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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 21,339 | $55.9 萬 | 0.02% | +39+0.2% | 加碼 |
| Emergent Wealth Advisors, LLC | 21,369 | $55.9 萬 | 0.31% | −4,869−18.6% | 減碼 |
| one8zero8, LLC | 21,550 | $56.4 萬 | 0.12% | 00.0% | 不變 |
| Carnegie Lake Advisors LLC | 21,650 | $56.7 萬 | 0.22% | 00.0% | 不變 |
| Eventide Asset Management, LLC | 21,398 | $56.8 萬 | 0.01% | +2,730+14.6% | 加碼 |
| Founders Financial Securities LLC | 21,809 | $57.1 萬 | 0.03% | +340+1.6% | 加碼 |
| Joule Financial, LLC | 21,981 | $57.5 萬 | 0.17% | −564−2.5% | 減碼 |
| UniSuper Management Pty Ltd | 22,000 | $57.6 萬 | 0.00% | +3,000+15.8% | 加碼 |
| AE Wealth Management LLC | 22,017 | $57.6 萬 | 0.00% | +227+1.0% | 加碼 |
| Woodline Partners LP | 22,066 | $57.8 萬 | 0.00% | +22,066 | 新進 |
| Vestcor Inc | 22,100 | $57.9 萬 | 0.02% | 00.0% | 不變 |
| Emerald Mutual Fund Advisers Trust | 22,392 | $58.6 萬 | 0.03% | 00.0% | 不變 |
| Sig Brokerage, LP | 22,402 | $58.6 萬 | 0.20% | +8,269+58.5% | 加碼 |
| PDT Partners, LLC | 22,437 | $58.7 萬 | 0.04% | −88,900−79.8% | 減碼 |
| Jupiter Asset Management Ltd | 22,759 | $59.6 萬 | 0.00% | +22,759 | 新進 |
| RSM US Wealth Management LLC | 22,442 | $59.6 萬 | 0.01% | −13,739−38.0% | 減碼 |
| Capital Advisors Inc | 22,813 | $59.7 萬 | 0.01% | +4,356+23.6% | 加碼 |
| Integrated Wealth Concepts LLC | 23,359 | $61.2 萬 | 0.01% | −48,821−67.6% | 減碼 |
| Buckingham Strategic Partners | 23,366 | $61.2 萬 | 0.01% | +465+2.0% | 加碼 |
| Manchester Financial Inc | 23,371 | $61.2 萬 | 0.11% | −35−0.1% | 減碼 |
| Mainstay Capital Management LLC | 23,705 | $62.1 萬 | 0.05% | +1,643+7.4% | 加碼 |
| Citizens Financial Group Inc | 23,884 | $62.5 萬 | 0.01% | −12,791−34.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 24,455 | $64.0 萬 | 0.00% | +4,825+24.6% | 加碼 |
| Traynor Capital Management, Inc. | 24,703 | $64.7 萬 | 0.04% | +1,073+4.5% | 加碼 |
| Meeder Advisory Services, Inc. | 25,607 | $67.0 萬 | 0.03% | +3,352+15.1% | 加碼 |
| Legend Capital Advisors LLC | 25,925 | $67.9 萬 | 0.38% | +25,925 | 新進 |
| Beacon Pointe Advisors, LLC | 25,957 | $68.0 萬 | 0.00% | +3,839+17.4% | 加碼 |
| Freestone Capital Holdings, LLC | 26,063 | $68.2 萬 | 0.02% | +2,486+10.5% | 加碼 |
| Hexagon Capital Partners LLC | 26,072 | $68.3 萬 | 0.13% | −114−0.4% | 減碼 |
| Index Technologies Group LLC | 26,120 | $68.4 萬 | 0.71% | +26,120 | 新進 |
| Integrity Alliance, LLC. | 26,141 | $68.4 萬 | 0.03% | −1,093−4.0% | 減碼 |
| Archford Capital Strategies, LLC | 26,402 | $69.1 萬 | 0.08% | −5,000−15.9% | 減碼 |
| We Are One Seven, LLC | 26,676 | $69.8 萬 | 0.01% | +278+1.1% | 加碼 |
| Weiss Asset Management LP | 26,820 | $70.2 萬 | 0.01% | −406,034−93.8% | 減碼 |
| Comerica Bank | 27,215 | $71.2 萬 | 0.00% | +5,734+26.7% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 27,775 | $72.7 萬 | 0.04% | +90+0.3% | 加碼 |
| MetLife Investment Management | 27,863 | $72.9 萬 | 0.00% | +1,624+6.2% | 加碼 |
| Sherman Porfolios, LLC | 27,923 | $73.1 萬 | 0.05% | +13,822+98.0% | 加碼 |
| Kennedy Investment Group | 28,000 | $73.3 萬 | 0.28% | −2,400−7.9% | 減碼 |
| RPG Investment Advisory, LLC | 28,250 | $74.0 萬 | 0.08% | −600−2.1% | 減碼 |
| Floyd Financial Group LLC | 38,982 | $74.1 萬 | 0.50% | +38,982 | 新進 |
| Forum Financial Management, LP | 28,324 | $74.2 萬 | 0.01% | −15,306−35.1% | 減碼 |
| Florida Financial Advisors, LLC | 28,369 | $74.2 萬 | 0.20% | +28,369 | 新進 |
| Thrivent Financial for Lutherans | 28,341 | $74.2 萬 | 0.00% | +28,341 | 新進 |
| Wedmont Private Capital | 27,543 | $74.4 萬 | 0.03% | +3,457+14.4% | 加碼 |
| Mayflower Financial Advisors, LLC | 28,549 | $74.7 萬 | 0.09% | +261+0.9% | 加碼 |
| Avanza Fonder AB | 28,586 | $74.8 萬 | 0.02% | +28,586 | 新進 |
| Concorde Asset Management, LLC | 28,820 | $75.5 萬 | 0.30% | +3,440+13.6% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 29,100 | $76.2 萬 | 0.03% | +3,100+11.9% | 加碼 |
| Coastal Investment Advisors, Inc. | 29,292 | $76.7 萬 | 0.25% | +29,292 | 新進 |
| Macquarie Group Ltd | 29,495 | $77.2 萬 | 0.00% | −184,466−86.2% | 減碼 |
| E. Ohman J:or Asset Management AB | 29,677 | $77.7 萬 | 0.02% | +29,677 | 新進 |
| 9823 Capital, L.P. | 30,022 | $78.6 萬 | 0.54% | +30,022 | 新進 |
| Steward Partners Investment Advisory, LLC | 30,905 | $80.9 萬 | 0.00% | +5,301+20.7% | 加碼 |
| Vident Advisory, LLC | 30,972 | $81.1 萬 | 0.01% | +8,378+37.1% | 加碼 |
| Twin Capital Management Inc | 31,043 | $81.3 萬 | 0.10% | +31,043 | 新進 |
| Victory Financial Group, LLC | 31,081 | $81.4 萬 | 0.10% | −22,405−41.9% | 減碼 |
| Catalyst Funds Management Pty Ltd | 31,145 | $81.5 萬 | 0.19% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 31,168 | $81.6 萬 | 0.01% | +2,458+8.6% | 加碼 |
| Eddie Patel Inc | 31,278 | $81.9 萬 | 0.61% | +31,278 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 31,320 | $82.0 萬 | 0.00% | +8,111+34.9% | 加碼 |
| Capital Advantage, Inc. | 31,931 | $83.6 萬 | 0.11% | +31,931 | 新進 |
| Principal Financial Group Inc | 31,967 | $83.7 萬 | 0.00% | −197,544−86.1% | 減碼 |
| Valeo Financial Advisors, LLC | 31,976 | $83.7 萬 | 0.02% | −3,345−9.5% | 減碼 |
| Monetta Financial Services Inc | 32,000 | $83.8 萬 | 0.60% | +32,000 | 新進 |
| Callan Family Office, LLC | 32,202 | $84.3 萬 | 0.02% | +4,200+15.0% | 加碼 |
| ZEGA Investments, LLC | 32,226 | $84.4 萬 | 0.16% | +32,226 | 新進 |
| SeaCrest Wealth Management, LLC | 31,255 | $84.4 萬 | 0.09% | +9,077+40.9% | 加碼 |
| SLT Holdings LLC | 32,287 | $84.5 萬 | 0.56% | +7,050+27.9% | 加碼 |
| Umb Bank N A | 32,449 | $85.0 萬 | 0.01% | +1,337+4.3% | 加碼 |
| Atomi Financial Group, Inc. | 32,480 | $85.0 萬 | 0.03% | +1,092+3.5% | 加碼 |
| Numerai GP LLC | 32,755 | $85.8 萬 | 0.10% | +6,277+23.7% | 加碼 |
| Diversified Trust Co | 33,743 | $88.3 萬 | 0.02% | +94+0.3% | 加碼 |
| Everence Capital Management Inc | 34,027 | $89.1 萬 | 0.05% | +3,645+12.0% | 加碼 |
| Longaeva Partners L.P. | 34,123 | $89.3 萬 | 0.11% | +34,123 | 新進 |
| MLP3, LLC | 34,130 | $89.4 萬 | 0.98% | +34,130 | 新進 |
| COFG Advisors, LLC | 34,614 | $90.6 萬 | 0.22% | +34,614 | 新進 |
| Clean Yield Group | 34,616 | $90.6 萬 | 0.25% | +34,616 | 新進 |
| Foundations Investment Advisors, LLC | 34,913 | $91.4 萬 | 0.01% | +6,802+24.2% | 加碼 |
| Hunting Hill Global Capital, LLC | 34,916 | $91.4 萬 | 0.91% | +34,916 | 新進 |
| Generation Capital Management LLC | 35,045 | $91.7 萬 | 0.60% | +35,045 | 新進 |
| Encompass More Asset Management | 35,157 | $92.0 萬 | 0.17% | +35,157 | 新進 |
| Centiva Capital, LP | 35,292 | $92.4 萬 | 0.06% | +35,292 | 新進 |
| Friedenthal Financial | 35,354 | $92.6 萬 | 0.48% | +35,354 | 新進 |
| McGuire Investment Group, LLC | 35,950 | $94.1 萬 | 0.10% | 00.0% | 不變 |
| First National Trust Co | 36,197 | $94.8 萬 | 0.03% | +3,059+9.2% | 加碼 |
| Farther Finance Advisors, LLC | 36,445 | $95.4 萬 | 0.01% | +13,276+57.3% | 加碼 |
| Vise Technologies, Inc. | 36,530 | $95.6 萬 | 0.02% | +18,782+105.8% | 加碼 |
| Pensionmark Financial Group, LLC | 36,813 | $96.4 萬 | 0.02% | +5,287+16.8% | 加碼 |
| Perigon Wealth Management, LLC | 37,140 | $97.2 萬 | 0.02% | +368+1.0% | 加碼 |
| Sun Financial Inc | 37,187 | $97.4 萬 | 0.54% | +37,187 | 新進 |
| Davenport & Co LLC | 37,414 | $98.0 萬 | 0.01% | −693−1.8% | 減碼 |
| NorthRock Partners, LLC | 37,498 | $98.2 萬 | 0.02% | +3,793+11.3% | 加碼 |
| Financial Partners Group, Inc | 43,549 | $99.3 萬 | 0.11% | +4,904+12.7% | 加碼 |
| Fortis Capital Advisors, LLC | 37,964 | $99.4 萬 | 0.15% | +1,598+4.4% | 加碼 |
| ASR Vermogensbeheer N.V. | 38,206 | $100.0 萬 | 0.01% | +38,206 | 新進 |
| Gsa Capital Partners LLP | 38,432 | $100.6 萬 | 0.09% | −38,850−50.3% | 減碼 |
| Ritholtz Wealth Management | 38,500 | $100.8 萬 | 0.02% | +9,699+33.7% | 加碼 |
| Moseley Investment Management Inc | 38,578 | $101.0 萬 | 0.31% | −396−1.0% | 減碼 |
| Quest Partners LLC | 38,920 | $101.9 萬 | 0.06% | −919−2.3% | 減碼 |