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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 39,600 | $61.0 萬 | 0.00% | −44,900−53.1% | 減碼 |
| Hourglass Capital, LLC | 40,000 | $61.6 萬 | 0.17% | −25,000−38.5% | 減碼 |
| Sanctuary Advisors, LLC | 37,634 | $61.9 萬 | 0.00% | −2,347−5.9% | 減碼 |
| Umb Bank N A | 40,644 | $62.6 萬 | 0.01% | +9,407+30.1% | 加碼 |
| KBC Group NV | 40,715 | $62.7 萬 | 0.00% | +13,683+50.6% | 加碼 |
| Forum Financial Management, LP | 41,446 | $63.8 萬 | 0.01% | +5,475+15.2% | 加碼 |
| RFG Advisory, LLC | 41,931 | $64.6 萬 | 0.02% | +41,931 | 新進 |
| Pinnacle Associates Ltd | 42,173 | $64.9 萬 | 0.01% | +42,173 | 新進 |
| Savant Capital, LLC | 42,392 | $65.3 萬 | 0.01% | +1,614+4.0% | 加碼 |
| Perigon Wealth Management, LLC | 40,307 | $65.7 萬 | 0.02% | +2,047+5.4% | 加碼 |
| Sigma Planning Corp | 43,402 | $66.8 萬 | 0.02% | +473+1.1% | 加碼 |
| Susquehanna Advisors Group, Inc. | 43,492 | $67.0 萬 | 0.02% | +43,492 | 新進 |
| Equitable Holdings, Inc. | 43,589 | $67.1 萬 | 0.01% | −23,635−35.2% | 減碼 |
| Soltis Investment Advisors LLC | 43,880 | $67.6 萬 | 0.06% | −72,372−62.3% | 減碼 |
| Fortis Advisors, LLC | 44,550 | $68.6 萬 | 0.45% | 00.0% | 不變 |
| Nwam LLC | 44,635 | $68.7 萬 | 0.04% | +4,531+11.3% | 加碼 |
| Neuberger Berman Group LLC | 44,902 | $69.1 萬 | 0.00% | −573−1.3% | 減碼 |
| Lauer Wealth, LLC | 51,157 | $71.0 萬 | 0.47% | −27,520−35.0% | 減碼 |
| Freestone Capital Holdings, LLC | 46,719 | $71.9 萬 | 0.02% | −3,875−7.7% | 減碼 |
| Prudential Financial Inc | 52,474 | $72.5 萬 | 0.00% | −18,139−25.7% | 減碼 |
| PFG Investments, LLC | 47,625 | $73.3 萬 | 0.05% | −5,420−10.2% | 減碼 |
| Pathway Financial Advisers, LLC | 48,497 | $74.7 萬 | 0.25% | −1,632−3.3% | 減碼 |
| Hobbs Group Advisors, LLC | 49,000 | $75.5 萬 | 0.28% | 00.0% | 不變 |
| Scientech Research LLC | 49,521 | $76.3 萬 | 0.22% | −143,400−74.3% | 減碼 |
| Global Retirement Partners, LLC | 49,586 | $76.4 萬 | 0.02% | +2,984+6.4% | 加碼 |
| Integrated Advisors Network LLC | 49,774 | $76.7 萬 | 0.04% | −2,599−5.0% | 減碼 |
| Advisory Services Network, LLC | 50,825 | $78.3 萬 | 0.01% | −9,451−15.7% | 減碼 |
| Means Investment Co., Inc. | 51,052 | $78.6 萬 | 0.08% | +168+0.3% | 加碼 |
| Quantessence Capital LLC | 52,026 | $80.1 萬 | 0.33% | +52,026 | 新進 |
| Davenport & Co LLC | 52,085 | $80.2 萬 | 0.00% | −2,023,036−97.5% | 減碼 |
| Maridea Wealth Management LLC | 52,096 | $80.2 萬 | 0.26% | +52,096 | 新進 |
| Russell Investments Group, Ltd. | 52,564 | $80.9 萬 | 0.00% | +2,774+5.6% | 加碼 |
| M&T Bank Corp | 52,912 | $81.5 萬 | 0.00% | +7,330+16.1% | 加碼 |
| Total Wealth Planning & Management, Inc. | 53,319 | $82.1 萬 | 0.81% | +53,319 | 新進 |
| Mangrove Partners | 54,106 | $83.3 萬 | 0.10% | +54,106 | 新進 |
| Midwest Professional Planners, LTD. | 54,278 | $83.6 萬 | 0.25% | +54,278 | 新進 |
| Parallax Volatility Advisers, L.P. | 55,028 | $84.7 萬 | 0.02% | −227,760−80.5% | 減碼 |
| Sterling Capital Management LLC | 55,526 | $85.5 萬 | 0.01% | +19,493+54.1% | 加碼 |
| Benjamin Edwards Inc | 56,710 | $87.3 萬 | 0.01% | −17,790−23.9% | 減碼 |
| Amalgamated Bank | 57,017 | $87.8 萬 | 0.01% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 60,534 | $88.1 萬 | 0.00% | +685+1.1% | 加碼 |
| Maryland State Retirement & Pension System | 58,902 | $90.7 萬 | 0.02% | 00.0% | 不變 |
| San Luis Wealth Advisors LLC | 60,334 | $91.9 萬 | 0.17% | +89+0.1% | 加碼 |
| Principal Financial Group Inc | 60,781 | $93.6 萬 | 0.00% | −9,314−13.3% | 減碼 |
| Danske Bank A/S | 61,296 | $94.4 萬 | 0.00% | +47,196+334.7% | 加碼 |
| Apollon Wealth Management, LLC | 62,014 | $95.5 萬 | 0.02% | +62,014 | 新進 |
| Arkadios Wealth Advisors | 62,312 | $96.0 萬 | 0.05% | +1,781+2.9% | 加碼 |
| Stifel Financial Corp | 62,546 | $96.3 萬 | 0.00% | −31,647−33.6% | 減碼 |
| River Street Advisors LLC | 63,023 | $97.1 萬 | 0.50% | +5,654+9.9% | 加碼 |
| Tradition Wealth Management, LLC | 63,065 | $97.1 萬 | 0.09% | +5,532+9.6% | 加碼 |
| Brookstone Capital Management | 63,137 | $97.2 萬 | 0.01% | +2,268+3.7% | 加碼 |
| SEI Investments Co | 63,206 | $97.3 萬 | 0.00% | +7,884+14.3% | 加碼 |
| JustInvest LLC | 63,732 | $98.1 萬 | 0.01% | +1,050+1.7% | 加碼 |
| Virtue Capital Management, LLC | 63,741 | $98.2 萬 | 0.20% | +63,741 | 新進 |
| Laird Norton Trust Company, LLC | 64,495 | $99.3 萬 | 0.14% | 00.0% | 不變 |
| Xponance, Inc. | 64,541 | $99.4 萬 | 0.01% | +10,444+19.3% | 加碼 |
| Avanza Fonder AB | 65,427 | $100.8 萬 | 0.03% | +65,427 | 新進 |
| Kovack Advisors, Inc. | 65,637 | $101.1 萬 | 0.10% | −14,903−18.5% | 減碼 |
| Solidarilty Wealth, LLC | 65,661 | $101.1 萬 | 0.26% | 00.0% | 不變 |
| Persistent Asset Partners Ltd | 64,600 | $101.9 萬 | 0.87% | +64,600 | 新進 |
| Hudock, Inc. | 66,914 | $103.0 萬 | 0.18% | −1,458−2.1% | 減碼 |
| Y.D. More Investments Ltd | 67,039 | $103.2 萬 | 0.09% | 00.0% | 不變 |
| Harbour Investments, Inc. | 68,117 | $104.9 萬 | 0.03% | +6,018+9.7% | 加碼 |
| Triumph Capital Management | 69,446 | $106.9 萬 | 0.37% | −315,744−82.0% | 減碼 |
| Lakeshore Financial Planning, Inc. | 69,715 | $107.4 萬 | 0.46% | −23,098−24.9% | 減碼 |
| Kennedy Investment Group | 70,200 | $108.1 萬 | 0.49% | −47,800−40.5% | 減碼 |
| Alta Wealth Advisors LLC | 70,719 | $108.9 萬 | 0.48% | 00.0% | 不變 |
| Prospera Financial Services Inc | 70,975 | $109.3 萬 | 0.03% | −24,988−26.0% | 減碼 |
| Harvest Fund Management Co., Ltd | 71,099 | $109.5 萬 | 0.05% | +71,099 | 新進 |
| Xcel Wealth Management, LLC | 71,720 | $110.4 萬 | 0.31% | −300−0.4% | 減碼 |
| HighPoint Advisor Group LLC | 74,961 | $111.2 萬 | 0.06% | +4,268+6.0% | 加碼 |
| Strategic Advocates LLC | 72,272 | $111.3 萬 | 0.38% | −260.0% | 減碼 |
| Hanseatic Management Services Inc | 72,453 | $111.6 萬 | 1.42% | +72,453 | 新進 |
| Avantax Advisory Services, Inc. | 74,756 | $115.1 萬 | 0.01% | −18,943−20.2% | 減碼 |
| STRS Ohio | 74,773 | $115.2 萬 | 0.00% | +74,773 | 新進 |
| Highview Capital Management LLC | 74,782 | $115.2 萬 | 0.44% | +74,782 | 新進 |
| Jefferies Financial Group Inc. | 75,569 | $116.4 萬 | 0.01% | +75,569 | 新進 |
| Jaffetilchin Investment Partners, LLC | 78,320 | $120.6 萬 | 0.09% | +21,297+37.3% | 加碼 |
| Spire Wealth Management | 79,376 | $122.2 萬 | 0.04% | +5,594+7.6% | 加碼 |
| CWM, LLC | 80,786 | $124.4 萬 | 0.01% | −18,170−18.4% | 減碼 |
| Baird Financial Group, Inc. | 80,837 | $124.5 萬 | 0.00% | +7,976+10.9% | 加碼 |
| Matisse Capital | 81,820 | $126.0 萬 | 0.64% | −5,218−6.0% | 減碼 |
| Creative Planning | 82,293 | $126.7 萬 | 0.00% | −69,737−45.9% | 減碼 |
| Integrated Wealth Concepts LLC | 86,488 | $133.2 萬 | 0.02% | +52,021+150.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 86,748 | $133.6 萬 | 0.02% | −1,713−1.9% | 減碼 |
| CI Private Wealth, LLC | 87,618 | $134.9 萬 | 0.00% | −11,104−11.2% | 減碼 |
| Wolverine Trading, LLC | 87,572 | $136.9 萬 | 0.03% | −233,268−72.7% | 減碼 |
| Rakuten Securities, Inc. | 88,967 | $137.0 萬 | 0.54% | +88,967 | 新進 |
| Virtu Financial LLC | 89,430 | $137.7 萬 | 0.07% | −120,348−57.4% | 減碼 |
| CMG Global Holdings, LLC | 78,946 | $138.9 萬 | 0.77% | +78,946 | 新進 |
| Quantbot Technologies LP | 92,081 | $141.8 萬 | 0.05% | +83,562+980.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 92,981 | $143.2 萬 | 0.04% | −11,222−10.8% | 減碼 |
| Quantinno Capital Management LP | 93,749 | $144.4 萬 | 0.01% | −123,323−56.8% | 減碼 |
| Penserra Capital Management LLC | 94,116 | $144.9 萬 | 0.03% | +94,116 | 新進 |
| Miracle Mile Advisors, LLC | 94,431 | $145.4 萬 | 0.03% | +10,081+12.0% | 加碼 |
| Truist Financial Corp | 98,970 | $152.4 萬 | 0.00% | −40,173−28.9% | 減碼 |
| Engineers Gate Manager LP | 99,359 | $153.0 萬 | 0.03% | −247,414−71.3% | 減碼 |
| HBK Investments L P | 100,000 | $154.0 萬 | 0.03% | +100,000 | 新進 |
| SPX Equities Gestao de Recursos Ltda | 100,000 | $154.0 萬 | 0.23% | +100,000 | 新進 |
| GatePass Capital, LLC | 101,000 | $155.5 萬 | 1.70% | +101,000 | 新進 |