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 |
|---|---|---|---|---|---|
| Slow Capital, Inc. | 92,554 | $107.6 萬 | 0.14% | +92,554 | 新進 |
| Apollon Wealth Management, LLC | 92,974 | $108.1 萬 | 0.02% | +30,960+49.9% | 加碼 |
| Highview Capital Management LLC | 93,573 | $108.8 萬 | 0.46% | +18,791+25.1% | 加碼 |
| Kemnay Advisory Services Inc. | 94,356 | $109.7 萬 | 0.21% | +94,356 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 96,972 | $111.5 萬 | 0.01% | +96,972 | 新進 |
| Fiduciary Alliance LLC | 96,944 | $112.7 萬 | 0.11% | +96,944 | 新進 |
| Integrated Wealth Concepts LLC | 98,177 | $114.2 萬 | 0.01% | +11,689+13.5% | 加碼 |
| Truist Financial Corp | 98,778 | $114.9 萬 | 0.00% | −192−0.2% | 減碼 |
| Perennial Investment Advisors, LLC | 100,717 | $117.1 萬 | 0.13% | −1,290−1.3% | 減碼 |
| Riggs Asset Managment Co. Inc. | 101,023 | $117.5 萬 | 0.34% | +100,984+258,933.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 102,103 | $118.7 萬 | 0.01% | 00.0% | 不變 |
| Options Solutions, LLC | 102,725 | $119.5 萬 | 0.57% | −9,193−8.2% | 減碼 |
| CI Private Wealth, LLC | 103,222 | $120.0 萬 | 0.00% | +15,604+17.8% | 加碼 |
| Capital Advisors Wealth Management, LLC | 110,702 | $128.7 萬 | 0.23% | −1,185−1.1% | 減碼 |
| Oak Thistle LLC | 116,901 | $136.0 萬 | 0.27% | +91,176+354.4% | 加碼 |
| Miller Financial Services LLC | 117,866 | $137.1 萬 | 1.97% | +362+0.3% | 加碼 |
| D.A. Davidson & Co. | 121,330 | $141.1 萬 | 0.01% | +12,322+11.3% | 加碼 |
| Alliance Wealth Advisors, LLC | 122,088 | $142.0 萬 | 0.37% | −300−0.2% | 減碼 |
| GatePass Capital, LLC | 122,500 | $142.5 萬 | 1.07% | +21,500+21.3% | 加碼 |
| Nations Financial Group Inc, | 123,502 | $143.6 萬 | 0.11% | −172,670−58.3% | 減碼 |
| Pegasus Asset Management, Inc. | 123,887 | $144.1 萬 | 0.58% | +9,499+8.3% | 加碼 |
| Intellus Advisors LLC | 125,433 | $145.9 萬 | 0.25% | −789−0.6% | 減碼 |
| Creative Planning | 125,863 | $146.4 萬 | 0.00% | +43,570+52.9% | 加碼 |
| Virginia Retirement Systems Et Al | 127,895 | $148.7 萬 | 0.01% | +127,895 | 新進 |
| Quantinno Capital Management LP | 130,023 | $151.2 萬 | 0.01% | +36,274+38.7% | 加碼 |
| Axq Capital, LP | 130,434 | $151.7 萬 | 0.61% | +100,791+340.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 131,729 | $153.2 萬 | 0.02% | −42,145−24.2% | 減碼 |
| Acorn Financial Advisory Services Inc | 135,089 | $157.1 萬 | 0.28% | −6,296−4.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 137,510 | $159.9 萬 | 0.00% | −52,729−27.7% | 減碼 |
| LM Advisors LLC | 139,627 | $162.4 萬 | 0.29% | +11,822+9.3% | 加碼 |
| Belmont Capital, LLC | 140,000 | $162.8 萬 | 0.29% | −102,350−42.2% | 減碼 |
| Nisa Investment Advisors, LLC | 141,700 | $164.8 萬 | 0.01% | 00.0% | 不變 |
| Burney Co | 146,579 | $170.5 萬 | 0.06% | +44,900+44.2% | 加碼 |
| Janney Montgomery Scott LLC | 147,931 | $172.0 萬 | 0.00% | +22,187+17.6% | 加碼 |
| Vontobel Holding Ltd. | 147,955 | $172.1 萬 | 0.01% | +45,594+44.5% | 加碼 |
| Rakuten Securities, Inc. | 148,461 | $172.7 萬 | 0.87% | +59,494+66.9% | 加碼 |
| CMG Global Holdings, LLC | 140,389 | $172.8 萬 | 1.13% | +61,443+77.8% | 加碼 |
| Kestra Advisory Services, LLC | 150,543 | $175.1 萬 | 0.01% | −5,985−3.8% | 減碼 |
| Consolidated Investment Group LLC | 151,085 | $175.7 萬 | 0.27% | +13,085+9.5% | 加碼 |
| Wealthfront Advisers LLC | 151,800 | $176.5 萬 | 0.00% | +27,456+22.1% | 加碼 |
| Mfg Wealth Management, Inc. | 156,277 | $181.8 萬 | 1.74% | +33,887+27.7% | 加碼 |
| SG Americas Securities, LLC | 156,465 | $182.0 萬 | 0.01% | +21,590+16.0% | 加碼 |
| Warm Springs Advisors Inc. | 160,000 | $186.1 萬 | 1.87% | 00.0% | 不變 |
| Van Eck Associates Corp | 161,323 | $187.6 萬 | 0.00% | +12,613+8.5% | 加碼 |
| Independent Financial Group, LLC | 161,741 | $188.1 萬 | 0.06% | −26,879−14.3% | 減碼 |
| Pictet Asset Management Holding SA | 163,170 | $189.9 萬 | 0.00% | +15,712+10.7% | 加碼 |
| SEI Investments Co | 167,210 | $194.5 萬 | 0.00% | +104,004+164.5% | 加碼 |
| Mark Asset Management LP | 170,000 | $197.7 萬 | 0.30% | −350,513−67.3% | 減碼 |
| Bridgeway Capital Management, LLC | 170,800 | $198.6 萬 | 0.05% | +170,800 | 新進 |
| RFG Advisory, LLC | 171,398 | $199.3 萬 | 0.05% | +129,467+308.8% | 加碼 |
| Norris Financial Group, LLC | 172,182 | $200.2 萬 | 0.93% | −87,170−33.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 173,739 | $202.1 萬 | 0.05% | +80,758+86.9% | 加碼 |
| Utah Retirement Systems | 175,300 | $203.9 萬 | 0.02% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 183,190 | $210.0 萬 | 0.01% | −689−0.4% | 減碼 |
| Intech Investment Management LLC | 180,798 | $210.3 萬 | 0.02% | +20,056+12.5% | 加碼 |
| HighTower Advisors, LLC | 184,483 | $214.6 萬 | 0.00% | −17,869−8.8% | 減碼 |
| Voya Investment Management LLC | 184,665 | $214.8 萬 | 0.00% | +2,186+1.2% | 加碼 |
| Catalyst Funds Management Pty Ltd | 191,300 | $222.5 萬 | 0.58% | +173,000+945.4% | 加碼 |
| EP Wealth Advisors, LLC | 192,811 | $224.2 萬 | 0.02% | −93,650−32.7% | 減碼 |
| GWM Advisors LLC | 195,360 | $227.2 萬 | 0.01% | +31,360+19.1% | 加碼 |
| Jump Financial, LLC | 195,727 | $227.6 萬 | 0.03% | −661,988−77.2% | 減碼 |
| Qsemble Capital Management, LP | 197,124 | $229.3 萬 | 0.24% | +176,809+870.3% | 加碼 |
| Prentice Capital Management, LP | 199,581 | $232.1 萬 | 4.06% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 201,453 | $234.3 萬 | 0.11% | +201,453 | 新進 |
| Atria Wealth Solutions, Inc. | 203,504 | $236.7 萬 | 0.03% | −96,390−32.1% | 減碼 |
| Mercer Global Advisors Inc | 205,302 | $238.8 萬 | 0.01% | +32,318+18.7% | 加碼 |
| KLP Kapitalforvaltning AS | 209,100 | $243.2 萬 | 0.01% | +4,100+2.0% | 加碼 |
| Firethorn Wealth Partners, LLC | 229,008 | $266.3 萬 | 1.27% | +28,692+14.3% | 加碼 |
| Simplicity Wealth,LLC | 229,303 | $266.7 萬 | 0.21% | +229,303 | 新進 |
| QRG Capital Management, Inc. | 236,615 | $275.2 萬 | 0.03% | −44,176−15.7% | 減碼 |
| Oppenheimer & Co Inc | 242,154 | $281.6 萬 | 0.04% | −123,285−33.7% | 減碼 |
| Handelsbanken Fonder AB | 245,100 | $285.1 萬 | 0.01% | −7,000−2.8% | 減碼 |
| Quantitative Investment Management, LLC | 246,139 | $286.2 萬 | 0.26% | +246,139 | 新進 |
| Teacher Retirement System of Texas | 247,693 | $288.1 萬 | 0.01% | +65,854+36.2% | 加碼 |
| PDT Partners, LLC | 248,690 | $289.2 萬 | 0.21% | −41,867−14.4% | 減碼 |
| Great West Life Assurance Co | 248,552 | $289.6 萬 | 0.01% | +17,859+7.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 258,649 | $300.8 萬 | 0.01% | −18,744−6.8% | 減碼 |
| Summit Trail Advisors, LLC | 265,947 | $309.3 萬 | 0.10% | −11,588−4.2% | 減碼 |
| Jain Global LLC | 266,532 | $310.0 萬 | 0.06% | +141,386+113.0% | 加碼 |
| MML Investors Services, LLC | 269,019 | $312.9 萬 | 0.01% | −939,041−77.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 276,612 | $321.7 萬 | 0.01% | −278−0.1% | 減碼 |
| Private Advisor Group, LLC | 278,786 | $324.2 萬 | 0.02% | +1,242+0.4% | 加碼 |
| Estate Counselors, LLC | 286,025 | $332.6 萬 | 0.34% | +286,025 | 新進 |
| CAPROCK Group, Inc. | 290,362 | $337.7 萬 | 0.10% | −40,312−12.2% | 減碼 |
| Arizona State Retirement System | 295,701 | $343.9 萬 | 0.02% | +1,907+0.6% | 加碼 |
| American Century Companies Inc | 296,556 | $344.9 萬 | 0.00% | +7,358+2.5% | 加碼 |
| Well Done, LLC | 224,000 | $345.0 萬 | 0.63% | −580−0.3% | 減碼 |
| Walleye Capital LLC | 297,654 | $346.2 萬 | 0.04% | −60,236−16.8% | 減碼 |
| Old Second National Bank of Aurora | 306,173 | $356.1 萬 | 0.84% | −2,970−1.0% | 減碼 |
| Jones Financial Companies LLLP | 304,137 | $360.4 萬 | 0.00% | +87,076+40.1% | 加碼 |
| Colony Group, LLC | 314,342 | $365.6 萬 | 0.01% | +12,831+4.3% | 加碼 |
| AlphaStar Capital Management, LLC | 315,733 | $367.2 萬 | 0.37% | +16,287+5.4% | 加碼 |
| Canada Pension Plan Investment Board | 316,100 | $367.6 萬 | 0.00% | +316,100 | 新進 |
| Federation des caisses Desjardins du Quebec | 319,187 | $371.2 萬 | 0.02% | +29,030+10.0% | 加碼 |
| Algert Global LLC | 321,447 | $373.8 萬 | 0.09% | +11,080+3.6% | 加碼 |
| Public Employees Retirement System of Ohio | 328,929 | $382.5 萬 | 0.01% | −34,280−9.4% | 減碼 |
| CSS LLC | 330,019 | $383.8 萬 | 0.27% | −8,194−2.4% | 減碼 |
| Wolverine Trading, LLC | 324,064 | $384.0 萬 | 0.12% | +236,492+270.1% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 335,606 | $390.3 萬 | 0.22% | +128,967+62.4% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 338,841 | $394.1 萬 | 0.01% | +338,841 | 新進 |