03% | −43−0.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 17,181 | $26.5 萬 | 0.00% | −6,500−27.4% | 減碼 |
| Independent Advisor Alliance | 17,186 | $26.5 萬 | 0.00% | −533−3.0% | 減碼 |
| CIBC World Markets Inc. | 17,220 | $26.5 萬 | 0.00% | +17,220 | 新進 |
| CTC Alternative Strategies, Ltd. | 17,212 | $26.5 萬 | 0.34% | +17,212 | 新進 |
| Foundations Investment Advisors, LLC | 17,475 | $26.9 萬 | 0.01% | +51+0.3% | 加碼 |
| Moore Capital Management, LP | 17,530 | $27.0 萬 | 0.01% | +17,530 | 新進 |
| Pinkerton Retirement Specialists, LLC | 17,786 | $27.4 萬 | 0.04% | +17,786 | 新進 |
| Calton & Associates, Inc. | 17,850 | $27.5 萬 | 0.12% | −22,590−55.9% | 減碼 |
| Keystone Financial Services, LLC | 17,856 | $27.5 萬 | 0.25% | +17,856 | 新進 |