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 |
|---|---|---|---|---|---|
| Custom Index Systems, LLC | 66,651 | $176.1 萬 | 0.52% | +66,651 | 新進 |
| Knights of Columbus Asset Advisors LLC | 68,518 | $181.0 萬 | 0.10% | +68,518 | 新進 |
| Harbour Investments, Inc. | 68,714 | $181.5 萬 | 0.04% | −182−0.3% | 減碼 |
| Penserra Capital Management LLC | 69,141 | $182.6 萬 | 0.02% | +45,032+186.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 69,900 | $184.7 萬 | 0.01% | −947,047−93.1% | 減碼 |
| Fagan Associates, Inc. | 69,929 | $184.8 萬 | 0.26% | +50,444+258.9% | 加碼 |
| Xcel Wealth Management, LLC | 70,932 | $187.4 萬 | 0.49% | +392+0.6% | 加碼 |
| Caption Management, LLC | 71,500 | $188.9 萬 | 0.11% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 71,680 | $189.4 萬 | 0.04% | −32,117−30.9% | 減碼 |
| Highland Capital Management, LLC | 71,751 | $189.6 萬 | 0.09% | +56,967+385.3% | 加碼 |
| Integrated Wealth Concepts LLC | 72,180 | $190.7 萬 | 0.02% | +10,248+16.5% | 加碼 |
| Capital Markets Trading UK LLP | 72,288 | $191.0 萬 | 1.95% | +1,918+2.7% | 加碼 |
| Credit Agricole S A | 72,443 | $191.4 萬 | 0.01% | +72,443 | 新進 |
| Teamwork Financial Advisors, LLC | 73,772 | $194.9 萬 | 0.21% | −27,479−27.1% | 減碼 |
| Virtue Capital Management, LLC | 74,065 | $195.7 萬 | 0.43% | +6,121+9.0% | 加碼 |
| Midwest Professional Planners, LTD. | 76,107 | $201.1 萬 | 0.49% | +12,836+20.3% | 加碼 |
| Burney Co | 76,467 | $202.0 萬 | 0.06% | −70,669−48.0% | 減碼 |
| Gsa Capital Partners LLP | 77,282 | $204.2 萬 | 0.17% | −67,867−46.8% | 減碼 |
| Elo Mutual Pension Insurance Co | 77,477 | $204.7 萬 | 0.03% | +77,477 | 新進 |
| Spire Wealth Management | 78,707 | $207.9 萬 | 0.07% | +8,513+12.1% | 加碼 |
| CWM, LLC | 79,140 | $209.1 萬 | 0.01% | −8,193−9.4% | 減碼 |
| Dark Forest Capital Management LP | 79,471 | $210.0 萬 | 0.08% | −68,964−46.5% | 減碼 |
| HighPoint Advisor Group LLC | 79,662 | $210.5 萬 | 0.10% | +5,518+7.4% | 加碼 |
| Firsthand Capital Management, Inc. | 80,000 | $211.4 萬 | 3.55% | +30,000+60.0% | 加碼 |
| Truist Financial Corp | 80,532 | $212.8 萬 | 0.00% | −16,270−16.8% | 減碼 |
| Covenant Asset Management, LLC | 81,700 | $215.9 萬 | 0.41% | +81,700 | 新進 |
| Steinberganna Wealth Management | 82,960 | $219.2 萬 | 1.03% | +82,960 | 新進 |
| iA Global Asset Management Inc. | 83,490 | $220.6 萬 | 0.03% | +83,490 | 新進 |
| Sava Infond d.o.o. | 85,050 | $224.7 萬 | 0.32% | +71,050+507.5% | 加碼 |
| Donoghue Forlines LLC | 85,085 | $224.8 萬 | 0.69% | +85,085 | 新進 |
| Qube Research & Technologies Ltd | 86,602 | $228.8 萬 | 0.00% | +86,602 | 新進 |
| Prudential Financial Inc | 87,776 | $231.9 萬 | 0.00% | +4,020+4.8% | 加碼 |
| Caisse des Depots Et Consignations | 88,216 | $233.1 萬 | 0.10% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 88,262 | $233.2 萬 | 0.23% | −55,548−38.6% | 減碼 |
| Kovack Advisors, Inc. | 89,677 | $236.9 萬 | 0.22% | +3,556+4.1% | 加碼 |
| Miracle Mile Advisors, LLC | 89,789 | $237.2 萬 | 0.04% | +1,318+1.5% | 加碼 |
| Davy Global Fund Management Ltd | 90,158 | $238.2 萬 | 0.16% | +44,027+95.4% | 加碼 |
| Slow Capital, Inc. | 92,554 | $244.5 萬 | 0.29% | 00.0% | 不變 |
| Prospera Financial Services Inc | 93,347 | $246.6 萬 | 0.04% | +3,175+3.5% | 加碼 |
| Highview Capital Management LLC | 93,668 | $247.5 萬 | 0.91% | −1,436−1.5% | 減碼 |
| Main Management ETF Advisors, LLC | 93,775 | $247.8 萬 | 0.09% | +93,775 | 新進 |
| Creekmur Asset Management LLC | 95,891 | $253.3 萬 | 0.42% | +18,076+23.2% | 加碼 |
| Daiwa Securities Group Inc. | 95,900 | $253.4 萬 | 0.01% | +95,900 | 新進 |
| Norris Financial Group, LLC | 96,084 | $253.9 萬 | 0.93% | −212,235−68.8% | 減碼 |
| Nordea Investment Management AB | 97,821 | $254.6 萬 | 0.00% | −848,076−89.7% | 減碼 |
| IFP Advisors, Inc | 96,705 | $255.5 萬 | 0.07% | +682+0.7% | 加碼 |
| Voya Investment Management LLC | 97,905 | $258.7 萬 | 0.00% | −67,931−41.0% | 減碼 |
| Swedbank AB | 97,945 | $258.8 萬 | 0.00% | +97,945 | 新進 |
| Meridian Wealth Management, LLC | 98,267 | $259.6 萬 | 0.10% | +98,267 | 新進 |
| GatePass Capital, LLC | 100,045 | $264.3 萬 | 1.53% | −22,476−18.3% | 減碼 |
| Franklin Resources Inc | 101,599 | $268.4 萬 | 0.00% | +87,803+636.4% | 加碼 |
| Sepio Capital, LP | 101,650 | $268.6 萬 | 0.16% | +101,650 | 新進 |
| Public Employees Retirement Association of Colorado | 102,103 | $269.8 萬 | 0.01% | 00.0% | 不變 |
| Bedell Frazier Investment Counseling, LLC | 102,236 | $270.1 萬 | 0.56% | +102,236 | 新進 |
| JustInvest LLC | 104,743 | $276.7 萬 | 0.03% | +18,437+21.4% | 加碼 |
| Lido Advisors, LLC | 108,599 | $286.9 萬 | 0.01% | +97,474+876.2% | 加碼 |
| Miller Financial Services LLC | 108,611 | $286.9 萬 | 3.32% | −19,534−15.2% | 減碼 |
| Capital Advisors Wealth Management, LLC | 109,082 | $288.2 萬 | 0.41% | −1,275−1.2% | 減碼 |
| Mfg Wealth Management, Inc. | 109,776 | $290.0 萬 | 2.19% | −52,049−32.2% | 減碼 |
| Sciencast Management LP | 109,960 | $290.5 萬 | 0.54% | +51,423+87.8% | 加碼 |
| KBC Group NV | 110,452 | $291.8 萬 | 0.01% | +81,842+286.1% | 加碼 |
| PDT Partners, LLC | 111,337 | $294.2 萬 | 0.19% | −24,765−18.2% | 減碼 |
| Perennial Investment Advisors, LLC | 111,482 | $294.5 萬 | 0.24% | −430.0% | 減碼 |
| Torrey Growth & Income Advisors | 111,597 | $294.8 萬 | 0.87% | +111,597 | 新進 |
| Tradition Wealth Management, LLC | 113,347 | $299.5 萬 | 0.22% | +31,898+39.2% | 加碼 |
| Firethorn Wealth Partners, LLC | 113,411 | $299.6 萬 | 1.18% | −141,096−55.4% | 減碼 |
| Baker Avenue Asset Management, LP | 115,475 | $305.1 萬 | 0.07% | +115,475 | 新進 |
| Brendel Financial Advisors LLC | 116,369 | $307.4 萬 | 1.58% | −22,741−16.3% | 減碼 |
| Toroso Investments, LLC | 116,412 | $307.6 萬 | 0.01% | +25,277+27.7% | 加碼 |
| Mutual Advisors, LLC | 110,308 | $309.7 萬 | 0.07% | +96,594+704.3% | 加碼 |
| Allworth Financial LP | 117,925 | $311.6 萬 | 0.01% | +93,892+390.7% | 加碼 |
| Pathstone Holdings, LLC | 121,688 | $321.5 萬 | 0.01% | −10,217−7.7% | 減碼 |
| Alliance Wealth Advisors, LLC | 122,194 | $322.8 萬 | 0.76% | +410.0% | 加碼 |
| Diker Management LLC | 125,000 | $330.3 萬 | 2.67% | +125,000 | 新進 |
| LM Advisors LLC | 126,503 | $334.2 萬 | 0.48% | −8,097−6.0% | 減碼 |
| Triumph Capital Management | 126,915 | $335.3 萬 | 0.90% | +19,590+18.3% | 加碼 |
| Brevan Howard Capital Management LP | 127,439 | $336.7 萬 | 0.05% | −66,327−34.2% | 減碼 |
| Stifel Financial Corp | 128,688 | $340.0 萬 | 0.00% | +107,013+493.7% | 加碼 |
| Simplicity Wealth,LLC | 129,184 | $341.3 萬 | 0.20% | +108,476+523.8% | 加碼 |
| Pegasus Asset Management, Inc. | 130,375 | $344.5 萬 | 1.11% | +924+0.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 131,460 | $347.3 萬 | 0.02% | +67,894+106.8% | 加碼 |
| Intellus Advisors LLC | 131,606 | $347.7 萬 | 0.48% | −9,317−6.6% | 減碼 |
| Gateway Investment Advisers LLC | 132,000 | $348.7 萬 | 0.03% | +132,000 | 新進 |
| Acorn Financial Advisory Services Inc | 132,749 | $350.7 萬 | 0.54% | −1,717−1.3% | 減碼 |
| HighTower Advisors, LLC | 133,303 | $352.2 萬 | 0.00% | −42,024−24.0% | 減碼 |
| Natixis | 135,898 | $359.0 萬 | 0.02% | +135,898 | 新進 |
| Northwestern Mutual Wealth Management Co | 136,102 | $359.6 萬 | 0.00% | −31,414−18.8% | 減碼 |
| Caxton Associates LLP | 136,811 | $361.5 萬 | 0.10% | +123,135+900.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 137,612 | $363.6 萬 | 0.06% | −19,070−12.2% | 減碼 |
| Riggs Asset Managment Co. Inc. | 137,845 | $364.2 萬 | 0.79% | +32,495+30.8% | 加碼 |
| Xponance, Inc. | 138,115 | $364.9 萬 | 0.03% | +70,587+104.5% | 加碼 |
| Nissay Asset Management Corp | 140,389 | $370.9 萬 | 0.02% | +140,389 | 新進 |
| Polen Capital Management LLC | 143,218 | $378.4 萬 | 0.01% | −27,678−16.2% | 減碼 |
| Teacher Retirement System of Texas | 144,772 | $382.5 萬 | 0.02% | −116,101−44.5% | 減碼 |
| CI Private Wealth, LLC | 145,734 | $385.1 萬 | 0.01% | +20,443+16.3% | 加碼 |
| Nisa Investment Advisors, LLC | 146,825 | $387.9 萬 | 0.01% | +5,125+3.6% | 加碼 |
| Estate Counselors, LLC | 146,868 | $388.0 萬 | 0.33% | +146,868 | 新進 |
| Fortis Group Advisors, LLC | 130,817 | $388.3 萬 | 0.67% | +63,420+94.1% | 加碼 |
| Engineers Gate Manager LP | 147,881 | $390.7 萬 | 0.04% | −109,231−42.5% | 減碼 |
| Wealthfront Advisers LLC | 147,962 | $390.9 萬 | 0.01% | +7,631+5.4% | 加碼 |