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 4 季 13F 持有人
SoFi Technologies, Inc. 在 2025/12/31 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
- 1,005
- 較 2025 年第 3 季 +108 家
- 持有股數
- 7.00 億
- 較 2025 年第 3 季 +6,700 萬 (+10.6%)
- 總市值
- $183.4 億
- 較 2025 年第 3 季 +$16.0 億 (+9.6%)
- 新進機構
- 197
- 另有 431 家加碼
- 清倉機構
- 89
- 另有 238 家減碼
另有 16 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| ORG Partners LLC | 1,892 | $4.95 萬 | 0.01% | +454+31.6% | 加碼 |
| TD Private Client Wealth LLC | 1,902 | $4.98 萬 | 0.00% | +303+18.9% | 加碼 |
| Glen Eagle Advisors, LLC | 1,938 | $5.07 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 1,990 | $5.21 萬 | 0.00% | +339+20.5% | 加碼 |
| Barrett & Company, Inc. | 2,000 | $5.24 萬 | 0.02% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 2,000 | $5.24 萬 | 0.01% | 00.0% | 不變 |
| Cornerstone National Bank & Trust Co | 2,000 | $5.24 萬 | 0.02% | 00.0% | 不變 |
| Assetmark, Inc | 2,044 | $5.35 萬 | 0.00% | +771+60.6% | 加碼 |
| Bogart Wealth, LLC | 2,069 | $5.42 萬 | 0.00% | +994+92.5% | 加碼 |
| Vision Retirement, LLC | 2,220 | $5.81 萬 | 0.02% | +2,220 | 新進 |
| RMG Wealth Management LLC | 4,400 | $6.04 萬 | 0.01% | +4,400 | 新進 |
| IAG Wealth Partners, LLC | 2,311 | $6.05 萬 | 0.01% | −150−6.1% | 減碼 |
| V-Square Quantitative Management LLC | 2,352 | $6.16 萬 | 0.01% | +2,352 | 新進 |
| N.E.W. Advisory Services LLC | 2,399 | $6.28 萬 | 0.00% | +120+5.3% | 加碼 |
| Hilltop National Bank | 2,432 | $6.37 萬 | 0.02% | +456+23.1% | 加碼 |
| Activest Wealth Management | 2,461 | $6.44 萬 | 0.01% | +2,242+1,023.7% | 加碼 |
| Archer Investment Corp | 2,500 | $6.54 萬 | 0.01% | 00.0% | 不變 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,614 | $6.84 萬 | 0.03% | +2,614 | 新進 |
| Elequin Capital LP | 2,689 | $7.04 萬 | 0.01% | +2,689 | 新進 |
| Cary Street Partner Investment Advisory LLC | 2,880 | $7.54 萬 | 0.02% | +503+21.2% | 加碼 |
| Clearstead Advisors, LLC | 2,881 | $7.54 萬 | 0.00% | −800−21.7% | 減碼 |
| CFG Wealth Management Services, Inc. | 2,901 | $7.59 萬 | 0.07% | +2,901 | 新進 |
| Caitlin John, LLC | 3,000 | $7.85 萬 | 0.05% | 00.0% | 不變 |
| LRI Investments, LLC | 3,048 | $7.98 萬 | 0.01% | +284+10.3% | 加碼 |
| First Horizon Corp | 3,116 | $8.16 萬 | 0.00% | +405+14.9% | 加碼 |
| Fifth Third Bancorp | 3,126 | $8.18 萬 | 0.00% | +290+10.2% | 加碼 |
| MCF Advisors LLC | 3,126 | $8.18 萬 | 0.00% | +678+27.7% | 加碼 |
| Banque Cantonale Vaudoise | 3,182 | $8.30 萬 | 0.00% | +3,182 | 新進 |
| Vermillion & White Wealth Management Group, LLC | 3,197 | $8.37 萬 | 0.05% | −4,000−55.6% | 減碼 |
| Edmond de Rothschild Holding S.A. | 3,370 | $8.82 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,389 | $8.87 萬 | 0.00% | −1,196−26.1% | 減碼 |
| Westside Investment Management, Inc. | 3,300 | $8.96 萬 | 0.01% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 3,441 | $9.01 萬 | 0.00% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 3,504 | $9.17 萬 | 0.02% | +3,504 | 新進 |
| Smartleaf Asset Management LLC | 3,602 | $9.57 萬 | 0.00% | +783+27.8% | 加碼 |
| Legacy Wealth Managment, LLC | 3,702 | $9.69 萬 | 0.05% | 00.0% | 不變 |
| WealthCollab, LLC | 4,000 | $10.5 萬 | 0.04% | 00.0% | 不變 |
| Essential Partners LLC | 4,033 | $10.6 萬 | 0.03% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 4,046 | $10.6 萬 | 0.00% | +114+2.9% | 加碼 |
| Flagship Harbor Advisors, LLC | 4,099 | $10.7 萬 | 0.01% | −4,752−53.7% | 減碼 |
| Ostrum Asset Management | 4,120 | $10.8 萬 | 0.01% | −1,365−24.9% | 減碼 |
| Bank of New Hampshire | 4,200 | $11.0 萬 | 0.02% | 00.0% | 不變 |
| Hilton Head Capital Partners, LLC | 4,214 | $11.0 萬 | 0.06% | +4,214 | 新進 |
| Evolution Wealth Management Inc. | 4,240 | $11.1 萬 | 0.09% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 4,271 | $11.2 萬 | 0.01% | +4,271 | 新進 |
| LM Advisors LLC | 3,150 | $12.0 萬 | 2.43% | −123,353−97.5% | 減碼 |
| Orion Capital Management LLC | 4,600 | $12.0 萬 | 0.04% | +1,200+35.3% | 加碼 |
| Lodestone Wealth Management LLC | 4,842 | $12.7 萬 | 0.05% | +4,842 | 新進 |
| Tidemark, LLC | 4,934 | $12.9 萬 | 0.04% | −616−11.1% | 減碼 |
| Investment Research & Advisory Group, Inc. | 5,018 | $13.2 萬 | 0.04% | +19+0.4% | 加碼 |
| Copia Wealth Management | 5,108 | $13.4 萬 | 0.10% | −988−16.2% | 減碼 |
| SOA Wealth Advisors, LLC. | 5,234 | $13.7 萬 | 0.02% | +100+1.9% | 加碼 |
| Geneos Wealth Management Inc. | 5,325 | $13.9 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 5,331 | $15.5 萬 | 0.00% | +5,331 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,993 | $15.7 萬 | 0.01% | 00.0% | 不變 |
| Elyxium Wealth, LLC | 6,000 | $15.7 萬 | 0.04% | +6,000 | 新進 |
| Toth Financial Advisory Corp | 6,150 | $16.1 萬 | 0.02% | +800+15.0% | 加碼 |
| Ossiam | 6,311 | $16.5 萬 | 0.00% | +3,056+93.9% | 加碼 |
| Kemnay Advisory Services Inc. | 6,450 | $16.9 萬 | 0.03% | +6,450 | 新進 |
| Wolff Wiese Magana LLC | 6,600 | $17.3 萬 | 0.09% | 00.0% | 不變 |
| MAI Capital Management | 6,923 | $18.1 萬 | 0.00% | +86+1.3% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 7,000 | $18.6 萬 | 0.00% | +7,000 | 新進 |
| AdvisorNet Financial, Inc | 7,213 | $18.9 萬 | 0.01% | +7+0.1% | 加碼 |
| NBC Securities, Inc. | 7,527 | $19.7 萬 | 0.01% | +100+1.3% | 加碼 |
| Nemes Rush Group LLC | 7,601 | $19.9 萬 | 0.02% | −8−0.1% | 減碼 |
| CogentBlue Wealth Advisors, LLC | 7,646 | $20.0 萬 | 0.14% | +7,646 | 新進 |
| Ieq Capital, LLC | 7,667 | $20.1 萬 | 0.00% | −10,336−57.4% | 減碼 |
| Quadrant Capital Group LLC | 7,670 | $20.1 萬 | 0.01% | +6,831+814.2% | 加碼 |
| Tulsa Wealth Advisors, INC | 7,680 | $20.1 萬 | 0.07% | +7,680 | 新進 |
| Chokshi & Queen Wealth Advisors, Inc | 7,700 | $20.2 萬 | 0.11% | +7,700 | 新進 |
| Global Financial Private Client, LLC | 7,716 | $20.2 萬 | 0.07% | −9,800−55.9% | 減碼 |
| GAM Holding AG | 7,743 | $20.3 萬 | 0.01% | +7,743 | 新進 |
| SIH Partners, LLLP | 7,762 | $20.3 萬 | 0.01% | +7,762 | 新進 |
| Avaii Wealth Management, LLC | 7,816 | $20.5 萬 | 0.07% | 00.0% | 不變 |
| Twinbeech Capital LP | 7,867 | $20.6 萬 | 0.01% | −330,169−97.7% | 減碼 |
| Nautilus Advisors LLC | 7,915 | $20.7 萬 | 0.14% | −600−7.0% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 7,936 | $20.8 萬 | 0.04% | −94,300−92.2% | 減碼 |
| Smith, Salley & Associates | 8,000 | $20.9 萬 | 0.01% | 00.0% | 不變 |
| Corsair Capital Management, L.P. | 8,002 | $20.9 萬 | 0.03% | +20.0% | 加碼 |
| Fukoku Mutual Life Insurance Co | 8,006 | $21.0 萬 | 0.01% | +8,006 | 新進 |
| SCS Capital Management LLC | 8,008 | $21.0 萬 | 0.00% | −4,076−33.7% | 減碼 |
| Focused Alpha, LLC | 8,019 | $21.0 萬 | 0.06% | +8,019 | 新進 |
| Quadcap Wealth Management, LLC | 8,153 | $21.3 萬 | 0.02% | −14−0.2% | 減碼 |
| Compass Capital Corp | 10,000 | $21.4 萬 | 0.08% | −24,770−71.2% | 減碼 |
| Claris Financial LLC | 8,211 | $21.5 萬 | 0.11% | +8,211 | 新進 |
| Blueshift Asset Management, LLC | 8,216 | $21.5 萬 | 0.06% | +8,216 | 新進 |
| Redwood Wealth Management Group, LLC | 8,250 | $21.6 萬 | 0.09% | −200−2.4% | 減碼 |
| DLD Asset Management, LP | 8,251 | $21.6 萬 | 0.02% | +8,251 | 新進 |
| Old National Bancorp | 8,316 | $21.8 萬 | 0.00% | −184−2.2% | 減碼 |
| Oasis Advisors, LLC | 8,318 | $21.8 萬 | 0.12% | +8,318 | 新進 |
| Howe & Rusling Inc | 8,341 | $21.8 萬 | 0.01% | +8,341 | 新進 |
| Lake Street Financial LLC | 8,368 | $21.9 萬 | 0.03% | +390+4.9% | 加碼 |
| Sunpointe, LLC | 8,370 | $21.9 萬 | 0.07% | −24,813−74.8% | 減碼 |
| Venture Visionary Partners LLC | 8,392 | $22.0 萬 | 0.01% | −2,084−19.9% | 減碼 |
| Signature Equity Partners, LLC | 8,400 | $22.0 萬 | 0.12% | +8,400 | 新進 |
| South State Corp. | 8,475 | $22.2 萬 | 0.01% | −86−1.0% | 減碼 |
| Trellis Wealth Advisors LLC | 8,500 | $22.3 萬 | 0.09% | +8,500 | 新進 |
| AlphaGrep UK Ltd | 8,556 | $22.4 萬 | 0.07% | +8,556 | 新進 |
| XML Financial, LLC | 8,574 | $22.4 萬 | 0.02% | +8,574 | 新進 |
| Inceptionr LLC | 8,707 | $22.8 萬 | 0.06% | +8,707 | 新進 |