SoFi Technologies SOFI
NASDAQ SOFI
$15.80 +0.19 (+1.22%)
At close: Oct 9, 2026 · 4:00 PM EDT

SoFi Technologies (SOFI) Cash & Current Investments (2019 - 2026)

Updated

SoFi Technologies (SOFI) posted Cash & Current Investments of $3.13 billion for Q2 2026, up 47.3% from $2.12 billion a year earlier but down 8.1% from the prior quarter.

Analysis

SoFi Technologies (SOFI) Cash & Current Investments (2019 - 2026) Analysis & Trends

At the end of FY2025, SoFi Technologies' Cash & Current Investments came in at $4.93 billion, up 94.2% from FY2024.

  • Annual Cash & Current Investments shows a five-year compound annual growth rate of 41.4% (FY2020 to FY2025).
  • In prior years, SoFi Technologies' Cash & Current Investments was $2.54 billion in FY2024 (-17.7%), $3.09 billion in FY2023 (+117.0%), $1.42 billion in FY2022 (+187.4%) and $494.71 million in FY2021 (-43.3%).
  • Quarterly Cash & Current Investments has run from a low of $494.71 million in Q4 2021 to a high of $4.93 billion in Q4 2025 over five years.
  • On a year-over-year basis, Cash & Current Investments has increased in each of the last four quarters, with growth averaging 19.5% over the last eight quarters.
  • The strongest year-over-year quarter for Cash & Current Investments in the past five years was Q2 2023, with growth of 326.4%; the weakest was Q1 2025, with a decline of 43.5%.
  • According to Business Quant data, Cash & Current Investments for the three prior quarters was $3.4 billion (Q1 2026), $4.93 billion (Q4 2025) and $3.25 billion (Q3 2025).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 Jpmorgan Chase 885.23 Bn 914.70 Bn - -
2 Banco Santander Chile 404.41 Bn 524.35 Bn - -
3 Bank Of America 381.15 Bn -1,994.92 Bn - 588.49 Bn
4 Hsbc Holdings 319.39 Bn 319.44 Bn - -
5 Morgan Stanley 298.67 Bn -210.43 Bn - 160.14 Bn
6 Royal Bank Of Canada 268.75 Bn -557.52 Bn - 226.89 Bn
7 Mitsubishi Ufj Financial 265.72 Bn -107.91 Bn 10.89 Bn 121.12 Bn
8 Goldman Sachs 261.04 Bn -3,296.07 Bn - 976.35 Bn
9 Wells Fargo & Company 253.09 Bn 255.22 Bn - -
10 SoFi Technologies 20.39 Bn 5.68 Bn 1.02 Bn 3.13 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 3.13 Bn
Mar 31, 2026 3.40 Bn
Dec 31, 2025 4.93 Bn
Sep 30, 2025 3.25 Bn
Jun 30, 2025 2.12 Bn
Mar 31, 2025 2.09 Bn
Dec 31, 2024 2.54 Bn
Sep 30, 2024 2.35 Bn
Jun 30, 2024 2.33 Bn
Mar 31, 2024 3.69 Bn
Dec 31, 2023 3.09 Bn
Sep 30, 2023 2.81 Bn
Jun 30, 2023 3.02 Bn
Mar 31, 2023 2.49 Bn
Dec 31, 2022 1.42 Bn
Sep 30, 2022 935.16 Mn
Jun 30, 2022 707.30 Mn
Mar 31, 2022 1.33 Bn
Dec 31, 2021 494.71 Mn
Sep 30, 2021 533.52 Mn
API Access

SoFi Technologies Cash & Current Investments API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=SOFI&period=max&api_key=YOUR_API_KEY