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 |
|---|---|---|---|---|---|
| Warm Springs Advisors Inc. | 160,000 | $254.1 萬 | 2.16% | 00.0% | 不變 |
| CMG Global Holdings, LLC | 162,004 | $257.3 萬 | 1.23% | −93,659−36.6% | 減碼 |
| Nissay Asset Management Corp | 162,079 | $257.4 萬 | 0.01% | +8,496+5.5% | 加碼 |
| Caption Management, LLC | 165,900 | $263.4 萬 | 0.13% | +114,400+222.1% | 加碼 |
| Gateway Investment Advisers LLC | 169,720 | $269.5 萬 | 0.03% | +37,720+28.6% | 加碼 |
| Hourglass Capital, LLC | 169,800 | $269.6 萬 | 0.56% | +159,800+1,598.0% | 加碼 |
| Envestnet Asset Management Inc | 170,947 | $271.5 萬 | 0.00% | −53,639−23.9% | 減碼 |
| Baird Financial Group, Inc. | 171,127 | $271.7 萬 | 0.00% | −86,919−33.7% | 減碼 |
| LGT Fund Management Co Ltd. | 173,200 | $275.0 萬 | 0.12% | +173,200 | 新進 |
| Old Second National Bank of Aurora | 173,439 | $275.4 萬 | 0.57% | +2,698+1.6% | 加碼 |
| British Columbia Investment Management Corp | 174,157 | $276.6 萬 | 0.02% | −37,721−17.8% | 減碼 |
| Mfg Wealth Management, Inc. | 179,099 | $284.4 萬 | 2.36% | +70,122+64.3% | 加碼 |
| Xponance, Inc. | 182,426 | $289.7 萬 | 0.02% | +31,316+20.7% | 加碼 |
| Wealthfront Advisers LLC | 184,228 | $292.6 萬 | 0.01% | +17,594+10.6% | 加碼 |
| Liontrust Investment Partners LLP | 186,655 | $296.4 萬 | 0.05% | −241,665−56.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 187,642 | $298.0 萬 | 0.00% | −46,067−19.7% | 減碼 |
| Illinois Municipal Retirement Fund | 189,849 | $301.5 萬 | 0.04% | +37,554+24.7% | 加碼 |
| CAPROCK Group, Inc. | 194,420 | $308.7 萬 | 0.07% | −32,849−14.5% | 減碼 |
| Van Eck Associates Corp | 195,755 | $310.8 萬 | 0.00% | +8,656+4.6% | 加碼 |
| RFG Advisory, LLC | 195,838 | $311.0 萬 | 0.06% | +15,937+8.9% | 加碼 |
| Utah Retirement Systems | 197,061 | $312.9 萬 | 0.03% | +5,700+3.0% | 加碼 |
| GM Advisory Group, Inc. | 200,426 | $318.3 萬 | 0.12% | +160,000+395.8% | 加碼 |
| Spirepoint Private Client, LLC | 201,551 | $320.1 萬 | 0.30% | +201,551 | 新進 |
| Sullivan Wood Capital Management LLC | 211,645 | $336.1 萬 | 5.88% | +20,700+10.8% | 加碼 |
| Stevens Capital Management LP | 212,387 | $337.3 萬 | 0.52% | +212,387 | 新進 |
| Pegasus Asset Management, Inc. | 212,786 | $337.9 萬 | 1.08% | +79,127+59.2% | 加碼 |
| Teamwork Financial Advisors, LLC | 212,789 | $337.9 萬 | 0.38% | −247,331−53.8% | 減碼 |
| Kestra Advisory Services, LLC | 213,367 | $338.8 萬 | 0.01% | +8,738+4.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 215,510 | $342.2 萬 | 0.04% | −6,471−2.9% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 230,649 | $354.4 萬 | 0.01% | +229,849+28,731.1% | 加碼 |
| Mariner, LLC | 227,251 | $360.9 萬 | 0.00% | −278,841−55.1% | 減碼 |
| OP Asset Management Ltd | 227,413 | $361.1 萬 | 0.04% | +95,117+71.9% | 加碼 |
| Ensign Peak Advisors, Inc | 235,432 | $373.9 萬 | 0.01% | −29,359−11.1% | 減碼 |
| Sanctuary Advisors, LLC | 239,487 | $380.3 萬 | 0.02% | −46,124−16.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 243,074 | $386.0 萬 | 0.01% | +6,073+2.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 245,232 | $389.4 萬 | 0.22% | +245,232 | 新進 |
| IFM Investors Pty Ltd | 246,093 | $390.8 萬 | 0.03% | +24,054+10.8% | 加碼 |
| SEB Asset Management AB | 246,095 | $390.8 萬 | 0.02% | +246,095 | 新進 |
| TD Asset Management Inc | 246,620 | $391.6 萬 | 0.00% | +27,306+12.5% | 加碼 |
| Andra AP-fonden | 246,940 | $392.1 萬 | 0.05% | +228,140+1,213.5% | 加碼 |
| Consolidated Investment Group LLC | 248,480 | $394.6 萬 | 0.43% | +47,395+23.6% | 加碼 |
| Mirae Asset Securities (USA) Inc. | 250,932 | $398.5 萬 | 0.19% | +250,932 | 新進 |
| Well Done, LLC | 252,100 | $400.3 萬 | 0.59% | −694−0.3% | 減碼 |
| Federated Hermes, Inc. | 253,024 | $401.8 萬 | 0.01% | +140,129+124.1% | 加碼 |
| Colony Group, LLC | 257,143 | $408.3 萬 | 0.00% | −11,422−4.3% | 減碼 |
| Walleye Capital LLC | 257,752 | $409.3 萬 | 0.03% | −5,998−2.3% | 減碼 |
| Canada Pension Plan Investment Board | 266,100 | $422.6 萬 | 0.00% | +219,300+468.6% | 加碼 |
| D.A. Davidson & Co. | 267,848 | $425.3 萬 | 0.03% | +48,682+22.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 270,922 | $429.4 萬 | 0.01% | +23,261+9.4% | 加碼 |
| Janney Montgomery Scott LLC | 270,911 | $430.2 萬 | 0.01% | +14,259+5.6% | 加碼 |
| Vontobel Holding Ltd. | 271,273 | $430.8 萬 | 0.01% | +195,322+257.2% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 272,527 | $432.8 萬 | 0.63% | −52,156−16.1% | 減碼 |
| Cypress Point Investment Management LP | 273,294 | $434.0 萬 | 1.02% | +200,548+275.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 274,021 | $435.2 萬 | 0.02% | −5,514−2.0% | 減碼 |
| AlphaStar Capital Management, LLC | 278,594 | $442.4 萬 | 0.33% | +229,163+463.6% | 加碼 |
| Parkside Investments, LLC | 278,840 | $442.8 萬 | 0.54% | +19,475+7.5% | 加碼 |
| Westbourne Investment Advisors, Inc. | 279,543 | $443.9 萬 | 1.29% | +21,846+8.5% | 加碼 |
| Voleon Capital Management LP | 279,849 | $444.4 萬 | 0.10% | −329,146−54.0% | 減碼 |
| Creative Planning | 294,595 | $467.8 萬 | 0.00% | +72,845+32.9% | 加碼 |
| Cerity Partners LLC | 302,117 | $479.8 萬 | 0.01% | −36,420−10.8% | 減碼 |
| LGT Group Foundation | 308,100 | $489.3 萬 | 0.06% | +308,100 | 新進 |
| DnB Asset Management AS | 309,806 | $492.0 萬 | 0.02% | −138,379−30.9% | 減碼 |
| American Century Companies Inc | 318,257 | $505.4 萬 | 0.00% | −16,922−5.0% | 減碼 |
| Sciencast Management LP | 323,375 | $513.5 萬 | 0.65% | +323,375 | 新進 |
| Fiduciary Alliance LLC | 277,817 | $522.0 萬 | 0.32% | +67,844+32.3% | 加碼 |
| Zacks Investment Management | 332,142 | $527.4 萬 | 0.04% | +9,957+3.1% | 加碼 |
| Anderson Hoagland & Co | 335,392 | $532.6 萬 | 0.46% | 00.0% | 不變 |
| Private Advisor Group, LLC | 340,862 | $541.3 萬 | 0.03% | +47,887+16.3% | 加碼 |
| Royal London Asset Management Ltd | 342,020 | $543.1 萬 | 0.01% | +293,951+611.5% | 加碼 |
| Arizona State Retirement System | 343,363 | $545.3 萬 | 0.03% | +14,522+4.4% | 加碼 |
| Nomura Holdings Inc | 348,175 | $552.9 萬 | 0.05% | +327,782+1,607.3% | 加碼 |
| GWM Advisors LLC | 402,635 | $559.6 萬 | 0.02% | +79,819+24.7% | 加碼 |
| Public Employees Retirement System of Ohio | 353,250 | $561.0 萬 | 0.02% | −11,723−3.2% | 減碼 |
| MML Investors Services, LLC | 357,916 | $568.4 萬 | 0.02% | −85,027−19.2% | 減碼 |
| Capital Fund Management S.A. | 357,921 | $568.4 萬 | 0.05% | +357,921 | 新進 |
| Resona Asset Management Co.,Ltd. | 363,963 | $573.8 萬 | 0.03% | +25,097+7.4% | 加碼 |
| Carroll Investors, Inc | 368,451 | $585.1 萬 | 3.13% | +156,145+73.5% | 加碼 |
| XTX Topco Ltd | 376,299 | $597.6 萬 | 0.10% | +328,495+687.2% | 加碼 |
| SEI Investments Co | 377,140 | $598.9 萬 | 0.01% | −490,063−56.5% | 減碼 |
| Handelsbanken Fonder AB | 377,200 | $599.0 萬 | 0.02% | +39,500+11.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 380,821 | $604.7 萬 | 0.15% | +367,631+2,787.2% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 386,953 | $614.5 萬 | 0.03% | +497+0.1% | 加碼 |
| Toroso Investments, LLC | 387,144 | $614.8 萬 | 0.02% | −3,086,885−88.9% | 減碼 |
| Rakuten Securities, Inc. | 394,867 | $627.0 萬 | 2.60% | −357,054−47.5% | 減碼 |
| Victory Capital Management Inc | 398,231 | $632.4 萬 | 0.00% | −10,071−2.5% | 減碼 |
| Cresset Asset Management, LLC | 402,051 | $638.5 萬 | 0.03% | −3,908−1.0% | 減碼 |
| Blair William & Co | 405,759 | $644.3 萬 | 0.02% | −246,108−37.8% | 減碼 |
| Nomura Asset Management Co Ltd | 416,333 | $661.1 萬 | 0.02% | +40,633+10.8% | 加碼 |
| Summit Trail Advisors, LLC | 420,643 | $668.0 萬 | 0.10% | +120,225+40.0% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 426,050 | $676.6 萬 | 0.04% | +158,050+59.0% | 加碼 |
| Great West Life Assurance Co | 430,611 | $686.7 萬 | 0.01% | +20,336+5.0% | 加碼 |
| Storebrand Asset Management AS | 432,827 | $687.3 萬 | 0.02% | +14,494+3.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 434,409 | $689.8 萬 | 0.03% | +18,614+4.5% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 436,397 | $693.0 萬 | 0.01% | +8,330+1.9% | 加碼 |
| Tredje AP-fonden | 444,854 | $706.4 萬 | 0.04% | +444,854 | 新進 |
| Dark Forest Capital Management LP | 450,929 | $716.1 萬 | 0.64% | +334,291+286.6% | 加碼 |
| Quantinno Capital Management LP | 459,791 | $730.1 萬 | 0.01% | +98,093+27.1% | 加碼 |
| Pictet Asset Management Holding SA | 468,089 | $743.3 萬 | 0.01% | −38,389−7.6% | 減碼 |
| KLP Kapitalforvaltning AS | 475,200 | $754.6 萬 | 0.03% | +53,300+12.6% | 加碼 |
| Asset Management One Co.,Ltd. | 477,678 | $758.6 萬 | 0.02% | +26,541+5.9% | 加碼 |