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 2 季 13F 持有人
SoFi Technologies, Inc. 在 2025/6/30 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
- 745
- 較 2025 年第 1 季 +36 家
- 持有股數
- 5.75 億
- 較 2025 年第 1 季 +5,464 萬 (+10.5%)
- 總市值
- $104.9 億
- 較 2025 年第 1 季 +$44.3 億 (+73.1%)
- 新進機構
- 118
- 另有 312 家加碼
- 清倉機構
- 82
- 另有 204 家減碼
另有 7 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 7,338 | $13.4 萬 | 0.01% | −550−7.0% | 減碼 |
| Asset Management One Co.,Ltd. | 7,474 | $13.6 萬 | 0.00% | −640−7.9% | 減碼 |
| Private Trust Co NA | 7,600 | $13.8 萬 | 0.01% | +100+1.3% | 加碼 |
| NBC Securities, Inc. | 7,677 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 7,907 | $14.4 萬 | 0.01% | +368+4.9% | 加碼 |
| Sunbelt Securities, Inc. | 9,750 | $15.0 萬 | 0.01% | +9,000+1,200.0% | 加碼 |
| Baader Bank INC | 13,500 | $15.2 萬 | 0.01% | +13,500 | 新進 |
| GAMMA Investing LLC | 8,558 | $15.6 萬 | 0.01% | +275+3.3% | 加碼 |
| South State Corp. | 8,591 | $15.6 萬 | 0.01% | +30+0.4% | 加碼 |
| Geneos Wealth Management Inc. | 9,136 | $16.6 萬 | 0.00% | −2,283−20.0% | 減碼 |
| Quarry LP | 9,855 | $17.9 萬 | 0.04% | −4,771−32.6% | 減碼 |
| Covestor Ltd | 9,986 | $18.2 萬 | 0.11% | +8,743+703.4% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 10,000 | $18.2 萬 | 0.05% | 00.0% | 不變 |
| GF Fund Management Co. Ltd. | 10,248 | $18.7 萬 | 0.00% | −31,456−75.4% | 減碼 |
| White Wing Wealth Management | 10,250 | $18.7 萬 | 0.13% | +10,250 | 新進 |
| Transcend Wealth Collective, LLC | 10,332 | $18.8 萬 | 0.01% | +130+1.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 10,341 | $18.8 萬 | 0.00% | −5,013−32.6% | 減碼 |
| Sagespring Wealth Partners, LLC | 10,366 | $18.9 萬 | 0.00% | +10,366 | 新進 |
| Jacobi Capital Management LLC | 10,565 | $19.2 萬 | 0.01% | 00.0% | 不變 |
| Cigna Investments Inc | 10,578 | $19.3 萬 | 0.03% | 00.0% | 不變 |
| Panoramic Investment Advisors, LLC | 10,650 | $19.4 萬 | 0.12% | 00.0% | 不變 |
| Palacios Wealth Management, LLC | 10,700 | $19.5 萬 | 0.16% | +10,700 | 新進 |
| Farther Finance Advisors, LLC | 10,771 | $19.6 萬 | 0.00% | +6,423+147.7% | 加碼 |
| Horizon Wealth Management, LLC | 10,900 | $19.8 萬 | 0.03% | −80−0.7% | 減碼 |
| United Capital Financial Advisers, LLC | 10,984 | $20.0 萬 | 0.00% | +945+9.4% | 加碼 |
| PKS Advisory Services, LLC | 11,000 | $20.0 萬 | 0.05% | +11,000 | 新進 |
| KMG Fiduciary Partners, LLC | 11,094 | $20.2 萬 | 0.01% | +11,094 | 新進 |
| Lido Advisors, LLC | 11,125 | $20.3 萬 | 0.00% | +11,125 | 新進 |
| Comerica Bank | 11,162 | $20.3 萬 | 0.00% | −2,038−15.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 11,177 | $20.4 萬 | 0.00% | −4,367−28.1% | 減碼 |
| Krilogy Financial LLC | 11,297 | $20.6 萬 | 0.01% | +11,297 | 新進 |
| M1 Capital Management LLC | 11,300 | $20.6 萬 | 0.10% | −100−0.9% | 減碼 |
| Diversified Trust Co | 11,328 | $20.6 萬 | 0.00% | +390+3.6% | 加碼 |
| Guggenheim Capital LLC | 11,350 | $20.7 萬 | 0.00% | −1,009−8.2% | 減碼 |
| Advisors Management Group Inc | 11,341 | $20.7 萬 | 0.04% | +178+1.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 11,492 | $20.9 萬 | 0.00% | +11,492 | 新進 |
| Gilliland Jeter Wealth Management LLC | 11,500 | $20.9 萬 | 0.07% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 11,614 | $21.1 萬 | 0.00% | −1,515−11.5% | 減碼 |
| Federated Hermes, Inc. | 11,751 | $21.4 萬 | 0.00% | +11,751 | 新進 |
| Prasad Wealth Partners, LLC | 11,872 | $21.6 萬 | 0.06% | +60+0.5% | 加碼 |
| Ancora Advisors, LLC | 11,950 | $21.8 萬 | 0.00% | +11,250+1,607.1% | 加碼 |
| Rosenberg Matthew Hamilton | 12,026 | $21.9 萬 | 0.05% | 00.0% | 不變 |
| Avion Wealth | 10,157 | $22.0 萬 | 0.05% | +33+0.3% | 加碼 |
| KLCM Advisors, Inc. | 12,200 | $22.2 萬 | 0.02% | +1,200+10.9% | 加碼 |
| StoneX Group Inc. | 12,538 | $22.3 萬 | 0.01% | +12,538 | 新進 |
| Prostatis Group LLC | 12,261 | $22.3 萬 | 0.06% | 00.0% | 不變 |
| Visionary Wealth Advisors | 12,469 | $22.7 萬 | 0.01% | +1,616+14.9% | 加碼 |
| J. Safra Sarasin Holding AG | 12,500 | $22.8 萬 | 0.00% | +12,500 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 12,554 | $22.9 萬 | 0.01% | −3,379−21.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 12,571 | $22.9 萬 | 0.01% | +12,571 | 新進 |
| HSBC Holdings PLC | 12,491 | $23.2 萬 | 0.00% | −4,614−27.0% | 減碼 |
| Machina Capital S.A.S. | 12,842 | $23.4 萬 | 0.05% | +12,842 | 新進 |
| Thoroughbred Financial Services, LLC | 12,857 | $23.4 萬 | 0.02% | +12,857 | 新進 |
| Danske Bank A/S | 12,880 | $23.5 萬 | 0.00% | −67,228−83.9% | 減碼 |
| Good Life Advisors, LLC | 12,906 | $23.5 萬 | 0.01% | −1,605−11.1% | 減碼 |
| Brown Advisory Inc | 12,927 | $23.5 萬 | 0.00% | −11,846−47.8% | 減碼 |
| Keystone Financial Services | 12,967 | $23.6 萬 | 0.08% | −119−0.9% | 減碼 |
| CoreCap Advisors, LLC | 13,206 | $24.0 萬 | 0.01% | −726−5.2% | 減碼 |
| Procyon Private Wealth Partners, LLC | 13,264 | $24.2 萬 | 0.02% | −1,075−7.5% | 減碼 |
| Waterloo Capital, L.P. | 13,318 | $24.3 萬 | 0.02% | +13,318 | 新進 |
| Worth Financial Advisory Group, LLC | 13,600 | $24.8 萬 | 0.15% | −10−0.1% | 減碼 |
| Caxton Associates LLP | 13,676 | $24.9 萬 | 0.01% | +2,544+22.9% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 13,682 | $24.9 萬 | 0.10% | −410−2.9% | 減碼 |
| Franklin Resources Inc | 13,796 | $25.1 萬 | 0.00% | +2,596+23.2% | 加碼 |
| Sig Brokerage, LP | 13,798 | $25.1 萬 | 0.07% | −3,000−17.9% | 減碼 |
| Benjamin Edwards Inc | 13,941 | $25.4 萬 | 0.00% | +13,941 | 新進 |
| Sava Infond d.o.o. | 14,000 | $25.5 萬 | 0.04% | +2,000+16.7% | 加碼 |
| Principal Securities, Inc. | 14,042 | $25.6 萬 | 0.00% | +5,455+63.5% | 加碼 |
| State of Wyoming | 14,139 | $25.7 萬 | 0.03% | +836+6.3% | 加碼 |
| Cooper Financial Group | 14,155 | $25.8 萬 | 0.03% | −2,620−15.6% | 減碼 |
| Ballentine Partners, LLC | 14,214 | $25.9 萬 | 0.00% | −434−3.0% | 減碼 |
| Parallel Advisors, LLC | 14,229 | $25.9 萬 | 0.01% | +5,475+62.5% | 加碼 |
| Pallas Capital Advisors LLC | 14,347 | $26.1 萬 | 0.01% | −12,894−47.3% | 減碼 |
| Garden State Investment Advisory Services LLC | 14,475 | $26.4 萬 | 0.07% | −680−4.5% | 減碼 |
| Future Financial Wealth Managment LLC | 14,500 | $26.4 萬 | 0.18% | +1,000+7.4% | 加碼 |
| Avestar Capital, LLC | 14,582 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 14,703 | $26.8 萬 | 0.03% | +3,050+26.2% | 加碼 |
| Highland Capital Management, LLC | 14,784 | $26.9 萬 | 0.01% | −73,371−83.2% | 減碼 |
| Eventide Asset Management, LLC | 15,633 | $27.0 萬 | 0.00% | +15,633 | 新進 |
| Financial Advisory Service, Inc. | 14,820 | $27.0 萬 | 0.02% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 14,899 | $27.1 萬 | 0.03% | +1,950+15.1% | 加碼 |
| Gotham Asset Management, LLC | 14,991 | $27.3 萬 | 0.00% | 00.0% | 不變 |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,110 | $27.5 萬 | 0.03% | +15,110 | 新進 |
| Ausdal Financial Partners, Inc. | 15,394 | $28.0 萬 | 0.02% | +1,762+12.9% | 加碼 |
| SageView Advisory Group, LLC | 13,376 | $28.1 萬 | 0.01% | +1,890+16.5% | 加碼 |
| Winton Group Ltd | 15,460 | $28.2 萬 | 0.01% | +15,460 | 新進 |
| Axim Planning & Wealth | 15,650 | $28.5 萬 | 0.26% | +1,000+6.8% | 加碼 |
| Fermata Advisors, LLC | 15,710 | $28.6 萬 | 0.08% | +3,225+25.8% | 加碼 |
| Independent Wealth Network Inc. | 15,715 | $28.6 萬 | 0.10% | −401−2.5% | 減碼 |
| Northwest Wealth Management, LLC | 15,775 | $28.7 萬 | 0.05% | −125−0.8% | 減碼 |
| Mutual Advisors, LLC | 13,714 | $29.1 萬 | 0.01% | +2,689+24.4% | 加碼 |
| Fullcircle Wealth LLC | 13,400 | $29.2 萬 | 0.11% | +100+0.8% | 加碼 |
| USAdvisors Wealth Management, LLC | 16,200 | $29.5 萬 | 0.11% | +700+4.5% | 加碼 |
| Truefg, LLC | 16,300 | $29.7 萬 | 0.09% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 16,324 | $29.7 萬 | 0.04% | +122+0.8% | 加碼 |
| Albion Financial Group | 16,415 | $29.9 萬 | 0.02% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 16,448 | $30.0 萬 | 0.00% | −1,310−7.4% | 減碼 |
| SCS Capital Management LLC | 16,601 | $30.2 萬 | 0.00% | 00.0% | 不變 |
| National Asset Management, Inc. | 16,631 | $30.3 萬 | 0.01% | +2,717+19.5% | 加碼 |
| Clay Northam Wealth Management, LLC | 16,665 | $30.3 萬 | 0.19% | 00.0% | 不變 |