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 3 季 13F 持有人
SoFi Technologies, Inc. 在 2025/9/30 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
- 913
- 較 2025 年第 2 季 +178 家
- 持有股數
- 6.34 億
- 較 2025 年第 2 季 +6,778 萬 (+12.0%)
- 總市值
- $167.5 億
- 較 2025 年第 2 季 +$64.4 億 (+62.5%)
- 新進機構
- 256
- 另有 298 家加碼
- 清倉機構
- 78
- 另有 233 家減碼
另有 10 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| NTV Asset Management LLC | 11,000 | $29.1 萬 | 0.03% | +11,000 | 新進 |
| Cigna Investments Inc | 11,024 | $29.1 萬 | 0.04% | +446+4.2% | 加碼 |
| PKS Advisory Services, LLC | 11,125 | $29.4 萬 | 0.07% | +125+1.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 11,190 | $29.6 萬 | 0.01% | −1,364−10.9% | 減碼 |
| Prime Capital Investment Advisors, LLC | 11,193 | $29.6 萬 | 0.00% | +11,193 | 新進 |
| Larson Financial Group LLC | 11,195 | $29.6 萬 | 0.01% | +9,173+453.7% | 加碼 |
| DRW Securities, LLC | 11,199 | $29.6 萬 | 0.02% | −12,837−53.4% | 減碼 |
| Rydar Equities, Inc. | 11,559 | $29.8 萬 | 0.24% | +11,559 | 新進 |
| Maia Wealth LLC | 9,776 | $29.9 萬 | 0.05% | +9,776 | 新進 |
| Modus Advisors, LLC | 11,308 | $29.9 萬 | 0.08% | +11,308 | 新進 |
| Main Street Financial Solutions, LLC | 11,393 | $30.1 萬 | 0.02% | +11,393 | 新進 |
| True Vision MN LLC | 11,407 | $30.1 萬 | 0.16% | +11,407 | 新進 |
| Advisors Management Group Inc | 11,425 | $30.2 萬 | 0.05% | +84+0.7% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 11,500 | $30.4 萬 | 0.09% | 00.0% | 不變 |
| White Wing Wealth Management | 11,820 | $30.4 萬 | 0.19% | +1,570+15.3% | 加碼 |
| Keybank National Association | 11,693 | $30.9 萬 | 0.00% | +11,693 | 新進 |
| David J Yvars Group | 11,820 | $31.2 萬 | 0.17% | +11,820 | 新進 |
| Coldstream Capital Management Inc | 11,858 | $31.3 萬 | 0.00% | +11,858 | 新進 |
| Prasad Wealth Partners, LLC | 11,872 | $31.4 萬 | 0.09% | 00.0% | 不變 |
| Dynasty Wealth Management, LLC | 11,992 | $31.7 萬 | 0.00% | +11,992 | 新進 |
| Summit Wealth Group LLC | 3,825 | $31.8 萬 | 0.04% | +3,825 | 新進 |
| Rosenberg Matthew Hamilton | 12,026 | $31.8 萬 | 0.07% | 00.0% | 不變 |
| SCS Capital Management LLC | 12,084 | $31.9 萬 | 0.00% | −4,517−27.2% | 減碼 |
| Benjamin Edwards Inc | 12,163 | $32.1 萬 | 0.00% | −1,778−12.8% | 減碼 |
| Avion Wealth | 10,220 | $32.2 萬 | 0.07% | +63+0.6% | 加碼 |
| Abn Amro Investment Solutions | 12,254 | $32.4 萬 | 0.01% | +12,254 | 新進 |
| Prostatis Group LLC | 12,261 | $32.4 萬 | 0.08% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 12,388 | $32.7 萬 | 0.01% | −183−1.5% | 減碼 |
| Palacios Wealth Management, LLC | 12,429 | $32.8 萬 | 0.22% | +1,729+16.2% | 加碼 |
| Metis Global Partners, LLC | 12,446 | $32.9 萬 | 0.01% | +12,446 | 新進 |
| Future Financial Wealth Managment LLC | 12,500 | $33.0 萬 | 0.21% | −2,000−13.8% | 減碼 |
| Garden State Investment Advisory Services LLC | 12,606 | $33.3 萬 | 0.08% | −1,869−12.9% | 減碼 |
| NewEdge Wealth, LLC | 11,093 | $33.4 萬 | 0.00% | +11,093 | 新進 |
| Visionary Wealth Advisors | 12,637 | $33.4 萬 | 0.02% | +168+1.3% | 加碼 |
| United Capital Financial Advisers, LLC | 12,681 | $33.5 萬 | 0.00% | +1,697+15.4% | 加碼 |
| M1 Capital Management LLC | 12,700 | $33.6 萬 | 0.14% | +1,400+12.4% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 12,798 | $33.8 萬 | 0.00% | −3,650−22.2% | 減碼 |
| Phoenix Holdings Ltd. | 12,841 | $33.9 萬 | 0.00% | +12,841 | 新進 |
| SageView Advisory Group, LLC | 12,902 | $34.1 萬 | 0.01% | −474−3.5% | 減碼 |
| Alpine Global Management, LLC | 12,911 | $34.1 萬 | 0.07% | +12,911 | 新進 |
| Axim Planning & Wealth | 12,929 | $34.2 萬 | 0.27% | −2,721−17.4% | 減碼 |
| Brown Advisory Inc | 12,932 | $34.2 萬 | 0.00% | +50.0% | 加碼 |
| Yousif Capital Management, LLC | 12,937 | $34.2 萬 | 0.00% | +1,323+11.4% | 加碼 |
| IHT Wealth Management, LLC | 12,954 | $34.2 萬 | 0.01% | +12,954 | 新進 |
| Shay Capital LLC | 13,000 | $34.3 萬 | 0.06% | +13,000 | 新進 |
| Keystone Financial Services | 13,015 | $34.4 萬 | 0.11% | +48+0.4% | 加碼 |
| Procyon Private Wealth Partners, LLC | 13,374 | $35.3 萬 | 0.02% | +110+0.8% | 加碼 |
| Signaturefd, LLC | 13,502 | $35.7 萬 | 0.01% | −3,657−21.3% | 減碼 |
| Worth Financial Advisory Group, LLC | 13,525 | $35.7 萬 | 0.20% | −75−0.6% | 減碼 |
| Plum Street Advisors, LLC | 13,577 | $35.9 萬 | 0.14% | +13,577 | 新進 |
| Paradigm Financial Partners, LLC | 13,745 | $36.3 萬 | 0.04% | −958−6.5% | 減碼 |
| Fox Run Management, L.L.C. | 13,843 | $36.6 萬 | 0.06% | −49,037−78.0% | 減碼 |
| Ring Mountain Capital, LLC | 13,850 | $36.6 萬 | 0.20% | −8,649−38.4% | 減碼 |
| Sowell Financial Services LLC | 13,881 | $36.7 萬 | 0.01% | −6,954−33.4% | 減碼 |
| Matisse Capital | 13,890 | $36.7 萬 | 0.17% | −61,420−81.6% | 減碼 |
| Cooper Financial Group | 13,987 | $37.0 萬 | 0.04% | −168−1.2% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 14,101 | $37.3 萬 | 0.13% | +419+3.1% | 加碼 |
| Sherman Porfolios, LLC | 14,101 | $37.3 萬 | 0.13% | +14,101 | 新進 |
| Sig Brokerage, LP | 14,133 | $37.3 萬 | 0.09% | +335+2.4% | 加碼 |
| IFS Group,LLC | 14,528 | $37.4 萬 | 0.33% | +14,528 | 新進 |
| Great Valley Advisor Group, Inc. | 14,253 | $37.7 萬 | 0.01% | +3,912+37.8% | 加碼 |
| Financial Advisory Service, Inc. | 14,365 | $38.0 萬 | 0.03% | −455−3.1% | 減碼 |
| Belvedere Trading LLC | 14,418 | $38.1 萬 | 0.03% | +14,418 | 新進 |
| Ballentine Partners, LLC | 14,454 | $38.2 萬 | 0.01% | +240+1.7% | 加碼 |
| Ausdal Financial Partners, Inc. | 14,629 | $38.6 萬 | 0.02% | −765−5.0% | 減碼 |
| Private Trust Co NA | 14,676 | $38.8 萬 | 0.03% | +7,076+93.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 14,704 | $38.8 萬 | 0.00% | +11,168+315.8% | 加碼 |
| West Michigan Advisors, LLC | 14,803 | $39.1 萬 | 0.09% | +14,803 | 新進 |
| Dynamic Advisor Solutions LLC | 14,885 | $39.3 萬 | 0.01% | −2,660−15.2% | 減碼 |
| Fullcircle Wealth LLC | 13,400 | $39.4 萬 | 0.14% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 14,906 | $39.4 萬 | 0.03% | +4,574+44.3% | 加碼 |
| Headlands Technologies LLC | 14,967 | $39.5 萬 | 0.03% | −82,389−84.6% | 減碼 |
| Gotham Asset Management, LLC | 14,991 | $39.6 萬 | 0.00% | 00.0% | 不變 |
| Advanced Portfolio Management, LLC | 15,000 | $39.6 萬 | 1.03% | +15,000 | 新進 |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,110 | $39.9 萬 | 0.04% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 13,040 | $39.9 萬 | 0.02% | −5,765−30.7% | 減碼 |
| Prelude Capital Management, LLC | 15,216 | $40.2 萬 | 0.03% | +15,216 | 新進 |
| Mayfair Advisory Group, LLC | 15,285 | $40.4 萬 | 0.17% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 15,416 | $40.7 萬 | 0.02% | +15,416 | 新進 |
| Stratos Wealth Advisors, LLC | 15,490 | $40.9 萬 | 0.02% | −4,800−23.7% | 減碼 |
| Fermata Advisors, LLC | 15,710 | $41.5 萬 | 0.11% | 00.0% | 不變 |
| Principal Securities, Inc. | 15,723 | $41.5 萬 | 0.01% | +1,681+12.0% | 加碼 |
| Northwest Wealth Management, LLC | 15,834 | $41.8 萬 | 0.07% | +59+0.4% | 加碼 |
| Cary Street Partners Financial LLC | 15,883 | $42.0 萬 | 0.01% | −6,121−27.8% | 減碼 |
| Left Brain Wealth Management, LLC | 16,000 | $42.3 萬 | 0.13% | +16,000 | 新進 |
| Pacitti Group Inc. | 16,061 | $42.4 萬 | 0.16% | −9,110−36.2% | 減碼 |
| Truefg, LLC | 16,300 | $43.1 萬 | 0.12% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 16,323 | $43.1 萬 | 0.06% | −459−2.7% | 減碼 |
| Newbridge Financial Services Group, Inc. | 16,324 | $43.1 萬 | 0.06% | −1,152−6.6% | 減碼 |
| Scotia Capital Inc. | 16,341 | $43.2 萬 | 0.00% | +16,341 | 新進 |
| Pallas Capital Advisors LLC | 16,403 | $43.3 萬 | 0.02% | +2,056+14.3% | 加碼 |
| Albion Financial Group | 16,415 | $43.4 萬 | 0.03% | 00.0% | 不變 |
| Tucker Asset Management LLC | 16,581 | $43.8 萬 | 0.13% | −619−3.6% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 16,634 | $43.9 萬 | 0.05% | +310+1.9% | 加碼 |
| Clay Northam Wealth Management, LLC | 16,665 | $44.0 萬 | 0.25% | 00.0% | 不變 |
| Avestar Capital, LLC | 16,697 | $44.1 萬 | 0.03% | +2,115+14.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 16,705 | $44.1 萬 | 0.02% | −7,347−30.5% | 減碼 |
| Bensler, LLC | 16,850 | $44.5 萬 | 0.05% | 00.0% | 不變 |
| Adams Wealth Management | 17,333 | $45.0 萬 | 0.10% | 00.0% | 不變 |
| CacheTech Inc. | 17,333 | $45.0 萬 | 0.09% | 00.0% | 不變 |