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

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

Historic Data

Download Data
DateValue
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