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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 131,905 | $240.2 萬 | 0.01% | −51,285−28.0% | 減碼 |
| Pegasus Asset Management, Inc. | 129,451 | $235.7 萬 | 0.81% | +5,564+4.5% | 加碼 |
| Sanctuary Advisors, LLC | 129,057 | $235.0 萬 | 0.01% | +59,870+86.5% | 加碼 |
| Miller Financial Services LLC | 128,145 | $233.4 萬 | 2.97% | +10,279+8.7% | 加碼 |
| Edgestream Partners, L.P. | 124,073 | $225.9 萬 | 0.06% | −274,479−68.9% | 減碼 |
| CI Private Wealth, LLC | 125,291 | $225.7 萬 | 0.00% | +22,069+21.4% | 加碼 |
| GatePass Capital, LLC | 122,521 | $223.1 萬 | 1.48% | +210.0% | 加碼 |
| Alliance Wealth Advisors, LLC | 122,153 | $222.4 萬 | 0.55% | +65+0.1% | 加碼 |
| D.A. Davidson & Co. | 122,128 | $222.4 萬 | 0.02% | +798+0.7% | 加碼 |
| Axq Capital, LP | 120,753 | $219.9 萬 | 0.71% | −9,681−7.4% | 減碼 |
| Russell Investments Group, Ltd. | 118,503 | $215.8 萬 | 0.00% | +26,160+28.3% | 加碼 |
| Perennial Investment Advisors, LLC | 111,525 | $203.1 萬 | 0.20% | +10,808+10.7% | 加碼 |
| Capital Advisors Wealth Management, LLC | 110,357 | $201.0 萬 | 0.32% | −345−0.3% | 減碼 |
| Options Solutions, LLC | 108,961 | $198.4 萬 | 0.71% | +6,236+6.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 107,826 | $196.4 萬 | 0.02% | −23,903−18.1% | 減碼 |
| Triumph Capital Management | 107,325 | $195.4 萬 | 0.59% | +32,918+44.2% | 加碼 |
| Virginia Retirement Systems Et Al | 106,695 | $194.3 萬 | 0.01% | −21,200−16.6% | 減碼 |
| Riggs Asset Managment Co. Inc. | 105,350 | $191.8 萬 | 0.47% | +4,327+4.3% | 加碼 |
| Global Retirement Partners, LLC | 103,797 | $189.0 萬 | 0.05% | +103,797 | 新進 |
| Avantax Advisory Services, Inc. | 102,751 | $187.1 萬 | 0.01% | +22,307+27.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 102,103 | $185.9 萬 | 0.01% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 101,251 | $184.4 萬 | 0.23% | +21,001+26.2% | 加碼 |
| Scientech Research LLC | 100,170 | $182.4 萬 | 0.45% | +100,170 | 新進 |
| Headlands Technologies LLC | 97,356 | $177.3 萬 | 0.21% | +94,976+3,990.6% | 加碼 |
| IFP Advisors, Inc | 96,023 | $177.1 萬 | 0.05% | +4,381+4.8% | 加碼 |
| Truist Financial Corp | 96,802 | $176.3 萬 | 0.00% | −1,976−2.0% | 減碼 |
| Caitong International Asset Management Co., Ltd | 95,745 | $174.4 萬 | 1.25% | +95,727+531,816.7% | 加碼 |
| Highview Capital Management LLC | 95,104 | $173.2 萬 | 0.67% | +1,531+1.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 92,947 | $169.3 萬 | 0.02% | +5,995+6.9% | 加碼 |
| Slow Capital, Inc. | 92,554 | $168.5 萬 | 0.21% | 00.0% | 不變 |
| SG Americas Securities, LLC | 92,416 | $168.3 萬 | 0.01% | −64,049−40.9% | 減碼 |
| Clarus Wealth Advisors | 83,691 | $167.0 萬 | 0.77% | +12,756+18.0% | 加碼 |
| Toroso Investments, LLC | 91,135 | $166.0 萬 | 0.01% | +15,728+20.9% | 加碼 |
| Prospera Financial Services Inc | 90,172 | $164.2 萬 | 0.03% | +12,806+16.6% | 加碼 |
| Miracle Mile Advisors, LLC | 88,471 | $161.1 萬 | 0.03% | +3,953+4.7% | 加碼 |
| Caisse des Depots Et Consignations | 88,216 | $160.6 萬 | 0.07% | +88,216 | 新進 |
| CWM, LLC | 87,333 | $159.0 萬 | 0.01% | +4,934+6.0% | 加碼 |
| JustInvest LLC | 86,306 | $157.2 萬 | 0.02% | +20,057+30.3% | 加碼 |
| Kovack Advisors, Inc. | 86,121 | $156.8 萬 | 0.15% | +9,061+11.8% | 加碼 |
| STRS Ohio | 85,570 | $155.8 萬 | 0.01% | +972+1.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 84,880 | $154.6 萬 | 0.00% | +56,887+203.2% | 加碼 |
| Baird Financial Group, Inc. | 84,454 | $153.8 萬 | 0.00% | +5,769+7.3% | 加碼 |
| Fortis Group Advisors, LLC | 67,397 | $152.2 萬 | 0.28% | +67,397 | 新進 |
| Oak Thistle LLC | 82,105 | $149.5 萬 | 0.22% | −34,796−29.8% | 減碼 |
| Tradition Wealth Management, LLC | 81,449 | $148.3 萬 | 0.12% | +8,438+11.6% | 加碼 |
| TCG Advisory Services, LLC | 80,585 | $146.7 萬 | 0.05% | +49,672+160.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 77,302 | $141.8 萬 | 0.03% | −126,202−62.0% | 減碼 |
| Creekmur Asset Management LLC | 77,815 | $141.7 萬 | 0.25% | +46,975+152.3% | 加碼 |
| Nwam LLC | 62,979 | $141.7 萬 | 0.08% | +4,321+7.4% | 加碼 |
| AlphaStar Capital Management, LLC | 77,086 | $140.4 萬 | 0.10% | −238,647−75.6% | 減碼 |
| River Street Advisors LLC | 77,032 | $140.3 萬 | 0.60% | +9,830+14.6% | 加碼 |
| Belpointe Asset Management LLC | 76,552 | $139.4 萬 | 0.06% | +57,265+296.9% | 加碼 |
| Matisse Capital | 75,310 | $137.1 萬 | 0.65% | −5,735−7.1% | 減碼 |
| Envestnet Asset Management Inc | 74,223 | $135.2 萬 | 0.00% | +4,505+6.5% | 加碼 |
| HighPoint Advisor Group LLC | 74,144 | $135.0 萬 | 0.07% | −220.0% | 減碼 |
| Strategic Advocates LLC | 72,482 | $132.0 萬 | 0.39% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 71,742 | $130.6 萬 | 0.00% | −76,213−51.5% | 減碼 |
| Caption Management, LLC | 71,500 | $130.2 萬 | 0.12% | 00.0% | 不變 |
| Prudential Financial Inc | 83,756 | $128.5 萬 | 0.00% | +16,146+23.9% | 加碼 |
| Xcel Wealth Management, LLC | 70,540 | $128.5 萬 | 0.37% | −2,860−3.9% | 減碼 |
| Capital Markets Trading UK LLP | 70,370 | $128.1 萬 | 1.46% | +70,370 | 新進 |
| Spire Wealth Management | 70,194 | $127.8 萬 | 0.05% | −13,167−15.8% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 68,939 | $125.5 萬 | 0.08% | −9,788−12.4% | 減碼 |
| Harbour Investments, Inc. | 68,896 | $125.5 萬 | 0.03% | −1,684−2.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 68,376 | $124.5 萬 | 0.02% | +8,620+14.4% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 66,058 | $123.9 萬 | 0.01% | −30,914−31.9% | 減碼 |
| Virtue Capital Management, LLC | 67,944 | $123.7 萬 | 0.23% | −10,089−12.9% | 減碼 |
| Xponance, Inc. | 67,528 | $123.0 萬 | 0.01% | −938−1.4% | 減碼 |
| Solidarilty Wealth, LLC | 65,661 | $119.6 萬 | 0.28% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 64,523 | $117.5 萬 | 0.04% | +1,119+1.8% | 加碼 |
| Laird Norton Trust Company, LLC | 64,495 | $117.4 萬 | 0.16% | 00.0% | 不變 |
| Shelton Capital Management | 64,000 | $116.5 萬 | 0.03% | +64,000 | 新進 |
| O'Shaughnessy Asset Management, LLC | 63,566 | $115.8 萬 | 0.01% | +22,289+54.0% | 加碼 |
| Hudock, Inc. | 63,295 | $115.3 萬 | 0.19% | +262+0.4% | 加碼 |
| Midwest Professional Planners, LTD. | 63,271 | $115.2 萬 | 0.30% | +1,494+2.4% | 加碼 |
| Fox Run Management, L.L.C. | 62,880 | $114.5 萬 | 0.19% | +22,173+54.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 62,856 | $114.5 萬 | 0.00% | +16,807+36.5% | 加碼 |
| Brookstone Capital Management | 62,328 | $113.5 萬 | 0.01% | +316+0.5% | 加碼 |
| Integrated Wealth Concepts LLC | 61,932 | $112.8 萬 | 0.01% | −36,245−36.9% | 減碼 |
| Sterling Capital Management LLC | 61,296 | $111.6 萬 | 0.02% | +10,743+21.3% | 加碼 |
| Sigma Planning Corp | 60,653 | $110.4 萬 | 0.03% | +15,617+34.7% | 加碼 |
| BluePath Capital Management, LLC | 60,350 | $109.9 萬 | 0.97% | +1,930+3.3% | 加碼 |
| Aigen Investment Management, LP | 60,213 | $109.6 萬 | 0.15% | −7,660−11.3% | 減碼 |
| Grange Capital, LLC | 59,068 | $107.6 萬 | 1.12% | −24,994−29.7% | 減碼 |
| Sciencast Management LP | 58,537 | $106.6 萬 | 0.22% | +58,537 | 新進 |
| Amalgamated Bank | 58,443 | $106.4 萬 | 0.01% | −625−1.1% | 減碼 |
| Kennedy Investment Group | 58,300 | $106.2 萬 | 0.45% | −6,600−10.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 57,983 | $105.6 萬 | 0.00% | −341−0.6% | 減碼 |
| San Luis Wealth Advisors LLC | 58,000 | $104.7 萬 | 0.22% | −1,716−2.9% | 減碼 |
| M&T Bank Corp | 57,056 | $103.9 萬 | 0.00% | −1,130−1.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 55,667 | $101.4 萬 | 0.00% | −2,185−3.8% | 減碼 |
| Par Capital Management Inc | 55,000 | $100.2 萬 | 0.03% | +55,000 | 新進 |
| Pinnacle Associates Ltd | 54,693 | $99.6 萬 | 0.01% | −620−1.1% | 減碼 |
| Means Investment Co., Inc. | 54,138 | $98.6 萬 | 0.09% | +5,800+12.0% | 加碼 |
| Keystone Financial Services, LLC | 52,332 | $95.3 萬 | 0.72% | +2,430+4.9% | 加碼 |
| Two Sigma Securities, LLC | 51,864 | $94.4 萬 | 0.12% | +15,997+44.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 51,275 | $93.4 萬 | 0.03% | +38,990+317.4% | 加碼 |
| Firsthand Capital Management, Inc. | 50,000 | $91.0 萬 | 1.64% | +50,000 | 新進 |
| Joule Financial, LLC | 49,576 | $90.3 萬 | 0.29% | +49,576 | 新進 |
| XTX Topco Ltd | 49,563 | $90.3 萬 | 0.04% | +21,607+77.3% | 加碼 |