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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 49,415 | $90.0 萬 | 0.02% | 00.0% | 不變 |
| CMT Capital Markets Trading GmbH | 49,258 | $89.7 萬 | 0.43% | +12,633+34.5% | 加碼 |
| Omers Administration Corp | 49,000 | $89.2 萬 | 0.01% | +49,000 | 新進 |
| Davenport & Co LLC | 47,717 | $86.9 萬 | 0.00% | −470−1.0% | 減碼 |
| Pathway Financial Advisers, LLC | 47,319 | $86.2 萬 | 0.28% | +537+1.1% | 加碼 |
| Compass Capital Corp | 40,790 | $85.1 萬 | 0.40% | +29,530+262.3% | 加碼 |
| 111 Capital | 46,319 | $84.3 萬 | 0.15% | +46,319 | 新進 |
| Davy Global Fund Management Ltd | 46,131 | $84.0 萬 | 0.07% | +46,131 | 新進 |
| Neuberger Berman Group LLC | 45,979 | $83.7 萬 | 0.00% | +836+1.9% | 加碼 |
| Polymer Capital Management (HK) LTD | 45,274 | $82.4 萬 | 0.13% | +45,274 | 新進 |
| Fortis Capital Advisors, LLC | 44,567 | $81.2 萬 | 0.15% | +44,567 | 新進 |
| Forum Financial Management, LP | 43,769 | $79.7 萬 | 0.01% | +2,372+5.7% | 加碼 |
| Graham Capital Management, L.P. | 43,686 | $79.6 萬 | 0.02% | +43,686 | 新進 |
| Susquehanna Advisors Group, Inc. | 43,492 | $79.2 萬 | 0.03% | 00.0% | 不變 |
| Advisory Services Network, LLC | 33,850 | $76.4 萬 | 0.01% | −19,435−36.5% | 減碼 |
| Captrust Financial Advisors | 41,230 | $75.1 萬 | 0.00% | +4,877+13.4% | 加碼 |
| Mainstay Capital Management LLC | 41,216 | $75.1 萬 | 0.04% | +21,957+114.0% | 加碼 |
| Quest Partners LLC | 40,859 | $74.4 萬 | 0.07% | +40,859 | 新進 |
| Drive Wealth Management, LLC | 40,546 | $73.8 萬 | 0.16% | +563+1.4% | 加碼 |
| Perigon Wealth Management, LLC | 39,290 | $71.5 萬 | 0.02% | −57−0.1% | 減碼 |
| Vise Technologies, Inc. | 39,031 | $71.1 萬 | 0.03% | +39,031 | 新進 |
| Empowered Funds, LLC | 38,166 | $69.5 萬 | 0.01% | +5,040+15.2% | 加碼 |
| US Bancorp | 37,369 | $68.0 萬 | 0.00% | −5,017−11.8% | 減碼 |
| Lakeshore Financial Planning, Inc. | 36,515 | $66.5 萬 | 0.27% | −17,200−32.0% | 減碼 |
| McGuire Investment Group, LLC | 35,950 | $65.5 萬 | 0.08% | 00.0% | 不變 |
| Lazard Asset Management LLC | 35,909 | $65.2 萬 | 0.00% | −27,571−43.4% | 減碼 |
| VGI Partners Ltd | 34,513 | $62.8 萬 | 0.05% | +34,513 | 新進 |
| Capital Performance Advisors LLP | 34,383 | $62.6 萬 | 0.12% | +336+1.0% | 加碼 |
| Trexquant Investment LP | 34,190 | $62.3 萬 | 0.01% | −992,303−96.7% | 減碼 |
| Freestone Capital Holdings, LLC | 33,866 | $61.7 萬 | 0.02% | +3,905+13.0% | 加碼 |
| Walleye Capital LLC | 33,759 | $61.5 萬 | 0.01% | −263,895−88.7% | 減碼 |
| Valeo Financial Advisors, LLC | 33,380 | $60.8 萬 | 0.01% | −369−1.1% | 減碼 |
| Umb Bank N A | 33,191 | $60.4 萬 | 0.01% | +36+0.1% | 加碼 |
| Level Four Advisory Services, LLC | 33,050 | $60.2 萬 | 0.02% | −805−2.4% | 減碼 |
| Jefferies Financial Group Inc. | 32,600 | $59.4 萬 | 0.01% | +1,560+5.0% | 加碼 |
| Resources Investment Advisors, LLC. | 32,412 | $59.0 萬 | 0.01% | +2,441+8.1% | 加碼 |
| Point72 Hong Kong Ltd | 31,927 | $58.1 萬 | 0.04% | +31,927 | 新進 |
| Numerai GP LLC | 31,612 | $57.6 萬 | 0.08% | −47,162−59.9% | 減碼 |
| Moseley Investment Management Inc | 31,463 | $57.3 萬 | 0.20% | −23−0.1% | 減碼 |
| Archford Capital Strategies, LLC | 31,369 | $57.1 萬 | 0.07% | −2,396−7.1% | 減碼 |
| Fortis Advisors, LLC | 31,300 | $57.0 萬 | 0.37% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 31,145 | $56.7 萬 | 0.16% | −160,155−83.7% | 減碼 |
| Equitable Holdings, Inc. | 31,090 | $56.6 萬 | 0.00% | −7,435−19.3% | 減碼 |
| Aptus Capital Advisors, LLC | 31,036 | $56.5 萬 | 0.01% | +1,066+3.6% | 加碼 |
| CIBC Asset Management Inc | 30,908 | $56.3 萬 | 0.00% | +350+1.1% | 加碼 |
| Vinva Investment Management Ltd | 21,170 | $55.7 萬 | 0.01% | +21,170 | 新進 |
| PFG Investments, LLC | 30,427 | $55.4 萬 | 0.03% | −5,798−16.0% | 減碼 |
| Mayflower Financial Advisors, LLC | 30,415 | $55.4 萬 | 0.08% | +3,100+11.3% | 加碼 |
| Callan Family Office, LLC | 29,889 | $54.4 萬 | 0.02% | +29,889 | 新進 |
| R Squared Ltd | 29,484 | $53.7 萬 | 0.30% | +29,484 | 新進 |
| RPG Investment Advisory, LLC | 29,450 | $53.6 萬 | 0.07% | +29,450 | 新進 |
| Independent Advisor Alliance | 28,981 | $52.8 萬 | 0.02% | +2,181+8.1% | 加碼 |
| RSM US Wealth Management LLC | 28,847 | $52.5 萬 | 0.01% | +12,783+79.6% | 加碼 |
| Thrivent Financial for Lutherans | 28,802 | $52.4 萬 | 0.00% | +28,802 | 新進 |
| KBC Group NV | 28,610 | $52.1 萬 | 0.00% | −16,124−36.0% | 減碼 |
| Soltis Investment Advisors LLC | 28,436 | $51.8 萬 | 0.04% | +501+1.8% | 加碼 |
| Hexagon Capital Partners LLC | 28,307 | $51.5 萬 | 0.11% | −114−0.4% | 減碼 |
| First National Trust Co | 28,200 | $51.4 萬 | 0.02% | +28,200 | 新進 |
| Integrity Alliance, LLC. | 27,782 | $50.6 萬 | 0.03% | +11,673+72.5% | 加碼 |
| Greenwood Capital Associates LLC | 27,627 | $50.3 萬 | 0.06% | −302−1.1% | 減碼 |
| Atomi Financial Group, Inc. | 27,552 | $50.2 萬 | 0.02% | +1,888+7.4% | 加碼 |
| Swiss Life Asset Management Ltd | 27,012 | $49.2 萬 | 0.00% | +11,092+69.7% | 加碼 |
| Ring Mountain Capital, LLC | 22,499 | $49.1 萬 | 0.30% | +10,104+81.5% | 加碼 |
| Foundations Investment Advisors, LLC | 26,924 | $49.0 萬 | 0.01% | +5,224+24.1% | 加碼 |
| National Bank of Canada | 26,920 | $49.0 萬 | 0.00% | +5,067+23.2% | 加碼 |
| Everence Capital Management Inc | 26,560 | $48.4 萬 | 0.03% | −5,800−17.9% | 減碼 |
| Steel Peak Wealth Management LLC | 26,478 | $48.2 萬 | 0.02% | +801+3.1% | 加碼 |
| Emergent Wealth Advisors, LLC | 26,220 | $47.7 萬 | 0.30% | +1,073+4.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 25,798 | $47.0 萬 | 0.00% | +885+3.6% | 加碼 |
| Brinker Capital Investments, LLC | 25,430 | $46.3 萬 | 0.00% | −13,554−34.8% | 減碼 |
| Aldebaran Financial Inc. | 25,225 | $45.9 萬 | 0.51% | −6,400−20.2% | 減碼 |
| Pacitti Group Inc. | 25,171 | $45.8 萬 | 0.20% | +25,171 | 新進 |
| Hourglass Capital, LLC | 25,000 | $45.5 萬 | 0.11% | −2,000−7.4% | 減碼 |
| Diversify Wealth Management, LLC | 18,805 | $44.5 萬 | 0.03% | +159+0.9% | 加碼 |
| Manchester Financial Inc | 24,406 | $44.4 萬 | 0.09% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 24,400 | $44.4 萬 | 0.00% | +24,400 | 新進 |
| MetLife Investment Management | 24,348 | $44.3 萬 | 0.00% | −2,205−8.3% | 減碼 |
| Change Path, LLC | 24,209 | $44.1 萬 | 0.01% | +13,198+119.9% | 加碼 |
| Penserra Capital Management LLC | 24,109 | $43.9 萬 | 0.01% | +24,109 | 新進 |
| Steward Partners Investment Advisory, LLC | 24,093 | $43.9 萬 | 0.00% | −155−0.6% | 減碼 |
| Gladstone Institutional Advisory LLC | 24,052 | $43.8 萬 | 0.02% | −13,985−36.8% | 減碼 |
| DRW Securities, LLC | 24,036 | $43.8 萬 | 0.03% | +24,036 | 新進 |
| Citizens Financial Group Inc | 24,034 | $43.8 萬 | 0.01% | +24,034 | 新進 |
| Allworth Financial LP | 24,033 | $43.8 萬 | 0.00% | −8,747−26.7% | 減碼 |
| Wedmont Private Capital | 21,493 | $43.5 萬 | 0.02% | +879+4.3% | 加碼 |
| Coordinated Financial Services, Inc. | 23,300 | $42.4 萬 | 0.29% | +23,300 | 新進 |
| J.W. Cole Advisors, Inc. | 23,286 | $42.4 萬 | 0.01% | −210−0.9% | 減碼 |
| Pensionmark Financial Group, LLC | 23,220 | $42.3 萬 | 0.01% | −598−2.5% | 減碼 |
| Merit Financial Group, LLC | 22,980 | $41.8 萬 | 0.00% | +4,695+25.7% | 加碼 |
| Founders Financial Securities LLC | 22,572 | $41.1 萬 | 0.03% | +300+1.3% | 加碼 |
| TD Waterhouse Canada Inc. | 23,011 | $40.6 萬 | 0.00% | +18,432+402.5% | 加碼 |
| SLT Holdings LLC | 22,181 | $40.4 萬 | 0.30% | +4,468+25.2% | 加碼 |
| Calton & Associates, Inc. | 22,150 | $40.3 萬 | 0.07% | −451−2.0% | 減碼 |
| Cary Street Partners Financial LLC | 22,004 | $40.1 萬 | 0.01% | +44+0.2% | 加碼 |
| Sassicaia Capital Advisers LLC | 21,964 | $40.0 萬 | 0.25% | +21,964 | 新進 |
| Vident Advisory, LLC | 21,843 | $39.8 萬 | 0.00% | −3,348−13.3% | 減碼 |
| Wealthspan Partners, LLC | 21,806 | $39.7 萬 | 0.16% | +195+0.9% | 加碼 |
| Carnegie Lake Advisors LLC | 21,700 | $39.5 萬 | 0.16% | 00.0% | 不變 |
| Marshall Financial Group LLC | 20,524 | $39.5 萬 | 0.08% | −252−1.2% | 減碼 |
| Stifel Financial Corp | 21,675 | $39.5 萬 | 0.00% | −1,122−4.9% | 減碼 |