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 2 季 13F 持有人
SoFi Technologies, Inc. 在 2026/6/30 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
- 925
- 較 2026 年第 1 季 +12 家
- 持有股數
- 6.53 億
- 較 2026 年第 1 季 −5,118 萬 (−7.3%)
- 總市值
- $117.1 億
- 較 2026 年第 1 季 +$5.21 億 (+4.7%)
- 新進機構
- 130
- 另有 397 家加碼
- 清倉機構
- 118
- 另有 260 家減碼
另有 14 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| National Pension Service | 71,813 | $128.8 萬 | 0.00% | −1,748,292−96.1% | 減碼 |
| Belpointe Asset Management LLC | 72,255 | $129.6 萬 | 0.04% | +48,865+208.9% | 加碼 |
| Bank of Nova Scotia | 72,567 | $130.1 萬 | 0.00% | +11,458+18.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 72,575 | $130.1 萬 | 0.00% | +730+1.0% | 加碼 |
| Woodline Partners LP | 72,791 | $130.5 萬 | 0.00% | +23,329+47.2% | 加碼 |
| Abn Amro Investment Solutions | 73,601 | $132.0 萬 | 0.01% | +11,922+19.3% | 加碼 |
| Rakuten Investment Management, Inc. | 73,377 | $133.5 萬 | 0.00% | +10,290+16.3% | 加碼 |
| Two Sigma Securities, LLC | 75,115 | $134.7 萬 | 0.12% | +18,557+32.8% | 加碼 |
| Nwam LLC | 76,564 | $137.3 萬 | 0.07% | +15,108+24.6% | 加碼 |
| Centaurus Financial, Inc. | 77,075 | $138.2 萬 | 0.05% | +4,701+6.5% | 加碼 |
| EntryPoint Capital, LLC | 77,128 | $138.3 萬 | 0.34% | +40,364+109.8% | 加碼 |
| Spire Wealth Management | 77,238 | $138.5 萬 | 0.04% | −882−1.1% | 減碼 |
| Lakeshore Financial Planning, Inc. | 78,427 | $140.6 萬 | 0.45% | −13,850−15.0% | 減碼 |
| Franklin Resources Inc | 79,503 | $142.5 萬 | 0.00% | −2,426−3.0% | 減碼 |
| Sigma Planning Corp | 79,778 | $143.0 萬 | 0.04% | +15,497+24.1% | 加碼 |
| Firsthand Capital Management, Inc. | 80,000 | $143.4 萬 | 2.29% | 00.0% | 不變 |
| Steinberganna Wealth Management | 80,450 | $144.2 萬 | 0.59% | 00.0% | 不變 |
| Independent Financial Group, LLC | 81,145 | $145.5 萬 | 0.03% | −12,513−13.4% | 減碼 |
| Investment Management Corp of Ontario | 81,330 | $145.8 萬 | 0.02% | −9,100−10.1% | 減碼 |
| Intech Investment Management LLC | 82,806 | $148.5 萬 | 0.01% | −476,441−85.2% | 減碼 |
| Hudock, Inc. | 84,074 | $150.7 萬 | 0.19% | +15,184+22.0% | 加碼 |
| Ameritas Advisory Services, LLC | 86,190 | $154.5 萬 | 0.03% | +86,190 | 新進 |
| O'Shaughnessy Asset Management, LLC | 86,321 | $154.8 萬 | 0.01% | −8,697−9.2% | 減碼 |
| TCG Advisory Services, LLC | 87,197 | $156.3 萬 | 0.03% | +5,045+6.1% | 加碼 |
| Pathstone Holdings, LLC | 87,529 | $156.9 萬 | 0.00% | −1,541−1.7% | 減碼 |
| Captrust Financial Advisors | 87,980 | $157.7 萬 | 0.00% | −16,108−15.5% | 減碼 |
| Jupiter Topco LLC | 89,200 | $159.9 萬 | 0.00% | +89,200 | 新進 |
| Saudi Central Bank | 89,268 | $160.1 萬 | 0.02% | +42,625+91.4% | 加碼 |
| Harbour Investments, Inc. | 89,787 | $161.0 萬 | 0.02% | +6,621+8.0% | 加碼 |
| Equitable Holdings, Inc. | 89,808 | $161.0 萬 | 0.01% | +16,747+22.9% | 加碼 |
| Rafferty Asset Management, LLC | 90,071 | $161.5 萬 | 0.00% | +90,071 | 新進 |
| Kovack Advisors, Inc. | 88,436 | $163.0 萬 | 0.08% | +1,360+1.6% | 加碼 |
| Laird Norton Trust Company, LLC | 91,778 | $164.6 萬 | 0.03% | +453+0.5% | 加碼 |
| Slow Capital, Inc. | 92,554 | $165.9 萬 | 0.19% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 93,137 | $167.0 萬 | 0.11% | +1,026+1.1% | 加碼 |
| JustInvest LLC | 94,648 | $169.7 萬 | 0.01% | −12,218−11.4% | 減碼 |
| Advisory Services Network, LLC | 95,098 | $170.5 萬 | 0.02% | +57,069+150.1% | 加碼 |
| Lido Advisors, LLC | 95,751 | $171.7 萬 | 0.01% | −35,241−26.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 95,924 | $171.9 萬 | 0.03% | −1,876−1.9% | 減碼 |
| Miracle Mile Advisors, LLC | 96,007 | $172.1 萬 | 0.02% | +925+1.0% | 加碼 |
| Prospera Financial Services Inc | 96,191 | $172.5 萬 | 0.03% | +8,199+9.3% | 加碼 |
| IFP Advisors, Inc | 96,742 | $173.5 萬 | 0.03% | −2,071−2.1% | 減碼 |
| Brinker Capital Investments, LLC | 97,808 | $175.4 萬 | 0.01% | +15,269+18.5% | 加碼 |
| Voya Investment Management LLC | 99,721 | $178.8 萬 | 0.00% | +7,208+7.8% | 加碼 |
| Ameliora Wealth Management Ltd. | 100,000 | $179.3 萬 | 0.53% | 00.0% | 不變 |
| GatePass Capital, LLC | 100,134 | $179.5 萬 | 0.69% | +320.0% | 加碼 |
| Firethorn Wealth Partners, LLC | 100,977 | $181.1 萬 | 0.58% | −5,717−5.4% | 減碼 |
| Leonteq Securities AG | 101,166 | $181.4 萬 | 0.11% | +27,614+37.5% | 加碼 |
| LM Advisors LLC | 101,459 | $181.9 萬 | 0.21% | +99,799+6,012.0% | 加碼 |
| Mackenzie Financial Corp | 102,008 | $182.9 萬 | 0.00% | +2,146+2.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 102,300 | $183.4 萬 | 0.02% | +35,908+54.1% | 加碼 |
| Clean Yield Group | 102,471 | $183.7 萬 | 0.46% | +4,038+4.1% | 加碼 |
| Tradition Wealth Management, LLC | 104,443 | $187.3 萬 | 0.11% | −545−0.5% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 105,760 | $189.6 萬 | 0.02% | +5,600+5.6% | 加碼 |
| Catalyst Funds Management Pty Ltd | 107,194 | $192.2 萬 | 0.11% | +60,549+129.8% | 加碼 |
| Perennial Investment Advisors, LLC | 107,228 | $192.3 萬 | 0.13% | +1,489+1.4% | 加碼 |
| River Street Advisors LLC | 107,677 | $193.1 萬 | 0.57% | +51,885+93.0% | 加碼 |
| Fortis Group Advisors, LLC | 108,795 | $195.1 萬 | 0.31% | +33,451+44.4% | 加碼 |
| Stance Capital LLC | 108,865 | $195.2 萬 | 0.59% | +108,865 | 新進 |
| Annex Advisory Services, LLC | 109,462 | $196.3 萬 | 0.03% | +109,462 | 新進 |
| PEAK6 LLC | 111,893 | $200.6 萬 | 0.05% | −504,711−81.9% | 減碼 |
| Capital Advisors Wealth Management, LLC | 113,162 | $202.9 萬 | 0.24% | +2,370+2.1% | 加碼 |
| IMA Wealth, Inc. | 113,211 | $203.0 萬 | 0.13% | +113,057+73,413.6% | 加碼 |
| Arkadios Wealth Advisors | 113,587 | $203.7 萬 | 0.03% | +40,217+54.8% | 加碼 |
| Miller Financial Services LLC | 113,823 | $204.1 萬 | 1.65% | +140+0.1% | 加碼 |
| CIBC Bancorp USA Inc. | 114,556 | $205.4 萬 | 0.00% | +459+0.4% | 加碼 |
| Baker Avenue Asset Management, LP | 115,400 | $206.9 萬 | 0.04% | +95+0.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 118,220 | $212.0 萬 | 0.01% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 120,618 | $216.3 萬 | 0.01% | −4,714−3.8% | 減碼 |
| Baker Chad R | 121,415 | $217.7 萬 | 0.35% | 00.0% | 不變 |
| Eurizon Capital SGR S.p.A. | 121,314 | $217.8 萬 | 0.01% | +45,985+61.0% | 加碼 |
| Alliance Wealth Advisors, LLC | 122,358 | $219.4 萬 | 0.41% | +113+0.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 124,688 | $223.6 萬 | 0.02% | −4,293−3.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 125,645 | $225.3 萬 | 0.05% | +2,000+1.6% | 加碼 |
| Venture Visionary Partners LLC | 126,356 | $226.6 萬 | 0.06% | +126,356 | 新進 |
| HighTower Advisors, LLC | 126,362 | $226.6 萬 | 0.00% | +7,755+6.5% | 加碼 |
| Allworth Financial LP | 126,401 | $226.6 萬 | 0.01% | −4,012−3.1% | 減碼 |
| US Bancorp | 126,572 | $226.9 萬 | 0.00% | +14,357+12.8% | 加碼 |
| Mercer Global Advisors Inc | 128,074 | $229.6 萬 | 0.00% | −15,696−10.9% | 減碼 |
| Soviero Asset Management, LP | 130,000 | $233.1 萬 | 1.13% | +130,000 | 新進 |
| CI Private Wealth, LLC | 130,371 | $233.8 萬 | 0.00% | −51,550−28.3% | 減碼 |
| Torrey Growth & Income Advisors | 130,796 | $234.0 萬 | 0.79% | +4,769+3.8% | 加碼 |
| Nisa Investment Advisors, LLC | 130,641 | $234.2 萬 | 0.01% | −6,316−4.6% | 減碼 |
| Caisse des Depots Et Consignations | 133,675 | $239.7 萬 | 0.04% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 136,376 | $244.5 萬 | 0.16% | −314,553−69.8% | 減碼 |
| Illinois Municipal Retirement Fund | 140,864 | $252.6 萬 | 0.03% | −48,985−25.8% | 減碼 |
| TD Waterhouse Canada Inc. | 139,046 | $256.1 萬 | 0.01% | +114,652+470.0% | 加碼 |
| Burney Co | 143,389 | $257.1 萬 | 0.07% | +143,389 | 新進 |
| Candriam Luxembourg S.C.A. | 145,453 | $260.5 萬 | 0.01% | −548−0.4% | 減碼 |
| Tudor Investment Corp Et Al | 145,484 | $260.9 萬 | 0.01% | +145,484 | 新進 |
| OP Asset Management Ltd | 146,056 | $261.9 萬 | 0.03% | −81,357−35.8% | 減碼 |
| Elevatus Welath Management | 147,212 | $264.0 萬 | 0.64% | +147,212 | 新進 |
| Man Group plc | 148,143 | $265.6 萬 | 0.00% | −936,790−86.3% | 減碼 |
| Daiwa Securities Group Inc. | 150,214 | $269.3 萬 | 0.01% | −2,728,772−94.8% | 減碼 |
| Swiss Life Asset Management Ltd | 150,238 | $269.4 萬 | 0.01% | +35,515+31.0% | 加碼 |
| Triglav Skladi, D.O.O. | 151,928 | $272.3 萬 | 0.14% | +151,928 | 新進 |
| Intellus Advisors LLC | 153,337 | $274.9 萬 | 0.33% | +18,300+13.6% | 加碼 |
| Polymer Capital Management (US) LLC | 153,684 | $275.6 萬 | 0.41% | +133,558+663.6% | 加碼 |
| QRG Capital Management, Inc. | 154,404 | $276.9 萬 | 0.02% | +8,449+5.8% | 加碼 |
| Taylor Frigon Capital Management LLC | 155,252 | $278.4 萬 | 1.30% | +37,235+31.6% | 加碼 |