SoFi Technologies SOFI
NASDAQ SOFI
$18.06 -1.12 (-5.84%)
At close: Aug 28, 2026 · 4:00 PM EDT

SoFi Technologies (SOFI) Investment Gain (Loss) (2021 - 2026)

SoFi Technologies (SOFI) posted quarterly Investment Gain (Loss) of $8.4 million for Q1 2026, up 107.81% quarter-over-quarter from $4.1 million in Q4 2025.

Analysis

SoFi Technologies (SOFI) Investment Gain (Loss) (2021 - 2026) Analysis & Trends

SoFi Technologies (SOFI) has reported Investment Gain (Loss) for 5 consecutive years, with $8.4 million the latest figure, recorded in Q1 2026.

  • In Q1 2026, Investment Gain (Loss) changed N/A year-over-year to $8.4 million; the TTM figure through Mar 2026 stood at $15.6 million (up 272.39% YoY), while the FY2025 annual figure was $7.2 million, up 71.43% from the prior year.
  • Investment Gain (Loss) improved to $8.4 million in Q1 2026 per SOFI's latest filing, from $4.1 million in the prior quarter.
  • Across five years, Investment Gain (Loss) topped out at $8.4 million in Q1 2026 and bottomed at -$7000.0 in Q4 2024.
  • Historically, Investment Gain (Loss) has averaged $2.9 million across 4 years, with a median of $3.1 million in 2023.
  • Annual changes were most pronounced in 2024 — Investment Gain (Loss) slumped 115.91% — and 2025, when it jumped 58071.43%.
  • SoFi Technologies' Investment Gain (Loss) stood at $44000.0 in 2023, then plunged by 115.91% to -$7000.0 in 2024, then surged by 58071.43% to $4.1 million in 2025, then jumped by 107.81% to $8.4 million in 2026.
  • Business Quant data shows SOFI's Investment Gain (Loss) at $8.4 million in Q1 2026, $4.1 million in Q4 2025, and $249000.0 in Q3 2025.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Gain (Loss) (Qtr)
1 Visa 680.39 Bn 668.03 Bn - -
2 Mastercard 518.33 Bn 504.84 Bn - -
3 American Express 224.91 Bn 175.59 Bn 17.99 Bn -
4 Capital One Financial 132.31 Bn 77.60 Bn - -
5 PayPal Holdings 46.25 Bn 35.00 Bn - -
6 Affirm Holdings 26.22 Bn 24.59 Bn - -
7 Synchrony Financial 25.37 Bn 9.17 Bn - -
8 SoFi Technologies 23.30 Bn 20.18 Bn 1.02 Bn -
9 Ally Financial 12.85 Bn 5.01 Bn 2.08 Bn -
10 FirstCash Holdings 9.51 Bn 9.34 Bn 533.67 Mn -
Historic Data

Historic Data

Download Data
DateValue
Mar 31, 2026 8.43 Mn
Dec 31, 2025 4.06 Mn
Sep 30, 2025 249,000.00
Jun 30, 2025 2.89 Mn
Mar 31, 2025 -760,000.00
Dec 31, 2024 -7,000.00
Sep 30, 2024 4.21 Mn
Jun 30, 2024 -1.04 Mn
Mar 31, 2024 -1.43 Mn
Dec 31, 2023 44,000.00
Sep 30, 2023 -517,000.00
Jun 30, 2023 311,000.00
Mar 31, 2023 3.36 Mn
Dec 31, 2021 -10,000.00
Sep 30, 2021 10,000.00