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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 549,887 | $1,453 萬 | 0.02% | −7,100−1.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 521,640 | $1,378 萬 | 0.11% | +521,640 | 新進 |
| Voleon Capital Management LP | 518,915 | $1,371 萬 | 0.33% | +518,915 | 新進 |
| Treasurer of the State of North Carolina | 509,214 | $1,345 萬 | 0.04% | +12,528+2.5% | 加碼 |
| Jefferies Financial Group Inc. | 508,202 | $1,343 萬 | 0.12% | +475,602+1,458.9% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 501,710 | $1,326 萬 | 0.11% | +97,049+24.0% | 加碼 |
| Jones Financial Companies LLLP | 458,703 | $1,283 萬 | 0.01% | +60,676+15.2% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 480,458 | $1,269 萬 | 0.60% | +77,053+19.1% | 加碼 |
| Commonwealth Equity Services, LLC | 477,880 | $1,263 萬 | 0.02% | −64,278−11.9% | 減碼 |
| Bank of Nova Scotia | 465,942 | $1,231 萬 | 0.02% | +465,942 | 新進 |
| Mariner, LLC | 462,572 | $1,222 萬 | 0.02% | +32,966+7.7% | 加碼 |
| Hartline Investment Corp | 460,402 | $1,216 萬 | 1.26% | −60,355−11.6% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 447,143 | $1,181 萬 | 0.03% | +447,143 | 新進 |
| Alliancebernstein L.P. | 433,174 | $1,144 萬 | 0.00% | −621,363−58.9% | 減碼 |
| Weiss Asset Management LP | 432,854 | $1,144 萬 | 0.16% | +432,854 | 新進 |
| Pictet Asset Management Holding SA | 430,971 | $1,139 萬 | 0.01% | +267,793+164.1% | 加碼 |
| Cresset Asset Management, LLC | 429,974 | $1,136 萬 | 0.05% | +3,049+0.7% | 加碼 |
| Asset Management One Co.,Ltd. | 422,275 | $1,116 萬 | 0.03% | +414,801+5,549.9% | 加碼 |
| KLP Kapitalforvaltning AS | 421,900 | $1,115 萬 | 0.04% | +205,500+95.0% | 加碼 |
| Victory Capital Management Inc | 407,910 | $1,078 萬 | 0.01% | +15,750+4.0% | 加碼 |
| Vestor Capital, LLC | 404,155 | $1,068 萬 | 0.68% | +404,155 | 新進 |
| Janus Henderson Group PLC | 402,412 | $1,063 萬 | 0.00% | −647,663−61.7% | 減碼 |
| Canada Pension Plan Investment Board | 402,400 | $1,063 萬 | 0.01% | −18,600−4.4% | 減碼 |
| Liontrust Investment Partners LLP | 401,504 | $1,061 萬 | 0.16% | +401,504 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 392,778 | $1,038 萬 | 0.02% | +41,510+11.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 392,329 | $1,037 萬 | 0.04% | +35,521+10.0% | 加碼 |
| Hood River Capital Management LLC | 389,953 | $1,030 萬 | 0.12% | −292,177−42.8% | 減碼 |
| Russell Investments Group, Ltd. | 388,632 | $1,027 萬 | 0.01% | +270,129+228.0% | 加碼 |
| STRS Ohio | 380,082 | $1,004 萬 | 0.04% | +294,512+344.2% | 加碼 |
| Exchange Traded Concepts, LLC | 374,715 | $990.0 萬 | 0.09% | +22,460+6.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 364,799 | $963.8 萬 | 0.08% | −59,201−14.0% | 減碼 |
| Man Group plc | 363,333 | $959.9 萬 | 0.02% | −242,492−40.0% | 減碼 |
| Cerity Partners LLC | 362,586 | $958.0 萬 | 0.02% | −92,699−20.4% | 減碼 |
| HSBC Holdings PLC | 365,164 | $957.3 萬 | 0.01% | +352,673+2,823.4% | 加碼 |
| Public Employees Retirement System of Ohio | 353,826 | $934.8 萬 | 0.03% | +23,704+7.2% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 345,956 | $914.0 萬 | 1.45% | +6,065+1.8% | 加碼 |
| SG Americas Securities, LLC | 345,002 | $911.5 萬 | 0.03% | +252,586+273.3% | 加碼 |
| Clear Street Group Inc. | 345,000 | $911.5 萬 | 0.04% | +345,000 | 新進 |
| Zacks Investment Management | 340,894 | $900.6 萬 | 0.07% | −105,463−23.6% | 減碼 |
| Twinbeech Capital LP | 338,036 | $893.1 萬 | 0.35% | +338,036 | 新進 |
| Resona Asset Management Co.,Ltd. | 334,339 | $888.3 萬 | 0.04% | +334,339 | 新進 |
| Nomura Asset Management Co Ltd | 335,700 | $886.9 萬 | 0.02% | +332,800+11,475.9% | 加碼 |
| Anderson Hoagland & Co | 335,392 | $886.1 萬 | 0.80% | −111,449−24.9% | 減碼 |
| Verition Fund Management LLC | 332,712 | $879.0 萬 | 0.05% | −58,641−15.0% | 減碼 |
| Storebrand Asset Management AS | 331,631 | $876.2 萬 | 0.02% | +331,631 | 新進 |
| Swiss Life Asset Management Ltd | 329,637 | $870.9 萬 | 0.05% | +302,625+1,120.3% | 加碼 |
| Arizona State Retirement System | 327,729 | $865.9 萬 | 0.05% | +23,936+7.9% | 加碼 |
| Intech Investment Management LLC | 321,417 | $849.2 萬 | 0.08% | +182,069+130.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 320,127 | $845.8 萬 | 0.03% | −86,315−21.2% | 減碼 |
| American Century Companies Inc | 311,131 | $822.0 萬 | 0.00% | +16,993+5.8% | 加碼 |
| GWM Advisors LLC | 328,040 | $811.5 萬 | 0.04% | +41,753+14.6% | 加碼 |
| Elevatus Welath Management | 302,351 | $798.8 萬 | 2.31% | −190,247−38.6% | 減碼 |
| Colony Group, LLC | 299,869 | $792.3 萬 | 0.01% | −16,491−5.2% | 減碼 |
| Parkside Investments, LLC | 299,540 | $791.4 萬 | 0.99% | −132,505−30.7% | 減碼 |
| Handelsbanken Fonder AB | 296,700 | $783.9 萬 | 0.02% | +43,800+17.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 274,194 | $771.6 萬 | 0.01% | +73,918+36.9% | 加碼 |
| Summit Trail Advisors, LLC | 290,868 | $768.5 萬 | 0.11% | +33,344+12.9% | 加碼 |
| Private Advisor Group, LLC | 277,987 | $734.4 萬 | 0.04% | −41,662−13.0% | 減碼 |
| Baird Financial Group, Inc. | 274,575 | $725.4 萬 | 0.01% | +190,121+225.1% | 加碼 |
| Ensign Peak Advisors, Inc | 273,743 | $723.2 萬 | 0.01% | −66,605−19.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 273,188 | $721.8 萬 | 0.02% | −36,589−11.8% | 減碼 |
| FORA Capital, LLC | 273,032 | $721.4 萬 | 1.27% | +253,871+1,324.9% | 加碼 |
| Sanctuary Advisors, LLC | 268,823 | $710.2 萬 | 0.04% | +139,766+108.3% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 265,900 | $702.5 萬 | 0.06% | +265,900 | 新進 |
| Kercheville Advisors, LLC | 262,790 | $694.3 萬 | 2.10% | +100,390+61.8% | 加碼 |
| Carroll Investors, Inc | 256,108 | $676.6 萬 | 3.28% | +256,108 | 新進 |
| MML Investors Services, LLC | 254,531 | $672.5 萬 | 0.02% | −56,081−18.1% | 減碼 |
| Westbourne Investment Advisors, Inc. | 254,164 | $671.5 萬 | 1.87% | +254,164 | 新進 |
| Well Done, LLC | 253,395 | $669.5 萬 | 1.14% | −305−0.1% | 減碼 |
| Korea Investment CORP | 252,512 | $667.1 萬 | 0.01% | +252,512 | 新進 |
| Edgestream Partners, L.P. | 251,441 | $664.3 萬 | 0.19% | +127,368+102.7% | 加碼 |
| CMG Global Holdings, LLC | 228,586 | $640.7 萬 | 3.13% | +15,560+7.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 239,290 | $632.2 萬 | 0.06% | −208,261−46.5% | 減碼 |
| Forsta Ap-Fonden | 237,500 | $627.5 萬 | 0.04% | +237,500 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 237,440 | $627.2 萬 | 0.03% | +230,870+3,514.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 236,438 | $624.7 萬 | 0.02% | −29,519−11.1% | 減碼 |
| Allianz Asset Management GmbH | 232,827 | $615.1 萬 | 0.01% | +232,827 | 新進 |
| Principal Financial Group Inc | 229,511 | $606.4 萬 | 0.00% | −32,805−12.5% | 減碼 |
| Quantinno Capital Management LP | 228,483 | $603.7 萬 | 0.02% | +49,914+28.0% | 加碼 |
| IFM Investors Pty Ltd | 209,790 | $587.0 萬 | 0.05% | +209,790 | 新進 |
| Virtu Financial LLC | 221,768 | $585.9 萬 | 0.33% | +66,379+42.7% | 加碼 |
| CAPROCK Group, Inc. | 228,411 | $583.4 萬 | 0.14% | +228,411 | 新進 |
| Cookson Peirce & Co Inc | 216,327 | $571.5 萬 | 0.23% | +6,418+3.1% | 加碼 |
| Macquarie Group Ltd | 213,961 | $565.3 萬 | 0.01% | +34,537+19.2% | 加碼 |
| OP Asset Management Ltd | 210,387 | $555.8 萬 | 0.07% | +210,387 | 新進 |
| Janney Montgomery Scott LLC | 209,272 | $552.9 萬 | 0.01% | +41,902+25.0% | 加碼 |
| Creative Planning | 202,940 | $536.2 萬 | 0.00% | +33,881+20.0% | 加碼 |
| Consolidated Investment Group LLC | 201,085 | $531.3 萬 | 0.65% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 199,321 | $526.6 萬 | 0.02% | +32,359+19.4% | 加碼 |
| Fiduciary Alliance LLC | 199,253 | $526.4 萬 | 0.35% | +7,340+3.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 188,691 | $498.5 萬 | 0.06% | +95,744+103.0% | 加碼 |
| Envestnet Asset Management Inc | 188,353 | $497.6 萬 | 0.00% | +114,130+153.8% | 加碼 |
| TD Asset Management Inc | 187,690 | $495.9 萬 | 0.00% | +187,690 | 新進 |
| Utah Retirement Systems | 186,845 | $493.6 萬 | 0.05% | +12,340+7.1% | 加碼 |
| Virtus Wealth Solutions LLC | 179,605 | $474.5 萬 | 0.91% | +179,605 | 新進 |
| Mercer Global Advisors Inc | 179,142 | $473.0 萬 | 0.01% | +179,142 | 新進 |
| RFG Advisory, LLC | 178,753 | $472.3 萬 | 0.10% | −13,248−6.9% | 減碼 |
| Toronto Dominion Bank | 175,444 | $463.5 萬 | 0.01% | +175,444 | 新進 |
| Federated Hermes, Inc. | 174,351 | $460.6 萬 | 0.01% | +162,600+1,383.7% | 加碼 |
| QRG Capital Management, Inc. | 174,004 | $459.7 萬 | 0.06% | −154,193−47.0% | 減碼 |