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 |
|---|---|---|---|---|---|
| Pegasus Asset Management, Inc. | 212,786 | $337.9 萬 | 1.08% | +79,127+59.2% | 加碼 |
| Stevens Capital Management LP | 212,387 | $337.3 萬 | 0.52% | +212,387 | 新進 |
| Sullivan Wood Capital Management LLC | 211,645 | $336.1 萬 | 5.88% | +20,700+10.8% | 加碼 |
| Spirepoint Private Client, LLC | 201,551 | $320.1 萬 | 0.30% | +201,551 | 新進 |
| GM Advisory Group, Inc. | 200,426 | $318.3 萬 | 0.12% | +160,000+395.8% | 加碼 |
| Utah Retirement Systems | 197,061 | $312.9 萬 | 0.03% | +5,700+3.0% | 加碼 |
| RFG Advisory, LLC | 195,838 | $311.0 萬 | 0.06% | +15,937+8.9% | 加碼 |
| Van Eck Associates Corp | 195,755 | $310.8 萬 | 0.00% | +8,656+4.6% | 加碼 |
| CAPROCK Group, Inc. | 194,420 | $308.7 萬 | 0.07% | −32,849−14.5% | 減碼 |
| Illinois Municipal Retirement Fund | 189,849 | $301.5 萬 | 0.04% | +37,554+24.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 187,642 | $298.0 萬 | 0.00% | −46,067−19.7% | 減碼 |
| Liontrust Investment Partners LLP | 186,655 | $296.4 萬 | 0.05% | −241,665−56.4% | 減碼 |
| Wealthfront Advisers LLC | 184,228 | $292.6 萬 | 0.01% | +17,594+10.6% | 加碼 |
| Xponance, Inc. | 182,426 | $289.7 萬 | 0.02% | +31,316+20.7% | 加碼 |
| Mfg Wealth Management, Inc. | 179,099 | $284.4 萬 | 2.36% | +70,122+64.3% | 加碼 |
| British Columbia Investment Management Corp | 174,157 | $276.6 萬 | 0.02% | −37,721−17.8% | 減碼 |
| Old Second National Bank of Aurora | 173,439 | $275.4 萬 | 0.57% | +2,698+1.6% | 加碼 |
| LGT Fund Management Co Ltd. | 173,200 | $275.0 萬 | 0.12% | +173,200 | 新進 |
| Baird Financial Group, Inc. | 171,127 | $271.7 萬 | 0.00% | −86,919−33.7% | 減碼 |
| Envestnet Asset Management Inc | 170,947 | $271.5 萬 | 0.00% | −53,639−23.9% | 減碼 |
| Hourglass Capital, LLC | 169,800 | $269.6 萬 | 0.56% | +159,800+1,598.0% | 加碼 |
| Gateway Investment Advisers LLC | 169,720 | $269.5 萬 | 0.03% | +37,720+28.6% | 加碼 |
| Caption Management, LLC | 165,900 | $263.4 萬 | 0.13% | +114,400+222.1% | 加碼 |
| Nissay Asset Management Corp | 162,079 | $257.4 萬 | 0.01% | +8,496+5.5% | 加碼 |
| CMG Global Holdings, LLC | 162,004 | $257.3 萬 | 1.23% | −93,659−36.6% | 減碼 |
| Warm Springs Advisors Inc. | 160,000 | $254.1 萬 | 2.16% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 159,868 | $253.9 萬 | 0.03% | −96,428−37.6% | 減碼 |
| Xcel Wealth Management, LLC | 158,965 | $252.4 萬 | 0.70% | +89,033+127.3% | 加碼 |
| Swedbank AB | 153,529 | $243.8 萬 | 0.00% | +54,338+54.8% | 加碼 |
| Havemeyer Place LP | 150,149 | $238.4 萬 | 0.28% | +150,149 | 新進 |
| CI Private Wealth, LLC | 181,921 | $237.9 萬 | 0.00% | −687−0.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 146,001 | $231.8 萬 | 0.01% | +8,366+6.1% | 加碼 |
| QRG Capital Management, Inc. | 145,955 | $231.8 萬 | 0.02% | −24,198−14.2% | 減碼 |
| Mercer Global Advisors Inc | 143,770 | $228.0 萬 | 0.00% | −2,720−1.9% | 減碼 |
| Triumph Capital Management | 139,955 | $222.2 萬 | 0.45% | +15,468+12.4% | 加碼 |
| Nisa Investment Advisors, LLC | 136,957 | $217.5 萬 | 0.01% | −24,654−15.3% | 減碼 |
| Intellus Advisors LLC | 135,037 | $214.4 萬 | 0.29% | +13,138+10.8% | 加碼 |
| Caisse des Depots Et Consignations | 133,675 | $212.3 萬 | 0.04% | 00.0% | 不變 |
| Lido Advisors, LLC | 130,992 | $208.0 萬 | 0.01% | +22,030+20.2% | 加碼 |
| Allworth Financial LP | 130,413 | $207.1 萬 | 0.01% | +2,769+2.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 128,981 | $204.8 萬 | 0.02% | −13,955−9.8% | 減碼 |
| Credit Agricole S A | 128,322 | $203.8 萬 | 0.01% | +36,673+40.0% | 加碼 |
| Jacobs Levy Equity Management, Inc | 125,332 | $199.0 萬 | 0.01% | −334−0.3% | 減碼 |
| Torrey Growth & Income Advisors | 126,027 | $197.0 萬 | 0.83% | +10,000+8.6% | 加碼 |
| Kovitz Investment Group Partners, LLC | 123,645 | $196.3 萬 | 0.05% | +500+0.4% | 加碼 |
| Alliance Wealth Advisors, LLC | 122,245 | $194.1 萬 | 0.42% | −74−0.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 122,143 | $194.0 萬 | 0.03% | −32,366−20.9% | 減碼 |
| Baker Chad R | 121,415 | $192.8 萬 | 0.36% | +62,870+107.4% | 加碼 |
| Equitable Holdings, Inc. | 73,061 | $191.3 萬 | 0.01% | +10,376+16.6% | 加碼 |
| Brevan Howard Capital Management LP | 119,085 | $189.1 萬 | 0.02% | −264,789−69.0% | 減碼 |
| CWM, LLC | 118,803 | $188.7 萬 | 0.00% | +45,973+63.1% | 加碼 |
| HighTower Advisors, LLC | 118,607 | $188.3 萬 | 0.00% | −188,188−61.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 118,220 | $187.7 萬 | 0.01% | 00.0% | 不變 |
| Taylor Frigon Capital Management LLC | 118,017 | $187.4 萬 | 1.07% | +31,081+35.8% | 加碼 |
| Baker Avenue Asset Management, LP | 115,305 | $183.1 萬 | 0.04% | +140.0% | 加碼 |
| Swiss Life Asset Management Ltd | 114,723 | $182.2 萬 | 0.01% | −87,610−43.3% | 減碼 |
| CIBC Bancorp USA Inc. | 114,097 | $181.2 萬 | 0.00% | +114,097 | 新進 |
| Miller Financial Services LLC | 113,683 | $180.5 萬 | 2.01% | +9,045+8.6% | 加碼 |
| US Bancorp | 112,215 | $178.2 萬 | 0.00% | +30,213+36.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 111,653 | $177.3 萬 | 0.01% | +111,653 | 新進 |
| Capital Advisors Wealth Management, LLC | 110,792 | $175.9 萬 | 0.24% | +1,309+1.2% | 加碼 |
| Mediolanum International Funds Ltd | 114,405 | $173.3 萬 | 0.02% | −275,149−70.6% | 減碼 |
| JustInvest LLC | 106,866 | $169.7 萬 | 0.02% | +4,036+3.9% | 加碼 |
| Firethorn Wealth Partners, LLC | 106,694 | $169.4 萬 | 0.62% | −2,332−2.1% | 減碼 |
| Perennial Investment Advisors, LLC | 105,739 | $167.9 萬 | 0.13% | +7,685+7.8% | 加碼 |
| Tradition Wealth Management, LLC | 104,988 | $166.7 萬 | 0.12% | −24,608−19.0% | 減碼 |
| Captrust Financial Advisors | 104,088 | $165.3 萬 | 0.00% | +39,419+61.0% | 加碼 |
| Polen Capital Management LLC | 103,345 | $164.1 萬 | 0.01% | −14,105−12.0% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 100,160 | $159.1 萬 | 0.02% | −10,885−9.8% | 減碼 |
| GatePass Capital, LLC | 100,102 | $159.0 萬 | 0.77% | −200.0% | 減碼 |
| Ameliora Wealth Management Ltd. | 100,000 | $158.8 萬 | 0.51% | +100,000 | 新進 |
| Mackenzie Financial Corp | 99,862 | $158.6 萬 | 0.00% | +42,789+75.0% | 加碼 |
| Virtu Financial LLC | 99,685 | $158.3 萬 | 0.07% | +99,685 | 新進 |
| Sava Infond d.o.o. | 99,050 | $157.3 萬 | 0.22% | −8,500−7.9% | 減碼 |
| IFP Advisors, Inc | 98,813 | $156.9 萬 | 0.03% | +2,932+3.1% | 加碼 |
| CoreCap Advisors, LLC | 98,712 | $156.8 萬 | 0.05% | +77,445+364.2% | 加碼 |
| Clean Yield Group | 98,433 | $156.3 萬 | 0.44% | +63,817+184.4% | 加碼 |
| Osmosis Investment Management UK Ltd | 97,846 | $155.4 萬 | 0.04% | +97,846 | 新進 |
| Gulf International Bank (UK) Ltd | 97,800 | $155.3 萬 | 0.03% | +41,317+73.1% | 加碼 |
| Aigen Investment Management, LP | 95,967 | $152.4 萬 | 0.39% | +95,967 | 新進 |
| Miracle Mile Advisors, LLC | 95,082 | $151.0 萬 | 0.02% | +4,252+4.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 95,018 | $150.9 萬 | 0.01% | −79,347−45.5% | 減碼 |
| Independent Financial Group, LLC | 93,658 | $148.7 萬 | 0.03% | −73,208−43.9% | 減碼 |
| Slow Capital, Inc. | 92,554 | $147.0 萬 | 0.19% | 00.0% | 不變 |
| Voya Investment Management LLC | 92,513 | $146.9 萬 | 0.00% | −1,137−1.2% | 減碼 |
| Lakeshore Financial Planning, Inc. | 92,277 | $146.5 萬 | 0.53% | +50,812+122.5% | 加碼 |
| Davy Global Fund Management Ltd | 92,111 | $146.3 萬 | 0.11% | −12,176−11.7% | 減碼 |
| Axq Capital, LP | 92,022 | $146.1 萬 | 0.19% | −13,648−12.9% | 減碼 |
| Laird Norton Trust Company, LLC | 91,325 | $145.0 萬 | 0.03% | +4,739+5.5% | 加碼 |
| Investment Management Corp of Ontario | 90,430 | $143.6 萬 | 0.02% | −11,849−11.6% | 減碼 |
| Allstate Corp | 90,334 | $143.5 萬 | 0.02% | +882+1.0% | 加碼 |
| Verition Fund Management LLC | 90,136 | $143.1 萬 | 0.01% | −38,080−29.7% | 減碼 |
| Janus Henderson Group PLC | 89,200 | $141.8 萬 | 0.00% | −200,000−69.2% | 減碼 |
| Pathstone Holdings, LLC | 89,070 | $141.4 萬 | 0.01% | −24,038−21.3% | 減碼 |
| Prospera Financial Services Inc | 87,992 | $139.7 萬 | 0.02% | −1,804−2.0% | 減碼 |
| Headlands Technologies LLC | 86,458 | $137.3 萬 | 0.16% | +1,720+2.0% | 加碼 |
| Kovack Advisors, Inc. | 87,076 | $136.1 萬 | 0.07% | +2,924+3.5% | 加碼 |
| Harbour Investments, Inc. | 83,166 | $132.1 萬 | 0.02% | +13,078+18.7% | 加碼 |
| Brinker Capital Investments, LLC | 82,539 | $131.1 萬 | 0.01% | −4,324−5.0% | 減碼 |
| TCG Advisory Services, LLC | 82,152 | $130.5 萬 | 0.03% | +18,336+28.7% | 加碼 |