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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 182,608 | $478.1 萬 | 0.01% | +36,874+25.3% | 加碼 |
| Van Eck Associates Corp | 187,099 | $489.8 萬 | 0.00% | +25,160+15.5% | 加碼 |
| Sullivan Wood Capital Management LLC | 190,945 | $499.9 萬 | 7.54% | +38,750+25.5% | 加碼 |
| Utah Retirement Systems | 191,361 | $501.0 萬 | 0.05% | +4,516+2.4% | 加碼 |
| Toronto Dominion Bank | 194,650 | $509.6 萬 | 0.01% | +19,206+10.9% | 加碼 |
| Cookson Peirce & Co Inc | 198,076 | $518.6 萬 | 0.21% | −18,251−8.4% | 減碼 |
| Consolidated Investment Group LLC | 201,085 | $526.4 萬 | 0.63% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 202,333 | $529.7 萬 | 0.03% | −127,304−38.6% | 減碼 |
| CMG Global Holdings, LLC | 255,663 | $530.5 萬 | 2.35% | +27,077+11.8% | 加碼 |
| Kestra Advisory Services, LLC | 204,629 | $535.7 萬 | 0.02% | +5,308+2.7% | 加碼 |
| Kercheville Advisors, LLC | 209,965 | $547.8 萬 | 1.44% | −52,825−20.1% | 減碼 |
| Fiduciary Alliance LLC | 209,973 | $549.7 萬 | 0.36% | +10,720+5.4% | 加碼 |
| ExodusPoint Capital Management, LP | 210,296 | $550.6 萬 | 0.06% | +210,296 | 新進 |
| British Columbia Investment Management Corp | 211,878 | $554.7 萬 | 0.03% | +53,013+33.4% | 加碼 |
| Carroll Investors, Inc | 212,306 | $555.8 萬 | 2.66% | −43,802−17.1% | 減碼 |
| D.A. Davidson & Co. | 219,166 | $573.8 萬 | 0.04% | +59,623+37.4% | 加碼 |
| TD Asset Management Inc | 219,314 | $574.2 萬 | 0.00% | +31,624+16.8% | 加碼 |
| Creative Planning | 221,750 | $580.5 萬 | 0.00% | +18,810+9.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 221,981 | $581.1 萬 | 0.07% | +33,290+17.6% | 加碼 |
| IFM Investors Pty Ltd | 222,039 | $581.3 萬 | 0.05% | +12,249+5.8% | 加碼 |
| Envestnet Asset Management Inc | 224,586 | $588.0 萬 | 0.00% | +36,233+19.2% | 加碼 |
| CAPROCK Group, Inc. | 227,269 | $595.0 萬 | 0.13% | −1,142−0.5% | 減碼 |
| Quadrature Capital Ltd | 228,892 | $599.2 萬 | 0.06% | −1,825,928−88.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 233,709 | $614.1 萬 | 0.01% | +233,709 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 237,001 | $620.5 萬 | 0.02% | +563+0.2% | 加碼 |
| Edgestream Partners, L.P. | 238,755 | $625.1 萬 | 0.18% | −12,686−5.0% | 減碼 |
| Well Done, LLC | 252,794 | $661.8 萬 | 0.99% | −601−0.2% | 減碼 |
| Forsta Ap-Fonden | 254,100 | $665.2 萬 | 0.04% | +16,600+7.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 247,661 | $668.2 萬 | 0.01% | −26,533−9.7% | 減碼 |
| Oppenheimer & Co Inc | 256,296 | $671.0 萬 | 0.10% | +85,732+50.3% | 加碼 |
| Janney Montgomery Scott LLC | 256,652 | $671.9 萬 | 0.02% | +47,380+22.6% | 加碼 |
| Westbourne Investment Advisors, Inc. | 257,697 | $674.7 萬 | 1.86% | +3,533+1.4% | 加碼 |
| Baird Financial Group, Inc. | 258,046 | $675.6 萬 | 0.01% | −16,529−6.0% | 減碼 |
| Parkside Investments, LLC | 259,365 | $679.0 萬 | 0.86% | −40,175−13.4% | 減碼 |
| Walleye Capital LLC | 263,750 | $690.5 萬 | 0.04% | +105,033+66.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 264,242 | $692.0 萬 | 0.03% | +26,802+11.3% | 加碼 |
| Ensign Peak Advisors, Inc | 264,791 | $693.2 萬 | 0.01% | −8,952−3.3% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 268,000 | $701.6 萬 | 0.06% | +2,100+0.8% | 加碼 |
| Colony Group, LLC | 268,565 | $703.1 萬 | 0.01% | −31,304−10.4% | 減碼 |
| Intech Investment Management LLC | 278,301 | $728.6 萬 | 0.07% | −43,116−13.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 279,535 | $731.8 萬 | 0.03% | −40,592−12.7% | 減碼 |
| Sanctuary Advisors, LLC | 285,611 | $747.7 萬 | 0.04% | +16,788+6.2% | 加碼 |
| Tudor Investment Corp Et Al | 288,091 | $754.2 萬 | 0.04% | −1,420,469−83.1% | 減碼 |
| Janus Henderson Group PLC | 289,200 | $757.3 萬 | 0.00% | −113,212−28.1% | 減碼 |
| Quantbot Technologies LP | 291,202 | $762.4 萬 | 0.25% | −808,922−73.5% | 減碼 |
| Hood River Capital Management LLC | 291,690 | $763.6 萬 | 0.08% | −98,263−25.2% | 減碼 |
| Private Advisor Group, LLC | 292,975 | $767.0 萬 | 0.04% | +14,988+5.4% | 加碼 |
| Summit Trail Advisors, LLC | 300,418 | $786.5 萬 | 0.14% | +9,550+3.3% | 加碼 |
| Trexquant Investment LP | 304,754 | $797.8 萬 | 0.07% | −341,896−52.9% | 減碼 |
| HighTower Advisors, LLC | 306,795 | $803.2 萬 | 0.01% | +173,492+130.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 311,986 | $816.8 萬 | 0.07% | +72,696+30.4% | 加碼 |
| Zacks Investment Management | 322,185 | $843.5 萬 | 0.07% | −18,709−5.5% | 減碼 |
| GWM Advisors LLC | 322,816 | $845.1 萬 | 0.03% | −5,224−1.6% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 324,683 | $850.0 萬 | 1.20% | −21,273−6.1% | 減碼 |
| Arizona State Retirement System | 328,841 | $860.9 萬 | 0.05% | +1,112+0.3% | 加碼 |
| American Century Companies Inc | 335,179 | $877.5 萬 | 0.00% | +24,048+7.7% | 加碼 |
| Anderson Hoagland & Co | 335,392 | $878.1 萬 | 0.76% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 332,026 | $879.9 萬 | 0.08% | −32,773−9.0% | 減碼 |
| Handelsbanken Fonder AB | 337,700 | $884.1 萬 | 0.03% | +41,000+13.8% | 加碼 |
| Cerity Partners LLC | 338,537 | $886.3 萬 | 0.01% | −24,049−6.6% | 減碼 |
| Resona Asset Management Co.,Ltd. | 338,866 | $890.2 萬 | 0.04% | +4,527+1.4% | 加碼 |
| CSS LLC | 358,863 | $939.5 萬 | 0.53% | +358,863 | 新進 |
| Quantinno Capital Management LP | 361,698 | $946.9 萬 | 0.02% | +133,215+58.3% | 加碼 |
| Public Employees Retirement System of Ohio | 364,973 | $955.5 萬 | 0.03% | +11,147+3.2% | 加碼 |
| Nomura Asset Management Co Ltd | 375,700 | $983.6 萬 | 0.02% | +40,000+11.9% | 加碼 |
| Contrarius Group Holdings Ltd | 376,773 | $986.4 萬 | 0.48% | +376,773 | 新進 |
| Exchange Traded Concepts, LLC | 381,371 | $998.4 萬 | 0.08% | +6,656+1.8% | 加碼 |
| Brevan Howard Capital Management LP | 383,874 | $1,005 萬 | 0.19% | +256,435+201.2% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 386,456 | $1,012 萬 | 0.05% | +386,456 | 新進 |
| Mediolanum International Funds Ltd | 389,554 | $1,035 萬 | 0.10% | +389,554 | 新進 |
| Monashee Investment Management LLC | 400,000 | $1,047 萬 | 5.90% | +400,000 | 新進 |
| Vestor Capital, LLC | 1,006 | $1,057 萬 | 0.77% | −403,149−99.8% | 減碼 |
| Cresset Asset Management, LLC | 405,959 | $1,063 萬 | 0.05% | −24,015−5.6% | 減碼 |
| Victory Capital Management Inc | 408,302 | $1,069 萬 | 0.01% | +392+0.1% | 加碼 |
| Great West Life Assurance Co | 410,275 | $1,075 萬 | 0.02% | −154,648−27.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 415,795 | $1,089 萬 | 0.04% | +23,466+6.0% | 加碼 |
| Storebrand Asset Management AS | 418,333 | $1,095 萬 | 0.03% | +86,702+26.1% | 加碼 |
| STRS Ohio | 418,446 | $1,095 萬 | 0.04% | +38,364+10.1% | 加碼 |
| HSBC Holdings PLC | 419,105 | $1,099 萬 | 0.01% | +53,941+14.8% | 加碼 |
| KLP Kapitalforvaltning AS | 421,900 | $1,105 萬 | 0.04% | 00.0% | 不變 |
| Liontrust Investment Partners LLP | 428,320 | $1,121 萬 | 0.17% | +26,816+6.7% | 加碼 |
| Longitude (Cayman) Ltd. | 430,000 | $1,126 萬 | 9.75% | +430,000 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 428,067 | $1,130 萬 | 0.02% | +35,289+9.0% | 加碼 |
| MML Investors Services, LLC | 442,943 | $1,160 萬 | 0.03% | +188,412+74.0% | 加碼 |
| DnB Asset Management AS | 448,185 | $1,173 萬 | 0.04% | −281,062−38.5% | 減碼 |
| Commonwealth Equity Services, LLC | 457,752 | $1,198 萬 | 0.02% | −20,128−4.2% | 減碼 |
| Teamwork Financial Advisors, LLC | 460,120 | $1,205 萬 | 1.28% | +386,348+523.7% | 加碼 |
| Asset Management One Co.,Ltd. | 451,137 | $1,209 萬 | 0.03% | +28,862+6.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 473,116 | $1,239 萬 | 0.03% | +25,973+5.8% | 加碼 |
| Hartline Investment Corp | 475,451 | $1,245 萬 | 1.35% | +15,049+3.3% | 加碼 |
| Mariner, LLC | 506,092 | $1,325 萬 | 0.02% | +43,520+9.4% | 加碼 |
| Pictet Asset Management Holding SA | 506,478 | $1,327 萬 | 0.01% | +75,507+17.5% | 加碼 |
| Alberta Investment Management Corp | 508,000 | $1,330 萬 | 0.08% | +508,000 | 新進 |
| Treasurer of the State of North Carolina | 508,060 | $1,330 萬 | 0.04% | −1,154−0.2% | 減碼 |
| Man Group plc | 510,399 | $1,336 萬 | 0.03% | +147,066+40.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 517,492 | $1,355 萬 | 0.11% | +15,782+3.1% | 加碼 |
| Alliancebernstein L.P. | 528,737 | $1,384 萬 | 0.00% | +95,563+22.1% | 加碼 |
| FORA Capital, LLC | 530,207 | $1,388 萬 | 1.68% | +257,175+94.2% | 加碼 |
| Advisor Group Holdings, Inc. | 536,251 | $1,404 萬 | 0.02% | −35,094−6.1% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 541,880 | $1,419 萬 | 0.67% | +61,422+12.8% | 加碼 |