SoFi Technologies (SOFI) Long-Term Investments (2020 - 2026)
SoFi Technologies (SOFI) posted quarterly Long-Term Investments of $3.2 billion for Q1 2026, up 685935.46% year-over-year from N/an in Q1 2025, and up 25.45% quarter-over-quarter from $2.6 billion in Q4 2025.
Analysis
SoFi Technologies (SOFI) Long-Term Investments (2020 - 2026) Analysis & Trends
SoFi Technologies (SOFI) has reported Long-Term Investments for 7 consecutive years, with $3.2 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Long-Term Investments rose 685935.46% year-over-year to $3.2 billion; the TTM figure through Mar 2026 stood at $3.2 billion (up 685935.46% YoY), while the FY2025 annual figure was $2.6 billion, up 10042.58% from the prior year.
- Long-Term Investments rose to $3.2 billion in Q1 2026 per SOFI's latest filing, from $2.6 billion in the prior quarter.
- Across five years, Long-Term Investments topped out at $21.9 billion in Q1 2024 and bottomed at $471000.0 in Q1 2025.
- Historically, Long-Term Investments has averaged $3.0 billion across 5 years, with a median of $106.9 million in 2022.
- Annual changes were most pronounced in 2023 — Long-Term Investments surged 693908.97% — and 2025, when it sank 100.0%.
- SoFi Technologies' Long-Term Investments stood at $630000.0 in 2022, then soared by 242.06% to $2.2 million in 2023, then jumped by 1078.38% to $25.4 million in 2024, then surged by 10042.58% to $2.6 billion in 2025, then gained by 25.45% to $3.2 billion in 2026.
- Business Quant data shows SOFI's Long-Term Investments at $3.2 billion in Q1 2026, $2.6 billion in Q4 2025, and $2.5 billion in Q3 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Visa | 680.39 Bn | 668.03 Bn | - | 1.43 Bn |
| 2 | Mastercard | 518.33 Bn | 504.84 Bn | - | 318.00 Mn |
| 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 | - | 4.01 Bn |
| 6 | Affirm Holdings | 26.22 Bn | 24.59 Bn | - | 972.64 Mn |
| 7 | Synchrony Financial | 25.37 Bn | 9.17 Bn | - | - |
| 8 | SoFi Technologies | 23.30 Bn | 20.18 Bn | 1.02 Bn | 4.23 Bn |
| 9 | Ally Financial | 12.85 Bn | 5.01 Bn | 2.08 Bn | 835.00 Mn |
| 10 | FirstCash Holdings | 9.51 Bn | 9.34 Bn | 533.67 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.23 Bn |
| Mar 31, 2026 | 40.34 Bn |
| Dec 31, 2025 | 2.58 Bn |
| Sep 30, 2025 | 2.51 Bn |
| Jun 30, 2025 | 30.60 Bn |
| Mar 31, 2025 | 27.71 Bn |
| Dec 31, 2024 | 26.22 Bn |
| Sep 30, 2024 | 1.55 Bn |
| Jun 30, 2024 | 22.99 Bn |
| Mar 31, 2024 | 21.89 Bn |
| Dec 31, 2023 | 22.06 Bn |
| Sep 30, 2023 | 579.74 Mn |
| Jun 30, 2023 | 18.21 Bn |
| Mar 31, 2023 | 15.86 Bn |
| Dec 31, 2022 | 13.56 Bn |
| Jun 30, 2022 | 7.96 Bn |
| Mar 31, 2022 | 7.00 Bn |
| Dec 31, 2021 | 5.95 Bn |
| Sep 30, 2021 | 19.98 Mn |
| Dec 31, 2020 | 107.53 Mn |