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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |