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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 12,822 | $20.4 萬 | 0.00% | −6,144−32.4% | 減碼 |
| Parallel Advisors, LLC | 12,760 | $20.3 萬 | 0.00% | −574−4.3% | 減碼 |
| My Portfolio Guide, LLC | 12,673 | $20.1 萬 | 0.11% | +12,673 | 新進 |
| Kingsview Wealth Management, LLC | 12,607 | $20.0 萬 | 0.00% | +1,625+14.8% | 加碼 |
| Pinebridge Investments LLC | 12,553 | $19.9 萬 | 0.00% | +12,553 | 新進 |
| Millennium Capital Advisors, LLC | 12,550 | $19.9 萬 | 0.12% | +1,500+13.6% | 加碼 |
| Fifth Third Bancorp | 12,422 | $19.7 萬 | 0.00% | +9,296+297.4% | 加碼 |
| WoodTrust Financial Corp | 12,400 | $19.7 萬 | 0.03% | +12,400 | 新進 |
| Prostatis Group LLC | 12,386 | $19.7 萬 | 0.05% | +125+1.0% | 加碼 |
| Root Financial Partners, LLC | 12,353 | $19.6 萬 | 0.01% | −2,380−16.2% | 減碼 |
| Advisors Management Group Inc | 12,386 | $19.6 萬 | 0.04% | +860+7.5% | 加碼 |
| Kercheville Advisors, LLC | 12,290 | $19.5 萬 | 0.06% | −197,675−94.1% | 減碼 |
| Metis Global Partners, LLC | 12,264 | $19.5 萬 | 0.00% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 12,170 | $19.3 萬 | 0.00% | +3,442+39.4% | 加碼 |
| Phoenix Holdings Ltd. | 12,115 | $19.2 萬 | 0.00% | +12,115 | 新進 |
| Glenmede Trust Co NA | 12,020 | $19.1 萬 | 0.00% | +80+0.7% | 加碼 |
| nVerses Capital, LLC | 11,931 | $18.9 萬 | 0.17% | +11,931 | 新進 |
| Sagespring Wealth Partners, LLC | 11,851 | $18.8 萬 | 0.00% | −7,448−38.6% | 減碼 |
| Signaturefd, LLC | 11,824 | $18.8 萬 | 0.00% | −144−1.2% | 減碼 |
| Lake Street Financial LLC | 11,688 | $18.6 萬 | 0.02% | +3,320+39.7% | 加碼 |
| Global Financial Private Client, LLC | 11,623 | $18.5 萬 | 0.06% | +3,907+50.6% | 加碼 |
| 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 |
| Cigna Investments Inc | 11,440 | $18.2 萬 | 0.03% | 00.0% | 不變 |
| Fortis Capital Management LLC | 11,397 | $18.1 萬 | 0.02% | +135+1.2% | 加碼 |
| Pure Financial Advisors, Inc. | 11,353 | $18.0 萬 | 0.00% | −660−5.5% | 減碼 |
| Evergreen Capital Management LLC | 11,281 | $17.9 萬 | 0.00% | −28,751−71.8% | 減碼 |
| Paradigm Financial Partners, LLC | 11,150 | $17.7 萬 | 0.03% | −3,095−21.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,095 | $17.6 萬 | 0.00% | +2,125+23.7% | 加碼 |
| Bogart Wealth, LLC | 11,052 | $17.6 萬 | 0.01% | +8,983+434.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 11,228 | $17.5 萬 | 0.00% | −808−6.7% | 減碼 |
| Wellington Management Group LLP | 11,037 | $17.5 萬 | 0.00% | +1,314+13.5% | 加碼 |
| Diligent Investors, LLC | 11,027 | $17.5 萬 | 0.04% | +907+9.0% | 加碼 |
| Avion Wealth | 11,057 | $17.5 萬 | 0.04% | +820+8.0% | 加碼 |
| Norden Group LLC | 10,964 | $17.4 萬 | 0.02% | +611+5.9% | 加碼 |
| GAMMA Investing LLC | 10,922 | $17.3 萬 | 0.01% | +138+1.3% | 加碼 |
| Horizon Wealth Management, LLC | 10,900 | $17.3 萬 | 0.03% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 10,800 | $17.2 萬 | 0.04% | −1,226−10.2% | 減碼 |
| BOK Financial Private Wealth, Inc. | 10,765 | $17.1 萬 | 0.01% | +35+0.3% | 加碼 |
| Transcend Wealth Collective, LLC | 10,637 | $16.9 萬 | 0.01% | −336−3.1% | 減碼 |
| Focus Financial Network, Inc. | 10,635 | $16.9 萬 | 0.01% | −682−6.0% | 減碼 |
| Moneta Group Investment Advisors LLC | 10,546 | $16.7 萬 | 0.00% | +10,546 | 新進 |
| Panoramic Investment Advisors, LLC | 10,450 | $16.6 萬 | 0.09% | 00.0% | 不變 |
| Larson Financial Group LLC | 10,393 | $16.5 萬 | 0.01% | +211+2.1% | 加碼 |
| Zullo Investment Group, Inc. | 10,324 | $16.4 萬 | 0.06% | +610+6.3% | 加碼 |
| Keystone Financial Services | 10,176 | $16.2 萬 | 0.05% | +231+2.3% | 加碼 |
| VestGen Advisors, LLC | 10,151 | $16.1 萬 | 0.00% | −50,320−83.2% | 減碼 |
| Compass Capital Corp | 10,000 | $16.1 萬 | 0.06% | 00.0% | 不變 |
| Traynor Capital Management, Inc. | 10,636 | $16.1 萬 | 0.01% | −14,067−56.9% | 減碼 |
| United Advisor Group, LLC | 10,136 | $16.1 萬 | 0.02% | +10,136 | 新進 |
| Betterment LLC | 10,077 | $16.0 萬 | 0.00% | +10,077 | 新進 |
| A&I Financial Services, LLC | 10,000 | $15.9 萬 | 0.08% | 00.0% | 不變 |
| ETF Portfolio Partners, Inc. | 10,000 | $15.9 萬 | 0.04% | +10,000 | 新進 |
| Ares Systematic Credit Ltd | 10,156 | $15.4 萬 | 0.12% | −8,528−45.6% | 減碼 |
| Alpha Wealth Funds, LLC | 10,000 | $15.2 萬 | 0.11% | +10,000 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 9,238 | $14.7 萬 | 0.02% | +340+3.8% | 加碼 |
| Cassaday & Co Wealth Management LLC | 9,090 | $14.4 萬 | 0.00% | −310−3.3% | 減碼 |
| AdvisorNet Financial, Inc | 8,915 | $14.2 萬 | 0.01% | +1,702+23.6% | 加碼 |
| Abound Wealth Management | 8,893 | $14.1 萬 | 0.03% | +7,833+739.0% | 加碼 |
| Quadrant Capital Group LLC | 8,766 | $13.9 萬 | 0.00% | +1,096+14.3% | 加碼 |
| FIL Ltd | 8,689 | $13.8 萬 | 0.00% | +8,689 | 新進 |
| Red Door Wealth Management, LLC | 8,550 | $13.6 萬 | 0.01% | +8,550 | 新進 |
| South State Corp. | 8,465 | $13.4 萬 | 0.01% | −10−0.1% | 減碼 |
| Toth Financial Advisory Corp | 8,350 | $13.3 萬 | 0.01% | +2,200+35.8% | 加碼 |
| Strive Financial Group ,LLC | 8,024 | $12.7 萬 | 0.07% | −787−8.9% | 減碼 |
| Nemes Rush Group LLC | 7,667 | $12.2 萬 | 0.01% | +66+0.9% | 加碼 |
| NBC Securities, Inc. | 7,527 | $12.0 萬 | 0.01% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 7,425 | $11.8 萬 | 0.04% | +7,425 | 新進 |
| Kemnay Advisory Services Inc. | 7,301 | $11.6 萬 | 0.02% | +851+13.2% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 7,266 | $11.4 萬 | 0.00% | +7,266 | 新進 |
| Geneos Wealth Management Inc. | 6,994 | $11.1 萬 | 0.00% | +1,669+31.3% | 加碼 |
| Wolff Wiese Magana LLC | 6,600 | $10.5 萬 | 0.06% | 00.0% | 不變 |
| Vestor Capital, LLC | 6,532 | $10.4 萬 | 0.01% | +5,526+549.3% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 6,145 | $9.76 萬 | 0.01% | +6,145 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 6,057 | $9.62 萬 | 0.00% | −11,046−64.6% | 減碼 |
| Marathon Trading Investment Management LLC | 6,032 | $9.58 萬 | 0.03% | −50,932−89.4% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,993 | $9.52 萬 | 0.00% | 00.0% | 不變 |
| Global X Japan Co., Ltd. | 5,810 | $9.23 萬 | 0.00% | +5,810 | 新進 |
| Lodestone Wealth Management LLC | 5,778 | $9.18 萬 | 0.04% | +936+19.3% | 加碼 |
| Investment Research & Advisory Group, Inc. | 5,747 | $9.13 萬 | 0.03% | +729+14.5% | 加碼 |
| Tortoise Investment Management, LLC | 5,527 | $8.78 萬 | 0.01% | +5,527 | 新進 |
| SOA Wealth Advisors, LLC. | 5,434 | $8.63 萬 | 0.02% | +200+3.8% | 加碼 |
| Los Angeles Capital Management LLC | 5,331 | $8.47 萬 | 0.00% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 5,166 | $8.00 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 4,976 | $7.90 萬 | 0.01% | +3,366+209.1% | 加碼 |
| Tidemark, LLC | 4,911 | $7.80 萬 | 0.02% | −23−0.5% | 減碼 |
| Orion Capital Management LLC | 4,900 | $7.78 萬 | 0.03% | +300+6.5% | 加碼 |
| Archetype Wealth Partners | 4,800 | $7.60 萬 | 0.01% | +4,800 | 新進 |
| Assetmark, Inc | 4,785 | $7.60 萬 | 0.00% | +2,741+134.1% | 加碼 |
| Huntington National Bank | 4,675 | $7.42 萬 | 0.00% | +2,685+134.9% | 加碼 |
| Hollencrest Capital Management | 4,616 | $7.33 萬 | 0.00% | +4,616 | 新進 |
| Osbon Capital Management LLC | 4,565 | $7.25 萬 | 0.06% | +4,207+1,175.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,387 | $6.97 萬 | 0.00% | +998+29.4% | 加碼 |
| Evolution Wealth Management Inc. | 4,240 | $6.73 萬 | 0.05% | 00.0% | 不變 |
| Hilton Head Capital Partners, LLC | 4,214 | $6.69 萬 | 0.04% | 00.0% | 不變 |
| Penserra Capital Management LLC | 4,035 | $6.40 萬 | 0.00% | +3,585+796.7% | 加碼 |
| Essential Partners LLC | 4,013 | $6.37 萬 | 0.02% | −20−0.5% | 減碼 |
| WealthCollab, LLC | 4,000 | $6.35 萬 | 0.03% | 00.0% | 不變 |
| Innovative Asset Advisors Group, LLC | 3,650 | $5.80 萬 | 0.03% | +3,650 | 新進 |
| Westside Investment Management, Inc. | 3,500 | $5.55 萬 | 0.01% | +200+6.1% | 加碼 |