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 |
|---|---|---|---|---|---|
| Standard Life Aberdeen plc | 8,728 | $22.8 萬 | 0.00% | +173+2.0% | 加碼 |
| Strive Financial Group ,LLC | 8,811 | $23.1 萬 | 0.12% | +8,811 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 8,898 | $23.3 萬 | 0.02% | +6+0.1% | 加碼 |
| Integrity Wealth Solutions LLC | 8,926 | $23.4 萬 | 0.09% | +8,926 | 新進 |
| Palacios Wealth Management, LLC | 8,957 | $23.4 萬 | 0.18% | −3,472−27.9% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,970 | $23.5 萬 | 0.00% | +8,970 | 新進 |
| Bramshill Investments, LLC | 9,000 | $23.6 萬 | 0.01% | +9,000 | 新進 |
| Bayesian Capital Management, LP | 9,000 | $23.6 萬 | 0.54% | +9,000 | 新進 |
| Rooted Wealth Advisors, Inc. | 11,615 | $24.1 萬 | 0.07% | +1,132+10.8% | 加碼 |
| Cassaday & Co Wealth Management LLC | 9,400 | $24.6 萬 | 0.01% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 9,484 | $24.8 萬 | 0.02% | +149+1.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,525 | $24.9 萬 | 0.00% | +2,340+32.6% | 加碼 |
| Mirabella Financial Services LLP | 9,534 | $25.0 萬 | 0.02% | +9,534 | 新進 |
| EP Wealth Advisors, LLC | 9,707 | $25.4 萬 | 0.00% | +9,707 | 新進 |
| Zullo Investment Group, Inc. | 9,714 | $25.4 萬 | 0.09% | +714+7.9% | 加碼 |
| Wellington Management Group LLP | 9,723 | $25.5 萬 | 0.00% | −7,661−44.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 9,771 | $25.6 萬 | 0.01% | −15,853−61.9% | 減碼 |
| Keystone Financial Services | 9,945 | $26.0 萬 | 0.08% | −3,070−23.6% | 減碼 |
| HB Wealth Management, LLC | 9,999 | $26.2 萬 | 0.00% | +1,125+12.7% | 加碼 |
| Hourglass Capital, LLC | 10,000 | $26.2 萬 | 0.06% | +10,000 | 新進 |
| A&I Financial Services, LLC | 10,000 | $26.2 萬 | 0.12% | +10,000 | 新進 |
| Trueblood Wealth Management, LLC | 10,090 | $26.4 萬 | 0.10% | +90+0.9% | 加碼 |
| Diligent Investors, LLC | 10,120 | $26.5 萬 | 0.07% | +1,850+22.4% | 加碼 |
| Larson Financial Group LLC | 10,182 | $26.7 萬 | 0.01% | −1,013−9.0% | 減碼 |
| Maridea Wealth Management LLC | 10,207 | $26.7 萬 | 0.04% | +10,207 | 新進 |
| SRS Capital Advisors, Inc. | 10,271 | $26.9 萬 | 0.01% | −399−3.7% | 減碼 |
| Natixis Advisors, L.P. | 10,309 | $27.0 萬 | 0.00% | +10,309 | 新進 |
| Norden Group LLC | 10,353 | $27.1 萬 | 0.03% | +1,342+14.9% | 加碼 |
| Panoramic Investment Advisors, LLC | 10,450 | $27.4 萬 | 0.15% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 10,464 | $27.4 萬 | 0.04% | +10,464 | 新進 |
| Main Street Financial Solutions, LLC | 10,493 | $27.5 萬 | 0.02% | −900−7.9% | 減碼 |
| Parisi Gray Wealth Management | 10,545 | $27.6 萬 | 0.06% | +10,545 | 新進 |
| Jacobi Capital Management LLC | 10,565 | $27.7 萬 | 0.02% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 10,730 | $28.1 萬 | 0.02% | +10,730 | 新進 |
| Steele Capital Management, Inc. | 10,750 | $28.1 萬 | 0.01% | 00.0% | 不變 |
| GAMMA Investing LLC | 10,784 | $28.2 萬 | 0.01% | +1,220+12.8% | 加碼 |
| Horizon Wealth Management, LLC | 10,900 | $28.5 萬 | 0.04% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 10,973 | $28.7 萬 | 0.02% | −3,933−26.4% | 減碼 |
| Kingsview Wealth Management, LLC | 10,982 | $28.8 萬 | 0.00% | +2,720+32.9% | 加碼 |
| Meitav Dash Investments Ltd | 11,000 | $28.8 萬 | 0.00% | +11,000 | 新進 |
| OpenArc Corporate Advisory, LLC | 11,002 | $28.8 萬 | 0.00% | +11,002 | 新進 |
| Millennium Capital Advisors, LLC | 11,050 | $28.9 萬 | 0.17% | +500+4.7% | 加碼 |
| International Assets Investment Management, LLC | 11,062 | $29.0 萬 | 0.02% | +11,062 | 新進 |
| Intrua Financial, LLC | 11,072 | $29.0 萬 | 0.03% | +3,005+37.3% | 加碼 |
| Insigneo Advisory Services, LLC | 11,144 | $29.2 萬 | 0.02% | +1,017+10.0% | 加碼 |
| Centaurus Financial, Inc. | 11,146 | $29.2 萬 | 0.01% | −7,565−40.4% | 減碼 |
| AlphaCore Capital LLC | 11,196 | $29.3 萬 | 0.01% | +11,196 | 新進 |
| Fortis Capital Management LLC | 11,262 | $29.5 萬 | 0.04% | +1,879+20.0% | 加碼 |
| Focus Financial Network, Inc. | 11,317 | $29.6 萬 | 0.01% | +2,411+27.1% | 加碼 |
| L2 Asset Management, LLC | 11,329 | $29.7 萬 | 0.04% | +11,329 | 新進 |
| Keybank National Association | 11,398 | $29.8 萬 | 0.00% | −295−2.5% | 減碼 |
| Rydar Equities, Inc. | 11,409 | $29.9 萬 | 0.23% | −150−1.3% | 減碼 |
| Cigna Investments Inc | 11,440 | $29.9 萬 | 0.04% | +416+3.8% | 加碼 |
| Axim Planning & Wealth | 11,500 | $30.1 萬 | 0.32% | −1,429−11.1% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 11,500 | $30.1 萬 | 0.09% | 00.0% | 不變 |
| WBI Investments | 11,508 | $30.1 萬 | 0.08% | +11,508 | 新進 |
| Advisors Management Group Inc | 11,526 | $30.2 萬 | 0.05% | +101+0.9% | 加碼 |
| Stegent Equity Advisors, Inc. | 11,589 | $30.3 萬 | 0.24% | +11,589 | 新進 |
| SageView Advisory Group, LLC | 11,784 | $30.9 萬 | 0.01% | −1,118−8.7% | 減碼 |
| PKS Advisory Services, LLC | 11,800 | $30.9 萬 | 0.07% | +675+6.1% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 11,580 | $31.1 萬 | 0.01% | +11,580 | 新進 |
| White Wing Wealth Management | 11,870 | $31.1 萬 | 0.19% | +50+0.4% | 加碼 |
| Prasad Wealth Partners, LLC | 11,872 | $31.1 萬 | 0.08% | 00.0% | 不變 |
| Glenmede Trust Co NA | 11,940 | $31.3 萬 | 0.00% | +11,940 | 新進 |
| Signaturefd, LLC | 11,968 | $31.3 萬 | 0.00% | −1,534−11.4% | 減碼 |
| Apollon Wealth Management, LLC | 11,982 | $31.4 萬 | 0.01% | +2,334+24.2% | 加碼 |
| Pure Financial Advisors, Inc. | 12,013 | $31.5 萬 | 0.00% | +12,013 | 新進 |
| Rosenberg Matthew Hamilton | 12,026 | $31.5 萬 | 0.07% | 00.0% | 不變 |
| CIBC World Markets Inc. | 12,031 | $31.5 萬 | 0.00% | −39,900−76.8% | 減碼 |
| Wealthcare Advisory Partners LLC | 12,050 | $31.5 萬 | 0.01% | −338−2.7% | 減碼 |
| True Vision MN LLC | 12,136 | $31.8 萬 | 0.16% | +729+6.4% | 加碼 |
| Future Financial Wealth Managment LLC | 12,500 | $31.9 萬 | 0.21% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 12,206 | $32.0 萬 | 0.08% | −400−3.2% | 減碼 |
| Prostatis Group LLC | 12,261 | $32.1 萬 | 0.08% | 00.0% | 不變 |
| Metis Global Partners, LLC | 12,264 | $32.1 萬 | 0.01% | −182−1.5% | 減碼 |
| Hilltop Holdings Inc. | 12,269 | $32.1 萬 | 0.02% | +12,269 | 新進 |
| Ashton Thomas Private Wealth, LLC | 12,270 | $32.1 萬 | 0.01% | +1,534+14.3% | 加碼 |
| B&L Asset Management LLC | 12,276 | $32.1 萬 | 0.14% | +1,613+15.1% | 加碼 |
| Polymer Capital Management (US) LLC | 12,320 | $32.3 萬 | 0.04% | −36,247−74.6% | 減碼 |
| NewEdge Wealth, LLC | 12,362 | $32.4 萬 | 0.00% | +1,269+11.4% | 加碼 |
| Steel Peak Wealth Management LLC | 12,381 | $32.4 萬 | 0.01% | −11,348−47.8% | 減碼 |
| Visionary Wealth Advisors | 12,562 | $32.9 萬 | 0.01% | −75−0.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 12,036 | $33.1 萬 | 0.00% | +3,139+35.3% | 加碼 |
| Brown Advisory Inc | 12,706 | $33.3 萬 | 0.00% | −226−1.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 12,711 | $33.3 萬 | 0.00% | −87−0.7% | 減碼 |
| Icapital Wealth LLC | 13,020 | $34.1 萬 | 0.17% | +13,020 | 新進 |
| Capital Markets Trading UK LLP | 13,142 | $34.4 萬 | 0.42% | −59,146−81.8% | 減碼 |
| Yeomans Consulting Group, Inc. | 13,175 | $34.5 萬 | 0.10% | −4,679−26.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 13,189 | $34.5 萬 | 0.02% | −1,440−9.8% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 13,190 | $34.5 萬 | 0.01% | +2,000+17.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 13,237 | $34.7 萬 | 0.00% | +2,044+18.3% | 加碼 |
| David J Yvars Group | 13,300 | $34.8 萬 | 0.19% | +1,480+12.5% | 加碼 |
| Parallel Advisors, LLC | 13,334 | $34.9 萬 | 0.01% | +3,982+42.6% | 加碼 |
| Coldstream Capital Management Inc | 13,482 | $35.3 萬 | 0.00% | +1,624+13.7% | 加碼 |
| United Capital Financial Advisers, LLC | 13,517 | $35.4 萬 | 0.00% | +836+6.6% | 加碼 |
| Plum Street Advisors, LLC | 13,577 | $35.5 萬 | 0.13% | 00.0% | 不變 |
| Perpetual Ltd | 13,607 | $35.6 萬 | 0.01% | +13,607 | 新進 |
| Nikulski Financial, Inc. | 13,681 | $35.8 萬 | 0.09% | +13,681 | 新進 |
| Worth Financial Advisory Group, LLC | 13,705 | $35.9 萬 | 0.17% | +180+1.3% | 加碼 |
| Petros Family Wealth, LLC | 13,757 | $36.0 萬 | 0.24% | +13,757 | 新進 |