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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 37,765 | $60.0 萬 | 0.02% | +21,890+137.9% | 加碼 |
| Portman Square Capital LLP | 37,753 | $60.0 萬 | 0.09% | +37,753 | 新進 |
| Allianz Asset Management GmbH | 37,717 | $59.9 萬 | 0.00% | +37,717 | 新進 |
| EntryPoint Capital, LLC | 36,764 | $58.4 萬 | 0.17% | +20,007+119.4% | 加碼 |
| Edgestream Partners, L.P. | 36,655 | $58.2 萬 | 0.02% | −202,100−84.6% | 減碼 |
| Sterling Capital Management LLC | 36,621 | $58.2 萬 | 0.01% | −26,743−42.2% | 減碼 |
| AlphaCore Capital LLC | 36,357 | $57.7 萬 | 0.01% | +25,161+224.7% | 加碼 |
| McGuire Investment Group, LLC | 36,118 | $57.4 萬 | 0.06% | +168+0.5% | 加碼 |
| Nikulski Financial, Inc. | 36,060 | $57.3 萬 | 0.14% | +22,379+163.6% | 加碼 |
| Independent Advisor Alliance | 36,012 | $57.2 萬 | 0.01% | −5,573−13.4% | 減碼 |
| Clare Market Investments LLC | 35,905 | $57.0 萬 | 0.12% | +35,905 | 新進 |
| Capital Advantage, Inc. | 35,506 | $56.4 萬 | 0.07% | +3,575+11.2% | 加碼 |
| Florida Financial Advisors, LLC | 35,435 | $56.3 萬 | 0.13% | +7,066+24.9% | 加碼 |
| Principal Financial Group Inc | 35,371 | $56.2 萬 | 0.00% | +3,404+10.6% | 加碼 |
| COFG Advisors, LLC | 35,253 | $56.0 萬 | 0.14% | +639+1.8% | 加碼 |
| Rhodes Investment Advisors Inc | 35,108 | $55.8 萬 | 0.48% | +35,108 | 新進 |
| North Dakota State Investment Board | 35,047 | $55.7 萬 | 0.02% | −4,830−12.1% | 減碼 |
| Maridea Wealth Management LLC | 34,716 | $55.1 萬 | 0.08% | +24,509+240.1% | 加碼 |
| Victory Financial Group, LLC | 34,673 | $55.1 萬 | 0.07% | +3,592+11.6% | 加碼 |
| Valeo Financial Advisors, LLC | 34,476 | $54.7 萬 | 0.01% | +2,500+7.8% | 加碼 |
| Perigon Wealth Management, LLC | 34,255 | $54.4 萬 | 0.01% | −2,885−7.8% | 減碼 |
| Ritholtz Wealth Management | 33,751 | $53.6 萬 | 0.01% | −4,749−12.3% | 減碼 |
| Diversified Trust Co | 33,717 | $53.5 萬 | 0.01% | −26−0.1% | 減碼 |
| Index Technologies Group LLC | 33,623 | $53.4 萬 | 0.58% | +7,503+28.7% | 加碼 |
| Meeder Advisory Services, Inc. | 32,923 | $52.3 萬 | 0.02% | +7,316+28.6% | 加碼 |
| Umb Bank N A | 32,640 | $51.8 萬 | 0.01% | +191+0.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 32,518 | $51.6 萬 | 0.00% | +1,613+5.2% | 加碼 |
| Aptus Capital Advisors, LLC | 32,354 | $51.4 萬 | 0.00% | +1,186+3.8% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 32,100 | $51.0 萬 | 0.02% | +3,000+10.3% | 加碼 |
| Financial Partners Group, Inc | 32,084 | $50.9 萬 | 0.06% | −11,465−26.3% | 減碼 |
| Oxford Asset Management LLP | 31,994 | $50.8 萬 | 0.21% | +31,994 | 新進 |
| Eddie Patel Inc | 31,124 | $49.4 萬 | 0.38% | −154−0.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 31,122 | $49.3 萬 | 0.00% | −198−0.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 30,814 | $48.9 萬 | 0.01% | +21,043+215.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 30,713 | $48.8 萬 | 0.00% | −301,313−90.7% | 減碼 |
| Stifel Financial Corp | 30,285 | $48.1 萬 | 0.00% | −144,903−82.7% | 減碼 |
| Freestone Capital Holdings, LLC | 30,094 | $47.8 萬 | 0.01% | +4,031+15.5% | 加碼 |
| E. Ohman J:or Asset Management AB | 29,677 | $47.1 萬 | 0.01% | 00.0% | 不變 |
| Macquarie Group Ltd | 29,495 | $46.8 萬 | 0.00% | 00.0% | 不變 |
| Wealthspan Partners, LLC | 29,447 | $46.8 萬 | 0.16% | +10,546+55.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 29,276 | $46.5 萬 | 0.00% | −19,946−40.5% | 減碼 |
| Mayflower Financial Advisors, LLC | 29,202 | $46.4 萬 | 0.06% | +653+2.3% | 加碼 |
| STRS Ohio | 29,003 | $46.1 萬 | 0.00% | −389,443−93.1% | 減碼 |
| Avanza Fonder AB | 28,995 | $46.0 萬 | 0.01% | +409+1.4% | 加碼 |
| Callan Family Office, LLC | 28,576 | $45.4 萬 | 0.01% | −3,626−11.3% | 減碼 |
| Fieldview Capital Management, LLC | 28,404 | $45.1 萬 | 0.13% | +28,404 | 新進 |
| Change Path, LLC | 28,205 | $44.8 萬 | 0.01% | −14,815−34.4% | 減碼 |
| NVWM, LLC | 27,934 | $44.4 萬 | 0.10% | +27,334+4,555.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 27,842 | $44.2 萬 | 0.00% | −284,144−91.1% | 減碼 |
| Capital Advisors Inc | 27,709 | $44.0 萬 | 0.01% | +4,896+21.5% | 加碼 |
| MetLife Investment Management | 27,380 | $43.5 萬 | 0.00% | −483−1.7% | 減碼 |
| Archford Capital Strategies, LLC | 26,385 | $41.9 萬 | 0.05% | −17−0.1% | 減碼 |
| Farther Finance Advisors, LLC | 26,777 | $41.9 萬 | 0.00% | −9,668−26.5% | 減碼 |
| Hexagon Capital Partners LLC | 26,059 | $41.4 萬 | 0.06% | −130.0% | 減碼 |
| WCG Wealth Advisors LLC | 25,972 | $41.2 萬 | 0.01% | −13,327−33.9% | 減碼 |
| Legend Capital Advisors LLC | 25,425 | $40.4 萬 | 0.25% | −500−1.9% | 減碼 |
| AE Wealth Management LLC | 25,290 | $40.2 萬 | 0.00% | +3,273+14.9% | 加碼 |
| Quantbot Technologies LP | 25,187 | $40.0 萬 | 0.02% | −266,015−91.4% | 減碼 |
| Pallas Capital Advisors LLC | 25,104 | $39.9 萬 | 0.01% | +10,057+66.8% | 加碼 |
| Correct Capital Wealth Management | 24,927 | $39.6 萬 | 0.07% | +6,344+34.1% | 加碼 |
| Resources Investment Advisors, LLC. | 24,776 | $39.3 萬 | 0.00% | −17,651−41.6% | 減碼 |
| Coldstream Capital Management Inc | 24,693 | $39.2 萬 | 0.00% | +11,211+83.2% | 加碼 |
| Perpetual Ltd | 24,228 | $38.5 萬 | 0.01% | +10,621+78.1% | 加碼 |
| Kennedy Investment Group | 24,166 | $38.4 萬 | 0.15% | −3,834−13.7% | 減碼 |
| Motley Fool Asset Management LLC | 24,164 | $38.4 萬 | 0.02% | +3,821+18.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 24,108 | $38.3 萬 | 0.02% | +7,518+45.3% | 加碼 |
| Foundations Investment Advisors, LLC | 24,052 | $38.2 萬 | 0.00% | −10,861−31.1% | 減碼 |
| TD Waterhouse Canada Inc. | 24,394 | $38.1 萬 | 0.00% | −17,932−42.4% | 減碼 |
| Mainstay Capital Management LLC | 23,645 | $37.5 萬 | 0.03% | −60−0.3% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 23,605 | $37.5 萬 | 0.02% | −4,170−15.0% | 減碼 |
| Belpointe Asset Management LLC | 23,390 | $37.1 萬 | 0.01% | −39,021−62.5% | 減碼 |
| Manchester Financial Inc | 23,371 | $37.1 萬 | 0.07% | 00.0% | 不變 |
| R Squared Ltd | 23,274 | $37.0 萬 | 0.20% | +5,872+33.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 23,077 | $36.6 萬 | 0.01% | +1,047+4.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 23,004 | $36.5 萬 | 0.01% | +10,954+90.9% | 加碼 |
| NorthRock Partners, LLC | 22,949 | $36.4 萬 | 0.01% | −14,549−38.8% | 減碼 |
| Wedmont Private Capital | 22,065 | $36.4 萬 | 0.01% | −5,478−19.9% | 減碼 |
| Kingswood Wealth Advisors, LLC | 22,826 | $36.2 萬 | 0.02% | +2,663+13.2% | 加碼 |
| Keybank National Association | 22,410 | $35.6 萬 | 0.00% | +11,012+96.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 22,236 | $35.3 萬 | 0.03% | +22,236 | 新進 |
| Great Valley Advisor Group, Inc. | 22,215 | $35.2 萬 | 0.01% | +7,244+48.4% | 加碼 |
| Vestcor Inc | 22,100 | $35.1 萬 | 0.01% | 00.0% | 不變 |
| Founders Financial Securities LLC | 21,477 | $34.9 萬 | 0.02% | −332−1.5% | 減碼 |
| UniSuper Management Pty Ltd | 22,000 | $34.9 萬 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 21,953 | $34.9 萬 | 0.01% | +21,953 | 新進 |
| Spartan Wealth Advisory Services LLC | 21,935 | $34.8 萬 | 0.03% | +21,935 | 新進 |
| Eventide Asset Management, LLC | 22,902 | $34.7 萬 | 0.01% | +1,504+7.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 21,491 | $34.1 萬 | 0.01% | +1,906+9.7% | 加碼 |
| Savant Capital, LLC | 21,468 | $34.1 萬 | 0.00% | +3,973+22.7% | 加碼 |
| Claris Financial LLC | 22,074 | $34.0 萬 | 0.19% | +13,863+168.8% | 加碼 |
| one8zero8, LLC | 21,350 | $33.9 萬 | 0.08% | −200−0.9% | 減碼 |
| Calamos Wealth Management LLC | 21,339 | $33.9 萬 | 0.01% | 00.0% | 不變 |
| Calamos Advisors LLC | 21,339 | $33.9 萬 | 0.00% | +21,339 | 新進 |
| Thrive Wealth Management, LLC | 21,310 | $33.8 萬 | 0.05% | +1,818+9.3% | 加碼 |
| SLT Holdings LLC | 21,137 | $33.6 萬 | 0.24% | −11,150−34.5% | 減碼 |
| Jacobi Capital Management LLC | 21,065 | $33.5 萬 | 0.02% | +10,500+99.4% | 加碼 |
| Cozad Asset Management Inc | 21,057 | $33.4 萬 | 0.03% | +21,057 | 新進 |
| We Are One Seven, LLC | 21,029 | $33.4 萬 | 0.01% | −5,647−21.2% | 減碼 |
| GTS Securities LLC | 20,880 | $33.2 萬 | 0.01% | +20,880 | 新進 |
| Mayfair Advisory Group, LLC | 20,868 | $33.1 萬 | 0.12% | +4,090+24.4% | 加碼 |