SoFi Technologies (SOFI) Long-Term Investments (2020 - 2026)
SoFi Technologies (SOFI) posted Long-Term Investments of $4.2 billion for Q2 2026, up 30.78% on a QoQ basis from $3.2 billion in Q1 2026, and up 77.94% year-over-year from $2.4 billion in Q2 2025.
Analysis
SoFi Technologies (SOFI) Long-Term Investments (2020 - 2026) Analysis & Trends
SoFi Technologies has reported Long-Term Investments for 7 years, with the latest figure at $4.2 billion in Q2 2026.
- On a quarterly basis, Long-Term Investments rose 77.94% year-over-year to $4.2 billion in Q2 2026; TTM through Jun 2026 was $4.2 billion, a 77.94% increase from a year earlier, with the FY2025 full-year figure at $2.6 billion, up 35.87% from the prior year.
- Long-Term Investments was $4.2 billion for Q2 2026 at SoFi Technologies, up from $3.2 billion in the prior quarter.
- The five-year high for Long-Term Investments was $4.2 billion in Q2 2026, with the low at $360.1 million in Q1 2023.
- Average Long-Term Investments over 5 years is $1.7 billion, with a median of $1.6 billion recorded in 2024.
- The sharpest annual moves came in 2022 and 2024: Long-Term Investments slumped 30.34% in 2022, then soared 185.66% in 2024.
- Over 5 years, Long-Term Investments stood at $396.8 million in 2022, then jumped by 76.91% to $701.9 million in 2023, then jumped by 170.07% to $1.9 billion in 2024, then jumped by 35.87% to $2.6 billion in 2025, then jumped by 64.06% to $4.2 billion in 2026.
- The last three Long-Term Investments figures came in at $4.2 billion (Q2 2026), $3.2 billion (Q1 2026), and $2.6 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of America | 405.01 Bn | -183.49 Bn | 30.39 Bn | 24.30 Bn |
| 2 | Morgan Stanley | 318.33 Bn | 158.20 Bn | - | - |
| 3 | Royal Bank Of Canada | 284.62 Bn | 57.78 Bn | - | - |
| 4 | Goldman Sachs | 274.43 Bn | -701.92 Bn | - | 255.63 Bn |
| 5 | Mitsubishi Ufj Financial | 274.26 Bn | -110.06 Bn | 10.89 Bn | - |
| 6 | Wells Fargo & Company | 260.84 Bn | 59.01 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 | 8.98 Bn |
| 9 | Toronto Dominion Bank | 206.68 Bn | 45.35 Bn | - | 96.89 Bn |
| 10 | SoFi Technologies | 21.88 Bn | 18.76 Bn | 1.02 Bn | 4.23 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.23 Bn |
| Mar 31, 2026 | 3.23 Bn |
| Dec 31, 2025 | 2.58 Bn |
| Sep 30, 2025 | 2.51 Bn |
| Jun 30, 2025 | 2.37 Bn |
| Mar 31, 2025 | 2.15 Bn |
| Dec 31, 2024 | 1.90 Bn |
| Sep 30, 2024 | 1.55 Bn |
| Jun 30, 2024 | 1.57 Bn |
| Mar 31, 2024 | 973.10 Mn |
| Dec 31, 2023 | 701.94 Mn |
| Sep 30, 2023 | 579.74 Mn |
| Jun 30, 2023 | 548.23 Mn |
| Mar 31, 2023 | 360.07 Mn |
| Dec 31, 2022 | 396.77 Mn |
| Dec 31, 2021 | 569.60 Mn |
| Sep 30, 2021 | 19.98 Mn |
| Dec 31, 2020 | 107.53 Mn |