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 |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 17,118 | $45.2 萬 | 0.01% | +6,752+65.1% | 加碼 |
| USAdvisors Wealth Management, LLC | 17,325 | $45.7 萬 | 0.16% | +1,125+6.9% | 加碼 |
| Wellington Management Group LLP | 17,384 | $45.9 萬 | 0.00% | +17,384 | 新進 |
| Yeomans Consulting Group, Inc. | 17,854 | $46.0 萬 | 0.16% | +17,854 | 新進 |
| Global Financial Private Client, LLC | 17,516 | $46.3 萬 | 0.16% | +203+1.2% | 加碼 |
| Vise Technologies, Inc. | 17,748 | $46.9 萬 | 0.02% | −21,283−54.5% | 減碼 |
| KLCM Advisors, Inc. | 17,977 | $47.5 萬 | 0.05% | +5,777+47.4% | 加碼 |
| Ieq Capital, LLC | 18,003 | $47.6 萬 | 0.00% | +18,003 | 新進 |
| Counterpoint Mutual Funds LLC | 18,186 | $48.0 萬 | 0.04% | +18,186 | 新進 |
| Wealthspan Partners, LLC | 18,451 | $48.7 萬 | 0.19% | −3,355−15.4% | 減碼 |
| Capital Advisors Inc | 18,457 | $48.8 萬 | 0.01% | +1,055+6.1% | 加碼 |
| Pointe Capital Management LLC | 18,490 | $48.9 萬 | 0.24% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 18,533 | $49.0 萬 | 0.04% | +475+2.6% | 加碼 |
| CoreCap Advisors, LLC | 18,562 | $49.0 萬 | 0.02% | +5,356+40.6% | 加碼 |
| Bleakley Financial Group, LLC | 18,628 | $49.2 萬 | 0.01% | +1,919+11.5% | 加碼 |
| Centaurus Financial, Inc. | 18,711 | $49.4 萬 | 0.02% | +189+1.0% | 加碼 |
| Thrive Wealth Management, LLC | 18,957 | $50.1 萬 | 0.08% | +18,957 | 新進 |
| UniSuper Management Pty Ltd | 19,000 | $50.2 萬 | 0.00% | +19,000 | 新進 |
| Sequoia Financial Advisors, LLC | 19,062 | $50.4 萬 | 0.00% | +7,885+70.5% | 加碼 |
| TD Waterhouse Canada Inc. | 19,554 | $50.4 萬 | 0.00% | −3,457−15.0% | 減碼 |
| Prosperity Wealth Management, Inc. | 19,095 | $50.4 萬 | 0.17% | +2,315+13.8% | 加碼 |
| Coordinated Financial Services, Inc. | 19,375 | $51.2 萬 | 0.33% | −3,925−16.8% | 減碼 |
| Eventide Asset Management, LLC | 18,668 | $51.4 萬 | 0.01% | +3,035+19.4% | 加碼 |
| Motley Fool Asset Management LLC | 19,475 | $51.5 萬 | 0.02% | +1,808+10.2% | 加碼 |
| Fortis Advisors, LLC | 19,500 | $51.5 萬 | 0.29% | −11,800−37.7% | 減碼 |
| Probity Advisors, Inc. | 19,530 | $51.6 萬 | 0.08% | −1,839−8.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 19,630 | $51.9 萬 | 0.00% | +19,630 | 新進 |
| Prudential PLC | 19,838 | $52.4 萬 | 0.00% | +19,838 | 新進 |
| Ardmore Road Asset Management LP | 20,000 | $52.8 萬 | 0.03% | +20,000 | 新進 |
| Leonteq Securities AG | 20,170 | $53.3 萬 | 0.03% | +2,670+15.3% | 加碼 |
| Calton & Associates, Inc. | 20,201 | $53.4 萬 | 0.08% | −1,949−8.8% | 減碼 |
| Banco Santander, S.A. | 20,879 | $55.2 萬 | 0.00% | +20,879 | 新進 |
| Caitong International Asset Management Co., Ltd | 21,075 | $55.7 萬 | 0.39% | −74,670−78.0% | 減碼 |
| Calamos Wealth Management LLC | 21,300 | $56.3 萬 | 0.02% | +21,300 | 新進 |
| Krilogy Financial LLC | 18,716 | $56.3 萬 | 0.02% | +7,419+65.7% | 加碼 |
| Marshall Financial Group LLC | 21,380 | $56.5 萬 | 0.11% | +856+4.2% | 加碼 |
| Founders Financial Securities LLC | 21,469 | $56.7 萬 | 0.04% | −1,103−4.9% | 減碼 |
| Comerica Bank | 21,481 | $56.8 萬 | 0.00% | +10,319+92.4% | 加碼 |
| one8zero8, LLC | 21,550 | $56.9 萬 | 0.12% | 00.0% | 不變 |
| Carnegie Lake Advisors LLC | 21,650 | $57.2 萬 | 0.22% | −50−0.2% | 減碼 |
| AE Wealth Management LLC | 21,790 | $57.6 萬 | 0.00% | +3,170+17.0% | 加碼 |
| Mainstay Capital Management LLC | 22,062 | $58.3 萬 | 0.06% | −19,154−46.5% | 減碼 |
| Vestcor Inc | 22,100 | $58.4 萬 | 0.02% | +22,100 | 新進 |
| Beacon Pointe Advisors, LLC | 22,118 | $58.4 萬 | 0.00% | −85,708−79.5% | 減碼 |
| Meeder Advisory Services, Inc. | 22,255 | $58.8 萬 | 0.03% | +1,330+6.4% | 加碼 |
| Park Avenue Securities LLC | 22,241 | $58.8 萬 | 0.00% | +3,249+17.1% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 22,392 | $59.2 萬 | 0.03% | +22,392 | 新進 |
| Joule Financial, LLC | 22,545 | $59.6 萬 | 0.18% | −27,031−54.5% | 減碼 |
| Vident Advisory, LLC | 22,594 | $59.7 萬 | 0.01% | +751+3.4% | 加碼 |
| Farther Finance Advisors, LLC | 23,169 | $61.2 萬 | 0.01% | +12,398+115.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 23,209 | $61.3 萬 | 0.00% | −2,589−10.0% | 減碼 |
| Manchester Financial Inc | 23,406 | $61.8 萬 | 0.12% | −1,000−4.1% | 減碼 |
| SeaCrest Wealth Management, LLC | 22,178 | $62.1 萬 | 0.07% | +22,178 | 新進 |
| Freestone Capital Holdings, LLC | 23,577 | $62.3 萬 | 0.02% | −10,289−30.4% | 減碼 |
| Traynor Capital Management, Inc. | 23,630 | $62.4 萬 | 0.04% | +5,744+32.1% | 加碼 |
| Steel Peak Wealth Management LLC | 23,729 | $62.7 萬 | 0.02% | −2,749−10.4% | 減碼 |
| Aigen Investment Management, LP | 23,952 | $63.3 萬 | 0.10% | −36,261−60.2% | 減碼 |
| Aldebaran Financial Inc. | 24,215 | $64.0 萬 | 0.64% | −1,010−4.0% | 減碼 |
| Buckingham Strategic Partners | 22,901 | $65.4 萬 | 0.01% | +4,225+22.6% | 加碼 |
| Concorde Asset Management, LLC | 25,380 | $65.8 萬 | 0.28% | +25,380 | 新進 |
| SLT Holdings LLC | 25,237 | $66.7 萬 | 0.44% | +3,056+13.8% | 加碼 |
| Equitable Holdings, Inc. | 25,459 | $67.3 萬 | 0.00% | −5,631−18.1% | 減碼 |
| Magnetar Financial LLC | 25,566 | $67.5 萬 | 0.00% | +25,566 | 新進 |
| Steward Partners Investment Advisory, LLC | 25,604 | $67.6 萬 | 0.00% | +1,511+6.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 25,624 | $67.7 萬 | 0.02% | −25,651−50.0% | 減碼 |
| Wedmont Private Capital | 24,086 | $67.8 萬 | 0.03% | +2,593+12.1% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 26,000 | $68.7 萬 | 0.03% | +26,000 | 新進 |
| Hexagon Capital Partners LLC | 26,186 | $69.2 萬 | 0.14% | −2,121−7.5% | 減碼 |
| Emergent Wealth Advisors, LLC | 26,238 | $69.3 萬 | 0.40% | +18+0.1% | 加碼 |
| MetLife Investment Management | 26,239 | $69.3 萬 | 0.00% | +1,891+7.8% | 加碼 |
| R Squared Ltd | 26,248 | $69.3 萬 | 0.30% | −3,236−11.0% | 減碼 |
| We Are One Seven, LLC | 26,398 | $69.7 萬 | 0.02% | +8,082+44.1% | 加碼 |
| Numerai GP LLC | 26,478 | $70.0 萬 | 0.10% | −5,134−16.2% | 減碼 |
| StoneX Group Inc. | 27,188 | $71.8 萬 | 0.03% | +14,650+116.8% | 加碼 |
| Integrity Alliance, LLC. | 27,234 | $72.0 萬 | 0.03% | −548−2.0% | 減碼 |
| Level Four Advisory Services, LLC | 27,276 | $72.1 萬 | 0.02% | −5,774−17.5% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 27,685 | $73.1 萬 | 0.04% | +7,085+34.4% | 加碼 |
| Callan Family Office, LLC | 28,002 | $74.0 萬 | 0.02% | −1,887−6.3% | 減碼 |
| Clare Market Investments LLC | 28,035 | $74.1 萬 | 0.15% | +28,035 | 新進 |
| Foundations Investment Advisors, LLC | 28,111 | $74.3 萬 | 0.01% | +1,187+4.4% | 加碼 |
| Volterra Technologies LP | 28,123 | $74.3 萬 | 0.49% | +28,123 | 新進 |
| Mayflower Financial Advisors, LLC | 28,288 | $74.7 萬 | 0.09% | −2,127−7.0% | 減碼 |
| Brookstone Capital Management | 28,313 | $74.8 萬 | 0.01% | −34,015−54.6% | 減碼 |
| FNY Investment Advisers, LLC | 28,634 | $75.6 萬 | 0.24% | +28,621+220,161.5% | 加碼 |
| Aptus Capital Advisors, LLC | 28,710 | $75.9 萬 | 0.01% | −2,326−7.5% | 減碼 |
| Ritholtz Wealth Management | 28,801 | $76.1 萬 | 0.01% | +28,801 | 新進 |
| RPG Investment Advisory, LLC | 28,850 | $76.2 萬 | 0.09% | −600−2.0% | 減碼 |
| Oxford Asset Management LLP | 29,679 | $78.4 萬 | 0.26% | +29,679 | 新進 |
| J.W. Cole Advisors, Inc. | 29,782 | $78.7 萬 | 0.02% | +6,496+27.9% | 加碼 |
| VGI Partners Ltd | 30,007 | $79.3 萬 | 0.06% | −4,506−13.1% | 減碼 |
| Everence Capital Management Inc | 30,382 | $80.3 萬 | 0.05% | +3,822+14.4% | 加碼 |
| Kennedy Investment Group | 30,400 | $80.3 萬 | 0.32% | −27,900−47.9% | 減碼 |
| CIBC Asset Management Inc | 30,948 | $81.7 萬 | 0.00% | +40+0.1% | 加碼 |
| Umb Bank N A | 31,112 | $82.2 萬 | 0.01% | −2,079−6.3% | 減碼 |
| Catalyst Funds Management Pty Ltd | 31,145 | $82.3 萬 | 0.12% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 31,388 | $82.9 萬 | 0.03% | +3,836+13.9% | 加碼 |
| Archford Capital Strategies, LLC | 31,402 | $83.0 萬 | 0.10% | +33+0.1% | 加碼 |
| Pensionmark Financial Group, LLC | 31,526 | $83.3 萬 | 0.02% | +8,306+35.8% | 加碼 |
| Independent Advisor Alliance | 32,133 | $84.9 萬 | 0.02% | +3,152+10.9% | 加碼 |
| Lakeshore Financial Planning, Inc. | 32,565 | $86.0 萬 | 0.32% | −3,950−10.8% | 減碼 |