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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 12,538 | $22.3 萬 | 0.01% | +12,538 | 新進 |
| KLCM Advisors, Inc. | 12,200 | $22.2 萬 | 0.02% | +1,200+10.9% | 加碼 |
| Avion Wealth | 10,157 | $22.0 萬 | 0.05% | +33+0.3% | 加碼 |
| Rosenberg Matthew Hamilton | 12,026 | $21.9 萬 | 0.05% | 00.0% | 不變 |
| Ancora Advisors, LLC | 11,950 | $21.8 萬 | 0.00% | +11,250+1,607.1% | 加碼 |
| Prasad Wealth Partners, LLC | 11,872 | $21.6 萬 | 0.06% | +60+0.5% | 加碼 |
| Federated Hermes, Inc. | 11,751 | $21.4 萬 | 0.00% | +11,751 | 新進 |
| Yousif Capital Management, LLC | 11,614 | $21.1 萬 | 0.00% | −1,515−11.5% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 11,500 | $20.9 萬 | 0.07% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 11,492 | $20.9 萬 | 0.00% | +11,492 | 新進 |
| Advisors Management Group Inc | 11,341 | $20.7 萬 | 0.04% | +178+1.6% | 加碼 |
| Guggenheim Capital LLC | 11,350 | $20.7 萬 | 0.00% | −1,009−8.2% | 減碼 |
| Diversified Trust Co | 11,328 | $20.6 萬 | 0.00% | +390+3.6% | 加碼 |
| M1 Capital Management LLC | 11,300 | $20.6 萬 | 0.10% | −100−0.9% | 減碼 |
| Krilogy Financial LLC | 11,297 | $20.6 萬 | 0.01% | +11,297 | 新進 |
| Sequoia Financial Advisors, LLC | 11,177 | $20.4 萬 | 0.00% | −4,367−28.1% | 減碼 |
| Comerica Bank | 11,162 | $20.3 萬 | 0.00% | −2,038−15.4% | 減碼 |
| Lido Advisors, LLC | 11,125 | $20.3 萬 | 0.00% | +11,125 | 新進 |
| KMG Fiduciary Partners, LLC | 11,094 | $20.2 萬 | 0.01% | +11,094 | 新進 |
| PKS Advisory Services, LLC | 11,000 | $20.0 萬 | 0.05% | +11,000 | 新進 |
| United Capital Financial Advisers, LLC | 10,984 | $20.0 萬 | 0.00% | +945+9.4% | 加碼 |
| Horizon Wealth Management, LLC | 10,900 | $19.8 萬 | 0.03% | −80−0.7% | 減碼 |
| Farther Finance Advisors, LLC | 10,771 | $19.6 萬 | 0.00% | +6,423+147.7% | 加碼 |
| Palacios Wealth Management, LLC | 10,700 | $19.5 萬 | 0.16% | +10,700 | 新進 |
| Panoramic Investment Advisors, LLC | 10,650 | $19.4 萬 | 0.12% | 00.0% | 不變 |
| Cigna Investments Inc | 10,578 | $19.3 萬 | 0.03% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 10,565 | $19.2 萬 | 0.01% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 10,366 | $18.9 萬 | 0.00% | +10,366 | 新進 |
| Great Valley Advisor Group, Inc. | 10,341 | $18.8 萬 | 0.00% | −5,013−32.6% | 減碼 |
| Transcend Wealth Collective, LLC | 10,332 | $18.8 萬 | 0.01% | +130+1.3% | 加碼 |
| White Wing Wealth Management | 10,250 | $18.7 萬 | 0.13% | +10,250 | 新進 |
| GF Fund Management Co. Ltd. | 10,248 | $18.7 萬 | 0.00% | −31,456−75.4% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 10,000 | $18.2 萬 | 0.05% | 00.0% | 不變 |
| Covestor Ltd | 9,986 | $18.2 萬 | 0.11% | +8,743+703.4% | 加碼 |
| Quarry LP | 9,855 | $17.9 萬 | 0.04% | −4,771−32.6% | 減碼 |
| Geneos Wealth Management Inc. | 9,136 | $16.6 萬 | 0.00% | −2,283−20.0% | 減碼 |
| South State Corp. | 8,591 | $15.6 萬 | 0.01% | +30+0.4% | 加碼 |
| GAMMA Investing LLC | 8,558 | $15.6 萬 | 0.01% | +275+3.3% | 加碼 |
| Baader Bank INC | 13,500 | $15.2 萬 | 0.01% | +13,500 | 新進 |
| Sunbelt Securities, Inc. | 9,750 | $15.0 萬 | 0.01% | +9,000+1,200.0% | 加碼 |
| SRS Capital Advisors, Inc. | 7,907 | $14.4 萬 | 0.01% | +368+4.9% | 加碼 |
| NBC Securities, Inc. | 7,677 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 7,600 | $13.8 萬 | 0.01% | +100+1.3% | 加碼 |
| Asset Management One Co.,Ltd. | 7,474 | $13.6 萬 | 0.00% | −640−7.9% | 減碼 |
| Nemes Rush Group LLC | 7,338 | $13.4 萬 | 0.01% | −550−7.0% | 減碼 |
| AdvisorNet Financial, Inc | 7,165 | $13.0 萬 | 0.01% | +1,709+31.3% | 加碼 |
| Vermillion & White Wealth Management Group, LLC | 7,000 | $12.7 萬 | 0.08% | 00.0% | 不變 |
| Acadian Asset Management LLC | 6,892 | $12.4 萬 | 0.00% | +6,892 | 新進 |
| Wolff Wiese Magana LLC | 6,600 | $12.0 萬 | 0.07% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 6,570 | $12.0 萬 | 0.00% | +4,827+276.9% | 加碼 |
| Ameritas Advisory Services, LLC | 5,957 | $10.8 萬 | 0.01% | +5,957 | 新進 |
| Ci Investments Inc. | 5,851 | $10.7 萬 | 0.00% | +1,055+22.0% | 加碼 |
| MAI Capital Management | 5,834 | $10.6 萬 | 0.00% | +2,749+89.1% | 加碼 |
| Copia Wealth Management | 5,592 | $10.2 萬 | 0.09% | +2,176+63.7% | 加碼 |
| Skopos Labs, Inc. | 5,466 | $9.95 萬 | 0.01% | −1,771−24.5% | 減碼 |
| Game Plan Financial Advisors, LLC | 5,200 | $9.47 萬 | 0.04% | −2,250−30.2% | 減碼 |
| SOA Wealth Advisors, LLC. | 5,134 | $9.35 萬 | 0.02% | 00.0% | 不變 |
| Bogart Wealth, LLC | 5,052 | $9.20 萬 | 0.00% | +1,014+25.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 5,166 | $9.10 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 4,945 | $9.00 萬 | 0.00% | −2,248−31.3% | 減碼 |
| Tidemark, LLC | 4,892 | $8.91 萬 | 0.03% | +514+11.7% | 加碼 |
| N.E.W. Advisory Services LLC | 4,853 | $8.84 萬 | 0.01% | −2,321−32.4% | 減碼 |
| Bryn Mawr Trust Co | 4,830 | $8.80 萬 | 0.00% | +4,830 | 新進 |
| Tortoise Investment Management, LLC | 4,477 | $8.15 萬 | 0.01% | +38+0.9% | 加碼 |
| Bank of New Hampshire | 4,200 | $7.65 萬 | 0.02% | +200+5.0% | 加碼 |
| Essential Partners LLC | 4,013 | $7.31 萬 | 0.03% | +4,013 | 新進 |
| WealthCollab, LLC | 4,000 | $7.28 萬 | 0.04% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 3,976 | $7.24 萬 | 0.01% | +3,976 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 3,900 | $7.10 萬 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 3,800 | $6.92 萬 | 0.04% | +3,200+533.3% | 加碼 |
| Clearstead Advisors, LLC | 3,659 | $6.66 萬 | 0.00% | +807+28.3% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 3,612 | $6.58 萬 | 0.01% | +2,246+164.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 3,536 | $6.44 萬 | 0.00% | −37,588−91.4% | 減碼 |
| Atlantic Union Bankshares Corp | 3,441 | $6.27 萬 | 0.00% | +3,441 | 新進 |
| EverSource Wealth Advisors, LLC | 3,436 | $6.26 萬 | 0.00% | −816−19.2% | 減碼 |
| Erste Asset Management GmbH | 3,410 | $6.21 萬 | 0.00% | +3,410 | 新進 |
| Edmond de Rothschild Holding S.A. | 3,370 | $6.14 萬 | 0.00% | 00.0% | 不變 |
| Legacy Wealth Managment, LLC | 3,324 | $6.05 萬 | 0.03% | +80+2.5% | 加碼 |
| Legacy Investment Solutions, LLC | 3,324 | $6.05 萬 | 0.03% | +3,324 | 新進 |
| GeoWealth Management, LLC | 3,315 | $6.04 萬 | 0.00% | +29+0.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 3,254 | $5.93 萬 | 0.00% | −1,608−33.1% | 減碼 |
| Westside Investment Management, Inc. | 3,300 | $5.87 萬 | 0.01% | −250−7.0% | 減碼 |
| MCF Advisors LLC | 3,072 | $5.59 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 2,900 | $5.28 萬 | 0.00% | 00.0% | 不變 |
| Garde Capital, Inc. | 2,653 | $4.83 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 2,562 | $4.67 萬 | 0.00% | +1,553+153.9% | 加碼 |
| CNB Bank | 2,500 | $4.55 萬 | 0.02% | 00.0% | 不變 |
| Archer Investment Corp | 2,500 | $4.55 萬 | 0.01% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 2,461 | $4.48 萬 | 0.01% | −64−2.5% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 2,300 | $4.20 萬 | 0.02% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 2,185 | $3.98 萬 | 0.00% | −212−8.8% | 減碼 |
| Strategic Wealth Partners, Ltd. | 2,175 | $3.96 萬 | 0.00% | +2,175 | 新進 |
| Larson Financial Group LLC | 2,022 | $3.68 萬 | 0.00% | −692−25.5% | 減碼 |
| Barrett & Company, Inc. | 2,000 | $3.64 萬 | 0.01% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 2,000 | $3.64 萬 | 0.01% | 00.0% | 不變 |
| Cornerstone National Bank & Trust Co | 2,000 | $3.64 萬 | 0.02% | +2,000 | 新進 |
| Glen Eagle Advisors, LLC | 1,938 | $3.53 萬 | 0.01% | +493+34.1% | 加碼 |
| Winthrop Capital Management, LLC | 1,842 | $3.40 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co | 1,750 | $3.19 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,819 | $3.13 萬 | 0.00% | −467−20.4% | 減碼 |