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 |
|---|---|---|---|---|---|
| Umb Bank N A | 32,640 | $51.8 萬 | 0.01% | +191+0.6% | 加碼 |
| Meeder Advisory Services, Inc. | 32,923 | $52.3 萬 | 0.02% | +7,316+28.6% | 加碼 |
| Index Technologies Group LLC | 33,623 | $53.4 萬 | 0.58% | +7,503+28.7% | 加碼 |
| Diversified Trust Co | 33,717 | $53.5 萬 | 0.01% | −26−0.1% | 減碼 |
| Ritholtz Wealth Management | 33,751 | $53.6 萬 | 0.01% | −4,749−12.3% | 減碼 |
| Perigon Wealth Management, LLC | 34,255 | $54.4 萬 | 0.01% | −2,885−7.8% | 減碼 |
| Valeo Financial Advisors, LLC | 34,476 | $54.7 萬 | 0.01% | +2,500+7.8% | 加碼 |
| Victory Financial Group, LLC | 34,673 | $55.1 萬 | 0.07% | +3,592+11.6% | 加碼 |
| Maridea Wealth Management LLC | 34,716 | $55.1 萬 | 0.08% | +24,509+240.1% | 加碼 |
| North Dakota State Investment Board | 35,047 | $55.7 萬 | 0.02% | −4,830−12.1% | 減碼 |
| Rhodes Investment Advisors Inc | 35,108 | $55.8 萬 | 0.48% | +35,108 | 新進 |
| COFG Advisors, LLC | 35,253 | $56.0 萬 | 0.14% | +639+1.8% | 加碼 |
| Principal Financial Group Inc | 35,371 | $56.2 萬 | 0.00% | +3,404+10.6% | 加碼 |
| Florida Financial Advisors, LLC | 35,435 | $56.3 萬 | 0.13% | +7,066+24.9% | 加碼 |
| Capital Advantage, Inc. | 35,506 | $56.4 萬 | 0.07% | +3,575+11.2% | 加碼 |
| Clare Market Investments LLC | 35,905 | $57.0 萬 | 0.12% | +35,905 | 新進 |
| Independent Advisor Alliance | 36,012 | $57.2 萬 | 0.01% | −5,573−13.4% | 減碼 |
| Nikulski Financial, Inc. | 36,060 | $57.3 萬 | 0.14% | +22,379+163.6% | 加碼 |
| McGuire Investment Group, LLC | 36,118 | $57.4 萬 | 0.06% | +168+0.5% | 加碼 |
| AlphaCore Capital LLC | 36,357 | $57.7 萬 | 0.01% | +25,161+224.7% | 加碼 |
| Sterling Capital Management LLC | 36,621 | $58.2 萬 | 0.01% | −26,743−42.2% | 減碼 |
| Edgestream Partners, L.P. | 36,655 | $58.2 萬 | 0.02% | −202,100−84.6% | 減碼 |
| EntryPoint Capital, LLC | 36,764 | $58.4 萬 | 0.17% | +20,007+119.4% | 加碼 |
| Allianz Asset Management GmbH | 37,717 | $59.9 萬 | 0.00% | +37,717 | 新進 |
| Portman Square Capital LLP | 37,753 | $60.0 萬 | 0.09% | +37,753 | 新進 |
| Sowell Financial Services LLC | 37,765 | $60.0 萬 | 0.02% | +21,890+137.9% | 加碼 |
| Advisory Services Network, LLC | 38,029 | $60.4 萬 | 0.01% | −1,550−3.9% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 39,965 | $60.9 萬 | 0.02% | +28,385+245.1% | 加碼 |
| Atomi Financial Group, Inc. | 38,597 | $61.3 萬 | 0.02% | +6,117+18.8% | 加碼 |
| Moseley Investment Management Inc | 38,689 | $61.4 萬 | 0.20% | +111+0.3% | 加碼 |
| First National Trust Co | 38,826 | $61.7 萬 | 0.02% | +2,629+7.3% | 加碼 |
| Everence Capital Management Inc | 38,931 | $61.8 萬 | 0.04% | +4,904+14.4% | 加碼 |
| Blueshift Asset Management, LLC | 39,952 | $63.4 萬 | 0.19% | +31,736+386.3% | 加碼 |
| Apollon Wealth Management, LLC | 40,755 | $64.7 萬 | 0.01% | +28,773+240.1% | 加碼 |
| RPG Investment Advisory, LLC | 40,790 | $64.8 萬 | 0.08% | +12,540+44.4% | 加碼 |
| Capital Markets Trading UK LLP | 40,916 | $65.0 萬 | 0.58% | +27,774+211.3% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 42,785 | $65.0 萬 | 0.01% | +35,785+511.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 41,055 | $65.1 萬 | 0.04% | +684+1.7% | 加碼 |
| KLCM Advisors, Inc. | 41,011 | $65.1 萬 | 0.06% | +1,860+4.8% | 加碼 |
| Engineers Gate Manager LP | 41,100 | $65.3 萬 | 0.01% | −99,993−70.9% | 減碼 |
| Vident Advisory, LLC | 41,277 | $65.5 萬 | 0.01% | +10,305+33.3% | 加碼 |
| PDT Partners, LLC | 42,296 | $67.2 萬 | 0.04% | +19,859+88.5% | 加碼 |
| Pensionmark Financial Group, LLC | 42,356 | $67.3 萬 | 0.01% | +5,543+15.1% | 加碼 |
| Weiss Asset Management LP | 43,027 | $68.3 萬 | 0.01% | +16,207+60.4% | 加碼 |
| Mangrove Partners | 43,305 | $68.8 萬 | 0.06% | +43,305 | 新進 |
| Susquehanna Advisors Group, Inc. | 43,492 | $69.1 萬 | 0.03% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 43,644 | $69.3 萬 | 0.02% | −14,472−24.9% | 減碼 |
| Sun Financial Inc | 43,320 | $69.4 萬 | 0.35% | +6,133+16.5% | 加碼 |
| Level Four Advisory Services, LLC | 44,297 | $70.3 萬 | 0.02% | +4,941+12.6% | 加碼 |
| Pinnacle Associates Ltd | 45,146 | $71.7 萬 | 0.01% | +2,291+5.3% | 加碼 |
| Matisse Capital | 46,227 | $73.4 萬 | 0.31% | +46,227 | 新進 |
| Saudi Central Bank | 46,643 | $74.1 萬 | 0.02% | +46,643 | 新進 |
| Catalyst Funds Management Pty Ltd | 46,645 | $74.1 萬 | 0.13% | +15,500+49.8% | 加碼 |
| Floyd Financial Group LLC | 40,122 | $75.4 萬 | 0.50% | +1,140+2.9% | 加碼 |
| Krilogy Financial LLC | 39,784 | $75.7 萬 | 0.02% | +22,128+125.3% | 加碼 |
| MAI Capital Management | 47,930 | $76.1 萬 | 0.00% | +41,007+592.3% | 加碼 |
| Sepio Capital, LP | 48,723 | $77.4 萬 | 0.04% | −33,806−41.0% | 減碼 |
| Woodline Partners LP | 49,462 | $78.5 萬 | 0.00% | +27,396+124.2% | 加碼 |
| Pathway Financial Advisers, LLC | 49,525 | $78.6 萬 | 0.22% | +1,677+3.5% | 加碼 |
| Davenport & Co LLC | 49,617 | $78.8 萬 | 0.00% | +12,203+32.6% | 加碼 |
| BluePath Capital Management, LLC | 49,767 | $79.0 萬 | 0.55% | −12,128−19.6% | 減碼 |
| Prudential Financial Inc | 49,786 | $79.1 萬 | 0.00% | −5,450−9.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 50,901 | $80.8 萬 | 0.00% | +24,944+96.1% | 加碼 |
| Means Investment Co., Inc. | 51,378 | $81.6 萬 | 0.07% | −730−1.4% | 減碼 |
| Viewpoint Capital Management LLC | 51,817 | $82.3 萬 | 0.38% | −9,000−14.8% | 減碼 |
| Norris Financial Group, LLC | 52,143 | $82.8 萬 | 0.27% | −3,223−5.8% | 減碼 |
| Keystone Financial Services, LLC | 52,201 | $82.9 萬 | 0.56% | +600+1.2% | 加碼 |
| Sumitomo Life Insurance Co | 52,383 | $83.2 萬 | 0.02% | −37,080−41.4% | 減碼 |
| Bayesian Capital Management, LP | 52,860 | $83.9 萬 | 1.02% | +43,860+487.3% | 加碼 |
| Howland Capital Management LLC | 53,347 | $84.7 萬 | 0.03% | −1,800−3.3% | 減碼 |
| CWM Advisors, LLC | 53,466 | $84.9 萬 | 0.05% | +53,366+53,366.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 53,793 | $85.4 萬 | 0.00% | −23,712−30.6% | 減碼 |
| ASR Vermogensbeheer N.V. | 54,223 | $86.1 萬 | 0.01% | +16,017+41.9% | 加碼 |
| Brookstone Capital Management | 54,416 | $86.4 萬 | 0.01% | −1,548−2.8% | 減碼 |
| Custom Index Systems, LLC | 54,976 | $87.3 萬 | 0.38% | +12,474+29.3% | 加碼 |
| Neuberger Berman Group LLC | 55,009 | $87.4 萬 | 0.00% | +316+0.6% | 加碼 |
| Laurion Capital Management LP | 55,125 | $87.5 萬 | 0.08% | −755,663−93.2% | 減碼 |
| San Luis Wealth Advisors LLC | 55,408 | $88.0 萬 | 0.15% | +740+1.4% | 加碼 |
| PFG Investments, LLC | 55,738 | $88.5 萬 | 0.04% | +16,365+41.6% | 加碼 |
| River Street Advisors LLC | 55,792 | $88.6 萬 | 0.30% | +9,728+21.1% | 加碼 |
| FirstWave Capital Management LLC | 55,835 | $88.7 萬 | 0.95% | +55,835 | 新進 |
| Stansberry Asset Management, LLC | 55,898 | $88.8 萬 | 0.09% | +5,207+10.3% | 加碼 |
| Two Sigma Securities, LLC | 56,558 | $89.8 萬 | 0.10% | +56,558 | 新進 |
| M&T Bank Corp | 57,360 | $91.1 萬 | 0.00% | +200.0% | 加碼 |
| CIBC Asset Management Inc | 57,563 | $91.4 萬 | 0.00% | +4,120+7.7% | 加碼 |
| Merit Financial Group, LLC | 58,404 | $92.7 萬 | 0.01% | −3,177−5.2% | 減碼 |
| Rakuten Investment Management, Inc. | 63,087 | $95.6 萬 | 0.00% | +12,361+24.4% | 加碼 |
| Vise Technologies, Inc. | 36,530 | $95.6 萬 | 0.02% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 60,942 | $96.8 萬 | 0.02% | 00.0% | 不變 |
| Bank of Nova Scotia | 61,109 | $97.0 萬 | 0.00% | −4,350−6.6% | 減碼 |
| Nwam LLC | 61,456 | $97.6 萬 | 0.06% | +747+1.2% | 加碼 |
| Abn Amro Investment Solutions | 61,679 | $97.9 萬 | 0.01% | +10,008+19.4% | 加碼 |
| Mutual Advisors, LLC | 61,802 | $98.1 萬 | 0.02% | −44,628−41.9% | 減碼 |
| Integrated Wealth Concepts LLC | 63,247 | $100.4 萬 | 0.01% | +39,888+170.8% | 加碼 |
| Schroder Investment Management Group | 63,569 | $100.9 萬 | 0.00% | +15,587+32.5% | 加碼 |
| Philadelphia Investment Partners, LLC | 63,888 | $101.5 萬 | 0.69% | +63,888 | 新進 |
| Sigma Planning Corp | 64,281 | $102.1 萬 | 0.03% | +7,474+13.2% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 65,370 | $103.8 萬 | 0.05% | +15,115+30.1% | 加碼 |
| Solidarilty Wealth, LLC | 65,661 | $104.3 萬 | 0.20% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 65,658 | $104.3 萬 | 0.06% | +27,226+70.8% | 加碼 |