SoFi Technologies SOFI
NASDAQ SOFI
$16.96 +0.23 (+1.37%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

SoFi Technologies (SOFI) posted Investment Gain (Loss) of $8.4 million for Q1 2026, up 107.81% on a QoQ basis from $4.1 million in Q4 2025, and up 1209.61% year-over-year from $643934.5 in Q1 2025.

Analysis

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

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

  • On a quarterly basis, Investment Gain (Loss) rose 1209.61% year-over-year to $8.4 million in Q1 2026; TTM through Jun 2026 was $12.7 million, a 78.56% increase from a year earlier, with the FY2025 full-year figure at $7.2 million, up 253.32% from the prior year.
  • Investment Gain (Loss) was $8.4 million for Q1 2026 at SoFi Technologies, up from $4.1 million in the prior quarter.
  • The five-year high for Investment Gain (Loss) was $8.4 million in Q1 2026, with the low at -$1.4 million in Q1 2024.
  • Average Investment Gain (Loss) over 4 years is $1.5 million, with a median of $249000.0 recorded in 2025.
  • The sharpest annual moves came in 2024 and 2025: Investment Gain (Loss) slumped 433.44% in 2024, then soared 58071.43% in 2025.
  • Over 4 years, Investment Gain (Loss) stood at $44000.0 in 2023, then plunged by 115.91% to -$7000.0 in 2024, then jumped by 58071.43% to $4.1 million in 2025, then soared by 107.81% to $8.4 million in 2026.
  • The last three Investment Gain (Loss) figures came in at $8.4 million (Q1 2026), $4.1 million (Q4 2025), and $249000.0 (Q3 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Gain (Loss) (Qtr)
1 Bank Of America 405.01 Bn -183.49 Bn 30.39 Bn 2.14 Bn
2 Morgan Stanley 318.33 Bn 158.20 Bn - -6.18 Bn
3 Royal Bank Of Canada 284.62 Bn 57.78 Bn - -
4 Goldman Sachs 274.43 Bn -701.92 Bn - 3.40 Bn
5 Mitsubishi Ufj Financial 274.26 Bn -110.06 Bn 10.89 Bn 12.08 Bn
6 Wells Fargo & Company 260.84 Bn 59.01 Bn - 2.24 Bn
7 American Express 210.32 Bn 161.00 Bn 17.99 Bn -
8 Banco Santander 210.20 Bn 217.82 Bn 28.01 Bn -
9 Toronto Dominion Bank 206.68 Bn 45.35 Bn - -8.61 Mn
10 SoFi Technologies 21.88 Bn 18.76 Bn 1.02 Bn -
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