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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 155,460 | $278.7 萬 | 0.50% | +15,505+11.1% | 加碼 |
| CMG Global Holdings, LLC | 156,330 | $280.3 萬 | 1.19% | −5,674−3.5% | 減碼 |
| Swedbank AB | 163,027 | $292.3 萬 | 0.00% | +9,498+6.2% | 加碼 |
| Baird Financial Group, Inc. | 170,770 | $306.2 萬 | 0.00% | −357−0.2% | 減碼 |
| CAPROCK Group, Inc. | 170,937 | $306.5 萬 | 0.06% | −23,483−12.1% | 減碼 |
| Nissay Asset Management Corp | 171,111 | $306.8 萬 | 0.01% | +9,032+5.6% | 加碼 |
| Empowered Funds, LLC | 174,961 | $313.7 萬 | 0.02% | +109,257+166.3% | 加碼 |
| KBC Group NV | 180,172 | $323.1 萬 | 0.01% | −319,307−63.9% | 減碼 |
| J. Safra Sarasin Holding AG | 183,584 | $329.3 萬 | 0.05% | +183,584 | 新進 |
| Xponance, Inc. | 183,860 | $329.7 萬 | 0.02% | +1,434+0.8% | 加碼 |
| Credit Agricole S A | 186,799 | $334.9 萬 | 0.01% | +58,477+45.6% | 加碼 |
| Hourglass Capital, LLC | 188,700 | $338.3 萬 | 0.67% | +18,900+11.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 190,280 | $341.2 萬 | 0.03% | +162,438+583.4% | 加碼 |
| Fiduciary Alliance LLC | 190,990 | $342.4 萬 | 0.23% | −86,827−31.3% | 減碼 |
| Mfg Wealth Management, Inc. | 191,016 | $342.5 萬 | 2.45% | +11,917+6.7% | 加碼 |
| British Columbia Investment Management Corp | 191,171 | $342.8 萬 | 0.02% | +17,014+9.8% | 加碼 |
| Utah Retirement Systems | 191,646 | $343.6 萬 | 0.03% | −5,415−2.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 193,268 | $346.5 萬 | 0.03% | −22,242−10.3% | 減碼 |
| Quantbot Technologies LP | 194,008 | $347.9 萬 | 0.14% | +168,821+670.3% | 加碼 |
| Warm Springs Advisors Inc. | 200,000 | $358.6 萬 | 2.48% | +40,000+25.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 201,170 | $360.7 萬 | 0.00% | +13,528+7.2% | 加碼 |
| Toronto Dominion Bank | 201,755 | $361.7 萬 | 0.01% | −1,992,277−90.8% | 減碼 |
| Ensign Peak Advisors, Inc | 203,098 | $364.2 萬 | 0.01% | −32,334−13.7% | 減碼 |
| Andra AP-fonden | 203,999 | $365.8 萬 | 0.04% | −42,941−17.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 211,356 | $379.0 萬 | 0.02% | +178,838+550.0% | 加碼 |
| Wealthspire Advisors, LLC | 218,172 | $391.2 萬 | 0.02% | +218,172 | 新進 |
| Truist Financial Corp | 218,677 | $392.1 萬 | 0.00% | +141,337+182.7% | 加碼 |
| Kestra Advisory Services, LLC | 219,568 | $393.7 萬 | 0.01% | +6,201+2.9% | 加碼 |
| Van Eck Associates Corp | 224,032 | $401.7 萬 | 0.00% | +28,277+14.4% | 加碼 |
| RFG Advisory, LLC | 224,941 | $403.3 萬 | 0.06% | +29,103+14.9% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 225,592 | $404.5 萬 | 0.53% | −46,935−17.2% | 減碼 |
| Pegasus Asset Management, Inc. | 229,283 | $411.1 萬 | 1.17% | +16,497+7.8% | 加碼 |
| Envestnet Asset Management Inc | 235,325 | $421.9 萬 | 0.00% | +64,378+37.7% | 加碼 |
| Wealthfront Advisers LLC | 236,417 | $423.9 萬 | 0.01% | +52,189+28.3% | 加碼 |
| Old Second National Bank of Aurora | 240,860 | $431.9 萬 | 0.81% | +67,421+38.9% | 加碼 |
| Oppenheimer & Co Inc | 247,271 | $443.4 萬 | 0.05% | +87,403+54.7% | 加碼 |
| Sound Capital Solutions LLC | 248,140 | $444.9 萬 | 1.04% | +248,140 | 新進 |
| Consolidated Investment Group LLC | 248,480 | $445.5 萬 | 0.39% | 00.0% | 不變 |
| TD Asset Management Inc | 249,385 | $447.1 萬 | 0.00% | +2,765+1.1% | 加碼 |
| Teamwork Financial Advisors, LLC | 249,482 | $447.3 萬 | 0.42% | +36,693+17.2% | 加碼 |
| Sullivan Wood Capital Management LLC | 250,395 | $449.0 萬 | 6.15% | +38,750+18.3% | 加碼 |
| SEB Asset Management AB | 254,382 | $456.1 萬 | 0.02% | +8,287+3.4% | 加碼 |
| Sanctuary Advisors, LLC | 255,347 | $457.8 萬 | 0.02% | +15,860+6.6% | 加碼 |
| Gateway Investment Advisers LLC | 259,770 | $465.8 萬 | 0.05% | +90,050+53.1% | 加碼 |
| Group One Trading, L.P. | 260,866 | $467.7 萬 | 0.13% | −997,008−79.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 254,077 | $477.2 萬 | 0.01% | −16,845−6.2% | 減碼 |
| Parkside Investments, LLC | 268,370 | $481.2 萬 | 0.54% | −10,470−3.8% | 減碼 |
| Xcel Wealth Management, LLC | 269,738 | $483.6 萬 | 1.16% | +110,773+69.7% | 加碼 |
| Canada Pension Plan Investment Board | 273,500 | $490.4 萬 | 0.00% | +7,400+2.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 276,218 | $495.3 萬 | 0.01% | +33,144+13.6% | 加碼 |
| Well Done, LLC | 285,900 | $512.6 萬 | 0.69% | +33,800+13.4% | 加碼 |
| IFM Investors Pty Ltd | 285,967 | $512.7 萬 | 0.03% | +39,874+16.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 286,663 | $514.0 萬 | 0.00% | −1,339,121−82.4% | 減碼 |
| Creative Planning | 286,788 | $514.2 萬 | 0.00% | −7,807−2.7% | 減碼 |
| Headlands Technologies LLC | 292,302 | $524.1 萬 | 0.56% | +205,844+238.1% | 加碼 |
| D.A. Davidson & Co. | 297,659 | $533.7 萬 | 0.03% | +29,811+11.1% | 加碼 |
| Cerity Partners LLC | 298,310 | $534.9 萬 | 0.01% | −3,807−1.3% | 減碼 |
| Hudson Bay Capital Management LP | 304,271 | $545.6 萬 | 0.03% | −920,000−75.1% | 減碼 |
| Nykredit A/S | 312,985 | $561.2 萬 | 0.02% | +312,985 | 新進 |
| Sava Infond d.o.o. | 324,100 | $581.1 萬 | 0.41% | +225,050+227.2% | 加碼 |
| LGT Fund Management Co Ltd. | 324,700 | $582.2 萬 | 0.24% | +151,500+87.5% | 加碼 |
| Westbourne Investment Advisors, Inc. | 332,102 | $595.5 萬 | 1.64% | +52,559+18.8% | 加碼 |
| SEI Investments Co | 332,537 | $596.2 萬 | 0.01% | −44,603−11.8% | 減碼 |
| Optiver Holding B.V. | 333,146 | $597.3 萬 | 0.09% | −1,996,329−85.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 337,402 | $604.9 萬 | 0.02% | +63,381+23.1% | 加碼 |
| Janney Montgomery Scott LLC | 338,150 | $606.3 萬 | 0.01% | +67,239+24.8% | 加碼 |
| American Century Companies Inc | 339,358 | $608.5 萬 | 0.00% | +21,101+6.6% | 加碼 |
| Resona Asset Management Co.,Ltd. | 344,006 | $618.3 萬 | 0.03% | −19,957−5.5% | 減碼 |
| Private Advisor Group, LLC | 355,655 | $637.7 萬 | 0.03% | +14,793+4.3% | 加碼 |
| Public Employees Retirement System of Ohio | 360,578 | $646.5 萬 | 0.02% | +7,328+2.1% | 加碼 |
| Storebrand Asset Management AS | 364,745 | $654.0 萬 | 0.02% | −68,082−15.7% | 減碼 |
| Arizona State Retirement System | 365,633 | $655.6 萬 | 0.03% | +22,270+6.5% | 加碼 |
| Anderson Hoagland & Co | 370,133 | $663.6 萬 | 0.52% | +34,741+10.4% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 371,600 | $666.3 萬 | 0.05% | +371,600 | 新進 |
| ExodusPoint Capital Management, LP | 372,216 | $667.4 萬 | 0.06% | −124,865−25.1% | 減碼 |
| Carroll Investors, Inc | 381,363 | $684.0 萬 | 2.92% | +12,912+3.5% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 381,510 | $684.0 萬 | 0.03% | −5,443−1.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 382,310 | $685.5 萬 | 0.01% | +382,310 | 新進 |
| Great West Life Assurance Co | 399,195 | $714.3 萬 | 0.01% | −31,416−7.3% | 減碼 |
| Summit Trail Advisors, LLC | 399,276 | $715.9 萬 | 0.09% | −21,367−5.1% | 減碼 |
| Handelsbanken Fonder AB | 401,900 | $720.6 萬 | 0.02% | +24,700+6.5% | 加碼 |
| Capital Fund Management S.A. | 403,388 | $723.3 萬 | 0.05% | +45,467+12.7% | 加碼 |
| Victory Capital Management Inc | 403,892 | $724.2 萬 | 0.00% | +5,661+1.4% | 加碼 |
| Royal London Asset Management Ltd | 404,912 | $726.0 萬 | 0.01% | +62,892+18.4% | 加碼 |
| Alliancebernstein L.P. | 461,223 | $732.4 萬 | 0.00% | +13,054+2.9% | 加碼 |
| Walleye Capital LLC | 411,566 | $737.9 萬 | 0.04% | +153,814+59.7% | 加碼 |
| Nomura Asset Management Co Ltd | 414,812 | $743.8 萬 | 0.02% | −1,521−0.4% | 減碼 |
| MML Investors Services, LLC | 416,819 | $747.4 萬 | 0.02% | +58,903+16.5% | 加碼 |
| Cresset Asset Management, LLC | 420,977 | $754.8 萬 | 0.03% | +18,926+4.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 423,823 | $759.9 萬 | 0.03% | −10,586−2.4% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 427,750 | $767.0 萬 | 0.04% | +1,700+0.4% | 加碼 |
| TTRF Capital Ltd | 428,091 | $767.6 萬 | 5.06% | +428,091 | 新進 |
| Vontobel Holding Ltd. | 429,171 | $769.5 萬 | 0.03% | +157,898+58.2% | 加碼 |
| Covenant Asset Management, LLC | 433,052 | $776.5 萬 | 1.38% | +433,052 | 新進 |
| Two Sigma Investments, LP | 443,247 | $794.7 萬 | 0.01% | −1,045,043−70.2% | 減碼 |
| Quantinno Capital Management LP | 465,581 | $834.8 萬 | 0.01% | +5,790+1.3% | 加碼 |
| Asset Management One Co.,Ltd. | 475,538 | $852.6 萬 | 0.02% | −2,140−0.4% | 減碼 |
| Pictet Asset Management Holding SA | 478,515 | $858.0 萬 | 0.01% | +10,426+2.2% | 加碼 |
| KLP Kapitalforvaltning AS | 479,100 | $859.0 萬 | 0.03% | +3,900+0.8% | 加碼 |
| Cypress Point Investment Management LP | 483,640 | $867.2 萬 | 1.57% | +210,346+77.0% | 加碼 |