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 |
|---|---|---|---|---|---|
| Balboa Wealth Partners | 17,997 | $27.7 萬 | 0.06% | +7,547+72.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 18,713 | $27.8 萬 | 0.00% | +536+2.9% | 加碼 |
| Aigen Investment Management, LP | 18,076 | $27.8 萬 | 0.05% | +18,076 | 新進 |
| Belpointe Asset Management LLC | 35,013 | $28.0 萬 | 0.02% | −173−0.5% | 減碼 |
| Catalyst Funds Management Pty Ltd | 18,300 | $28.2 萬 | 0.07% | +18,300 | 新進 |
| West Michigan Advisors, LLC | 18,438 | $28.4 萬 | 0.09% | +18,438 | 新進 |
| Pointe Capital Management LLC | 18,490 | $28.5 萬 | 0.16% | 00.0% | 不變 |
| Mirador Capital Partners LP | 18,601 | $28.6 萬 | 0.05% | +18,601 | 新進 |
| Mainstay Capital Management LLC | 18,753 | $28.9 萬 | 0.04% | −141−0.7% | 減碼 |
| DRW Securities, LLC | 19,080 | $29.4 萬 | 0.02% | +19,080 | 新進 |
| Axim Planning & Wealth | 19,312 | $29.7 萬 | 0.32% | −13,606−41.3% | 減碼 |
| Verus Capital Partners, LLC | 19,380 | $29.8 萬 | 0.03% | +362+1.9% | 加碼 |
| Lazard Asset Management LLC | 19,649 | $30.1 萬 | 0.00% | +9,539+94.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 19,643 | $30.3 萬 | 0.01% | +11,212+133.0% | 加碼 |
| Wealthspan Partners, LLC | 19,761 | $30.4 萬 | 0.15% | +2,645+15.5% | 加碼 |
| Cassaday & Co Wealth Management LLC | 19,900 | $30.6 萬 | 0.01% | +9,900+99.0% | 加碼 |
| Marshall Financial Group LLC | 20,060 | $30.9 萬 | 0.07% | −483−2.4% | 減碼 |
| RSM US Wealth Management LLC | 19,853 | $31.0 萬 | 0.00% | +2,696+15.7% | 加碼 |
| Signaturefd, LLC | 20,230 | $31.2 萬 | 0.01% | −9,584−32.1% | 減碼 |
| Qsemble Capital Management, LP | 20,315 | $31.3 萬 | 0.04% | −97,964−82.8% | 減碼 |
| Buckingham Strategic Partners | 20,558 | $31.7 萬 | 0.01% | +2,912+16.5% | 加碼 |
| HAP Trading, LLC | 20,642 | $31.8 萬 | 0.11% | +20,642 | 新進 |
| Leonteq Securities AG | 20,900 | $32.2 萬 | 0.03% | +10,900+109.0% | 加碼 |
| Federated Hermes, Inc. | 21,000 | $32.3 萬 | 0.00% | +21,000 | 新進 |
| Prosperity Wealth Management, Inc. | 21,050 | $32.4 萬 | 0.13% | −2,800−11.7% | 減碼 |
| Carnegie Lake Advisors LLC | 21,100 | $32.5 萬 | 0.13% | −4,450−17.4% | 減碼 |
| Meeder Asset Management Inc | 21,115 | $32.5 萬 | 0.02% | +21,115 | 新進 |
| Atomi Financial Group, Inc. | 21,220 | $32.7 萬 | 0.02% | −33,046−60.9% | 減碼 |
| Yeomans Consulting Group, Inc. | 21,684 | $33.4 萬 | 0.13% | +21,684 | 新進 |
| Independent Wealth Network Inc. | 21,764 | $33.5 萬 | 0.14% | −572−2.6% | 減碼 |
| Comerica Bank | 21,841 | $33.6 萬 | 0.00% | −4,687−17.7% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 21,935 | $33.8 萬 | 0.02% | −11,100−33.6% | 減碼 |
| Cary Street Partners Financial LLC | 21,977 | $33.8 萬 | 0.01% | +21,977 | 新進 |
| one8zero8, LLC | 22,050 | $34.0 萬 | 0.07% | +22,050 | 新進 |
| Harbor Investment Advisory, LLC | 22,300 | $34.3 萬 | 0.03% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 22,330 | $34.4 萬 | 0.01% | +585+2.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 22,711 | $35.0 萬 | 0.02% | −220,887−90.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 22,742 | $35.0 萬 | 0.00% | +581+2.6% | 加碼 |
| Probity Advisors, Inc. | 22,925 | $35.3 萬 | 0.07% | −1,645−6.7% | 減碼 |
| Concorde Asset Management, LLC | 23,090 | $35.6 萬 | 0.19% | +6,245+37.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 23,380 | $36.0 萬 | 0.01% | −51,892−68.9% | 減碼 |
| Manchester Financial Inc | 23,406 | $36.0 萬 | 0.08% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 23,504 | $36.2 萬 | 0.00% | +23,504 | 新進 |
| XTX Topco Ltd | 23,651 | $36.4 萬 | 0.03% | +23,651 | 新進 |
| M Holdings Securities, Inc. | 23,795 | $36.6 萬 | 0.06% | +23,795 | 新進 |
| Good Life Advisors, LLC | 23,913 | $36.8 萬 | 0.03% | −2,878−10.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 24,013 | $37.0 萬 | 0.00% | +1,740+7.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 24,184 | $37.2 萬 | 0.02% | −8,426−25.8% | 減碼 |
| Resources Investment Advisors, LLC. | 24,679 | $38.0 萬 | 0.00% | +181+0.7% | 加碼 |
| Carolinas Wealth Consulting LLC | 25,000 | $38.5 萬 | 0.08% | −15,000−37.5% | 減碼 |
| Evercore Wealth Management, LLC | 25,000 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| Bessemer Group Inc | 25,000 | $38.5 萬 | 0.00% | +25,000 | 新進 |
| Steward Partners Investment Advisory, LLC | 25,071 | $38.6 萬 | 0.00% | −6,400−20.3% | 減碼 |
| Coordinated Financial Services, Inc. | 25,100 | $38.7 萬 | 0.30% | +25,100 | 新進 |
| Blair William & Co | 25,230 | $38.9 萬 | 0.00% | +7,730+44.2% | 加碼 |
| Oak Thistle LLC | 25,725 | $39.6 萬 | 0.12% | −9,962−27.9% | 減碼 |
| MetLife Investment Management | 25,937 | $39.9 萬 | 0.00% | +477+1.9% | 加碼 |
| Davy Global Fund Management Ltd | 26,481 | $40.8 萬 | 0.05% | +10,003+60.7% | 加碼 |
| Newbridge Financial Services Group, Inc. | 26,727 | $41.2 萬 | 0.11% | −20,243−43.1% | 減碼 |
| Kovitz Investment Group Partners, LLC | 26,813 | $41.3 萬 | 0.00% | −21,868−44.9% | 減碼 |
| Ieq Capital, LLC | 27,289 | $42.0 萬 | 0.00% | −5,303−16.3% | 減碼 |
| Founders Financial Securities LLC | 27,772 | $42.8 萬 | 0.04% | −788−2.8% | 減碼 |
| 111 Capital | 28,438 | $43.8 萬 | 0.09% | +28,438 | 新進 |
| Creekmur Asset Management LLC | 28,715 | $44.2 萬 | 0.10% | +28,319+7,151.3% | 加碼 |
| Trueblood Wealth Management, LLC | 28,824 | $44.4 萬 | 0.22% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 28,892 | $44.5 萬 | 0.05% | +2,400+9.1% | 加碼 |
| Guerra Advisors Inc | 28,915 | $44.5 萬 | 0.25% | +28,915 | 新進 |
| Traynor Capital Management, Inc. | 29,242 | $45.0 萬 | 0.03% | −1,346−4.4% | 減碼 |
| Axq Capital, LP | 29,643 | $45.7 萬 | 0.21% | +29,643 | 新進 |
| National Bank of Canada | 29,678 | $45.7 萬 | 0.00% | −43,284−59.3% | 減碼 |
| TCG Advisory Services, LLC | 29,775 | $45.9 萬 | 0.02% | −1,334−4.3% | 減碼 |
| CIBC Asset Management Inc | 29,997 | $46.2 萬 | 0.00% | +1,588+5.6% | 加碼 |
| Connective Portfolio Management, LLC | 30,120 | $46.4 萬 | 0.69% | +30,120 | 新進 |
| Pallas Capital Advisors LLC | 30,201 | $46.5 萬 | 0.02% | +16,084+113.9% | 加碼 |
| Valeo Financial Advisors, LLC | 30,530 | $47.0 萬 | 0.01% | +2,354+8.4% | 加碼 |
| Hexagon Capital Partners LLC | 30,986 | $47.7 萬 | 0.09% | −6,102−16.5% | 減碼 |
| Moseley Investment Management Inc | 31,036 | $47.8 萬 | 0.19% | −2,500−7.5% | 減碼 |
| Merit Financial Group, LLC | 31,172 | $48.0 萬 | 0.01% | +12,383+65.9% | 加碼 |
| US Bancorp | 31,355 | $48.3 萬 | 0.00% | −20−0.1% | 減碼 |
| Empowered Funds, LLC | 31,495 | $48.5 萬 | 0.01% | −9,782−23.7% | 減碼 |
| Sciencast Management LP | 32,026 | $49.3 萬 | 0.14% | +32,026 | 新進 |
| Aldebaran Financial Inc. | 31,840 | $49.8 萬 | 0.58% | −3,760−10.6% | 減碼 |
| Everence Capital Management Inc | 32,360 | $49.8 萬 | 0.03% | +32,360 | 新進 |
| Steel Peak Wealth Management LLC | 33,059 | $50.9 萬 | 0.02% | +13,594+69.8% | 加碼 |
| Aptus Capital Advisors, LLC | 33,496 | $51.6 萬 | 0.01% | −221,143−86.8% | 減碼 |
| Archford Capital Strategies, LLC | 33,769 | $52.0 萬 | 0.08% | +70+0.2% | 加碼 |
| Winton Group Ltd | 34,753 | $53.5 萬 | 0.04% | +34,753 | 新進 |
| Cannon Global Investment Management, LLC | 35,000 | $53.9 萬 | 1.33% | +35,000 | 新進 |
| Brinker Capital Investments, LLC | 35,493 | $54.7 萬 | 0.01% | +13,908+64.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 35,493 | $54.7 萬 | 0.01% | +13,908+64.4% | 加碼 |
| McGuire Investment Group, LLC | 35,950 | $55.4 萬 | 0.08% | 00.0% | 不變 |
| Walkner Condon Financial Advisors LLC | 36,355 | $56.0 萬 | 0.11% | +2,735+8.1% | 加碼 |
| EntryPoint Capital, LLC | 37,535 | $57.8 萬 | 0.24% | −5,269−12.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 37,780 | $58.2 萬 | 0.00% | +20,705+121.3% | 加碼 |
| Gladstone Institutional Advisory LLC | 38,327 | $59.0 萬 | 0.03% | −21,783−36.2% | 減碼 |
| Captrust Financial Advisors | 38,453 | $59.2 萬 | 0.00% | +8,814+29.7% | 加碼 |
| Mandatum Life Insurance Co Ltd | 38,972 | $60.0 萬 | 0.18% | +25,100+180.9% | 加碼 |
| Level Four Advisory Services, LLC | 39,230 | $60.4 萬 | 0.02% | +8,630+28.2% | 加碼 |
| Cookson Peirce & Co Inc | 39,397 | $60.7 萬 | 0.03% | +39,397 | 新進 |
| Drive Wealth Management, LLC | 39,555 | $60.9 萬 | 0.15% | +205+0.5% | 加碼 |