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 |
|---|---|---|---|---|---|
| L2 Asset Management, LLC | 12,802 | $23.0 萬 | 0.02% | −4,892−27.6% | 減碼 |
| Park Avenue Securities LLC | 12,719 | $22.8 萬 | 0.00% | −103−0.8% | 減碼 |
| Commerce Bank | 12,560 | $22.5 萬 | 0.00% | −2,053−14.0% | 減碼 |
| Millennium Capital Advisors, LLC | 12,550 | $22.5 萬 | 0.12% | 00.0% | 不變 |
| Tucker Asset Management LLC | 12,527 | $22.5 萬 | 0.06% | −3,305−20.9% | 減碼 |
| Wellington Management Group LLP | 12,492 | $22.4 萬 | 0.00% | +1,455+13.2% | 加碼 |
| Mutual of America Capital Management LLC | 12,469 | $22.4 萬 | 0.00% | +12,469 | 新進 |
| Delta Investment Management, LLC | 12,469 | $22.4 萬 | 0.04% | +12,469 | 新進 |
| WoodTrust Financial Corp | 12,400 | $22.2 萬 | 0.03% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 12,290 | $22.0 萬 | 0.07% | 00.0% | 不變 |
| Worth Financial Advisory Group, LLC | 12,275 | $22.0 萬 | 0.09% | +12,275 | 新進 |
| Global Assets Advisory, LLC | 11,725 | $21.8 萬 | 0.05% | +4,300+57.9% | 加碼 |
| Brown Advisory Inc | 12,163 | $21.8 萬 | 0.00% | +12,163 | 新進 |
| Cigna Investments Inc | 12,171 | $21.8 萬 | 0.03% | +731+6.4% | 加碼 |
| Clear Creek Financial Management, LLC | 12,155 | $21.8 萬 | 0.01% | +12,155 | 新進 |
| Phoenix Holdings Ltd. | 12,115 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Wedbush Securities Inc | 12,045 | $21.6 萬 | 0.01% | +12,045 | 新進 |
| Principal Financial Group Inc | 12,027 | $21.6 萬 | 0.00% | −23,344−66.0% | 減碼 |
| Dynasty Wealth Management, LLC | 11,800 | $21.2 萬 | 0.00% | −3,775−24.2% | 減碼 |
| Root Financial Partners, LLC | 11,640 | $20.9 萬 | 0.01% | −713−5.8% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 11,500 | $20.6 萬 | 0.05% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 11,511 | $20.6 萬 | 0.02% | −748,710−98.5% | 減碼 |
| Fortis Capital Management LLC | 11,442 | $20.5 萬 | 0.02% | +45+0.4% | 加碼 |
| Fearless Solutions, LLC dba Best Invest | 11,410 | $20.5 萬 | 0.11% | +11,410 | 新進 |
| M1 Capital Management LLC | 11,300 | $20.3 萬 | 0.07% | −5,500−32.7% | 減碼 |
| Strategic Blueprint, LLC | 11,241 | $20.2 萬 | 0.01% | +11,241 | 新進 |
| Meridian Wealth Management, LLC | 11,124 | $19.9 萬 | 0.01% | −5,924−34.7% | 減碼 |
| Transcend Wealth Collective, LLC | 11,109 | $19.9 萬 | 0.01% | +472+4.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,090 | $19.9 萬 | 0.01% | −4,888−30.6% | 減碼 |
| Bogart Wealth, LLC | 11,084 | $19.9 萬 | 0.01% | +32+0.3% | 加碼 |
| ETF Portfolio Partners, Inc. | 11,000 | $19.7 萬 | 0.05% | +1,000+10.0% | 加碼 |
| Seelaus Asset Management LLC | 10,981 | $19.7 萬 | 0.14% | +10,981 | 新進 |
| Sagespring Wealth Partners, LLC | 10,926 | $19.6 萬 | 0.00% | −925−7.8% | 減碼 |
| Horizon Wealth Management, LLC | 10,900 | $19.5 萬 | 0.02% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 10,875 | $19.5 萬 | 0.04% | +75+0.7% | 加碼 |
| Zacks Investment Management | 10,871 | $19.5 萬 | 0.00% | −321,271−96.7% | 減碼 |
| Lodestone Wealth Management LLC | 10,831 | $19.4 萬 | 0.07% | +5,053+87.5% | 加碼 |
| Alps Advisors Inc | 10,806 | $19.4 萬 | 0.00% | +10,806 | 新進 |
| BOK Financial Private Wealth, Inc. | 10,765 | $19.3 萬 | 0.01% | 00.0% | 不變 |
| Advisors Management Group Inc | 10,815 | $19.3 萬 | 0.03% | −1,571−12.7% | 減碼 |
| FIL Ltd | 10,701 | $19.2 萬 | 0.00% | +2,012+23.2% | 加碼 |
| Tamar Securities, LLC | 10,698 | $19.2 萬 | 0.02% | +10,698 | 新進 |
| National Asset Management, Inc. | 10,531 | $19.2 萬 | 0.01% | −8,636−45.1% | 減碼 |
| Future Financial Wealth Managment LLC | 11,500 | $19.1 萬 | 0.12% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 10,294 | $19.0 萬 | 0.00% | −934−8.3% | 減碼 |
| Chicago Partners Investment Group LLC | 11,386 | $19.0 萬 | 0.00% | +629+5.8% | 加碼 |
| Fukoku Mutual Life Insurance Co | 10,511 | $18.8 萬 | 0.01% | +10,511 | 新進 |
| Ethic Inc. | 10,510 | $18.8 萬 | 0.00% | +10,510 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 10,573 | $18.8 萬 | 0.00% | +3,307+45.5% | 加碼 |
| Signaturefd, LLC | 10,446 | $18.7 萬 | 0.00% | −1,378−11.7% | 減碼 |
| Smith, Moore & Co. | 10,419 | $18.7 萬 | 0.01% | +10,419 | 新進 |
| Winton Group Ltd | 10,400 | $18.6 萬 | 0.01% | +10,400 | 新進 |
| United Advisor Group, LLC | 10,384 | $18.6 萬 | 0.02% | +248+2.4% | 加碼 |
| CoreCap Advisors, LLC | 10,361 | $18.6 萬 | 0.01% | −88,351−89.5% | 減碼 |
| Colony Group, LLC | 10,309 | $18.5 萬 | 0.00% | −246,834−96.0% | 減碼 |
| Ancora Advisors, LLC | 10,163 | $18.2 萬 | 0.00% | +7,358+262.3% | 加碼 |
| Diligent Investors, LLC | 10,027 | $18.0 萬 | 0.04% | −1,000−9.1% | 減碼 |
| A&I Financial Services, LLC | 10,000 | $17.9 萬 | 0.08% | 00.0% | 不變 |
| Baader Bank INC | 10,000 | $17.9 萬 | 0.01% | +10,000 | 新進 |
| Larson Financial Group LLC | 9,868 | $17.7 萬 | 0.00% | −525−5.1% | 減碼 |
| Geneos Wealth Management Inc. | 9,325 | $16.7 萬 | 0.00% | +2,331+33.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 9,252 | $16.6 萬 | 0.02% | +14+0.2% | 加碼 |
| Cassaday & Co Wealth Management LLC | 9,000 | $16.1 萬 | 0.00% | −90−1.0% | 減碼 |
| Abound Wealth Management | 8,893 | $15.9 萬 | 0.03% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 8,819 | $15.8 萬 | 0.01% | −96−1.1% | 減碼 |
| South State Corp. | 8,465 | $15.2 萬 | 0.01% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 8,350 | $15.0 萬 | 0.01% | 00.0% | 不變 |
| Nemes Rush Group LLC | 8,280 | $14.8 萬 | 0.01% | +613+8.0% | 加碼 |
| Global X Japan Co., Ltd. | 7,963 | $14.3 萬 | 0.01% | +2,153+37.1% | 加碼 |
| Volterra Technologies LP | 7,908 | $14.2 萬 | 0.09% | +7,908 | 新進 |
| Tidemark, LLC | 7,811 | $14.0 萬 | 0.03% | +2,900+59.1% | 加碼 |
| Strive Financial Group ,LLC | 7,664 | $13.7 萬 | 0.06% | −360−4.5% | 減碼 |
| Private Trust Co NA | 7,600 | $13.6 萬 | 0.01% | −12,034−61.3% | 減碼 |
| NBC Securities, Inc. | 7,527 | $13.5 萬 | 0.01% | 00.0% | 不變 |
| Penserra Capital Management LLC | 6,250 | $11.2 萬 | 0.00% | +2,215+54.9% | 加碼 |
| Investment Research & Advisory Group, Inc. | 6,197 | $11.1 萬 | 0.03% | +450+7.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 6,192 | $11.1 萬 | 0.00% | +135+2.2% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 6,145 | $11.0 萬 | 0.01% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 6,069 | $10.9 萬 | 0.02% | +635+11.7% | 加碼 |
| Wolff Wiese Magana LLC | 6,000 | $10.8 萬 | 0.05% | −600−9.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,993 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 5,628 | $10.1 萬 | 0.01% | +5,599+19,306.9% | 加碼 |
| Orion Capital Management LLC | 5,400 | $9.68 萬 | 0.03% | +500+10.2% | 加碼 |
| Los Angeles Capital Management LLC | 5,331 | $9.56 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 5,115 | $9.17 萬 | 0.00% | +440+9.4% | 加碼 |
| Hilton Head Capital Partners, LLC | 4,380 | $7.85 萬 | 0.04% | +166+3.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 5,166 | $7.80 萬 | 0.00% | 00.0% | 不變 |
| Caitlin John, LLC | 4,290 | $7.69 萬 | 0.04% | +1,290+43.0% | 加碼 |
| WealthCollab, LLC | 4,000 | $7.17 萬 | 0.03% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 3,916 | $7.02 萬 | 0.01% | +3,916 | 新進 |
| Assetmark, Inc | 3,892 | $6.98 萬 | 0.00% | −893−18.7% | 減碼 |
| Action Point Financial Planning, LLC | 3,780 | $6.87 萬 | 0.01% | +3,780 | 新進 |
| Tower Research Capital LLC (TRC) | 3,715 | $6.66 萬 | 0.00% | −27,099−87.9% | 減碼 |
| Smartleaf Asset Management LLC | 3,611 | $6.57 萬 | 0.00% | 00.0% | 不變 |
| Copia Wealth Management | 3,637 | $6.52 萬 | 0.04% | +245+7.2% | 加碼 |
| Westside Investment Management, Inc. | 3,600 | $6.45 萬 | 0.01% | +100+2.9% | 加碼 |
| Turn8 Private Wealth Inc. | 3,500 | $6.28 萬 | 0.04% | +3,500 | 新進 |
| Archer Investment Corp | 3,364 | $6.03 萬 | 0.01% | +173+5.4% | 加碼 |
| Atlantic Union Bankshares Corp | 3,191 | $5.72 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 3,012 | $5.40 萬 | 0.00% | +1,588+111.5% | 加碼 |