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。
2026 年第 1 季 13F 持有人
SoFi Technologies, Inc. 在 2026/3/31 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
- 927
- 較 2025 年第 4 季 −66 家
- 持有股數
- 7.06 億
- 較 2025 年第 4 季 +1.29 億 (+22.4%)
- 總市值
- $112.1 億
- 較 2025 年第 4 季 −$39.0 億 (−25.8%)
- 新進機構
- 119
- 另有 391 家加碼
- 清倉機構
- 185
- 另有 297 家減碼
另有 12 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pure Financial Advisors, Inc. | 11,353 | $18.0 萬 | 0.00% | −660−5.5% | 減碼 |
| Fortis Capital Management LLC | 11,397 | $18.1 萬 | 0.02% | +135+1.2% | 加碼 |
| Cigna Investments Inc | 11,440 | $18.2 萬 | 0.03% | 00.0% | 不變 |
| Axim Planning & Wealth | 11,500 | $18.3 萬 | 0.22% | 00.0% | 不變 |
| Gilliland Jeter Wealth Management LLC | 11,500 | $18.3 萬 | 0.05% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 11,623 | $18.5 萬 | 0.06% | +3,907+50.6% | 加碼 |
| Lake Street Financial LLC | 11,688 | $18.6 萬 | 0.02% | +3,320+39.7% | 加碼 |
| Signaturefd, LLC | 11,824 | $18.8 萬 | 0.00% | −144−1.2% | 減碼 |
| Sagespring Wealth Partners, LLC | 11,851 | $18.8 萬 | 0.00% | −7,448−38.6% | 減碼 |
| nVerses Capital, LLC | 11,931 | $18.9 萬 | 0.17% | +11,931 | 新進 |
| Glenmede Trust Co NA | 12,020 | $19.1 萬 | 0.00% | +80+0.7% | 加碼 |
| Phoenix Holdings Ltd. | 12,115 | $19.2 萬 | 0.00% | +12,115 | 新進 |
| Standard Life Aberdeen plc | 12,170 | $19.3 萬 | 0.00% | +3,442+39.4% | 加碼 |
| Metis Global Partners, LLC | 12,264 | $19.5 萬 | 0.00% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 12,290 | $19.5 萬 | 0.06% | −197,675−94.1% | 減碼 |
| Advisors Management Group Inc | 12,386 | $19.6 萬 | 0.04% | +860+7.5% | 加碼 |
| Root Financial Partners, LLC | 12,353 | $19.6 萬 | 0.01% | −2,380−16.2% | 減碼 |
| Prostatis Group LLC | 12,386 | $19.7 萬 | 0.05% | +125+1.0% | 加碼 |
| WoodTrust Financial Corp | 12,400 | $19.7 萬 | 0.03% | +12,400 | 新進 |
| Fifth Third Bancorp | 12,422 | $19.7 萬 | 0.00% | +9,296+297.4% | 加碼 |
| Millennium Capital Advisors, LLC | 12,550 | $19.9 萬 | 0.12% | +1,500+13.6% | 加碼 |
| Pinebridge Investments LLC | 12,553 | $19.9 萬 | 0.00% | +12,553 | 新進 |
| Kingsview Wealth Management, LLC | 12,607 | $20.0 萬 | 0.00% | +1,625+14.8% | 加碼 |
| My Portfolio Guide, LLC | 12,673 | $20.1 萬 | 0.11% | +12,673 | 新進 |
| Parallel Advisors, LLC | 12,760 | $20.3 萬 | 0.00% | −574−4.3% | 減碼 |
| Park Avenue Securities LLC | 12,822 | $20.4 萬 | 0.00% | −6,144−32.4% | 減碼 |
| Caitong International Asset Management Co., Ltd | 12,910 | $20.5 萬 | 0.04% | +12,910 | 新進 |
| Chicago Partners Investment Group LLC | 10,757 | $20.5 萬 | 0.00% | +10,757 | 新進 |
| F&V Capital Management, LLC | 13,000 | $20.6 萬 | 0.04% | +13,000 | 新進 |
| White Wing Wealth Management | 12,982 | $20.6 萬 | 0.12% | +1,112+9.4% | 加碼 |
| Ausdal Financial Partners, Inc. | 13,017 | $20.7 萬 | 0.01% | −172−1.3% | 減碼 |
| RSM US Wealth Management LLC | 13,032 | $20.7 萬 | 0.00% | −9,410−41.9% | 減碼 |
| Omers Administration Corp | 13,285 | $21.1 萬 | 0.00% | −43,506−76.6% | 減碼 |
| Procyon Private Wealth Partners, LLC | 13,387 | $21.3 萬 | 0.01% | −996−6.9% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 13,483 | $21.4 萬 | 0.06% | +13,483 | 新進 |
| PKS Advisory Services, LLC | 13,500 | $21.4 萬 | 0.05% | +1,700+14.4% | 加碼 |
| Buckingham Strategic Partners | 13,532 | $21.5 萬 | 0.00% | −9,834−42.1% | 減碼 |
| International Assets Investment Management, LLC | 13,760 | $21.5 萬 | 0.01% | +2,698+24.4% | 加碼 |
| Plum Street Advisors, LLC | 13,577 | $21.6 萬 | 0.07% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 11,500 | $21.6 萬 | 0.14% | −1,000−8.0% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 13,711 | $21.8 萬 | 0.07% | −1,457−9.6% | 減碼 |
| Ballentine Partners, LLC | 14,007 | $22.2 萬 | 0.00% | −305−2.1% | 減碼 |
| Trueblood Wealth Management, LLC | 14,090 | $22.4 萬 | 0.09% | +4,000+39.6% | 加碼 |
| AlphaGrep UK Ltd | 14,179 | $22.5 萬 | 0.07% | +5,623+65.7% | 加碼 |
| Visionary Wealth Advisors | 14,237 | $22.6 萬 | 0.01% | +1,675+13.3% | 加碼 |
| Palacios Wealth Management, LLC | 14,146 | $22.8 萬 | 0.14% | +5,189+57.9% | 加碼 |
| Financial Advisory Service, Inc. | 14,365 | $22.8 萬 | 0.01% | 00.0% | 不變 |
| Ostrum Asset Management | 14,393 | $22.9 萬 | 0.01% | +10,273+249.3% | 加碼 |
| Acorn Financial Advisory Services Inc | 14,452 | $22.9 萬 | 0.03% | −117,049−89.0% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 14,511 | $23.0 萬 | 0.03% | 00.0% | 不變 |
| CIBC World Markets Inc. | 14,525 | $23.1 萬 | 0.00% | +2,494+20.7% | 加碼 |
| Commerce Bank | 14,613 | $23.2 萬 | 0.00% | +14,613 | 新進 |
| Capital Investment Advisors, LLC | 14,623 | $23.2 萬 | 0.00% | −421−2.8% | 減碼 |
| Fermata Advisors, LLC | 14,710 | $23.4 萬 | 0.05% | −1,000−6.4% | 減碼 |
| HB Wealth Management, LLC | 14,757 | $23.4 萬 | 0.00% | +4,758+47.6% | 加碼 |
| IFS Group,LLC | 14,970 | $23.8 萬 | 0.21% | +14,970 | 新進 |
| Intrua Financial, LLC | 14,997 | $23.8 萬 | 0.03% | +3,925+35.4% | 加碼 |
| Fortis Advisors, LLC | 15,000 | $23.8 萬 | 0.12% | −2,500−14.3% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 15,014 | $23.8 萬 | 0.01% | −38,173−71.8% | 減碼 |
| Westco Advisory Services Inc | 15,019 | $23.9 萬 | 0.15% | −800−5.1% | 減碼 |
| Newbridge Financial Services Group, Inc. | 15,075 | $23.9 萬 | 0.04% | −1,300−7.9% | 減碼 |
| Ring Mountain Capital, LLC | 15,382 | $24.4 萬 | 0.13% | −4,209−21.5% | 減碼 |
| Cary Street Partners Financial LLC | 15,398 | $24.5 萬 | 0.01% | +515+3.5% | 加碼 |
| Dynasty Wealth Management, LLC | 15,575 | $24.7 萬 | 0.00% | +1,366+9.6% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,585 | $24.7 萬 | 0.02% | +275+1.8% | 加碼 |
| Northwest Wealth Management, LLC | 15,804 | $25.1 萬 | 0.04% | −32−0.2% | 減碼 |
| Tucker Asset Management LLC | 15,832 | $25.1 萬 | 0.08% | −145−0.9% | 減碼 |
| Avestar Capital, LLC | 15,835 | $25.1 萬 | 0.02% | +44+0.3% | 加碼 |
| Caxton Associates LLP | 15,900 | $25.2 萬 | 0.01% | −3,630−18.6% | 減碼 |
| Prime Capital Investment Advisors, LLC | 15,921 | $25.3 萬 | 0.00% | +2,684+20.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 15,960 | $25.3 萬 | 0.00% | −8,495−34.7% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,978 | $25.4 萬 | 0.01% | +15,978 | 新進 |
| BankChampaign, National Association | 15,986 | $25.4 萬 | 0.25% | −3,965−19.9% | 減碼 |
| Oxford Financial Group Ltd | 16,000 | $25.4 萬 | 0.01% | +16,000 | 新進 |
| Yousif Capital Management, LLC | 16,095 | $25.6 萬 | 0.00% | +385+2.5% | 加碼 |
| Truefg, LLC | 16,125 | $25.6 萬 | 0.07% | −175−1.1% | 減碼 |
| Gotham Asset Management, LLC | 16,320 | $25.9 萬 | 0.00% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 16,359 | $26.0 萬 | 0.00% | −83,945−83.7% | 減碼 |
| Albion Financial Group | 16,415 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| Pacitti Group Inc. | 16,484 | $26.2 萬 | 0.10% | +439+2.7% | 加碼 |
| VARCOV Co. | 16,498 | $26.2 萬 | 0.10% | +16,498 | 新進 |
| Garden State Investment Advisory Services LLC | 16,506 | $26.2 萬 | 0.06% | +4,300+35.2% | 加碼 |
| Hunting Hill Global Capital, LLC | 16,672 | $26.5 萬 | 0.32% | −18,244−52.3% | 減碼 |
| Concorde Asset Management, LLC | 16,699 | $26.5 萬 | 0.13% | −12,121−42.1% | 減碼 |
| IHT Wealth Management, LLC | 16,725 | $26.6 萬 | 0.01% | +1,667+11.1% | 加碼 |
| M1 Capital Management LLC | 16,800 | $26.7 萬 | 0.12% | +1,750+11.6% | 加碼 |
| United Capital Financial Advisers, LLC | 17,011 | $27.0 萬 | 0.00% | +3,494+25.8% | 加碼 |
| Karras Company, Inc. | 17,036 | $27.1 萬 | 0.27% | −75−0.4% | 減碼 |
| Meridian Wealth Management, LLC | 17,048 | $27.1 萬 | 0.01% | −115,036−87.1% | 減碼 |
| SeaCrest Wealth Management, LLC | 17,154 | $27.2 萬 | 0.03% | −14,101−45.1% | 減碼 |
| 111 Capital | 17,235 | $27.4 萬 | 0.07% | +17,235 | 新進 |
| Aldebaran Financial Inc. | 17,360 | $27.6 萬 | 0.26% | 00.0% | 不變 |
| Bensler, LLC | 17,450 | $27.7 萬 | 0.03% | 00.0% | 不變 |
| L2 Asset Management, LLC | 17,694 | $28.1 萬 | 0.03% | +6,365+56.2% | 加碼 |
| USAdvisors Wealth Management, LLC | 18,725 | $28.3 萬 | 0.09% | +900+5.0% | 加碼 |
| Probity Advisors, Inc. | 17,854 | $28.4 萬 | 0.04% | −227−1.3% | 減碼 |
| GWN Securities Inc. | 18,006 | $28.6 萬 | 0.05% | +18,006 | 新進 |
| StoneX Group Inc. | 18,209 | $28.9 萬 | 0.02% | +18,209 | 新進 |
| National Asset Management, Inc. | 19,167 | $29.0 萬 | 0.02% | +3,112+19.4% | 加碼 |
| Siemens Fonds Invest GmbH | 18,314 | $29.1 萬 | 0.02% | +1,604+9.6% | 加碼 |