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 |
|---|---|---|---|---|---|
| KLCM Advisors, Inc. | 39,151 | $102.5 萬 | 0.09% | +21,174+117.8% | 加碼 |
| WCG Wealth Advisors LLC | 39,299 | $102.9 萬 | 0.03% | +39,299 | 新進 |
| Castleark Management LLC | 39,350 | $103.0 萬 | 0.03% | +2,350+6.4% | 加碼 |
| Level Four Advisory Services, LLC | 39,356 | $103.0 萬 | 0.03% | +12,080+44.3% | 加碼 |
| PFG Investments, LLC | 39,373 | $103.1 萬 | 0.05% | +3,637+10.2% | 加碼 |
| Advisory Services Network, LLC | 39,579 | $103.6 萬 | 0.01% | +4,931+14.2% | 加碼 |
| Teacher Retirement System of Texas | 39,621 | $103.7 萬 | 0.00% | −105,151−72.6% | 減碼 |
| North Dakota State Investment Board | 39,877 | $104.4 萬 | 0.04% | +39,877 | 新進 |
| Evergreen Capital Management LLC | 40,032 | $104.8 萬 | 0.02% | +30,087+302.5% | 加碼 |
| Thoroughbred Financial Services, LLC | 40,371 | $105.6 萬 | 0.06% | +231+0.6% | 加碼 |
| GM Advisory Group, Inc. | 40,426 | $105.8 萬 | 0.04% | +40,426 | 新進 |
| Lakeshore Financial Planning, Inc. | 41,465 | $108.6 萬 | 0.39% | +8,900+27.3% | 加碼 |
| CIBC World Markets Corp | 41,550 | $108.8 萬 | 0.01% | +41,550 | 新進 |
| Independent Advisor Alliance | 41,585 | $108.9 萬 | 0.03% | +9,452+29.4% | 加碼 |
| TD Waterhouse Canada Inc. | 42,326 | $110.8 萬 | 0.01% | +22,772+116.5% | 加碼 |
| Resources Investment Advisors, LLC. | 42,427 | $111.1 萬 | 0.01% | −1,129−2.6% | 減碼 |
| Custom Index Systems, LLC | 42,502 | $111.3 萬 | 0.49% | −24,149−36.2% | 減碼 |
| Pinnacle Associates Ltd | 42,855 | $112.2 萬 | 0.01% | −1,031−2.3% | 減碼 |
| Change Path, LLC | 43,020 | $112.6 萬 | 0.03% | +8,461+24.5% | 加碼 |
| Susquehanna Advisors Group, Inc. | 43,492 | $113.9 萬 | 0.04% | 00.0% | 不變 |
| Pinkerton Retirement Specialists, LLC | 45,300 | $118.6 萬 | 0.12% | +3,388+8.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,432 | $120.6 萬 | 0.01% | +4,345+10.6% | 加碼 |
| River Street Advisors LLC | 46,064 | $120.6 萬 | 0.45% | +2,591+6.0% | 加碼 |
| Atria Investments LLC | 46,454 | $121.6 萬 | 0.01% | +9,370+25.3% | 加碼 |
| Canada Pension Plan Investment Board | 46,800 | $122.5 萬 | 0.00% | −355,600−88.4% | 減碼 |
| XTX Topco Ltd | 47,804 | $125.2 萬 | 0.03% | +47,804 | 新進 |
| Pathway Financial Advisers, LLC | 47,848 | $125.3 萬 | 0.36% | +299+0.6% | 加碼 |
| Schroder Investment Management Group | 47,982 | $125.6 萬 | 0.00% | +2,914+6.5% | 加碼 |
| Royal London Asset Management Ltd | 48,069 | $125.8 萬 | 0.00% | +137+0.3% | 加碼 |
| RHL Group, LLC | 49,062 | $128.4 萬 | 1.03% | +49,062 | 新進 |
| Sequoia Financial Advisors, LLC | 49,222 | $128.9 萬 | 0.01% | +30,160+158.2% | 加碼 |
| Owen LaRue, LLC | 49,340 | $129.2 萬 | 0.49% | +13,250+36.7% | 加碼 |
| AlphaStar Capital Management, LLC | 49,431 | $129.4 萬 | 0.09% | +69+0.1% | 加碼 |
| Diker Management LLC | 50,000 | $130.9 萬 | 1.01% | −75,000−60.0% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 50,255 | $131.6 萬 | 0.06% | +50,255 | 新進 |
| Stansberry Asset Management, LLC | 50,691 | $132.7 萬 | 0.13% | −2,715−5.1% | 減碼 |
| Legacy Capital Group California, Inc. | 51,460 | $134.7 萬 | 0.33% | +51,460 | 新進 |
| Caption Management, LLC | 51,500 | $134.8 萬 | 0.06% | −20,000−28.0% | 減碼 |
| Keystone Financial Services, LLC | 51,601 | $135.1 萬 | 0.92% | +269+0.5% | 加碼 |
| Abn Amro Investment Solutions | 51,671 | $135.3 萬 | 0.02% | +39,417+321.7% | 加碼 |
| Rakuten Investment Management, Inc. | 50,726 | $136.0 萬 | 0.00% | +43,914+644.7% | 加碼 |
| Means Investment Co., Inc. | 52,108 | $136.4 萬 | 0.11% | +700+1.4% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 53,187 | $139.2 萬 | 0.08% | −12,411−18.9% | 減碼 |
| CIBC Asset Management Inc | 53,443 | $139.9 萬 | 0.00% | +22,495+72.7% | 加碼 |
| San Luis Wealth Advisors LLC | 54,668 | $143.1 萬 | 0.24% | −1,130−2.0% | 減碼 |
| Neuberger Berman Group LLC | 54,693 | $143.2 萬 | 0.00% | +4,833+9.7% | 加碼 |
| Advanced Portfolio Management, LLC | 55,000 | $144.0 萬 | 4.40% | +40,000+266.7% | 加碼 |
| Howland Capital Management LLC | 55,147 | $144.4 萬 | 0.05% | +1,800+3.4% | 加碼 |
| Norris Financial Group, LLC | 55,366 | $144.9 萬 | 0.49% | −40,718−42.4% | 減碼 |
| Sigma Planning Corp | 56,807 | $146.1 萬 | 0.04% | −5,843−9.3% | 減碼 |
| Brookstone Capital Management | 55,964 | $146.5 萬 | 0.02% | +27,651+97.7% | 加碼 |
| Prudential Financial Inc | 55,236 | $146.7 萬 | 0.00% | −32,540−37.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 56,483 | $147.9 萬 | 0.05% | 00.0% | 不變 |
| Omers Administration Corp | 56,791 | $148.7 萬 | 0.01% | +7,791+15.9% | 加碼 |
| VGI Partners Ltd | 56,917 | $149.0 萬 | 0.09% | +26,910+89.7% | 加碼 |
| Marathon Trading Investment Management LLC | 56,964 | $149.1 萬 | 0.18% | −2,936−4.9% | 減碼 |
| M&T Bank Corp | 57,340 | $150.1 萬 | 0.00% | +10,383+22.1% | 加碼 |
| Mackenzie Financial Corp | 57,073 | $151.3 萬 | 0.00% | +1,602+2.9% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 58,116 | $152.1 萬 | 0.04% | +58,116 | 新進 |
| Global Retirement Partners, LLC | 58,648 | $153.5 萬 | 0.03% | −13,032−18.2% | 減碼 |
| Hudock, Inc. | 58,652 | $153.6 萬 | 0.23% | +89+0.2% | 加碼 |
| Baker Chad R | 58,545 | $155.5 萬 | 0.28% | +58,545 | 新進 |
| CIBC Private Wealth Group, LLC | 59,545 | $155.9 萬 | 0.00% | −3,081−4.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 59,687 | $156.3 萬 | 0.06% | −4,838−7.5% | 減碼 |
| Nwam LLC | 60,709 | $156.7 萬 | 0.09% | +2,279+3.9% | 加碼 |
| Quantitative Investment Management, LLC | 60,367 | $158.0 萬 | 0.15% | +60,367 | 新進 |
| VestGen Advisors, LLC | 60,471 | $158.3 萬 | 0.07% | +60,471 | 新進 |
| Viewpoint Capital Management LLC | 60,817 | $159.2 萬 | 0.69% | +60,817 | 新進 |
| Maryland State Retirement & Pension System | 60,942 | $159.5 萬 | 0.03% | +4,846+8.6% | 加碼 |
| Clarus Wealth Advisors | 59,279 | $160.9 萬 | 0.67% | +6,735+12.8% | 加碼 |
| Merit Financial Group, LLC | 61,581 | $161.2 萬 | 0.01% | −4,803−7.2% | 減碼 |
| BluePath Capital Management, LLC | 61,895 | $162.0 萬 | 1.09% | +904+1.5% | 加碼 |
| Eurizon Capital SGR S.p.A. | 61,916 | $162.5 萬 | 0.01% | +61,916 | 新進 |
| Belpointe Asset Management LLC | 62,411 | $163.4 萬 | 0.06% | −1,319−2.1% | 減碼 |
| Equitable Holdings, Inc. | 62,685 | $164.1 萬 | 0.01% | +37,226+146.2% | 加碼 |
| Arkadios Wealth Advisors | 62,783 | $164.4 萬 | 0.03% | +1,741+2.9% | 加碼 |
| Bridgeway Capital Management, LLC | 63,300 | $165.7 萬 | 0.03% | −400−0.6% | 減碼 |
| Sterling Capital Management LLC | 63,364 | $165.9 萬 | 0.03% | +2,701+4.5% | 加碼 |
| TCG Advisory Services, LLC | 63,816 | $167.1 萬 | 0.05% | −514−0.8% | 減碼 |
| Soltis Investment Advisors LLC | 64,283 | $168.3 萬 | 0.11% | −142−0.2% | 減碼 |
| Captrust Financial Advisors | 64,669 | $169.3 萬 | 0.00% | +9,044+16.3% | 加碼 |
| Bank of Nova Scotia | 65,459 | $171.4 萬 | 0.00% | −400,483−86.0% | 減碼 |
| Solidarilty Wealth, LLC | 65,661 | $171.9 萬 | 0.35% | 00.0% | 不變 |
| Alta Wealth Advisors LLC | 66,148 | $173.2 萬 | 0.58% | +179+0.3% | 加碼 |
| Fortis Group Advisors, LLC | 75,957 | $173.3 萬 | 0.29% | −54,860−41.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 66,541 | $174.2 萬 | 0.00% | +4,480+7.2% | 加碼 |
| Strategic Advocates LLC | 65,592 | $174.2 萬 | 0.45% | 00.0% | 不變 |
| Blue Jean Financial LLC | 66,617 | $174.4 萬 | 1.42% | +66,617 | 新進 |
| Knights of Columbus Asset Advisors LLC | 67,303 | $176.2 萬 | 0.10% | −1,215−1.8% | 減碼 |
| Amalgamated Bank | 68,876 | $180.3 萬 | 0.01% | +7,296+11.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 69,904 | $183.0 萬 | 0.02% | +11,237+19.2% | 加碼 |
| Xcel Wealth Management, LLC | 69,932 | $183.1 萬 | 0.47% | −1,000−1.4% | 減碼 |
| Harbour Investments, Inc. | 70,088 | $183.5 萬 | 0.04% | +1,374+2.0% | 加碼 |
| Truist Financial Corp | 70,561 | $184.7 萬 | 0.00% | −9,971−12.4% | 減碼 |
| Highview Capital Management LLC | 70,755 | $185.2 萬 | 0.65% | −22,913−24.5% | 減碼 |
| Pinnacle Wealth Management, LLC | 71,127 | $186.2 萬 | 1.25% | +71,127 | 新進 |
| Cypress Point Investment Management LP | 72,746 | $190.5 萬 | 0.41% | +72,746 | 新進 |
| CWM, LLC | 72,830 | $190.7 萬 | 0.01% | −6,310−8.0% | 減碼 |
| HBK Investments L P | 75,000 | $196.3 萬 | 0.02% | +75,000 | 新進 |
| Vontobel Holding Ltd. | 75,951 | $198.8 萬 | 0.01% | +29,480+63.4% | 加碼 |