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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 32,780 | $40.4 萬 | 0.00% | −57,476−63.7% | 減碼 |
| Allianz Asset Management GmbH | 35,846 | $41.7 萬 | 0.00% | −3,754−9.5% | 減碼 |
| Two Sigma Securities, LLC | 35,867 | $41.7 萬 | 0.06% | +18,836+110.6% | 加碼 |
| McGuire Investment Group, LLC | 35,950 | $41.8 萬 | 0.06% | 00.0% | 不變 |
| PFG Investments, LLC | 36,225 | $42.1 萬 | 0.03% | −11,400−23.9% | 減碼 |
| Captrust Financial Advisors | 36,353 | $42.3 萬 | 0.00% | −2,100−5.5% | 減碼 |
| CMT Capital Markets Trading GmbH | 36,625 | $42.6 萬 | 0.18% | +36,625 | 新進 |
| Gladstone Institutional Advisory LLC | 38,037 | $44.2 萬 | 0.02% | −290−0.8% | 減碼 |
| Equitable Holdings, Inc. | 38,525 | $44.8 萬 | 0.00% | −5,064−11.6% | 減碼 |
| Brinker Capital Investments, LLC | 38,984 | $45.3 萬 | 0.00% | +3,491+9.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 38,984 | $45.3 萬 | 0.00% | +3,491+9.8% | 加碼 |
| Perigon Wealth Management, LLC | 39,347 | $45.8 萬 | 0.01% | −960−2.4% | 減碼 |
| Drive Wealth Management, LLC | 39,983 | $46.5 萬 | 0.11% | +428+1.1% | 加碼 |
| Fox Run Management, L.L.C. | 40,707 | $47.3 萬 | 0.07% | +40,707 | 新進 |
| O'Shaughnessy Asset Management, LLC | 41,277 | $48.0 萬 | 0.00% | +3,497+9.3% | 加碼 |
| Forum Financial Management, LP | 41,397 | $48.1 萬 | 0.01% | −49−0.1% | 減碼 |
| GF Fund Management Co. Ltd. | 41,704 | $48.5 萬 | 0.01% | +41,704 | 新進 |
| Bayforest Capital Ltd | 42,130 | $49.0 萬 | 0.21% | +42,130 | 新進 |
| US Bancorp | 42,386 | $49.3 萬 | 0.00% | +11,031+35.2% | 加碼 |
| Susquehanna Advisors Group, Inc. | 43,492 | $50.6 萬 | 0.03% | 00.0% | 不變 |
| KBC Group NV | 44,734 | $52.0 萬 | 0.00% | +4,019+9.9% | 加碼 |
| Sigma Planning Corp | 45,036 | $52.4 萬 | 0.02% | +1,634+3.8% | 加碼 |
| Neuberger Berman Group LLC | 45,143 | $52.5 萬 | 0.00% | +241+0.5% | 加碼 |
| Illinois Municipal Retirement Fund | 45,512 | $52.9 萬 | 0.01% | +45,512 | 新進 |
| Kovitz Investment Group Partners, LLC | 46,049 | $53.6 萬 | 0.00% | +19,236+71.7% | 加碼 |
| Pathway Financial Advisers, LLC | 46,782 | $54.4 萬 | 0.19% | −1,715−3.5% | 減碼 |
| Bayesian Capital Management, LP | 47,202 | $54.9 萬 | 0.09% | +47,202 | 新進 |
| CIBC Private Wealth Group, LLC | 57,852 | $55.0 萬 | 0.00% | −2,682−4.4% | 減碼 |
| Davenport & Co LLC | 48,187 | $56.0 萬 | 0.00% | −3,898−7.5% | 減碼 |
| Means Investment Co., Inc. | 48,338 | $56.2 萬 | 0.06% | −2,714−5.3% | 減碼 |
| Maryland State Retirement & Pension System | 49,415 | $57.5 萬 | 0.01% | −9,487−16.1% | 減碼 |
| Keystone Financial Services, LLC | 49,902 | $58.0 萬 | 0.49% | +32,046+179.5% | 加碼 |
| Carolinas Wealth Consulting LLC | 50,000 | $58.1 萬 | 0.13% | +25,000+100.0% | 加碼 |
| Integrated Advisors Network LLC | 50,524 | $58.8 萬 | 0.03% | +750+1.5% | 加碼 |
| Sterling Capital Management LLC | 50,553 | $58.8 萬 | 0.01% | −4,973−9.0% | 減碼 |
| Advisory Services Network, LLC | 53,285 | $62.0 萬 | 0.01% | +2,460+4.8% | 加碼 |
| Lakeshore Financial Planning, Inc. | 53,715 | $62.5 萬 | 0.26% | −16,000−23.0% | 減碼 |
| Pinnacle Associates Ltd | 55,313 | $64.3 萬 | 0.01% | +13,140+31.2% | 加碼 |
| Principal Financial Group Inc | 55,371 | $64.4 萬 | 0.00% | −5,410−8.9% | 減碼 |
| M&T Bank Corp | 58,186 | $67.7 萬 | 0.00% | +5,274+10.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 58,324 | $67.8 萬 | 0.00% | −161,394−73.5% | 減碼 |
| BluePath Capital Management, LLC | 58,420 | $67.9 萬 | 0.71% | +58,420 | 新進 |
| Nwam LLC | 58,658 | $68.2 萬 | 0.06% | +14,023+31.4% | 加碼 |
| San Luis Wealth Advisors LLC | 59,716 | $68.5 萬 | 0.15% | −618−1.0% | 減碼 |
| Amalgamated Bank | 59,068 | $68.7 萬 | 0.01% | +2,051+3.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 59,756 | $69.5 萬 | 0.01% | +42,575+247.8% | 加碼 |
| Blair William & Co | 61,726 | $71.8 萬 | 0.00% | +36,496+144.7% | 加碼 |
| Midwest Professional Planners, LTD. | 61,777 | $71.8 萬 | 0.22% | +7,499+13.8% | 加碼 |
| Brookstone Capital Management | 62,012 | $72.1 萬 | 0.01% | −1,125−1.8% | 減碼 |
| Hudock, Inc. | 63,033 | $73.3 萬 | 0.13% | −3,881−5.8% | 減碼 |
| Lazard Asset Management LLC | 63,480 | $73.7 萬 | 0.00% | +43,831+223.1% | 加碼 |
| Gsa Capital Partners LLP | 63,349 | $73.7 萬 | 0.07% | +63,349 | 新進 |
| Arkadios Wealth Advisors | 63,404 | $73.7 萬 | 0.03% | +1,092+1.8% | 加碼 |
| Laird Norton Trust Company, LLC | 64,495 | $75.0 萬 | 0.12% | 00.0% | 不變 |
| Kennedy Investment Group | 64,900 | $75.5 萬 | 0.35% | −5,300−7.5% | 減碼 |
| Solidarilty Wealth, LLC | 65,661 | $76.4 萬 | 0.19% | 00.0% | 不變 |
| JustInvest LLC | 66,249 | $77.0 萬 | 0.01% | +2,517+3.9% | 加碼 |
| River Street Advisors LLC | 67,202 | $78.2 萬 | 0.39% | +4,179+6.6% | 加碼 |
| Alta Wealth Advisors LLC | 67,219 | $78.2 萬 | 0.36% | −3,500−4.9% | 減碼 |
| Prudential Financial Inc | 67,610 | $78.6 萬 | 0.00% | +15,136+28.8% | 加碼 |
| Aigen Investment Management, LP | 67,873 | $78.9 萬 | 0.13% | +49,797+275.5% | 加碼 |
| Xponance, Inc. | 68,466 | $79.6 萬 | 0.01% | +3,925+6.1% | 加碼 |
| Sanctuary Advisors, LLC | 69,187 | $80.5 萬 | 0.01% | +31,553+83.8% | 加碼 |
| Clarus Wealth Advisors | 70,935 | $80.8 萬 | 0.43% | +70,935 | 新進 |
| Envestnet Asset Management Inc | 69,718 | $81.1 萬 | 0.00% | −59,676−46.1% | 減碼 |
| Harbour Investments, Inc. | 70,580 | $82.1 萬 | 0.02% | +2,463+3.6% | 加碼 |
| Caption Management, LLC | 71,500 | $83.2 萬 | 0.04% | +71,500 | 新進 |
| Strategic Advocates LLC | 72,482 | $84.3 萬 | 0.29% | +210+0.3% | 加碼 |
| Portman Square Capital LLP | 72,526 | $84.3 萬 | 0.12% | +72,526 | 新進 |
| Tradition Wealth Management, LLC | 73,011 | $84.9 萬 | 0.07% | +9,946+15.8% | 加碼 |
| Xcel Wealth Management, LLC | 73,400 | $85.4 萬 | 0.27% | +1,680+2.3% | 加碼 |
| Nomura Holdings Inc | 74,303 | $86.4 萬 | 0.00% | +58,705+376.4% | 加碼 |
| Triumph Capital Management | 74,407 | $86.5 萬 | 0.29% | +4,961+7.1% | 加碼 |
| Cookson Peirce & Co Inc | 74,829 | $87.0 萬 | 0.04% | +35,432+89.9% | 加碼 |
| Toroso Investments, LLC | 75,407 | $87.7 萬 | 0.01% | −110,270−59.4% | 減碼 |
| Centiva Capital, LP | 76,435 | $88.9 萬 | 0.05% | −57,487−42.9% | 減碼 |
| Kovack Advisors, Inc. | 77,060 | $89.6 萬 | 0.09% | +11,423+17.4% | 加碼 |
| Prospera Financial Services Inc | 77,366 | $90.0 萬 | 0.02% | +6,391+9.0% | 加碼 |
| Virtue Capital Management, LLC | 78,033 | $90.8 萬 | 0.11% | +14,292+22.4% | 加碼 |
| Baird Financial Group, Inc. | 78,685 | $91.5 萬 | 0.00% | −2,152−2.7% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 78,727 | $91.6 萬 | 0.07% | +407+0.5% | 加碼 |
| Numerai GP LLC | 78,774 | $91.6 萬 | 0.17% | +78,774 | 新進 |
| Danske Bank A/S | 80,108 | $93.2 萬 | 0.00% | +18,812+30.7% | 加碼 |
| Teamwork Financial Advisors, LLC | 80,250 | $93.3 萬 | 0.13% | +80,250 | 新進 |
| Deutsche Bank AG | 80,296 | $93.4 萬 | 0.00% | −636,847−88.8% | 減碼 |
| Avantax Advisory Services, Inc. | 80,444 | $93.6 萬 | 0.01% | +5,688+7.6% | 加碼 |
| Matisse Capital | 81,045 | $94.3 萬 | 0.50% | −775−0.9% | 減碼 |
| CWM, LLC | 82,399 | $95.8 萬 | 0.00% | +1,613+2.0% | 加碼 |
| Occudo Quantitative Strategies LP | 81,416 | $96.5 萬 | 0.13% | +81,416 | 新進 |
| Spire Wealth Management | 83,361 | $96.9 萬 | 0.03% | +3,985+5.0% | 加碼 |
| Grange Capital, LLC | 84,062 | $97.8 萬 | 1.14% | −45,773−35.3% | 減碼 |
| Miracle Mile Advisors, LLC | 84,518 | $98.3 萬 | 0.02% | −9,913−10.5% | 減碼 |
| STRS Ohio | 84,598 | $98.4 萬 | 0.00% | +9,825+13.1% | 加碼 |
| HighPoint Advisor Group LLC | 74,166 | $98.4 萬 | 0.06% | −795−1.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 86,952 | $101.1 萬 | 0.02% | +204+0.2% | 加碼 |
| Highland Capital Management, LLC | 88,155 | $102.5 萬 | 0.06% | +88,155 | 新進 |
| Quantessence Capital LLC | 88,605 | $103.0 萬 | 0.26% | +36,579+70.3% | 加碼 |
| IFP Advisors, Inc | 91,642 | $106.6 萬 | 0.03% | −11,919−11.5% | 減碼 |
| Russell Investments Group, Ltd. | 92,343 | $107.4 萬 | 0.00% | +39,779+75.7% | 加碼 |
| Virtu Financial LLC | 92,312 | $107.4 萬 | 0.06% | +2,882+3.2% | 加碼 |