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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 7,500 | $8.72 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 7,539 | $8.77 萬 | 0.01% | +2,480+49.0% | 加碼 |
| NBC Securities, Inc. | 7,677 | $8.90 萬 | 0.01% | +7,670+109,571.4% | 加碼 |
| Nemes Rush Group LLC | 7,888 | $9.17 萬 | 0.01% | +450+6.1% | 加碼 |
| Asset Management One Co.,Ltd. | 8,114 | $9.44 萬 | 0.00% | +2,880+55.0% | 加碼 |
| GAMMA Investing LLC | 8,283 | $9.63 萬 | 0.01% | +2,358+39.8% | 加碼 |
| South State Corp. | 8,561 | $9.96 萬 | 0.00% | +231+2.8% | 加碼 |
| Parallel Advisors, LLC | 8,754 | $10.2 萬 | 0.00% | +1,420+19.4% | 加碼 |
| Corebridge Financial, Inc. | 9,050 | $10.5 萬 | 0.00% | −218−2.4% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 10,000 | $11.6 萬 | 0.03% | −1,000−9.1% | 減碼 |
| Kellett Schaffner Wealth Advisors LLC | 10,000 | $11.6 萬 | 0.08% | +10,000 | 新進 |
| United Capital Financial Advisers, LLC | 10,039 | $11.7 萬 | 0.00% | +10,039 | 新進 |
| Transcend Wealth Collective, LLC | 10,202 | $11.9 萬 | 0.01% | +37+0.4% | 加碼 |
| Quadcap Wealth Management, LLC | 10,321 | $12.0 萬 | 0.02% | −16−0.2% | 減碼 |
| Fisher Asset Management, LLC | 10,540 | $12.3 萬 | 0.00% | +10,540 | 新進 |
| Jacobi Capital Management LLC | 10,565 | $12.3 萬 | 0.01% | 00.0% | 不變 |
| Cigna Investments Inc | 10,578 | $12.3 萬 | 0.02% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 10,612 | $12.3 萬 | 0.02% | +10,612 | 新進 |
| Westwood Holdings Group Inc. | 10,646 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Panoramic Investment Advisors, LLC | 10,650 | $12.4 萬 | 0.08% | 00.0% | 不變 |
| Parr McKnight Wealth Management Group, LLC | 10,700 | $12.4 萬 | 0.02% | +200+1.9% | 加碼 |
| Coldstream Capital Management Inc | 10,757 | $12.5 萬 | 0.00% | −3,934−26.8% | 減碼 |
| Visionary Wealth Advisors | 10,853 | $12.6 萬 | 0.01% | −43−0.4% | 減碼 |
| Diversified Trust Co | 10,938 | $12.7 萬 | 0.00% | +10,938 | 新進 |
| Horizon Wealth Management, LLC | 10,980 | $12.8 萬 | 0.02% | +10,980 | 新進 |
| KLCM Advisors, Inc. | 11,000 | $12.8 萬 | 0.01% | 00.0% | 不變 |
| Palisade Capital Management LLC | 11,000 | $12.8 萬 | 0.00% | +11,000 | 新進 |
| Change Path, LLC | 11,011 | $12.8 萬 | 0.00% | −1,170−9.6% | 減碼 |
| Caxton Associates LLP | 11,132 | $12.9 萬 | 0.00% | +11,132 | 新進 |
| Advisors Management Group Inc | 11,163 | $13.0 萬 | 0.03% | −100−0.9% | 減碼 |
| Centaurus Financial, Inc. | 11,157 | $13.0 萬 | 0.01% | −44−0.4% | 減碼 |
| Franklin Resources Inc | 11,200 | $13.0 萬 | 0.00% | +11,200 | 新進 |
| Prosperity Wealth Management, Inc. | 11,225 | $13.1 萬 | 0.06% | −9,825−46.7% | 減碼 |
| Compass Capital Corp | 11,260 | $13.1 萬 | 0.07% | +1,260+12.6% | 加碼 |
| Principal Securities, Inc. | 8,587 | $13.2 萬 | 0.00% | 00.0% | 不變 |
| M1 Capital Management LLC | 11,400 | $13.3 萬 | 0.08% | +11,400 | 新進 |
| Geneos Wealth Management Inc. | 11,419 | $13.3 萬 | 0.00% | −136−1.2% | 減碼 |
| SageView Advisory Group, LLC | 11,486 | $13.4 萬 | 0.01% | −1,401−10.9% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 11,500 | $13.4 萬 | 0.05% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 11,653 | $13.6 萬 | 0.02% | +1,255+12.1% | 加碼 |
| Verdence Capital Advisors LLC | 11,665 | $13.6 萬 | 0.01% | +11,665 | 新進 |
| Prasad Wealth Partners, LLC | 11,812 | $13.7 萬 | 0.04% | 00.0% | 不變 |
| Sava Infond d.o.o. | 12,000 | $14.0 萬 | 0.03% | −2,000−14.3% | 減碼 |
| Platform Technology Partners | 12,000 | $14.0 萬 | 0.04% | +1,967+19.6% | 加碼 |
| Rosenberg Matthew Hamilton | 12,026 | $14.0 萬 | 0.04% | 00.0% | 不變 |
| Mutual Advisors, LLC | 11,025 | $14.2 萬 | 0.00% | +11,025 | 新進 |
| Prostatis Group LLC | 12,261 | $14.3 萬 | 0.04% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 12,285 | $14.3 萬 | 0.00% | −7,358−37.5% | 減碼 |
| Guggenheim Capital LLC | 12,359 | $14.4 萬 | 0.00% | +12,359 | 新進 |
| Ring Mountain Capital, LLC | 12,395 | $14.4 萬 | 0.11% | +2,066+20.0% | 加碼 |
| Fermata Advisors, LLC | 12,485 | $14.5 萬 | 0.03% | 00.0% | 不變 |
| Allianz SE | 12,670 | $14.7 萬 | 0.00% | +12,670 | 新進 |
| Hartline Investment Corp | 12,893 | $15.0 萬 | 0.02% | +2,586+25.1% | 加碼 |
| Focused Wealth Management, Inc | 12,949 | $15.1 萬 | 0.02% | +12,949 | 新進 |
| Keystone Financial Services | 13,086 | $15.2 萬 | 0.06% | −79−0.6% | 減碼 |
| Yousif Capital Management, LLC | 13,129 | $15.3 萬 | 0.00% | +693+5.6% | 加碼 |
| Comerica Bank | 13,200 | $15.4 萬 | 0.00% | −8,641−39.6% | 減碼 |
| State of Wyoming | 13,303 | $15.5 萬 | 0.02% | +13,303 | 新進 |
| Avion Wealth | 10,124 | $15.5 萬 | 0.04% | 00.0% | 不變 |
| Capital Advisors Inc | 13,361 | $15.5 萬 | 0.00% | +110+0.8% | 加碼 |
| Future Financial Wealth Managment LLC | 13,500 | $15.7 萬 | 0.12% | 00.0% | 不變 |
| BIT Capital GmbH | 13,551 | $15.8 萬 | 0.02% | +13,551 | 新進 |
| Worth Financial Advisory Group, LLC | 13,610 | $15.8 萬 | 0.10% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 13,632 | $15.9 萬 | 0.01% | +13,632 | 新進 |
| Global Financial Private Client, LLC | 13,806 | $16.1 萬 | 0.06% | −90−0.6% | 減碼 |
| Old National Bancorp | 13,903 | $16.2 萬 | 0.00% | +310+2.3% | 加碼 |
| National Asset Management, Inc. | 13,914 | $16.2 萬 | 0.00% | +370+2.7% | 加碼 |
| CoreCap Advisors, LLC | 13,932 | $16.2 萬 | 0.01% | −2,957−17.5% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 14,092 | $16.4 萬 | 0.08% | +1,445+11.4% | 加碼 |
| Park Avenue Securities LLC | 14,122 | $16.4 萬 | 0.00% | +126+0.9% | 加碼 |
| Procyon Private Wealth Partners, LLC | 14,339 | $16.7 萬 | 0.01% | +842+6.2% | 加碼 |
| Cassaday & Co Wealth Management LLC | 14,400 | $16.7 萬 | 0.00% | −5,500−27.6% | 減碼 |
| Smith Anglin Financial, LLC | 14,450 | $16.8 萬 | 0.02% | −50−0.3% | 減碼 |
| Good Life Advisors, LLC | 14,511 | $16.9 萬 | 0.01% | −9,402−39.3% | 減碼 |
| Avestar Capital, LLC | 14,582 | $17.0 萬 | 0.02% | 00.0% | 不變 |
| Quarry LP | 14,626 | $17.0 萬 | 0.04% | +11,530+372.4% | 加碼 |
| Ballentine Partners, LLC | 14,648 | $17.0 萬 | 0.00% | +1,497+11.4% | 加碼 |
| Axim Planning & Wealth | 14,650 | $17.0 萬 | 0.15% | −4,662−24.1% | 減碼 |
| NorthRock Partners, LLC | 14,773 | $17.2 萬 | 0.01% | +14,773 | 新進 |
| Financial Advisory Service, Inc. | 14,820 | $17.2 萬 | 0.01% | −1,000−6.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 14,959 | $17.4 萬 | 0.01% | +14,959 | 新進 |
| Gotham Asset Management, LLC | 14,991 | $17.4 萬 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 15,079 | $17.5 萬 | 0.06% | +769+5.4% | 加碼 |
| Fullcircle Wealth LLC | 13,300 | $17.6 萬 | 0.07% | −600−4.3% | 減碼 |
| Garden State Investment Advisory Services LLC | 15,155 | $17.6 萬 | 0.06% | +1,330+9.6% | 加碼 |
| Rathbone Brothers plc | 15,167 | $17.6 萬 | 0.00% | +15,167 | 新進 |
| Hobbs Group Advisors, LLC | 15,339 | $17.8 萬 | 0.07% | −33,661−68.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 15,354 | $17.9 萬 | 0.00% | −8,026−34.3% | 減碼 |
| Hilltop Holdings Inc. | 15,461 | $18.0 萬 | 0.01% | +1,312+9.3% | 加碼 |
| USAdvisors Wealth Management, LLC | 15,500 | $18.0 萬 | 0.06% | +15,500 | 新進 |
| Sequoia Financial Advisors, LLC | 15,544 | $18.1 萬 | 0.00% | +15,544 | 新進 |
| Burr Financial Services, LLC | 15,580 | $18.1 萬 | 0.14% | +1,490+10.6% | 加碼 |
| Mayfair Advisory Group, LLC | 15,685 | $18.2 萬 | 0.11% | +3,050+24.1% | 加碼 |
| Northwest Wealth Management, LLC | 15,900 | $18.5 萬 | 0.04% | +301+1.9% | 加碼 |
| Swiss Life Asset Management Ltd | 15,920 | $18.5 萬 | 0.00% | +1,228+8.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 15,933 | $18.5 萬 | 0.01% | +3,437+27.5% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 15,999 | $18.6 萬 | 0.01% | −5,936−27.1% | 減碼 |
| RSM US Wealth Management LLC | 16,064 | $18.7 萬 | 0.00% | −3,789−19.1% | 減碼 |
| Integrity Alliance, LLC. | 16,109 | $18.7 萬 | 0.01% | +16,109 | 新進 |
| Independent Wealth Network Inc. | 16,116 | $18.7 萬 | 0.07% | −5,648−26.0% | 減碼 |