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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 31,024 | $55.6 萬 | 0.00% | +5,734+22.7% | 加碼 |
| Everence Capital Management Inc | 31,464 | $56.4 萬 | 0.03% | −7,467−19.2% | 減碼 |
| 111 Capital | 31,652 | $56.8 萬 | 0.10% | +14,417+83.6% | 加碼 |
| MSH Capital Advisors LLC | 31,794 | $57.0 萬 | 0.10% | +31,794 | 新進 |
| Umb Bank N A | 32,587 | $58.4 萬 | 0.01% | −53−0.2% | 減碼 |
| Farther Finance Advisors, LLC | 32,596 | $58.5 萬 | 0.00% | +5,819+21.7% | 加碼 |
| Independent Advisor Alliance | 33,113 | $59.4 萬 | 0.01% | −2,899−8.1% | 減碼 |
| Wealthspan Partners, LLC | 33,327 | $59.8 萬 | 0.19% | +3,880+13.2% | 加碼 |
| Voleon Capital Management LP | 33,551 | $60.2 萬 | 0.01% | −246,298−88.0% | 減碼 |
| COFG Advisors, LLC | 33,591 | $60.2 萬 | 0.10% | −1,662−4.7% | 減碼 |
| Benjamin Edwards Inc | 33,853 | $60.7 萬 | 0.01% | +13,758+68.5% | 加碼 |
| Sterling Capital Management LLC | 34,611 | $62.1 萬 | 0.01% | −2,010−5.5% | 減碼 |
| Groupe la Francaise | 35,170 | $63.1 萬 | 0.01% | +35,170 | 新進 |
| Nikulski Financial, Inc. | 35,595 | $63.8 萬 | 0.14% | −465−1.3% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 35,744 | $63.9 萬 | 0.02% | −4,221−10.6% | 減碼 |
| North Dakota State Investment Board | 36,055 | $64.6 萬 | 0.03% | +1,008+2.9% | 加碼 |
| Rathbone Brothers plc | 36,246 | $65.0 萬 | 0.00% | +16,150+80.4% | 加碼 |
| Valeo Financial Advisors, LLC | 36,716 | $65.8 萬 | 0.01% | +2,240+6.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 37,832 | $67.8 萬 | 0.02% | +33,445+762.4% | 加碼 |
| Twin Tree Management, LP | 37,916 | $68.0 萬 | 0.11% | +37,916 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 38,405 | $68.9 萬 | 0.07% | −27,927−42.1% | 減碼 |
| CIBC World Markets Inc. | 38,674 | $69.3 萬 | 0.00% | +24,149+166.3% | 加碼 |
| Atomi Financial Group, Inc. | 38,730 | $69.4 萬 | 0.02% | +133+0.3% | 加碼 |
| Eddie Patel Inc | 39,172 | $70.2 萬 | 0.42% | +8,048+25.9% | 加碼 |
| Vident Advisory, LLC | 39,288 | $70.4 萬 | 0.01% | −1,989−4.8% | 減碼 |
| Stevens Capital Management LP | 39,401 | $70.6 萬 | 0.17% | −172,986−81.4% | 減碼 |
| Floyd Financial Group LLC | 38,708 | $71.8 萬 | 0.47% | −1,414−3.5% | 減碼 |
| Evolve Private Wealth, LLC | 40,503 | $72.6 萬 | 0.04% | +40,503 | 新進 |
| Victory Financial Group, LLC | 41,188 | $73.9 萬 | 0.08% | +6,515+18.8% | 加碼 |
| KLCM Advisors, Inc. | 41,196 | $73.9 萬 | 0.06% | +185+0.5% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 41,200 | $73.9 萬 | 0.02% | +9,100+28.3% | 加碼 |
| Perigon Wealth Management, LLC | 41,604 | $74.6 萬 | 0.01% | +7,349+21.5% | 加碼 |
| Sowell Financial Services LLC | 42,378 | $76.0 萬 | 0.02% | +4,613+12.2% | 加碼 |
| Fifth Third Bancorp | 43,191 | $77.4 萬 | 0.00% | +30,769+247.7% | 加碼 |
| Mangrove Partners | 43,305 | $77.6 萬 | 0.05% | 00.0% | 不變 |
| Susquehanna Advisors Group, Inc. | 43,492 | $78.0 萬 | 0.02% | 00.0% | 不變 |
| Savant Capital, LLC | 45,861 | $78.0 萬 | 0.00% | +24,393+113.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 43,644 | $78.3 萬 | 0.02% | 00.0% | 不變 |
| Sepio Capital, LP | 43,668 | $78.3 萬 | 0.04% | −5,055−10.4% | 減碼 |
| Pinnacle Associates Ltd | 44,336 | $79.5 萬 | 0.01% | −810−1.8% | 減碼 |
| Raiffeisen Bank International AG | 44,380 | $80.7 萬 | 0.01% | +43,106+3,383.5% | 加碼 |
| Custom Index Systems, LLC | 45,269 | $81.2 萬 | 0.29% | −9,707−17.7% | 減碼 |
| Osmosis Investment Management UK Ltd | 45,410 | $81.4 萬 | 0.04% | −52,436−53.6% | 減碼 |
| TownSquare Capital, LLC | 45,656 | $81.9 萬 | 0.15% | +45,656 | 新進 |
| Level Four Advisory Services, LLC | 45,937 | $82.4 萬 | 0.02% | +1,640+3.7% | 加碼 |
| WCG Wealth Advisors LLC | 46,181 | $82.8 萬 | 0.02% | +20,209+77.8% | 加碼 |
| Krilogy Financial LLC | 46,498 | $83.4 萬 | 0.02% | +6,714+16.9% | 加碼 |
| Marathon Trading Investment Management LLC | 46,737 | $83.8 萬 | 0.10% | +40,705+674.8% | 加碼 |
| First National Trust Co | 46,821 | $84.0 萬 | 0.03% | +7,995+20.6% | 加碼 |
| Prudential Financial Inc | 47,231 | $84.7 萬 | 0.00% | −2,555−5.1% | 減碼 |
| Neuberger Berman Group LLC | 47,709 | $85.5 萬 | 0.00% | −7,300−13.3% | 減碼 |
| Florida Financial Advisors, LLC | 48,180 | $86.4 萬 | 0.15% | +12,745+36.0% | 加碼 |
| MAI Capital Management | 48,807 | $87.5 萬 | 0.00% | +877+1.8% | 加碼 |
| Standard Life Aberdeen plc | 48,912 | $87.7 萬 | 0.00% | +36,742+301.9% | 加碼 |
| Pathway Financial Advisers, LLC | 49,491 | $88.7 萬 | 0.22% | −34−0.1% | 減碼 |
| Allstate Corp | 50,410 | $90.4 萬 | 0.01% | −39,924−44.2% | 減碼 |
| Knightsbridge Asset Management, LLC | 50,948 | $91.3 萬 | 0.12% | +50,948 | 新進 |
| Elo Mutual Pension Insurance Co | 51,076 | $91.6 萬 | 0.01% | −71,067−58.2% | 減碼 |
| Stifel Financial Corp | 51,377 | $92.1 萬 | 0.00% | +21,092+69.6% | 加碼 |
| Means Investment Co., Inc. | 51,378 | $92.1 萬 | 0.07% | 00.0% | 不變 |
| Rhodes Investment Advisors Inc | 51,566 | $92.5 萬 | 0.68% | +16,458+46.9% | 加碼 |
| Keystone Financial Services, LLC | 51,714 | $92.7 萬 | 0.56% | −487−0.9% | 減碼 |
| Viewpoint Capital Management LLC | 51,817 | $92.9 萬 | 0.47% | 00.0% | 不變 |
| Stansberry Asset Management, LLC | 52,837 | $94.7 萬 | 0.09% | −3,061−5.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 52,919 | $94.9 萬 | 0.00% | +2,018+4.0% | 加碼 |
| Vise Technologies, Inc. | 53,069 | $95.2 萬 | 0.01% | +16,539+45.3% | 加碼 |
| Howland Capital Management LLC | 53,347 | $95.7 萬 | 0.03% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 53,492 | $95.9 萬 | 0.06% | −15,430−22.4% | 減碼 |
| Axxion S.A. | 54,480 | $97.7 萬 | 0.07% | +54,480 | 新進 |
| Merit Financial Group, LLC | 55,304 | $99.2 萬 | 0.01% | −3,100−5.3% | 減碼 |
| San Luis Wealth Advisors LLC | 55,416 | $99.4 萬 | 0.15% | +80.0% | 加碼 |
| Brookstone Capital Management | 55,563 | $99.6 萬 | 0.01% | +1,147+2.1% | 加碼 |
| AlphaCore Capital LLC | 56,607 | $101.5 萬 | 0.02% | +20,250+55.7% | 加碼 |
| Elequin Capital LP | 57,083 | $102.3 萬 | 0.03% | +56,132+5,902.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 57,336 | $102.8 萬 | 0.00% | +3,543+6.6% | 加碼 |
| PFG Investments, LLC | 57,961 | $103.9 萬 | 0.04% | +2,223+4.0% | 加碼 |
| M&T Bank Corp | 58,367 | $104.7 萬 | 0.00% | +1,007+1.8% | 加碼 |
| Matisse Capital | 58,563 | $105.0 萬 | 0.42% | +12,336+26.7% | 加碼 |
| Eventide Asset Management, LLC | 58,099 | $105.7 萬 | 0.01% | +35,197+153.7% | 加碼 |
| Guardian Partners Inc. | 60,000 | $107.6 萬 | 0.10% | +60,000 | 新進 |
| Connective Portfolio Management, LLC | 60,000 | $107.6 萬 | 1.79% | +60,000 | 新進 |
| CIBC Asset Management Inc | 60,263 | $108.0 萬 | 0.00% | +2,700+4.7% | 加碼 |
| RPG Investment Advisory, LLC | 60,750 | $108.9 萬 | 0.11% | +19,960+48.9% | 加碼 |
| Amalgamated Bank | 60,991 | $109.4 萬 | 0.01% | −5,770−8.6% | 減碼 |
| Fortis Capital Advisors, LLC | 61,051 | $109.5 萬 | 0.12% | +61,051 | 新進 |
| CWM Advisors, LLC | 61,796 | $110.8 萬 | 0.05% | +8,330+15.6% | 加碼 |
| Global Retirement Partners, LLC | 63,124 | $113.2 萬 | 0.02% | +63,124 | 新進 |
| Integrated Wealth Concepts LLC | 63,346 | $113.6 萬 | 0.01% | +99+0.2% | 加碼 |
| Philadelphia Investment Partners, LLC | 63,397 | $113.7 萬 | 0.71% | −491−0.8% | 減碼 |
| Norris Financial Group, LLC | 63,617 | $114.1 萬 | 0.45% | +11,474+22.0% | 加碼 |
| Schroder Investment Management Group | 64,468 | $115.6 萬 | 0.00% | +899+1.4% | 加碼 |
| Gsa Capital Partners LLP | 65,121 | $116.8 萬 | 0.07% | −537−0.8% | 減碼 |
| Polen Capital Management LLC | 65,611 | $117.6 萬 | 0.01% | −37,734−36.5% | 減碼 |
| Solidarilty Wealth, LLC | 65,661 | $117.7 萬 | 0.21% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 67,291 | $120.7 萬 | 0.02% | +6,349+10.4% | 加碼 |
| Midwest Professional Planners, LTD. | 67,512 | $121.0 萬 | 0.24% | −153−0.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67,759 | $121.5 萬 | 0.02% | +56,664+510.7% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 72,184 | $125.2 萬 | 0.02% | +72,184 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 70,457 | $126.3 萬 | 0.03% | +70,457 | 新進 |
| BluePath Capital Management, LLC | 71,793 | $128.7 萬 | 0.71% | +22,026+44.3% | 加碼 |