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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 72,414 | $198.8 萬 | 0.31% | −1,651−2.2% | 減碼 |
| Burney Co | 76,167 | $199.4 萬 | 0.06% | −300−0.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 77,505 | $202.9 萬 | 0.00% | +15,763+25.5% | 加碼 |
| Midwest Professional Planners, LTD. | 78,102 | $204.5 萬 | 0.48% | +1,995+2.6% | 加碼 |
| Firsthand Capital Management, Inc. | 80,000 | $209.4 萬 | 3.89% | 00.0% | 不變 |
| Steinberganna Wealth Management | 80,450 | $210.6 萬 | 0.99% | −2,510−3.0% | 減碼 |
| US Bancorp | 82,002 | $214.7 萬 | 0.00% | +21,912+36.5% | 加碼 |
| Sepio Capital, LP | 82,529 | $216.1 萬 | 0.12% | −19,121−18.8% | 減碼 |
| Kovack Advisors, Inc. | 84,152 | $220.3 萬 | 0.10% | −5,525−6.2% | 減碼 |
| Williamson Legacy Group, LLC | 84,729 | $221.8 萬 | 1.73% | +31,845+60.2% | 加碼 |
| Headlands Technologies LLC | 84,738 | $221.8 萬 | 0.19% | +69,771+466.2% | 加碼 |
| Spire Wealth Management | 86,158 | $225.6 萬 | 0.08% | +7,451+9.5% | 加碼 |
| Laird Norton Trust Company, LLC | 86,586 | $226.7 萬 | 0.05% | +22,091+34.3% | 加碼 |
| Brinker Capital Investments, LLC | 86,863 | $227.4 萬 | 0.02% | +52,956+156.2% | 加碼 |
| Taylor Frigon Capital Management LLC | 86,936 | $227.6 萬 | 1.15% | +86,936 | 新進 |
| National Bank of Canada | 88,464 | $231.3 萬 | 0.00% | +36,930+71.7% | 加碼 |
| Twin Tree Management, LP | 88,688 | $232.2 萬 | 0.24% | −1,248,386−93.4% | 減碼 |
| Allstate Corp | 89,452 | $234.2 萬 | 0.03% | +48,283+117.3% | 加碼 |
| Sumitomo Life Insurance Co | 89,463 | $234.2 萬 | 0.06% | +27,032+43.3% | 加碼 |
| Prospera Financial Services Inc | 89,796 | $235.1 萬 | 0.04% | −3,551−3.8% | 減碼 |
| Elevatus Welath Management | 90,190 | $236.1 萬 | 0.65% | −212,161−70.2% | 減碼 |
| Miracle Mile Advisors, LLC | 90,830 | $237.8 萬 | 0.03% | +1,041+1.2% | 加碼 |
| Simplicity Wealth,LLC | 91,527 | $239.6 萬 | 0.14% | −37,657−29.1% | 減碼 |
| HighPoint Advisor Group LLC | 91,564 | $239.7 萬 | 0.05% | +11,902+14.9% | 加碼 |
| Credit Agricole S A | 91,649 | $239.9 萬 | 0.01% | +19,206+26.5% | 加碼 |
| Slow Capital, Inc. | 92,554 | $242.3 萬 | 0.29% | 00.0% | 不變 |
| Fagan Associates, Inc. | 93,084 | $243.7 萬 | 0.32% | +23,155+33.1% | 加碼 |
| BNC Wealth Management, LLC | 93,177 | $243.9 萬 | 0.63% | +93,177 | 新進 |
| Voya Investment Management LLC | 93,650 | $245.2 萬 | 0.00% | −4,255−4.3% | 減碼 |
| Main Management ETF Advisors, LLC | 94,743 | $248.0 萬 | 0.09% | +968+1.0% | 加碼 |
| IFP Advisors, Inc | 95,881 | $251.0 萬 | 0.06% | −824−0.9% | 減碼 |
| Perennial Investment Advisors, LLC | 98,054 | $256.7 萬 | 0.20% | −13,428−12.0% | 減碼 |
| Swedbank AB | 99,191 | $259.7 萬 | 0.00% | +1,246+1.3% | 加碼 |
| GatePass Capital, LLC | 100,122 | $262.1 萬 | 1.35% | +77+0.1% | 加碼 |
| Capstone Investment Advisors, LLC | 100,304 | $262.6 萬 | 0.02% | +64,308+178.7% | 加碼 |
| Vivid Wealth Management, LLC | 100,398 | $262.8 萬 | 1.02% | +100,398 | 新進 |
| Empowered Funds, LLC | 100,832 | $264.0 萬 | 0.04% | +41,430+69.7% | 加碼 |
| Daiwa Securities Group Inc. | 102,000 | $267.0 萬 | 0.01% | +6,100+6.4% | 加碼 |
| Investment Management Corp of Ontario | 102,279 | $267.8 萬 | 0.04% | +50,467+97.4% | 加碼 |
| JustInvest LLC | 102,830 | $269.2 萬 | 0.03% | −1,913−1.8% | 減碼 |
| Davy Global Fund Management Ltd | 104,287 | $273.0 萬 | 0.19% | +14,129+15.7% | 加碼 |
| Miller Financial Services LLC | 104,638 | $273.9 萬 | 3.21% | −3,973−3.7% | 減碼 |
| Axq Capital, LP | 105,670 | $276.6 萬 | 0.62% | +51,013+93.3% | 加碼 |
| Mutual Advisors, LLC | 106,430 | $278.6 萬 | 0.06% | −3,878−3.5% | 減碼 |
| Sava Infond d.o.o. | 107,550 | $281.6 萬 | 0.38% | +22,500+26.5% | 加碼 |
| Qsemble Capital Management, LP | 108,107 | $283.0 萬 | 0.23% | +19,845+22.5% | 加碼 |
| Mfg Wealth Management, Inc. | 108,977 | $285.3 萬 | 2.22% | −799−0.7% | 減碼 |
| Firethorn Wealth Partners, LLC | 109,026 | $285.4 萬 | 1.07% | −4,385−3.9% | 減碼 |
| Capital Advisors Wealth Management, LLC | 109,483 | $286.6 萬 | 0.39% | +401+0.4% | 加碼 |
| Lido Advisors, LLC | 108,962 | $287.6 萬 | 0.01% | +363+0.3% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 111,045 | $290.7 萬 | 0.03% | +111,045 | 新進 |
| Federated Hermes, Inc. | 112,895 | $295.6 萬 | 0.00% | −61,456−35.2% | 減碼 |
| Pathstone Holdings, LLC | 113,108 | $296.1 萬 | 0.01% | −8,580−7.1% | 減碼 |
| Baker Avenue Asset Management, LP | 115,291 | $301.8 萬 | 0.07% | −184−0.2% | 減碼 |
| Torrey Growth & Income Advisors | 116,027 | $303.8 萬 | 1.06% | +4,430+4.0% | 加碼 |
| Dark Forest Capital Management LP | 116,638 | $305.4 萬 | 0.14% | +37,167+46.8% | 加碼 |
| Polen Capital Management LLC | 117,450 | $307.5 萬 | 0.01% | −25,768−18.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 118,220 | $309.5 萬 | 0.01% | +16,117+15.8% | 加碼 |
| Intellus Advisors LLC | 121,899 | $319.1 萬 | 0.42% | −9,707−7.4% | 減碼 |
| Alliance Wealth Advisors, LLC | 122,319 | $320.2 萬 | 0.69% | +125+0.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 123,145 | $322.4 萬 | 0.07% | +75,543+158.7% | 加碼 |
| Triumph Capital Management | 124,487 | $325.9 萬 | 0.70% | −2,428−1.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 125,666 | $329.0 萬 | 0.01% | +59,459+89.8% | 加碼 |
| Allworth Financial LP | 127,644 | $334.2 萬 | 0.01% | +9,719+8.2% | 加碼 |
| Verition Fund Management LLC | 128,216 | $335.7 萬 | 0.02% | −204,496−61.5% | 減碼 |
| Tradition Wealth Management, LLC | 129,596 | $339.3 萬 | 0.24% | +16,249+14.3% | 加碼 |
| Acorn Financial Advisory Services Inc | 131,501 | $344.3 萬 | 0.51% | −1,248−0.9% | 減碼 |
| Jefferies Financial Group Inc. | 131,960 | $345.5 萬 | 0.03% | −376,242−74.0% | 減碼 |
| Gateway Investment Advisers LLC | 132,000 | $345.6 萬 | 0.03% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 132,084 | $345.8 萬 | 0.12% | +33,817+34.4% | 加碼 |
| OP Asset Management Ltd | 132,296 | $346.4 萬 | 0.04% | −78,091−37.1% | 減碼 |
| Nordea Investment Management AB | 132,202 | $349.6 萬 | 0.00% | +34,381+35.1% | 加碼 |
| Pegasus Asset Management, Inc. | 133,659 | $349.9 萬 | 1.08% | +3,284+2.5% | 加碼 |
| Caisse des Depots Et Consignations | 133,675 | $350.0 萬 | 0.08% | +45,459+51.5% | 加碼 |
| Bosman Wealth Management, LLC | 136,245 | $356.7 萬 | 2.93% | +136,245 | 新進 |
| Candriam Luxembourg S.C.A. | 137,635 | $360.3 萬 | 0.02% | +137,635 | 新進 |
| Engineers Gate Manager LP | 141,093 | $369.4 萬 | 0.04% | −6,788−4.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 141,131 | $369.5 萬 | 0.00% | +5,029+3.7% | 加碼 |
| Concurrent Investment Advisors, LLC | 142,936 | $374.2 萬 | 0.04% | +5,324+3.9% | 加碼 |
| Riggs Asset Managment Co. Inc. | 144,732 | $378.9 萬 | 0.76% | +6,887+5.0% | 加碼 |
| Mercer Global Advisors Inc | 146,490 | $383.2 萬 | 0.01% | −32,652−18.2% | 減碼 |
| Estate Counselors, LLC | 146,868 | $384.5 萬 | 0.32% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 147,646 | $386.5 萬 | 0.22% | +147,646 | 新進 |
| Xponance, Inc. | 151,110 | $395.6 萬 | 0.03% | +12,995+9.4% | 加碼 |
| Illinois Municipal Retirement Fund | 152,295 | $398.7 萬 | 0.05% | +149+0.1% | 加碼 |
| Nissay Asset Management Corp | 153,583 | $402.1 萬 | 0.02% | +13,194+9.4% | 加碼 |
| Elo Mutual Pension Insurance Co | 154,509 | $404.5 萬 | 0.06% | +77,032+99.4% | 加碼 |
| Warm Springs Advisors Inc. | 160,000 | $418.9 萬 | 3.24% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 160,600 | $420.5 萬 | 0.01% | +160,600 | 新進 |
| Nisa Investment Advisors, LLC | 161,611 | $423.1 萬 | 0.01% | +14,786+10.1% | 加碼 |
| Kessler Investment Group, LLC | 161,829 | $423.7 萬 | 1.78% | +2,871+1.8% | 加碼 |
| Wealthfront Advisers LLC | 166,634 | $436.2 萬 | 0.01% | +18,672+12.6% | 加碼 |
| Independent Financial Group, LLC | 166,866 | $436.9 萬 | 0.10% | +803+0.5% | 加碼 |
| QRG Capital Management, Inc. | 170,153 | $445.5 萬 | 0.05% | −3,851−2.2% | 減碼 |
| Old Second National Bank of Aurora | 170,741 | $447.0 萬 | 0.89% | −589−0.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 174,365 | $456.5 萬 | 0.03% | +42,905+32.6% | 加碼 |
| Stifel Financial Corp | 175,188 | $458.6 萬 | 0.00% | +46,500+36.1% | 加碼 |
| Franklin Resources Inc | 178,358 | $466.9 萬 | 0.00% | +76,759+75.6% | 加碼 |
| RFG Advisory, LLC | 179,901 | $471.0 萬 | 0.09% | +1,148+0.6% | 加碼 |
| Covenant Asset Management, LLC | 179,902 | $471.0 萬 | 0.91% | +98,202+120.2% | 加碼 |