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 |
|---|---|---|---|---|---|
| Legend Capital Advisors LLC | 21,090 | $37.8 萬 | 0.21% | −4,335−17.1% | 減碼 |
| Cozad Asset Management Inc | 21,057 | $37.8 萬 | 0.02% | 00.0% | 不變 |
| Omers Administration Corp | 21,033 | $37.7 萬 | 0.00% | +7,748+58.3% | 加碼 |
| Triad Wealth Partners, LLC | 20,736 | $37.4 萬 | 0.02% | +20,736 | 新進 |
| N.E.W. Advisory Services LLC | 20,837 | $37.4 萬 | 0.02% | +79+0.4% | 加碼 |
| Carnegie Lake Advisors LLC | 20,550 | $36.8 萬 | 0.14% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 20,327 | $36.4 萬 | 0.08% | +20,327 | 新進 |
| Principal Securities, Inc. | 20,298 | $36.4 萬 | 0.00% | +1,589+8.5% | 加碼 |
| Southern Financial Group, LLC | 20,215 | $36.2 萬 | 0.09% | +870+4.5% | 加碼 |
| USAdvisors Wealth Management, LLC | 20,140 | $36.1 萬 | 0.10% | +1,415+7.6% | 加碼 |
| Shay Capital LLC | 20,100 | $36.0 萬 | 0.04% | +20,100 | 新進 |
| Integrity Alliance, LLC. | 19,955 | $35.8 萬 | 0.01% | −205−1.0% | 減碼 |
| Prudential PLC | 19,838 | $35.6 萬 | 0.00% | 00.0% | 不變 |
| Mayfair Advisory Group, LLC | 21,588 | $35.5 萬 | 0.11% | +720+3.5% | 加碼 |
| Change Path, LLC | 19,812 | $35.5 萬 | 0.01% | −8,393−29.8% | 減碼 |
| Marshall Financial Group LLC | 19,812 | $35.5 萬 | 0.05% | +361+1.9% | 加碼 |
| Motley Fool Asset Management LLC | 19,686 | $35.3 萬 | 0.01% | −4,478−18.5% | 減碼 |
| Citizens Financial Group Inc | 19,567 | $35.1 萬 | 0.00% | +19,567 | 新進 |
| Thrive Wealth Management, LLC | 19,347 | $34.7 萬 | 0.04% | −1,963−9.2% | 減碼 |
| Coldstream Capital Management Inc | 19,318 | $34.6 萬 | 0.00% | −5,375−21.8% | 減碼 |
| Calton & Associates, Inc. | 19,280 | $34.6 萬 | 0.05% | +748+4.0% | 加碼 |
| Jacobi Capital Management LLC | 19,065 | $34.2 萬 | 0.02% | −2,000−9.5% | 減碼 |
| Siemens Fonds Invest GmbH | 18,867 | $33.8 萬 | 0.02% | +553+3.0% | 加碼 |
| Capital Investment Advisors, LLC | 18,800 | $33.7 萬 | 0.00% | +4,177+28.6% | 加碼 |
| Axq Capital, LP | 18,628 | $33.4 萬 | 0.04% | −73,394−79.8% | 減碼 |
| United Capital Financial Advisers, LLC | 18,582 | $33.3 萬 | 0.00% | +1,571+9.2% | 加碼 |
| International Assets Investment Management, LLC | 17,810 | $32.8 萬 | 0.02% | +4,050+29.4% | 加碼 |
| Interchange Capital Partners, LLC | 17,912 | $32.1 萬 | 0.06% | +17,912 | 新進 |
| Intrua Financial, LLC | 17,765 | $31.9 萬 | 0.03% | +2,768+18.5% | 加碼 |
| Lake Street Financial LLC | 17,728 | $31.8 萬 | 0.04% | +6,040+51.7% | 加碼 |
| Probity Advisors, Inc. | 17,712 | $31.8 萬 | 0.05% | −142−0.8% | 減碼 |
| SNS Financial Group, LLC | 17,701 | $31.7 萬 | 0.01% | +17,701 | 新進 |
| Apollon Wealth Management, LLC | 17,643 | $31.6 萬 | 0.00% | −23,112−56.7% | 減碼 |
| Fiduciary Financial Group, LLC | 17,589 | $31.5 萬 | 0.04% | +17,589 | 新進 |
| Westmount Partners, LLC | 17,574 | $31.5 萬 | 0.07% | −1,000−5.4% | 減碼 |
| Asset One Wealth Management LLC | 17,462 | $31.2 萬 | 0.03% | +17,462 | 新進 |
| Prime Capital Investment Advisors, LLC | 17,303 | $31.0 萬 | 0.00% | +1,382+8.7% | 加碼 |
| Global Financial Private Client, LLC | 17,226 | $30.9 萬 | 0.08% | +5,603+48.2% | 加碼 |
| Bensler, LLC | 17,200 | $30.8 萬 | 0.03% | −250−1.4% | 減碼 |
| Kingswood Wealth Advisors, LLC | 16,990 | $30.5 萬 | 0.01% | −5,836−25.6% | 減碼 |
| Yousif Capital Management, LLC | 16,786 | $30.1 萬 | 0.00% | +691+4.3% | 加碼 |
| Aldebaran Financial Inc. | 16,629 | $29.8 萬 | 0.24% | −731−4.2% | 減碼 |
| EP Wealth Advisors, LLC | 16,614 | $29.8 萬 | 0.00% | +16,614 | 新進 |
| Karras Company, Inc. | 16,600 | $29.8 萬 | 0.27% | −436−2.6% | 減碼 |
| Garden State Investment Advisory Services LLC | 16,556 | $29.7 萬 | 0.06% | +50+0.3% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,470 | $29.5 萬 | 0.02% | +885+5.7% | 加碼 |
| Albion Financial Group | 16,415 | $29.4 萬 | 0.02% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 16,320 | $29.3 萬 | 0.00% | 00.0% | 不變 |
| BankChampaign, National Association | 16,159 | $29.0 萬 | 0.22% | +173+1.1% | 加碼 |
| Truefg, LLC | 16,125 | $28.9 萬 | 0.07% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 16,118 | $28.9 萬 | 0.05% | −2,442−13.2% | 減碼 |
| Entropy Technologies, LP | 16,111 | $28.9 萬 | 0.01% | −894,489−98.2% | 減碼 |
| Oxford Financial Group Ltd | 16,020 | $28.7 萬 | 0.01% | +20+0.1% | 加碼 |
| Capstone Investment Advisors, LLC | 15,930 | $28.6 萬 | 0.00% | −429−2.6% | 減碼 |
| Visionary Wealth Advisors | 15,869 | $28.5 萬 | 0.01% | +1,632+11.5% | 加碼 |
| Avion Wealth | 11,084 | $28.4 萬 | 0.05% | +27+0.2% | 加碼 |
| Cary Street Partners Financial LLC | 15,798 | $28.3 萬 | 0.01% | +400+2.6% | 加碼 |
| Avestar Capital, LLC | 15,724 | $28.2 萬 | 0.02% | −111−0.7% | 減碼 |
| Northwest Wealth Management, LLC | 15,723 | $28.2 萬 | 0.04% | −81−0.5% | 減碼 |
| Frec Markets, Inc. | 15,554 | $27.9 萬 | 0.03% | +15,554 | 新進 |
| HB Wealth Management, LLC | 15,550 | $27.9 萬 | 0.00% | +793+5.4% | 加碼 |
| Fermata Advisors, LLC | 15,429 | $27.7 萬 | 0.06% | +719+4.9% | 加碼 |
| IFS Group,LLC | 15,325 | $27.5 萬 | 0.38% | +355+2.4% | 加碼 |
| Ritholtz Wealth Management | 15,111 | $27.1 萬 | 0.00% | −18,640−55.2% | 減碼 |
| Newbridge Financial Services Group, Inc. | 15,045 | $27.0 萬 | 0.03% | −30−0.2% | 減碼 |
| Fortis Advisors, LLC | 15,000 | $26.9 萬 | 0.13% | 00.0% | 不變 |
| Concorde Asset Management, LLC | 14,899 | $26.7 萬 | 0.15% | −1,800−10.8% | 減碼 |
| Pallas Capital Advisors LLC | 14,846 | $26.6 萬 | 0.01% | −10,258−40.9% | 減碼 |
| NWF Advisory Services Inc. | 14,825 | $26.6 萬 | 0.02% | +14,825 | 新進 |
| Redhawk Wealth Advisors, Inc. | 14,811 | $26.6 萬 | 0.03% | +300+2.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 14,702 | $26.4 萬 | 0.01% | +1,315+9.8% | 加碼 |
| Tempus Wealth Planning, LLC | 14,694 | $26.3 萬 | 0.05% | +14,694 | 新進 |
| Ballentine Partners, LLC | 14,608 | $26.2 萬 | 0.00% | +601+4.3% | 加碼 |
| Betterment LLC | 14,556 | $26.1 萬 | 0.00% | +4,479+44.4% | 加碼 |
| Financial Advisory Service, Inc. | 14,550 | $26.1 萬 | 0.01% | +185+1.3% | 加碼 |
| Capital Investment Advisory Services, LLC | 14,524 | $26.0 萬 | 0.02% | +14,524 | 新進 |
| PKS Advisory Services, LLC | 14,475 | $26.0 萬 | 0.04% | +975+7.2% | 加碼 |
| Paradigm Financial Partners, LLC | 14,450 | $25.9 萬 | 0.02% | +3,300+29.6% | 加碼 |
| Ostrum Asset Management | 14,393 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Acorn Financial Advisory Services Inc | 14,342 | $25.7 萬 | 0.03% | −110−0.8% | 減碼 |
| Robeco Institutional Asset Management B.V. | 14,288 | $25.6 萬 | 0.00% | −1,672−10.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 14,256 | $25.6 萬 | 0.00% | +3,710+35.2% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 14,224 | $25.5 萬 | 0.07% | +513+3.7% | 加碼 |
| GAMMA Investing LLC | 14,202 | $25.5 萬 | 0.01% | +3,280+30.0% | 加碼 |
| Parallel Advisors, LLC | 14,045 | $25.2 萬 | 0.00% | +1,285+10.1% | 加碼 |
| Armistice Capital, LLC | 13,954 | $25.0 萬 | 0.01% | +13,954 | 新進 |
| Clearstead Advisors, LLC | 13,860 | $24.9 萬 | 0.00% | +10,614+327.0% | 加碼 |
| Ring Mountain Capital, LLC | 13,850 | $24.8 萬 | 0.10% | −1,532−10.0% | 減碼 |
| Mutual Advisors, LLC | 13,829 | $24.8 萬 | 0.00% | −47,973−77.6% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 13,606 | $24.4 萬 | 0.07% | +123+0.9% | 加碼 |
| Plum Street Advisors, LLC | 13,577 | $24.3 萬 | 0.08% | 00.0% | 不變 |
| White Wing Wealth Management | 13,466 | $24.1 萬 | 0.13% | +484+3.7% | 加碼 |
| Pure Financial Advisors, Inc. | 13,419 | $24.1 萬 | 0.00% | +2,066+18.2% | 加碼 |
| Fieldview Capital Management, LLC | 13,198 | $23.7 萬 | 0.07% | −15,206−53.5% | 減碼 |
| Palacios Wealth Management, LLC | 13,164 | $23.6 萬 | 0.14% | −982−6.9% | 減碼 |
| Ausdal Financial Partners, Inc. | 13,104 | $23.5 萬 | 0.01% | +87+0.7% | 加碼 |
| F&V Capital Management, LLC | 13,000 | $23.3 萬 | 0.04% | 00.0% | 不變 |
| Axim Planning & Wealth | 12,859 | $23.1 萬 | 0.33% | +1,359+11.8% | 加碼 |
| Norden Group LLC | 12,830 | $23.0 萬 | 0.02% | +1,866+17.0% | 加碼 |
| Glenmede Trust Co NA | 12,813 | $23.0 萬 | 0.00% | +793+6.6% | 加碼 |