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 |
|---|---|---|---|---|---|
| First National Trust Co | 33,138 | $87.6 萬 | 0.03% | +4,938+17.5% | 加碼 |
| Sunpointe, LLC | 33,183 | $87.7 萬 | 0.32% | +33,183 | 新進 |
| Diversified Trust Co | 33,649 | $88.9 萬 | 0.02% | +22,321+197.0% | 加碼 |
| NorthRock Partners, LLC | 33,705 | $89.0 萬 | 0.02% | +16,331+94.0% | 加碼 |
| Brinker Capital Investments, LLC | 33,907 | $89.6 萬 | 0.01% | +8,477+33.3% | 加碼 |
| Rakuten Investment Management, Inc. | 6,812 | $90.2 萬 | 0.00% | +6,812 | 新進 |
| Change Path, LLC | 34,559 | $91.3 萬 | 0.02% | +10,350+42.8% | 加碼 |
| Advisory Services Network, LLC | 34,648 | $91.5 萬 | 0.01% | +798+2.4% | 加碼 |
| Mangrove Partners | 35,013 | $92.5 萬 | 0.08% | +35,013 | 新進 |
| Valeo Financial Advisors, LLC | 35,321 | $93.3 萬 | 0.02% | +1,941+5.8% | 加碼 |
| PFG Investments, LLC | 35,736 | $94.4 萬 | 0.05% | +5,309+17.4% | 加碼 |
| McGuire Investment Group, LLC | 35,950 | $95.0 萬 | 0.11% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 35,996 | $95.1 萬 | 0.01% | +11,596+47.5% | 加碼 |
| Owen LaRue, LLC | 36,090 | $95.3 萬 | 0.38% | +36,090 | 新進 |
| RSM US Wealth Management LLC | 36,181 | $95.6 萬 | 0.01% | +7,334+25.4% | 加碼 |
| Fortis Capital Advisors, LLC | 36,366 | $96.1 萬 | 0.15% | −8,201−18.4% | 減碼 |
| Citizens Financial Group Inc | 36,675 | $96.9 萬 | 0.01% | +12,641+52.6% | 加碼 |
| Perigon Wealth Management, LLC | 36,772 | $97.2 萬 | 0.02% | −2,518−6.4% | 減碼 |
| Castleark Management LLC | 37,000 | $97.8 萬 | 0.03% | +37,000 | 新進 |
| Atria Investments LLC | 37,084 | $98.0 萬 | 0.01% | +37,084 | 新進 |
| Lazard Asset Management LLC | 38,027 | $100.5 萬 | 0.00% | +2,118+5.9% | 加碼 |
| Davenport & Co LLC | 38,107 | $100.7 萬 | 0.01% | −9,610−20.1% | 減碼 |
| Harvest Portfolios Group Inc. | 38,364 | $101.4 萬 | 0.02% | +38,364 | 新進 |
| Financial Partners Group, Inc | 38,645 | $102.1 萬 | 0.13% | +38,645 | 新進 |
| Flow Traders U.S. LLC | 38,746 | $102.4 萬 | 0.04% | +38,746 | 新進 |
| Moseley Investment Management Inc | 38,974 | $103.0 萬 | 0.31% | +7,511+23.9% | 加碼 |
| CenterStar Asset Management, LLC | 39,511 | $104.4 萬 | 1.99% | +39,511 | 新進 |
| CIBC Bancorp USA Inc. | 39,633 | $104.7 萬 | 0.01% | +39,633 | 新進 |
| Quest Partners LLC | 39,839 | $105.3 萬 | 0.07% | −1,020−2.5% | 減碼 |
| BOCHK Asset Management Ltd | 40,000 | $105.7 萬 | 0.28% | +40,000 | 新進 |
| Thoroughbred Financial Services, LLC | 40,140 | $106.0 萬 | 0.07% | +27,283+212.2% | 加碼 |
| Compass Capital Corp | 34,770 | $106.2 萬 | 0.46% | −6,020−14.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 41,087 | $106.8 萬 | 0.01% | −24,971−37.8% | 減碼 |
| Allstate Corp | 41,169 | $108.8 萬 | 0.02% | +41,169 | 新進 |
| BIT Capital GmbH | 41,831 | $110.5 萬 | 0.05% | −3,630,490−98.9% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 41,912 | $110.7 萬 | 0.12% | +41,912 | 新進 |
| Paradiem, LLC | 42,733 | $112.9 萬 | 0.26% | +42,733 | 新進 |
| River Street Advisors LLC | 43,473 | $114.9 萬 | 0.45% | −33,559−43.6% | 減碼 |
| Susquehanna Advisors Group, Inc. | 43,492 | $114.9 萬 | 0.04% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 43,556 | $115.1 萬 | 0.01% | +11,144+34.4% | 加碼 |
| Forum Financial Management, LP | 43,630 | $115.3 萬 | 0.02% | −139−0.3% | 減碼 |
| Pinnacle Associates Ltd | 43,886 | $115.9 萬 | 0.02% | −10,807−19.8% | 減碼 |
| Vontobel Holding Ltd. | 46,471 | $122.8 萬 | 0.00% | −25,271−35.2% | 減碼 |
| M&T Bank Corp | 46,957 | $124.0 萬 | 0.00% | −10,099−17.7% | 減碼 |
| Schroder Investment Management Group | 45,068 | $124.2 萬 | 0.00% | +45,068 | 新進 |
| Pathway Financial Advisers, LLC | 47,549 | $125.6 萬 | 0.37% | +230+0.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 47,602 | $125.8 萬 | 0.00% | −15,254−24.3% | 減碼 |
| Royal London Asset Management Ltd | 47,932 | $126.6 萬 | 0.00% | +47,932 | 新進 |
| Polymer Capital Management (US) LLC | 48,567 | $128.3 萬 | 0.17% | +48,567 | 新進 |
| Omers Administration Corp | 49,000 | $129.5 萬 | 0.01% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 49,362 | $130.4 萬 | 0.11% | −27,724−36.0% | 減碼 |
| Neuberger Berman Group LLC | 49,860 | $131.7 萬 | 0.00% | +3,881+8.4% | 加碼 |
| Laurion Capital Management LP | 50,000 | $132.1 萬 | 0.18% | +50,000 | 新進 |
| Clarus Wealth Advisors | 52,544 | $132.6 萬 | 0.59% | −31,147−37.2% | 減碼 |
| Keystone Financial Services, LLC | 51,332 | $135.6 萬 | 0.95% | −1,000−1.9% | 減碼 |
| Means Investment Co., Inc. | 51,408 | $135.8 萬 | 0.12% | −2,730−5.0% | 減碼 |
| National Bank of Canada | 51,534 | $136.1 萬 | 0.00% | +24,614+91.4% | 加碼 |
| Investment Management Corp of Ontario | 51,812 | $136.9 萬 | 0.02% | +51,812 | 新進 |
| CIBC World Markets Inc. | 51,931 | $137.2 萬 | 0.00% | +33,247+177.9% | 加碼 |
| Williamson Legacy Group, LLC | 52,884 | $139.7 萬 | 1.08% | +52,884 | 新進 |
| Victory Financial Group, LLC | 53,486 | $140.6 萬 | 0.19% | +53,486 | 新進 |
| Howland Capital Management LLC | 53,347 | $140.9 萬 | 0.05% | +53,347 | 新進 |
| Stansberry Asset Management, LLC | 53,406 | $141.1 萬 | 0.15% | +53,406 | 新進 |
| Axq Capital, LP | 54,657 | $144.4 萬 | 0.55% | −66,096−54.7% | 減碼 |
| Par Capital Management Inc | 55,000 | $145.3 萬 | 0.04% | 00.0% | 不變 |
| Mackenzie Financial Corp | 55,471 | $146.6 萬 | 0.00% | +55,471 | 新進 |
| Captrust Financial Advisors | 55,625 | $147.0 萬 | 0.00% | +14,395+34.9% | 加碼 |
| San Luis Wealth Advisors LLC | 55,798 | $147.4 萬 | 0.27% | −2,202−3.8% | 減碼 |
| Maryland State Retirement & Pension System | 56,096 | $148.2 萬 | 0.03% | +6,681+13.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 56,483 | $149.2 萬 | 0.05% | +56,483 | 新進 |
| Private Advisory Group LLC | 57,356 | $151.5 萬 | 0.13% | +57,356 | 新進 |
| Hudock, Inc. | 58,563 | $154.7 萬 | 0.24% | −4,732−7.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 58,667 | $155.0 萬 | 0.02% | −9,709−14.2% | 減碼 |
| Empowered Funds, LLC | 59,402 | $156.9 萬 | 0.02% | +21,236+55.6% | 加碼 |
| Marathon Trading Investment Management LLC | 59,900 | $158.3 萬 | 0.67% | +40,300+205.6% | 加碼 |
| US Bancorp | 60,090 | $158.8 萬 | 0.00% | +22,721+60.8% | 加碼 |
| Sterling Capital Management LLC | 60,663 | $160.3 萬 | 0.02% | −633−1.0% | 減碼 |
| BluePath Capital Management, LLC | 60,991 | $161.1 萬 | 1.18% | +641+1.1% | 加碼 |
| Arkadios Wealth Advisors | 61,042 | $161.3 萬 | 0.04% | −3,481−5.4% | 減碼 |
| Machina Capital S.A.S. | 61,232 | $161.8 萬 | 0.28% | +48,390+376.8% | 加碼 |
| Amalgamated Bank | 61,580 | $162.7 萬 | 0.01% | +3,137+5.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 61,742 | $163.1 萬 | 0.00% | −23,138−27.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 62,061 | $164.0 萬 | 0.00% | +4,078+7.0% | 加碼 |
| Sumitomo Life Insurance Co | 62,431 | $164.9 萬 | 0.05% | +62,431 | 新進 |
| CIBC Private Wealth Group, LLC | 62,626 | $165.5 萬 | 0.00% | +6,959+12.5% | 加碼 |
| Sigma Planning Corp | 62,650 | $165.5 萬 | 0.05% | +1,997+3.3% | 加碼 |
| Nwam LLC | 58,430 | $167.3 萬 | 0.09% | −4,549−7.2% | 減碼 |
| Bridgeway Capital Management, LLC | 63,700 | $168.3 萬 | 0.04% | +63,700 | 新進 |
| Belpointe Asset Management LLC | 63,730 | $168.4 萬 | 0.06% | −12,822−16.7% | 減碼 |
| TCG Advisory Services, LLC | 64,330 | $170.0 萬 | 0.06% | −16,255−20.2% | 減碼 |
| Soltis Investment Advisors LLC | 64,425 | $170.2 萬 | 0.12% | +35,989+126.6% | 加碼 |
| Laird Norton Trust Company, LLC | 64,495 | $170.4 萬 | 0.29% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 64,525 | $170.4 萬 | 0.07% | +43,932+213.3% | 加碼 |
| AXA Investment Managers S.A. | 65,325 | $172.6 萬 | 0.00% | +65,325 | 新進 |
| Strategic Advocates LLC | 65,592 | $173.3 萬 | 0.45% | −6,890−9.5% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 65,598 | $173.3 萬 | 0.10% | −3,341−4.8% | 減碼 |
| Solidarilty Wealth, LLC | 65,661 | $173.5 萬 | 0.37% | 00.0% | 不變 |
| Alta Wealth Advisors LLC | 65,969 | $174.3 萬 | 0.62% | +65,969 | 新進 |
| Jacobs Levy Equity Management, Inc | 66,207 | $174.9 萬 | 0.01% | +66,207 | 新進 |
| Merit Financial Group, LLC | 66,384 | $175.4 萬 | 0.02% | +43,404+188.9% | 加碼 |