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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 81,449 | $148.3 萬 | 0.12% | +8,438+11.6% | 加碼 |
| Oak Thistle LLC | 82,105 | $149.5 萬 | 0.22% | −34,796−29.8% | 減碼 |
| Fortis Group Advisors, LLC | 67,397 | $152.2 萬 | 0.28% | +67,397 | 新進 |
| Baird Financial Group, Inc. | 84,454 | $153.8 萬 | 0.00% | +5,769+7.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 84,880 | $154.6 萬 | 0.00% | +56,887+203.2% | 加碼 |
| STRS Ohio | 85,570 | $155.8 萬 | 0.01% | +972+1.1% | 加碼 |
| Kovack Advisors, Inc. | 86,121 | $156.8 萬 | 0.15% | +9,061+11.8% | 加碼 |
| JustInvest LLC | 86,306 | $157.2 萬 | 0.02% | +20,057+30.3% | 加碼 |
| CWM, LLC | 87,333 | $159.0 萬 | 0.01% | +4,934+6.0% | 加碼 |
| Caisse des Depots Et Consignations | 88,216 | $160.6 萬 | 0.07% | +88,216 | 新進 |
| Miracle Mile Advisors, LLC | 88,471 | $161.1 萬 | 0.03% | +3,953+4.7% | 加碼 |
| Prospera Financial Services Inc | 90,172 | $164.2 萬 | 0.03% | +12,806+16.6% | 加碼 |
| Toroso Investments, LLC | 91,135 | $166.0 萬 | 0.01% | +15,728+20.9% | 加碼 |
| Clarus Wealth Advisors | 83,691 | $167.0 萬 | 0.77% | +12,756+18.0% | 加碼 |
| SG Americas Securities, LLC | 92,416 | $168.3 萬 | 0.01% | −64,049−40.9% | 減碼 |
| Slow Capital, Inc. | 92,554 | $168.5 萬 | 0.21% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 92,947 | $169.3 萬 | 0.02% | +5,995+6.9% | 加碼 |
| Highview Capital Management LLC | 95,104 | $173.2 萬 | 0.67% | +1,531+1.6% | 加碼 |
| Caitong International Asset Management Co., Ltd | 95,745 | $174.4 萬 | 1.25% | +95,727+531,816.7% | 加碼 |
| Truist Financial Corp | 96,802 | $176.3 萬 | 0.00% | −1,976−2.0% | 減碼 |
| IFP Advisors, Inc | 96,023 | $177.1 萬 | 0.05% | +4,381+4.8% | 加碼 |
| Headlands Technologies LLC | 97,356 | $177.3 萬 | 0.21% | +94,976+3,990.6% | 加碼 |
| Scientech Research LLC | 100,170 | $182.4 萬 | 0.45% | +100,170 | 新進 |
| Teamwork Financial Advisors, LLC | 101,251 | $184.4 萬 | 0.23% | +21,001+26.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 102,103 | $185.9 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 102,751 | $187.1 萬 | 0.01% | +22,307+27.7% | 加碼 |
| Global Retirement Partners, LLC | 103,797 | $189.0 萬 | 0.05% | +103,797 | 新進 |
| Riggs Asset Managment Co. Inc. | 105,350 | $191.8 萬 | 0.47% | +4,327+4.3% | 加碼 |
| Virginia Retirement Systems Et Al | 106,695 | $194.3 萬 | 0.01% | −21,200−16.6% | 減碼 |
| Triumph Capital Management | 107,325 | $195.4 萬 | 0.59% | +32,918+44.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 107,826 | $196.4 萬 | 0.02% | −23,903−18.1% | 減碼 |
| Options Solutions, LLC | 108,961 | $198.4 萬 | 0.71% | +6,236+6.1% | 加碼 |
| Capital Advisors Wealth Management, LLC | 110,357 | $201.0 萬 | 0.32% | −345−0.3% | 減碼 |
| Perennial Investment Advisors, LLC | 111,525 | $203.1 萬 | 0.20% | +10,808+10.7% | 加碼 |
| Russell Investments Group, Ltd. | 118,503 | $215.8 萬 | 0.00% | +26,160+28.3% | 加碼 |
| Axq Capital, LP | 120,753 | $219.9 萬 | 0.71% | −9,681−7.4% | 減碼 |
| D.A. Davidson & Co. | 122,128 | $222.4 萬 | 0.02% | +798+0.7% | 加碼 |
| Alliance Wealth Advisors, LLC | 122,153 | $222.4 萬 | 0.55% | +65+0.1% | 加碼 |
| GatePass Capital, LLC | 122,521 | $223.1 萬 | 1.48% | +210.0% | 加碼 |
| CI Private Wealth, LLC | 125,291 | $225.7 萬 | 0.00% | +22,069+21.4% | 加碼 |
| Edgestream Partners, L.P. | 124,073 | $225.9 萬 | 0.06% | −274,479−68.9% | 減碼 |
| Miller Financial Services LLC | 128,145 | $233.4 萬 | 2.97% | +10,279+8.7% | 加碼 |
| Sanctuary Advisors, LLC | 129,057 | $235.0 萬 | 0.01% | +59,870+86.5% | 加碼 |
| Pegasus Asset Management, Inc. | 129,451 | $235.7 萬 | 0.81% | +5,564+4.5% | 加碼 |
| Pathstone Holdings, LLC | 131,905 | $240.2 萬 | 0.01% | −51,285−28.0% | 減碼 |
| Occudo Quantitative Strategies LP | 132,926 | $242.1 萬 | 0.27% | +51,510+63.3% | 加碼 |
| Illinois Municipal Retirement Fund | 133,749 | $243.6 萬 | 0.03% | +88,237+193.9% | 加碼 |
| Acorn Financial Advisory Services Inc | 134,466 | $244.9 萬 | 0.40% | −623−0.5% | 減碼 |
| LM Advisors LLC | 134,600 | $245.1 萬 | 0.32% | −5,027−3.6% | 減碼 |
| PDT Partners, LLC | 136,102 | $247.8 萬 | 0.14% | −112,588−45.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 136,520 | $248.6 萬 | 0.01% | −1,475,180−91.5% | 減碼 |
| Brendel Financial Advisors LLC | 139,110 | $253.3 萬 | 1.42% | +139,110 | 新進 |
| Intech Investment Management LLC | 139,348 | $253.8 萬 | 0.02% | −41,450−22.9% | 減碼 |
| Belmont Capital, LLC | 140,000 | $254.9 萬 | 0.39% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 140,331 | $255.5 萬 | 0.01% | −11,469−7.6% | 減碼 |
| Intellus Advisors LLC | 140,923 | $256.6 萬 | 0.38% | +15,490+12.3% | 加碼 |
| Nisa Investment Advisors, LLC | 141,700 | $258.0 萬 | 0.01% | 00.0% | 不變 |
| Science & Technology Partners, L.P. | 142,000 | $258.6 萬 | 0.68% | +142,000 | 新進 |
| Gillson Capital LP | 142,000 | $258.6 萬 | 0.20% | +142,000 | 新進 |
| Qsemble Capital Management, LP | 143,810 | $261.9 萬 | 0.25% | −53,314−27.0% | 減碼 |
| Gsa Capital Partners LLP | 145,149 | $264.3 萬 | 0.19% | +81,800+129.1% | 加碼 |
| Burney Co | 147,136 | $267.9 萬 | 0.09% | +557+0.4% | 加碼 |
| Dark Forest Capital Management LP | 148,435 | $270.3 萬 | 0.11% | −53,018−26.3% | 減碼 |
| Sullivan Wood Capital Management LLC | 153,695 | $279.9 萬 | 5.83% | +153,695 | 新進 |
| Virtu Financial LLC | 155,389 | $283.0 萬 | 0.14% | +63,077+68.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 156,682 | $285.3 萬 | 0.06% | −17,057−9.8% | 減碼 |
| Van Eck Associates Corp | 159,459 | $290.4 萬 | 0.00% | −1,864−1.2% | 減碼 |
| Warm Springs Advisors Inc. | 160,000 | $291.4 萬 | 2.50% | 00.0% | 不變 |
| Mfg Wealth Management, Inc. | 161,825 | $294.7 萬 | 2.48% | +5,548+3.6% | 加碼 |
| Kercheville Advisors, LLC | 162,400 | $295.7 萬 | 1.02% | +162,400 | 新進 |
| Pictet Asset Management Holding SA | 163,178 | $296.5 萬 | 0.00% | +80.0% | 加碼 |
| Voya Investment Management LLC | 165,836 | $302.0 萬 | 0.00% | −18,829−10.2% | 減碼 |
| Kestra Advisory Services, LLC | 166,962 | $304.0 萬 | 0.01% | +16,419+10.9% | 加碼 |
| Janney Montgomery Scott LLC | 167,370 | $304.8 萬 | 0.01% | +19,439+13.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 167,516 | $305.0 萬 | 0.00% | +30,006+21.8% | 加碼 |
| Creative Planning | 169,059 | $307.9 萬 | 0.00% | +43,196+34.3% | 加碼 |
| Polen Capital Management LLC | 170,896 | $311.2 萬 | 0.01% | +170,896 | 新進 |
| Utah Retirement Systems | 174,505 | $317.8 萬 | 0.03% | −795−0.5% | 減碼 |
| HighTower Advisors, LLC | 175,327 | $319.3 萬 | 0.00% | −9,156−5.0% | 減碼 |
| Quantinno Capital Management LP | 178,569 | $325.2 萬 | 0.01% | +48,546+37.3% | 加碼 |
| Oppenheimer & Co Inc | 178,605 | $325.2 萬 | 0.04% | −63,549−26.2% | 減碼 |
| Macquarie Group Ltd | 179,424 | $326.7 萬 | 0.00% | +179,424 | 新進 |
| Fiduciary Alliance LLC | 191,913 | $349.5 萬 | 0.26% | +94,969+98.0% | 加碼 |
| RFG Advisory, LLC | 192,001 | $349.6 萬 | 0.08% | +20,603+12.0% | 加碼 |
| Brevan Howard Capital Management LP | 193,766 | $352.8 萬 | 0.04% | −288,706−59.8% | 減碼 |
| Prentice Capital Management, LP | 198,752 | $361.9 萬 | 6.03% | −829−0.4% | 減碼 |
| Independent Financial Group, LLC | 200,449 | $365.0 萬 | 0.10% | +38,708+23.9% | 加碼 |
| Consolidated Investment Group LLC | 201,085 | $366.2 萬 | 0.49% | +50,000+33.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 200,276 | $371.9 萬 | 0.01% | −249,813−55.5% | 減碼 |
| Cookson Peirce & Co Inc | 209,909 | $382.2 萬 | 0.17% | +135,080+180.5% | 加碼 |
| KLP Kapitalforvaltning AS | 216,400 | $394.1 萬 | 0.02% | +7,300+3.5% | 加碼 |
| CMG Global Holdings, LLC | 213,026 | $447.8 萬 | 2.36% | +72,637+51.7% | 加碼 |
| Handelsbanken Fonder AB | 252,900 | $460.5 萬 | 0.02% | +7,800+3.2% | 加碼 |
| Well Done, LLC | 253,700 | $462.0 萬 | 0.87% | +29,700+13.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 254,425 | $463.3 萬 | 0.00% | +254,425 | 新進 |
| Firethorn Wealth Partners, LLC | 254,507 | $463.5 萬 | 2.01% | +25,499+11.1% | 加碼 |
| Engineers Gate Manager LP | 257,112 | $468.2 萬 | 0.06% | −472,254−64.7% | 減碼 |
| Summit Trail Advisors, LLC | 257,524 | $469.0 萬 | 0.08% | −8,423−3.2% | 減碼 |
| Teacher Retirement System of Texas | 260,873 | $475.0 萬 | 0.02% | +13,180+5.3% | 加碼 |
| Principal Financial Group Inc | 262,316 | $477.7 萬 | 0.00% | +206,945+373.7% | 加碼 |