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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 13,895 | $36.4 萬 | 0.01% | −145,799−91.3% | 減碼 |
| Dynasty Wealth Management, LLC | 14,209 | $37.2 萬 | 0.00% | +2,217+18.5% | 加碼 |
| Avion Wealth | 10,237 | $37.2 萬 | 0.08% | +17+0.2% | 加碼 |
| DRW Securities, LLC | 14,211 | $37.2 萬 | 0.03% | +3,012+26.9% | 加碼 |
| Paradigm Financial Partners, LLC | 14,245 | $37.3 萬 | 0.04% | +500+3.6% | 加碼 |
| Ballentine Partners, LLC | 14,312 | $37.5 萬 | 0.01% | −142−1.0% | 減碼 |
| Financial Advisory Service, Inc. | 14,365 | $37.6 萬 | 0.02% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 14,383 | $37.7 萬 | 0.02% | +1,009+7.5% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 14,511 | $38.0 萬 | 0.04% | −2,123−12.8% | 減碼 |
| Scotia Capital Inc. | 14,550 | $38.1 萬 | 0.00% | −1,791−11.0% | 減碼 |
| Smith, Moore & Co. | 14,582 | $38.2 萬 | 0.03% | +14,582 | 新進 |
| Private Trust Co NA | 14,676 | $38.4 萬 | 0.03% | 00.0% | 不變 |
| Root Financial Partners, LLC | 14,733 | $38.6 萬 | 0.02% | +10,965+291.0% | 加碼 |
| Hobbs Group Advisors, LLC | 14,775 | $38.7 萬 | 0.12% | +14,775 | 新進 |
| Cooper Financial Group | 14,847 | $38.9 萬 | 0.04% | +860+6.1% | 加碼 |
| Cary Street Partners Financial LLC | 14,883 | $39.0 萬 | 0.01% | −1,000−6.3% | 減碼 |
| Highland Capital Management, LLC | 14,949 | $39.1 萬 | 0.02% | −56,802−79.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 14,971 | $39.2 萬 | 0.01% | +718+5.0% | 加碼 |
| Lighthouse Investment Partners, LLC | 14,985 | $39.2 萬 | 0.01% | +14,985 | 新進 |
| Capital Investment Advisors, LLC | 15,044 | $39.4 萬 | 0.01% | +5,458+56.9% | 加碼 |
| Pallas Capital Advisors LLC | 15,047 | $39.4 萬 | 0.01% | −1,356−8.3% | 減碼 |
| M1 Capital Management LLC | 15,050 | $39.4 萬 | 0.16% | +2,350+18.5% | 加碼 |
| IHT Wealth Management, LLC | 15,058 | $39.4 萬 | 0.01% | +2,104+16.2% | 加碼 |
| United Capital Management of KS, Inc. | 15,125 | $39.6 萬 | 0.06% | +15,125 | 新進 |
| Key Client Fiduciary Advisors, LLC | 15,168 | $39.7 萬 | 0.14% | +1,067+7.6% | 加碼 |
| Blue Line Capital, LLC | 15,212 | $39.8 萬 | 0.47% | +15,212 | 新進 |
| Yousif Capital Management, LLC | 15,710 | $40.0 萬 | 0.00% | +2,773+21.4% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,310 | $40.1 萬 | 0.03% | +200+1.3% | 加碼 |
| Leonteq Securities AG | 15,648 | $41.0 萬 | 0.02% | −4,522−22.4% | 減碼 |
| Fermata Advisors, LLC | 15,710 | $41.1 萬 | 0.10% | 00.0% | 不變 |
| Avestar Capital, LLC | 15,791 | $41.3 萬 | 0.03% | −906−5.4% | 減碼 |
| Westco Advisory Services Inc | 15,819 | $41.4 萬 | 0.25% | +15,819 | 新進 |
| Northwest Wealth Management, LLC | 15,836 | $41.5 萬 | 0.07% | +20.0% | 加碼 |
| Sowell Financial Services LLC | 15,875 | $41.6 萬 | 0.02% | +1,994+14.4% | 加碼 |
| Verus Capital Partners, LLC | 15,958 | $41.8 萬 | 0.03% | −2,575−13.9% | 減碼 |
| Tucker Asset Management LLC | 15,977 | $41.8 萬 | 0.12% | −604−3.6% | 減碼 |
| Freestone Grove Partners LP | 15,988 | $41.9 萬 | 0.00% | +15,988 | 新進 |
| Pacitti Group Inc. | 16,045 | $42.0 萬 | 0.15% | −16−0.1% | 減碼 |
| National Asset Management, Inc. | 16,055 | $42.0 萬 | 0.02% | +7,847+95.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 16,066 | $42.1 萬 | 0.05% | −257−1.6% | 減碼 |
| Truefg, LLC | 16,300 | $42.7 萬 | 0.11% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 16,320 | $42.7 萬 | 0.00% | +1,329+8.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 16,375 | $42.9 萬 | 0.07% | +51+0.3% | 加碼 |
| Albion Financial Group | 16,415 | $43.0 萬 | 0.03% | 00.0% | 不變 |
| Volterra Technologies LP | 16,471 | $43.1 萬 | 0.44% | −11,652−41.4% | 減碼 |
| Gladstone Institutional Advisory LLC | 16,500 | $43.2 萬 | 0.02% | −205−1.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 16,590 | $43.4 萬 | 0.02% | +1,100+7.1% | 加碼 |
| EntryPoint Capital, LLC | 16,757 | $43.9 萬 | 0.17% | +8,918+113.8% | 加碼 |
| Siemens Fonds Invest GmbH | 16,710 | $44.4 萬 | 0.02% | +1,294+8.4% | 加碼 |
| Principal Securities, Inc. | 17,028 | $44.6 萬 | 0.01% | +1,305+8.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 17,103 | $44.8 萬 | 0.00% | +2,399+16.3% | 加碼 |
| Karras Company, Inc. | 17,111 | $44.8 萬 | 0.44% | +17,111 | 新進 |
| Decision Investments, Inc | 17,240 | $45.1 萬 | 0.49% | +17,240 | 新進 |
| Pinnacle Financial Partners, Inc. | 17,369 | $45.5 萬 | 0.00% | +17,369 | 新進 |
| Krilogy Financial LLC | 17,656 | $45.6 萬 | 0.02% | −1,060−5.7% | 減碼 |
| R Squared Ltd | 17,402 | $45.6 萬 | 0.21% | −8,846−33.7% | 減碼 |
| Bensler, LLC | 17,450 | $45.7 萬 | 0.05% | +600+3.6% | 加碼 |
| West Michigan Advisors, LLC | 17,466 | $45.7 萬 | 0.10% | +2,663+18.0% | 加碼 |
| Adams Wealth Management | 17,333 | $45.8 萬 | 0.10% | 00.0% | 不變 |
| CacheTech Inc. | 17,333 | $45.8 萬 | 0.08% | 00.0% | 不變 |
| Savant Capital, LLC | 17,495 | $45.8 萬 | 0.00% | +7,108+68.4% | 加碼 |
| Fortis Advisors, LLC | 17,500 | $45.8 萬 | 0.25% | −2,000−10.3% | 減碼 |
| Mayfair Advisory Group, LLC | 16,778 | $46.1 萬 | 0.18% | +1,493+9.8% | 加碼 |
| Coordinated Financial Services, Inc. | 17,600 | $46.1 萬 | 0.26% | −1,775−9.2% | 減碼 |
| Aldebaran Financial Inc. | 17,360 | $46.1 萬 | 0.43% | −6,855−28.3% | 減碼 |
| Diversify Wealth Management, LLC | 17,153 | $46.6 萬 | 0.02% | +4,113+31.5% | 加碼 |
| USAdvisors Wealth Management, LLC | 17,825 | $46.6 萬 | 0.15% | +500+2.9% | 加碼 |
| Shepherd Street Advisors LLC | 17,807 | $46.6 萬 | 0.45% | +17,807 | 新進 |
| Southern Financial Group, LLC | 17,840 | $46.7 萬 | 0.13% | +17,840 | 新進 |
| Probity Advisors, Inc. | 18,081 | $47.3 萬 | 0.08% | −1,449−7.4% | 減碼 |
| Modus Advisors, LLC | 18,353 | $48.0 萬 | 0.13% | +7,045+62.3% | 加碼 |
| Pointe Capital Management LLC | 18,490 | $48.4 萬 | 0.24% | 00.0% | 不變 |
| Correct Capital Wealth Management | 18,583 | $48.7 萬 | 0.09% | +9,600+106.9% | 加碼 |
| iA Global Asset Management Inc. | 18,611 | $48.7 萬 | 0.01% | −64,879−77.7% | 減碼 |
| Ares Systematic Credit Ltd | 18,684 | $48.9 萬 | 0.40% | +18,684 | 新進 |
| Andra AP-fonden | 18,800 | $49.2 萬 | 0.01% | +18,800 | 新進 |
| Wealthspan Partners, LLC | 18,901 | $49.5 萬 | 0.18% | +450+2.4% | 加碼 |
| Park Avenue Securities LLC | 18,966 | $49.7 萬 | 0.00% | −3,275−14.7% | 減碼 |
| Alpine Global Management, LLC | 19,016 | $49.8 萬 | 0.11% | +6,105+47.3% | 加碼 |
| Sagespring Wealth Partners, LLC | 19,299 | $50.5 萬 | 0.01% | +2,181+12.7% | 加碼 |
| Thrive Wealth Management, LLC | 19,492 | $51.0 萬 | 0.07% | +535+2.8% | 加碼 |
| TCW Group Inc | 19,516 | $51.1 萬 | 0.00% | +19,516 | 新進 |
| Caxton Associates LLP | 19,530 | $51.1 萬 | 0.01% | −117,281−85.7% | 減碼 |
| Rathbone Brothers plc | 19,546 | $51.2 萬 | 0.00% | +8,675+79.8% | 加碼 |
| Ring Mountain Capital, LLC | 19,591 | $51.2 萬 | 0.26% | +5,741+41.5% | 加碼 |
| Dynamic Advisor Solutions LLC | 19,585 | $51.3 萬 | 0.02% | +4,700+31.6% | 加碼 |
| Prudential PLC | 19,838 | $51.9 萬 | 0.00% | 00.0% | 不變 |
| Prosperity Wealth Management, Inc. | 19,900 | $52.1 萬 | 0.17% | +805+4.2% | 加碼 |
| BankChampaign, National Association | 19,951 | $52.2 萬 | 0.52% | +19,951 | 新進 |
| Kingswood Wealth Advisors, LLC | 20,163 | $52.8 萬 | 0.03% | +11,848+142.5% | 加碼 |
| Calton & Associates, Inc. | 20,191 | $52.9 萬 | 0.08% | −100.0% | 減碼 |
| Marshall Financial Group LLC | 20,249 | $53.0 萬 | 0.10% | −1,131−5.3% | 減碼 |
| Motley Fool Asset Management LLC | 20,343 | $53.3 萬 | 0.02% | +868+4.5% | 加碼 |
| Nomura Holdings Inc | 20,393 | $53.4 萬 | 0.00% | −844,902−97.6% | 減碼 |
| Balyasny Asset Management LLC | 20,443 | $53.5 萬 | 0.00% | +20,443 | 新進 |
| J.W. Cole Advisors, Inc. | 22,030 | $53.6 萬 | 0.01% | −7,752−26.0% | 減碼 |
| Bleakley Financial Group, LLC | 20,651 | $54.1 萬 | 0.01% | +2,023+10.9% | 加碼 |
| Guardian Capital, LLC | 20,660 | $54.1 萬 | 0.48% | +20,660 | 新進 |
| Benjamin Edwards Inc | 20,975 | $54.9 萬 | 0.01% | +8,812+72.4% | 加碼 |
| CoreCap Advisors, LLC | 21,267 | $55.7 萬 | 0.02% | +2,705+14.6% | 加碼 |