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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 41,397 | $48.1 萬 | 0.01% | −49−0.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 41,277 | $48.0 萬 | 0.00% | +3,497+9.3% | 加碼 |
| Fox Run Management, L.L.C. | 40,707 | $47.3 萬 | 0.07% | +40,707 | 新進 |
| Drive Wealth Management, LLC | 39,983 | $46.5 萬 | 0.11% | +428+1.1% | 加碼 |
| Perigon Wealth Management, LLC | 39,347 | $45.8 萬 | 0.01% | −960−2.4% | 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 |
| Equitable Holdings, Inc. | 38,525 | $44.8 萬 | 0.00% | −5,064−11.6% | 減碼 |
| Gladstone Institutional Advisory LLC | 38,037 | $44.2 萬 | 0.02% | −290−0.8% | 減碼 |
| CMT Capital Markets Trading GmbH | 36,625 | $42.6 萬 | 0.18% | +36,625 | 新進 |
| Captrust Financial Advisors | 36,353 | $42.3 萬 | 0.00% | −2,100−5.5% | 減碼 |
| PFG Investments, LLC | 36,225 | $42.1 萬 | 0.03% | −11,400−23.9% | 減碼 |
| McGuire Investment Group, LLC | 35,950 | $41.8 萬 | 0.06% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 35,867 | $41.7 萬 | 0.06% | +18,836+110.6% | 加碼 |
| Allianz Asset Management GmbH | 35,846 | $41.7 萬 | 0.00% | −3,754−9.5% | 減碼 |
| Allworth Financial LP | 32,780 | $40.4 萬 | 0.00% | −57,476−63.7% | 減碼 |
| Capital Performance Advisors LLP | 34,047 | $39.6 萬 | 0.09% | +34,047 | 新進 |
| Level Four Advisory Services, LLC | 33,855 | $39.4 萬 | 0.02% | −5,375−13.7% | 減碼 |
| Archford Capital Strategies, LLC | 33,765 | $39.3 萬 | 0.06% | −40.0% | 減碼 |
| Valeo Financial Advisors, LLC | 33,749 | $39.3 萬 | 0.01% | +3,219+10.5% | 加碼 |
| Sherbrooke Park Advisers LLC | 33,165 | $38.6 萬 | 0.18% | +33,165 | 新進 |
| Umb Bank N A | 33,155 | $38.6 萬 | 0.01% | −7,489−18.4% | 減碼 |
| Empowered Funds, LLC | 33,126 | $38.5 萬 | 0.01% | +1,631+5.2% | 加碼 |
| Everence Capital Management Inc | 32,360 | $37.6 萬 | 0.03% | 00.0% | 不變 |
| Aldebaran Financial Inc. | 31,625 | $36.8 萬 | 0.45% | −215−0.7% | 減碼 |
| Moseley Investment Management Inc | 31,486 | $36.6 萬 | 0.14% | +450+1.4% | 加碼 |
| Fortis Advisors, LLC | 31,300 | $36.4 萬 | 0.24% | −13,250−29.7% | 減碼 |
| Jefferies Financial Group Inc. | 31,040 | $36.1 萬 | 0.01% | −44,529−58.9% | 減碼 |
| TCG Advisory Services, LLC | 30,913 | $36.0 萬 | 0.01% | +1,138+3.8% | 加碼 |
| Creekmur Asset Management LLC | 30,840 | $35.9 萬 | 0.08% | +2,125+7.4% | 加碼 |
| CIBC Asset Management Inc | 30,558 | $35.5 萬 | 0.00% | +561+1.9% | 加碼 |
| Cannon Global Investment Management, LLC | 30,000 | $34.9 萬 | 0.96% | −5,000−14.3% | 減碼 |
| Resources Investment Advisors, LLC. | 29,971 | $34.9 萬 | 0.00% | +5,292+21.4% | 加碼 |
| Aptus Capital Advisors, LLC | 29,970 | $34.9 萬 | 0.00% | −3,526−10.5% | 減碼 |
| Freestone Capital Holdings, LLC | 29,961 | $34.8 萬 | 0.01% | −16,758−35.9% | 減碼 |
| Boothbay Fund Management, LLC | 29,955 | $34.8 萬 | 0.01% | +29,955 | 新進 |
| Lauer Wealth, LLC | 25,057 | $33.3 萬 | 0.26% | −26,100−51.0% | 減碼 |
| Hexagon Capital Partners LLC | 28,421 | $33.1 萬 | 0.06% | −2,565−8.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 27,993 | $32.6 萬 | 0.00% | +3,980+16.6% | 加碼 |
| XTX Topco Ltd | 27,956 | $32.5 萬 | 0.02% | +4,305+18.2% | 加碼 |
| Soltis Investment Advisors LLC | 27,935 | $32.5 萬 | 0.03% | −15,945−36.3% | 減碼 |
| Greenwood Capital Associates LLC | 27,929 | $32.5 萬 | 0.04% | +27,929 | 新進 |
| Mayflower Financial Advisors, LLC | 27,315 | $31.8 萬 | 0.05% | +13,750+101.4% | 加碼 |
| Pallas Capital Advisors LLC | 27,241 | $31.7 萬 | 0.01% | −2,960−9.8% | 減碼 |
| Mach-1 Financial Group, Inc. | 27,168 | $31.6 萬 | 0.09% | +27,168 | 新進 |
| Hourglass Capital, LLC | 27,000 | $31.4 萬 | 0.08% | −13,000−32.5% | 減碼 |
| Independent Advisor Alliance | 26,800 | $31.2 萬 | 0.01% | +9,614+55.9% | 加碼 |
| MetLife Investment Management | 26,553 | $30.9 萬 | 0.00% | +616+2.4% | 加碼 |
| Gainplan LLC | 26,193 | $30.5 萬 | 0.20% | +26,193 | 新進 |
| Coordinated Financial Services, Inc. | 25,700 | $29.9 萬 | 0.23% | +25,700 | 新進 |
| Steel Peak Wealth Management LLC | 25,677 | $29.9 萬 | 0.01% | −7,382−22.3% | 減碼 |
| Atomi Financial Group, Inc. | 25,664 | $29.8 萬 | 0.01% | +4,444+20.9% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 25,575 | $29.7 萬 | 0.36% | +25,575 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 24,913 | $29.5 萬 | 0.00% | +6,200+33.1% | 加碼 |
| Founders Financial Securities LLC | 22,272 | $29.4 萬 | 0.02% | −5,500−19.8% | 減碼 |
| Vident Advisory, LLC | 25,191 | $29.3 萬 | 0.00% | +12,332+95.9% | 加碼 |
| Emergent Wealth Advisors, LLC | 25,147 | $29.2 萬 | 0.21% | +13,567+117.2% | 加碼 |
| Freestone Grove Partners LP | 25,109 | $29.2 萬 | 0.00% | +25,109 | 新進 |
| Brown Advisory Inc | 24,773 | $28.8 萬 | 0.00% | +24,773 | 新進 |
| Stratos Wealth Advisors, LLC | 24,580 | $28.6 萬 | 0.02% | +396+1.6% | 加碼 |
| Manchester Financial Inc | 24,406 | $28.4 萬 | 0.06% | +1,000+4.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 24,248 | $28.2 萬 | 0.00% | −823−3.3% | 減碼 |
| Buckingham Strategic Partners | 24,225 | $28.2 萬 | 0.00% | +3,667+17.8% | 加碼 |
| Accuvest Global Advisors | 24,132 | $28.1 萬 | 0.24% | +24,132 | 新進 |
| Prime Capital Investment Advisors, LLC | 23,940 | $27.8 萬 | 0.00% | +23,940 | 新進 |
| Pensionmark Financial Group, LLC | 23,818 | $27.7 萬 | 0.01% | +1,488+6.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 23,496 | $27.3 萬 | 0.01% | +11,454+95.1% | 加碼 |
| Stifel Financial Corp | 22,797 | $26.5 萬 | 0.00% | −39,749−63.6% | 減碼 |
| Calton & Associates, Inc. | 22,601 | $26.3 萬 | 0.06% | +4,751+26.6% | 加碼 |
| Sowell Financial Services LLC | 22,293 | $25.9 萬 | 0.01% | +22,293 | 新進 |
| Greenland Capital Management LP | 22,120 | $25.7 萬 | 0.04% | +22,120 | 新進 |
| Probity Advisors, Inc. | 22,091 | $25.7 萬 | 0.05% | −834−3.6% | 減碼 |
| Newbridge Financial Services Group, Inc. | 22,059 | $25.7 萬 | 0.06% | −4,668−17.5% | 減碼 |
| one8zero8, LLC | 22,050 | $25.6 萬 | 0.06% | 00.0% | 不變 |
| Cary Street Partners Financial LLC | 21,960 | $25.5 萬 | 0.01% | −17−0.1% | 減碼 |
| Versor Investments LP | 21,900 | $25.5 萬 | 0.04% | +21,900 | 新進 |
| National Bank of Canada | 21,853 | $25.4 萬 | 0.00% | −7,825−26.4% | 減碼 |
| Foundations Investment Advisors, LLC | 21,700 | $25.2 萬 | 0.00% | +4,225+24.2% | 加碼 |
| Carnegie Lake Advisors LLC | 21,700 | $25.2 萬 | 0.10% | +600+2.8% | 加碼 |
| Meeder Asset Management Inc | 21,631 | $25.2 萬 | 0.02% | +516+2.4% | 加碼 |
| Wealthspan Partners, LLC | 21,611 | $25.1 萬 | 0.12% | +1,850+9.4% | 加碼 |
| Signaturefd, LLC | 21,476 | $25.0 萬 | 0.00% | +1,246+6.2% | 加碼 |
| Diversify Wealth Management, LLC | 18,646 | $24.7 萬 | 0.02% | +10.0% | 加碼 |
| Concorde Asset Management, LLC | 21,230 | $24.2 萬 | 0.13% | −1,860−8.1% | 減碼 |
| Marshall Financial Group LLC | 20,776 | $24.2 萬 | 0.05% | +716+3.6% | 加碼 |
| Meeder Advisory Services, Inc. | 20,074 | $23.3 萬 | 0.01% | +3,525+21.3% | 加碼 |
| Belpointe Asset Management LLC | 19,287 | $22.4 萬 | 0.01% | −15,726−44.9% | 減碼 |
| Mainstay Capital Management LLC | 19,259 | $22.4 萬 | 0.03% | +506+2.7% | 加碼 |
| Traynor Capital Management, Inc. | 19,255 | $22.4 萬 | 0.02% | −9,987−34.2% | 減碼 |
| Wedmont Private Capital | 20,614 | $22.1 萬 | 0.01% | +2,299+12.6% | 加碼 |
| Evolution Wealth Advisors, LLC | 18,915 | $22.0 萬 | 0.04% | +3,685+24.2% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 18,868 | $21.9 萬 | 0.06% | +2,095+12.5% | 加碼 |
| Pointe Capital Management LLC | 18,490 | $21.5 萬 | 0.13% | 00.0% | 不變 |
| Merit Financial Group, LLC | 18,285 | $21.3 萬 | 0.00% | −12,887−41.3% | 減碼 |
| Motley Fool Asset Management LLC | 18,235 | $21.2 萬 | 0.01% | +18,235 | 新進 |
| AE Wealth Management LLC | 18,106 | $21.1 萬 | 0.00% | +3,105+20.7% | 加碼 |
| NWF Advisory Services Inc. | 18,100 | $21.1 萬 | 0.03% | +18,100 | 新進 |
| Global Assets Advisory, LLC | 19,355 | $21.0 萬 | 0.04% | +19,355 | 新進 |
| Leonteq Securities AG | 18,000 | $20.9 萬 | 0.02% | −2,900−13.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 17,758 | $20.7 萬 | 0.00% | −4,984−21.9% | 減碼 |