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。
2025 年第 1 季 13F 持有人
SoFi Technologies, Inc. 在 2025/3/31 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
- 716
- 較 2024 年第 4 季 +23 家
- 持有股數
- 5.21 億
- 較 2024 年第 4 季 +202.3 萬 (+0.4%)
- 總市值
- $60.6 億
- 較 2024 年第 4 季 −$19.3 億 (−24.1%)
- 新進機構
- 129
- 另有 287 家加碼
- 清倉機構
- 106
- 另有 198 家減碼
另有 12 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| NVWM, LLC | 600 | $6,978 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 600 | $6,978 | 0.00% | +300+100.0% | 加碼 |
| Stonebridge Financial Group, LLC | 600 | $6,978 | 0.00% | +320+114.3% | 加碼 |
| Gen-Wealth Partners Inc | 600 | $6,978 | 0.00% | +600 | 新進 |
| True Wealth Design, LLC | 612 | $7,118 | 0.00% | +26+4.4% | 加碼 |
| Continuum Advisory, LLC | 626 | $7,280 | 0.00% | 00.0% | 不變 |
| Estabrook Capital Management | 630 | $7,327 | 0.00% | 00.0% | 不變 |
| Gordian Capital Singapore Pte Ltd | 640 | $7,584 | 0.00% | +440+220.0% | 加碼 |
| Compass Wealth Management LLC | 660 | $7,676 | 0.00% | +660 | 新進 |
| JFS Wealth Advisors, LLC | 696 | $8,095 | 0.00% | +286+69.8% | 加碼 |
| Ancora Advisors, LLC | 700 | $8,141 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 725 | $8,432 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 750 | $8,722 | 0.00% | −9,000−92.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 799 | $9,293 | 0.00% | +76+10.5% | 加碼 |
| Aviso Financial Inc. | 800 | $9,304 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 858 | $9,979 | 0.01% | +858 | 新進 |
| CarsonAllaria Wealth Management, Ltd. | 868 | $1.01 萬 | 0.01% | 00.0% | 不變 |
| Smallwood Wealth Investment Management, LLC | 925 | $1.08 萬 | 0.01% | +925 | 新進 |
| Bell Investment Advisors, Inc | 966 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 1,000 | $1.16 萬 | 0.00% | 00.0% | 不變 |
| MRP Capital Investments, LLC | 1,000 | $1.16 萬 | 0.01% | 00.0% | 不變 |
| Bank & Trust Co | 1,000 | $1.16 萬 | 0.01% | 00.0% | 不變 |
| Comprehensive Financial Planning, Inc. | 1,000 | $1.16 萬 | 0.01% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 1,009 | $1.17 萬 | 0.00% | −943−48.3% | 減碼 |
| HighMark Wealth Management LLC | 1,109 | $1.29 萬 | 0.01% | +238+27.3% | 加碼 |
| Hemington Wealth Management | 1,203 | $1.30 萬 | 0.00% | +673+127.0% | 加碼 |
| CX Institutional | 1,157 | $1.30 萬 | 0.00% | +1,157 | 新進 |
| GPS Wealth Strategies Group, LLC | 1,157 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,165 | $1.35 萬 | 0.00% | +30+2.6% | 加碼 |
| Covestor Ltd | 1,243 | $1.40 萬 | 0.01% | +26+2.1% | 加碼 |
| Parkside Financial Bank & Trust | 1,299 | $1.51 萬 | 0.00% | +271+26.4% | 加碼 |
| Curio Wealth, LLC | 1 | $1.54 萬 | 0.01% | −999−99.9% | 減碼 |
| Aventura Private Wealth, LLC | 1,329 | $1.55 萬 | 0.01% | −2,000−60.1% | 減碼 |
| Signature Resources Capital Management, LLC | 1,341 | $1.56 萬 | 0.01% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,394 | $1.62 萬 | 0.00% | +115+9.0% | 加碼 |
| Massmutual Trust Co FSB | 1,414 | $1.64 萬 | 0.00% | +1,132+401.4% | 加碼 |
| Glen Eagle Advisors, LLC | 1,445 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| Capital A Wealth Management, LLC | 1,465 | $1.70 萬 | 0.02% | 00.0% | 不變 |
| Grove Bank & Trust | 1,470 | $1.71 萬 | 0.00% | +1,470 | 新進 |
| Hurley Capital, LLC | 1,575 | $1.83 萬 | 0.01% | +1,575 | 新進 |
| Kiker Wealth Management, LLC | 1,587 | $1.85 萬 | 0.01% | +1,587 | 新進 |
| Capital Advisors, Ltd. LLC | 1,614 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 1,366 | $1.98 萬 | 0.00% | −1,767−56.4% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 1,700 | $1.98 萬 | 0.00% | +1,700 | 新進 |
| Blue Bell Private Wealth Management, LLC | 1,720 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 1,300 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 1,743 | $2.03 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 1,750 | $2.04 萬 | 0.00% | 00.0% | 不變 |
| Winthrop Capital Management, LLC | 1,842 | $2.10 萬 | 0.01% | +1,842 | 新進 |
| NewSquare Capital LLC | 2,000 | $2.33 萬 | 0.00% | −1,000−33.3% | 減碼 |
| Barrett & Company, Inc. | 2,000 | $2.33 萬 | 0.01% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 2,000 | $2.33 萬 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 2,300 | $2.70 萬 | 0.01% | +2,200+2,200.0% | 加碼 |
| Smartleaf Asset Management LLC | 2,286 | $2.71 萬 | 0.00% | +640+38.9% | 加碼 |
| Headlands Technologies LLC | 2,380 | $2.77 萬 | 0.00% | +2,380 | 新進 |
| First Horizon Advisors, Inc. | 2,397 | $2.79 萬 | 0.00% | −232−8.8% | 減碼 |
| Boston Private Wealth LLC | 2,447 | $2.85 萬 | 0.00% | +2,447 | 新進 |
| Quadrant Capital Group LLC | 2,487 | $2.89 萬 | 0.00% | +521+26.5% | 加碼 |
| CNB Bank | 2,500 | $2.91 萬 | 0.01% | 00.0% | 不變 |
| Archer Investment Corp | 2,500 | $2.91 萬 | 0.01% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 2,525 | $2.94 萬 | 0.00% | +50+2.0% | 加碼 |
| Garde Capital, Inc. | 2,653 | $3.09 萬 | 0.00% | +2,653 | 新進 |
| Larson Financial Group LLC | 2,714 | $3.16 萬 | 0.00% | +1,519+127.1% | 加碼 |
| Clearstead Advisors, LLC | 2,852 | $3.32 萬 | 0.00% | +2+0.1% | 加碼 |
| Nomura Asset Management Co Ltd | 2,900 | $3.37 萬 | 0.00% | −1,500−34.1% | 減碼 |
| MCF Advisors LLC | 3,072 | $3.57 萬 | 0.00% | +1,671+119.3% | 加碼 |
| MAI Capital Management | 3,085 | $3.59 萬 | 0.00% | +93+3.1% | 加碼 |
| Legacy Wealth Managment, LLC | 3,244 | $3.77 萬 | 0.03% | 00.0% | 不變 |
| GeoWealth Management, LLC | 3,286 | $3.82 萬 | 0.00% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 3,370 | $3.92 萬 | 0.00% | +3,370 | 新進 |
| Copia Wealth Management | 3,416 | $3.97 萬 | 0.04% | +3,316+3,316.0% | 加碼 |
| Sandy Spring Bank | 3,441 | $4.00 萬 | 0.00% | +30+0.9% | 加碼 |
| Westside Investment Management, Inc. | 3,550 | $4.20 萬 | 0.01% | +250+7.6% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 3,900 | $4.50 萬 | 0.00% | +3,900 | 新進 |
| Byrne Asset Management LLC | 3,872 | $4.50 萬 | 0.03% | +3,872 | 新進 |
| WealthCollab, LLC | 4,000 | $4.65 萬 | 0.03% | 00.0% | 不變 |
| Bank of New Hampshire | 4,000 | $4.65 萬 | 0.01% | +1,000+33.3% | 加碼 |
| Bogart Wealth, LLC | 4,038 | $4.70 萬 | 0.00% | +4,038 | 新進 |
| EverSource Wealth Advisors, LLC | 4,252 | $4.95 萬 | 0.00% | −4,739−52.7% | 減碼 |
| Strategic Investment Solutions, Inc. | 4,273 | $4.97 萬 | 0.01% | +3,773+754.6% | 加碼 |
| Tidemark, LLC | 4,378 | $5.09 萬 | 0.02% | +3,707+552.5% | 加碼 |
| Amundi | 4,812 | $5.12 萬 | 0.00% | −2,700,373−99.8% | 減碼 |
| Tortoise Investment Management, LLC | 4,439 | $5.16 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 4,348 | $5.18 萬 | 0.00% | +1,839+73.3% | 加碼 |
| TD Waterhouse Canada Inc. | 4,579 | $5.44 萬 | 0.00% | −3,980−46.5% | 減碼 |
| Ci Investments Inc. | 4,796 | $5.60 萬 | 0.00% | −811−14.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 4,862 | $5.65 萬 | 0.00% | +4,582+1,636.4% | 加碼 |
| PSI Advisors, LLC | 4,885 | $5.68 萬 | 0.02% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 5,166 | $5.80 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 5,134 | $5.97 萬 | 0.01% | −500−8.9% | 減碼 |
| City State Bank | 5,250 | $6.11 萬 | 0.02% | +5,000+2,000.0% | 加碼 |
| AdvisorNet Financial, Inc | 5,456 | $6.35 萬 | 0.00% | −30−0.5% | 減碼 |
| Lindbrook Capital, LLC | 5,851 | $6.80 萬 | 0.01% | +105+1.8% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 6,110 | $7.10 萬 | 0.00% | +6,110 | 新進 |
| Wolff Wiese Magana LLC | 6,600 | $7.68 萬 | 0.05% | −3,640−35.5% | 減碼 |
| Vermillion & White Wealth Management Group, LLC | 7,000 | $8.14 萬 | 0.06% | +1,000+16.7% | 加碼 |
| N.E.W. Advisory Services LLC | 7,174 | $8.34 萬 | 0.01% | +7,174 | 新進 |
| Huntington National Bank | 7,193 | $8.37 萬 | 0.00% | +2,264+45.9% | 加碼 |
| Skopos Labs, Inc. | 7,237 | $8.42 萬 | 0.02% | +3,629+100.6% | 加碼 |
| Game Plan Financial Advisors, LLC | 7,450 | $8.66 萬 | 0.04% | −750−9.1% | 減碼 |