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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 18,800 | $33.7 萬 | 0.00% | +4,177+28.6% | 加碼 |
| Siemens Fonds Invest GmbH | 18,867 | $33.8 萬 | 0.02% | +553+3.0% | 加碼 |
| Jacobi Capital Management LLC | 19,065 | $34.2 萬 | 0.02% | −2,000−9.5% | 減碼 |
| Calton & Associates, Inc. | 19,280 | $34.6 萬 | 0.05% | +748+4.0% | 加碼 |
| Coldstream Capital Management Inc | 19,318 | $34.6 萬 | 0.00% | −5,375−21.8% | 減碼 |
| Thrive Wealth Management, LLC | 19,347 | $34.7 萬 | 0.04% | −1,963−9.2% | 減碼 |
| Citizens Financial Group Inc | 19,567 | $35.1 萬 | 0.00% | +19,567 | 新進 |
| Motley Fool Asset Management LLC | 19,686 | $35.3 萬 | 0.01% | −4,478−18.5% | 減碼 |
| Marshall Financial Group LLC | 19,812 | $35.5 萬 | 0.05% | +361+1.9% | 加碼 |
| Change Path, LLC | 19,812 | $35.5 萬 | 0.01% | −8,393−29.8% | 減碼 |
| Mayfair Advisory Group, LLC | 21,588 | $35.5 萬 | 0.11% | +720+3.5% | 加碼 |
| Prudential PLC | 19,838 | $35.6 萬 | 0.00% | 00.0% | 不變 |
| Integrity Alliance, LLC. | 19,955 | $35.8 萬 | 0.01% | −205−1.0% | 減碼 |
| Shay Capital LLC | 20,100 | $36.0 萬 | 0.04% | +20,100 | 新進 |
| USAdvisors Wealth Management, LLC | 20,140 | $36.1 萬 | 0.10% | +1,415+7.6% | 加碼 |
| Southern Financial Group, LLC | 20,215 | $36.2 萬 | 0.09% | +870+4.5% | 加碼 |
| Principal Securities, Inc. | 20,298 | $36.4 萬 | 0.00% | +1,589+8.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 20,327 | $36.4 萬 | 0.08% | +20,327 | 新進 |
| Carnegie Lake Advisors LLC | 20,550 | $36.8 萬 | 0.14% | 00.0% | 不變 |
| N.E.W. Advisory Services LLC | 20,837 | $37.4 萬 | 0.02% | +79+0.4% | 加碼 |
| Triad Wealth Partners, LLC | 20,736 | $37.4 萬 | 0.02% | +20,736 | 新進 |
| Omers Administration Corp | 21,033 | $37.7 萬 | 0.00% | +7,748+58.3% | 加碼 |
| Cozad Asset Management Inc | 21,057 | $37.8 萬 | 0.02% | 00.0% | 不變 |
| Legend Capital Advisors LLC | 21,090 | $37.8 萬 | 0.21% | −4,335−17.1% | 減碼 |
| Alpha Wealth Funds, LLC | 21,100 | $37.8 萬 | 0.23% | +11,100+111.0% | 加碼 |
| Brookwood Investment Group LLC | 21,160 | $37.9 萬 | 0.04% | +21,160 | 新進 |
| Syon Capital LLC | 21,196 | $38.0 萬 | 0.02% | +21,196 | 新進 |
| TCW Group Inc | 21,243 | $38.1 萬 | 0.00% | +734+3.6% | 加碼 |
| Calamos Wealth Management LLC | 21,339 | $38.3 萬 | 0.01% | 00.0% | 不變 |
| one8zero8, LLC | 21,350 | $38.3 萬 | 0.08% | 00.0% | 不變 |
| Erste Asset Management GmbH | 21,064 | $38.3 萬 | 0.00% | +21,064 | 新進 |
| Bleakley Financial Group, LLC | 21,502 | $38.6 萬 | 0.00% | +3,089+16.8% | 加碼 |
| We Are One Seven, LLC | 21,781 | $39.1 萬 | 0.01% | +752+3.6% | 加碼 |
| Assenagon Asset Management S.A. | 21,834 | $39.1 萬 | 0.00% | +21,834 | 新進 |
| Keybank National Association | 21,837 | $39.2 萬 | 0.00% | −573−2.6% | 減碼 |
| Financial Partners Group, Inc | 21,860 | $39.2 萬 | 0.04% | −10,224−31.9% | 減碼 |
| Vestcor Inc | 22,100 | $39.6 萬 | 0.01% | 00.0% | 不變 |
| Mediolanum International Funds Ltd | 21,824 | $39.7 萬 | 0.00% | −92,581−80.9% | 減碼 |
| NewEdge Wealth, LLC | 22,154 | $39.7 萬 | 0.00% | +22,154 | 新進 |
| Harbor Capital Advisors, Inc. | 22,283 | $40.0 萬 | 0.03% | +47+0.2% | 加碼 |
| StoneX Group Inc. | 24,081 | $40.2 萬 | 0.02% | +5,872+32.2% | 加碼 |
| Brevan Howard Capital Management LP | 22,417 | $40.2 萬 | 0.01% | −96,668−81.2% | 減碼 |
| Founders Financial Securities LLC | 22,511 | $40.4 萬 | 0.02% | +1,034+4.8% | 加碼 |
| Mainstay Capital Management LLC | 22,961 | $41.2 萬 | 0.03% | −684−2.9% | 減碼 |
| Lewis Asset Management, LLC | 23,000 | $41.2 萬 | 0.14% | +23,000 | 新進 |
| Manchester Financial Inc | 23,371 | $41.9 萬 | 0.07% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 23,410 | $42.0 萬 | 0.07% | +23,410 | 新進 |
| First Trust Advisors LP | 23,675 | $42.4 萬 | 0.00% | −1,129,841−97.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 23,756 | $42.6 萬 | 0.01% | +4,623+24.2% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 23,819 | $42.7 萬 | 0.02% | +214+0.9% | 加碼 |
| J.W. Cole Advisors, Inc. | 23,912 | $42.9 萬 | 0.01% | +835+3.6% | 加碼 |
| Kennedy Investment Group | 24,166 | $43.3 萬 | 0.15% | 00.0% | 不變 |
| Caisse de Depot Et Placement du Quebec | 24,230 | $43.4 萬 | 0.00% | +24,230 | 新進 |
| Decision Investments, Inc | 24,240 | $43.5 萬 | 0.40% | +4,174+20.8% | 加碼 |
| Perpetual Ltd | 24,670 | $44.2 萬 | 0.01% | +442+1.8% | 加碼 |
| Laurion Capital Management LP | 24,760 | $44.4 萬 | 0.03% | −30,365−55.1% | 減碼 |
| Mayflower Financial Advisors, LLC | 24,790 | $44.4 萬 | 0.04% | −4,412−15.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 25,276 | $45.3 萬 | 0.01% | +3,061+13.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 25,436 | $45.6 萬 | 0.03% | +1,328+5.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 25,957 | $46.5 萬 | 0.01% | +5,133+24.6% | 加碼 |
| Resources Investment Advisors, LLC. | 26,015 | $46.6 萬 | 0.00% | +1,239+5.0% | 加碼 |
| Blue Chip Partners, Inc. | 26,071 | $46.7 萬 | 0.03% | +26,071 | 新進 |
| Spartan Wealth Advisory Services LLC | 26,252 | $47.1 萬 | 0.04% | +4,317+19.7% | 加碼 |
| Diversified Trust Co | 26,317 | $47.2 萬 | 0.01% | −7,400−21.9% | 減碼 |
| Sumitomo Life Insurance Co | 26,329 | $47.2 萬 | 0.01% | −26,054−49.7% | 減碼 |
| Meeder Advisory Services, Inc. | 26,367 | $47.3 萬 | 0.02% | −6,556−19.9% | 減碼 |
| Correct Capital Wealth Management | 26,374 | $47.3 萬 | 0.08% | +1,447+5.8% | 加碼 |
| Wedmont Private Capital | 25,195 | $47.3 萬 | 0.01% | +3,130+14.2% | 加碼 |
| Archford Capital Strategies, LLC | 26,450 | $47.4 萬 | 0.05% | +65+0.2% | 加碼 |
| MetLife Investment Management | 26,470 | $47.5 萬 | 0.00% | −910−3.3% | 減碼 |
| Freestone Capital Holdings, LLC | 26,878 | $48.2 萬 | 0.01% | −3,216−10.7% | 減碼 |
| Hexagon Capital Partners LLC | 26,984 | $48.4 萬 | 0.07% | +925+3.5% | 加碼 |
| Wealthcare Advisory Partners LLC | 27,011 | $48.4 萬 | 0.01% | +4,007+17.4% | 加碼 |
| Index Technologies Group LLC | 27,227 | $48.8 萬 | 0.39% | −6,396−19.0% | 減碼 |
| Insigneo Advisory Services, LLC | 27,559 | $49.4 萬 | 0.02% | +27,559 | 新進 |
| Capital Markets Trading UK LLP | 27,684 | $49.6 萬 | 0.35% | −13,232−32.3% | 減碼 |
| Allianz Asset Management GmbH | 27,740 | $49.7 萬 | 0.00% | −9,977−26.5% | 減碼 |
| Macquarie Group Ltd | 28,014 | $50.2 萬 | 0.00% | −1,481−5.0% | 減碼 |
| McGuire Investment Group, LLC | 28,318 | $50.8 萬 | 0.04% | −7,800−21.6% | 減碼 |
| Capital Advisors Inc | 28,324 | $50.8 萬 | 0.01% | +615+2.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 28,811 | $51.7 萬 | 0.00% | −465−1.6% | 減碼 |
| Rydar Equities, Inc. | 30,021 | $51.9 萬 | 0.29% | +11,165+59.2% | 加碼 |
| Avanza Fonder AB | 28,995 | $52.0 萬 | 0.01% | 00.0% | 不變 |
| Sienna Gestion | 28,358 | $52.2 萬 | 0.03% | +28,358 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 29,300 | $52.5 萬 | 0.00% | −1,822−5.9% | 減碼 |
| Avidian Wealth Solutions, LLC | 29,426 | $52.8 萬 | 0.01% | +29,426 | 新進 |
| E. Ohman J:or Asset Management AB | 29,677 | $53.2 萬 | 0.01% | 00.0% | 不變 |
| NorthRock Partners, LLC | 29,881 | $53.6 萬 | 0.01% | +6,932+30.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 29,940 | $53.6 萬 | 0.03% | −11,115−27.1% | 減碼 |
| Machina Capital S.A.S. | 29,897 | $53.6 萬 | 0.08% | +29,897 | 新進 |
| Diker Management LLC | 30,000 | $53.8 萬 | 0.41% | +30,000 | 新進 |
| Aptus Capital Advisors, LLC | 30,008 | $53.8 萬 | 0.00% | −2,346−7.3% | 減碼 |
| NVWM, LLC | 30,027 | $53.8 萬 | 0.11% | +2,093+7.5% | 加碼 |
| Simplicity Wealth,LLC | 30,310 | $54.3 萬 | 0.02% | −47,833−61.2% | 減碼 |
| Trueblood Wealth Management, LLC | 30,520 | $54.7 萬 | 0.19% | +16,430+116.6% | 加碼 |
| Kingsview Wealth Management, LLC | 30,651 | $55.0 萬 | 0.01% | +18,044+143.1% | 加碼 |
| Callan Family Office, LLC | 30,675 | $55.0 萬 | 0.01% | +2,099+7.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 30,713 | $55.1 萬 | 0.00% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 34,630 | $55.4 萬 | 0.01% | −7,726−18.2% | 減碼 |
| UniSuper Management Pty Ltd | 30,910 | $55.4 萬 | 0.00% | +8,910+40.5% | 加碼 |