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 |
|---|---|---|---|---|---|
| Freestone Grove Partners LP | 16,699 | $30.4 萬 | 0.00% | −8,410−33.5% | 減碼 |
| Bleakley Financial Group, LLC | 16,709 | $30.4 萬 | 0.01% | +16,709 | 新進 |
| Prosperity Wealth Management, Inc. | 16,780 | $30.6 萬 | 0.11% | +5,555+49.5% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 16,782 | $30.6 萬 | 0.04% | +16,782 | 新進 |
| Bensler, LLC | 16,850 | $30.7 萬 | 0.03% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 16,864 | $30.7 萬 | 0.04% | −1,236−6.8% | 減碼 |
| Boothbay Fund Management, LLC | 17,159 | $31.2 萬 | 0.01% | −12,796−42.7% | 減碼 |
| Signaturefd, LLC | 17,159 | $31.2 萬 | 0.01% | −4,317−20.1% | 減碼 |
| Tucker Asset Management LLC | 17,200 | $31.3 萬 | 0.10% | +2,121+14.1% | 加碼 |
| Global Financial Private Client, LLC | 17,313 | $31.5 萬 | 0.12% | +3,507+25.4% | 加碼 |
| Traynor Capital Management, Inc. | 17,886 | $31.6 萬 | 0.02% | −1,369−7.1% | 減碼 |
| NorthRock Partners, LLC | 17,374 | $31.6 萬 | 0.01% | +2,601+17.6% | 加碼 |
| Capital Advisors Inc | 17,402 | $31.7 萬 | 0.01% | +4,041+30.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 17,476 | $31.8 萬 | 0.05% | −4,583−20.8% | 減碼 |
| Leonteq Securities AG | 17,500 | $31.9 萬 | 0.02% | −500−2.8% | 減碼 |
| Dynamic Advisor Solutions LLC | 17,545 | $31.9 萬 | 0.01% | +2,586+17.3% | 加碼 |
| Motley Fool Asset Management LLC | 17,667 | $32.2 萬 | 0.01% | −568−3.1% | 減碼 |
| Adams Wealth Management | 17,333 | $32.2 萬 | 0.06% | 00.0% | 不變 |
| CacheTech Inc. | 17,333 | $32.2 萬 | 0.06% | 00.0% | 不變 |
| Cannon Global Investment Management, LLC | 17,746 | $32.3 萬 | 0.88% | −12,254−40.8% | 減碼 |
| Verus Capital Partners, LLC | 18,058 | $32.9 萬 | 0.03% | +868+5.0% | 加碼 |
| We Are One Seven, LLC | 18,316 | $33.4 萬 | 0.01% | +1,958+12.0% | 加碼 |
| Pointe Capital Management LLC | 18,490 | $33.7 萬 | 0.17% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 18,522 | $33.7 萬 | 0.02% | +7,365+66.0% | 加碼 |
| Bravias Capital Group, LLC | 18,550 | $33.8 萬 | 0.25% | +18,550 | 新進 |
| Mayfair Advisory Group, LLC | 15,285 | $33.8 萬 | 0.16% | −400−2.6% | 減碼 |
| AE Wealth Management LLC | 18,620 | $33.9 萬 | 0.00% | +514+2.8% | 加碼 |
| Buckingham Strategic Partners | 18,676 | $33.9 萬 | 0.00% | −5,549−22.9% | 減碼 |
| CIBC World Markets Inc. | 18,684 | $34.0 萬 | 0.00% | +1,610+9.4% | 加碼 |
| Evolution Wealth Advisors, LLC | 18,715 | $34.1 萬 | 0.05% | −200−1.1% | 減碼 |
| Park Avenue Securities LLC | 18,992 | $34.6 萬 | 0.00% | +4,870+34.5% | 加碼 |
| FORA Capital, LLC | 19,161 | $34.9 萬 | 0.04% | −918,781−98.0% | 減碼 |
| Fagan Associates, Inc. | 19,485 | $35.5 萬 | 0.05% | +19,485 | 新進 |
| Marathon Trading Investment Management LLC | 19,600 | $35.7 萬 | 0.21% | +19,600 | 新進 |
| Newman Dignan & Sheerar, Inc. | 20,118 | $36.6 萬 | 0.08% | +1,250+6.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 20,290 | $36.9 萬 | 0.02% | −4,290−17.5% | 減碼 |
| CTC Alternative Strategies, Ltd. | 20,511 | $37.4 萬 | 0.33% | +20,511 | 新進 |
| Harvest Fund Management Co., Ltd | 20,593 | $37.5 萬 | 0.02% | +20,593 | 新進 |
| Pine Valley Investments Ltd Liability Co | 20,600 | $37.5 萬 | 0.02% | +4,601+28.8% | 加碼 |
| Accuvest Global Advisors | 20,665 | $37.6 萬 | 0.24% | −3,467−14.4% | 減碼 |
| Simplicity Wealth,LLC | 20,708 | $37.7 萬 | 0.02% | −208,595−91.0% | 減碼 |
| Sowell Financial Services LLC | 20,835 | $37.9 萬 | 0.02% | −1,458−6.5% | 減碼 |
| Meeder Advisory Services, Inc. | 20,925 | $38.1 萬 | 0.02% | +851+4.2% | 加碼 |
| Probity Advisors, Inc. | 21,369 | $38.9 萬 | 0.07% | −722−3.3% | 減碼 |
| one8zero8, LLC | 21,550 | $39.2 萬 | 0.09% | −500−2.3% | 減碼 |
| Stifel Financial Corp | 21,675 | $39.5 萬 | 0.00% | −1,122−4.9% | 減碼 |
| Marshall Financial Group LLC | 20,524 | $39.5 萬 | 0.08% | −252−1.2% | 減碼 |
| Carnegie Lake Advisors LLC | 21,700 | $39.5 萬 | 0.16% | 00.0% | 不變 |
| Wealthspan Partners, LLC | 21,806 | $39.7 萬 | 0.16% | +195+0.9% | 加碼 |
| Vident Advisory, LLC | 21,843 | $39.8 萬 | 0.00% | −3,348−13.3% | 減碼 |
| Sassicaia Capital Advisers LLC | 21,964 | $40.0 萬 | 0.25% | +21,964 | 新進 |
| Cary Street Partners Financial LLC | 22,004 | $40.1 萬 | 0.01% | +44+0.2% | 加碼 |
| Calton & Associates, Inc. | 22,150 | $40.3 萬 | 0.07% | −451−2.0% | 減碼 |
| SLT Holdings LLC | 22,181 | $40.4 萬 | 0.30% | +4,468+25.2% | 加碼 |
| TD Waterhouse Canada Inc. | 23,011 | $40.6 萬 | 0.00% | +18,432+402.5% | 加碼 |
| Founders Financial Securities LLC | 22,572 | $41.1 萬 | 0.03% | +300+1.3% | 加碼 |
| Merit Financial Group, LLC | 22,980 | $41.8 萬 | 0.00% | +4,695+25.7% | 加碼 |
| Pensionmark Financial Group, LLC | 23,220 | $42.3 萬 | 0.01% | −598−2.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 23,286 | $42.4 萬 | 0.01% | −210−0.9% | 減碼 |
| Coordinated Financial Services, Inc. | 23,300 | $42.4 萬 | 0.29% | +23,300 | 新進 |
| Wedmont Private Capital | 21,493 | $43.5 萬 | 0.02% | +879+4.3% | 加碼 |
| Allworth Financial LP | 24,033 | $43.8 萬 | 0.00% | −8,747−26.7% | 減碼 |
| Citizens Financial Group Inc | 24,034 | $43.8 萬 | 0.01% | +24,034 | 新進 |
| DRW Securities, LLC | 24,036 | $43.8 萬 | 0.03% | +24,036 | 新進 |
| Gladstone Institutional Advisory LLC | 24,052 | $43.8 萬 | 0.02% | −13,985−36.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 24,093 | $43.9 萬 | 0.00% | −155−0.6% | 減碼 |
| Penserra Capital Management LLC | 24,109 | $43.9 萬 | 0.01% | +24,109 | 新進 |
| Change Path, LLC | 24,209 | $44.1 萬 | 0.01% | +13,198+119.9% | 加碼 |
| MetLife Investment Management | 24,348 | $44.3 萬 | 0.00% | −2,205−8.3% | 減碼 |
| Capstone Investment Advisors, LLC | 24,400 | $44.4 萬 | 0.00% | +24,400 | 新進 |
| Manchester Financial Inc | 24,406 | $44.4 萬 | 0.09% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 18,805 | $44.5 萬 | 0.03% | +159+0.9% | 加碼 |
| Hourglass Capital, LLC | 25,000 | $45.5 萬 | 0.11% | −2,000−7.4% | 減碼 |
| Pacitti Group Inc. | 25,171 | $45.8 萬 | 0.20% | +25,171 | 新進 |
| Aldebaran Financial Inc. | 25,225 | $45.9 萬 | 0.51% | −6,400−20.2% | 減碼 |
| Brinker Capital Investments, LLC | 25,430 | $46.3 萬 | 0.00% | −13,554−34.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 25,798 | $47.0 萬 | 0.00% | +885+3.6% | 加碼 |
| Emergent Wealth Advisors, LLC | 26,220 | $47.7 萬 | 0.30% | +1,073+4.3% | 加碼 |
| Steel Peak Wealth Management LLC | 26,478 | $48.2 萬 | 0.02% | +801+3.1% | 加碼 |
| Everence Capital Management Inc | 26,560 | $48.4 萬 | 0.03% | −5,800−17.9% | 減碼 |
| National Bank of Canada | 26,920 | $49.0 萬 | 0.00% | +5,067+23.2% | 加碼 |
| Foundations Investment Advisors, LLC | 26,924 | $49.0 萬 | 0.01% | +5,224+24.1% | 加碼 |
| Ring Mountain Capital, LLC | 22,499 | $49.1 萬 | 0.30% | +10,104+81.5% | 加碼 |
| Swiss Life Asset Management Ltd | 27,012 | $49.2 萬 | 0.00% | +11,092+69.7% | 加碼 |
| Atomi Financial Group, Inc. | 27,552 | $50.2 萬 | 0.02% | +1,888+7.4% | 加碼 |
| Greenwood Capital Associates LLC | 27,627 | $50.3 萬 | 0.06% | −302−1.1% | 減碼 |
| Integrity Alliance, LLC. | 27,782 | $50.6 萬 | 0.03% | +11,673+72.5% | 加碼 |
| First National Trust Co | 28,200 | $51.4 萬 | 0.02% | +28,200 | 新進 |
| Hexagon Capital Partners LLC | 28,307 | $51.5 萬 | 0.11% | −114−0.4% | 減碼 |
| Soltis Investment Advisors LLC | 28,436 | $51.8 萬 | 0.04% | +501+1.8% | 加碼 |
| KBC Group NV | 28,610 | $52.1 萬 | 0.00% | −16,124−36.0% | 減碼 |
| Thrivent Financial for Lutherans | 28,802 | $52.4 萬 | 0.00% | +28,802 | 新進 |
| RSM US Wealth Management LLC | 28,847 | $52.5 萬 | 0.01% | +12,783+79.6% | 加碼 |
| Independent Advisor Alliance | 28,981 | $52.8 萬 | 0.02% | +2,181+8.1% | 加碼 |
| RPG Investment Advisory, LLC | 29,450 | $53.6 萬 | 0.07% | +29,450 | 新進 |
| R Squared Ltd | 29,484 | $53.7 萬 | 0.30% | +29,484 | 新進 |
| Callan Family Office, LLC | 29,889 | $54.4 萬 | 0.02% | +29,889 | 新進 |
| Mayflower Financial Advisors, LLC | 30,415 | $55.4 萬 | 0.08% | +3,100+11.3% | 加碼 |
| PFG Investments, LLC | 30,427 | $55.4 萬 | 0.03% | −5,798−16.0% | 減碼 |
| Vinva Investment Management Ltd | 21,170 | $55.7 萬 | 0.01% | +21,170 | 新進 |