SoFi Technologies (SOFI) Long-Term Investments (2020 - 2026)
SoFi Technologies (SOFI) reported Long-Term Investments of $4.23 billion for Q2 2026, up 77.9% from $2.37 billion a year earlier and up 30.8% from the prior quarter.
Powered by 
Analysis
SoFi Technologies (SOFI) Long-Term Investments (2020 - 2026) Analysis & Trends
At the end of FY2025, SoFi Technologies posted Long-Term Investments of $2.58 billion, up 35.9% from FY2024.
- Long-Term Investments has increased for three consecutive years, with a five-year compound annual growth rate of 88.7% (FY2020 to FY2025).
- By year, Long-Term Investments came in at $1.9 billion in FY2024 (+170.1%), $701.94 million in FY2023 (+76.9%), $396.77 million in FY2022 (-30.3%) and $569.6 million in FY2021 (+429.7%).
- The Q2 2026 figure ranks as the highest quarterly Long-Term Investments in data going back to Q4 2020.
- Year over year, Long-Term Investments has now increased in each of the last 11 quarters, with growth averaging 92.1% over the last eight quarters.
- The high point for year-over-year Long-Term Investments in five years was Q4 2021 (growth of 429.7%); the low point was Q4 2022 (a decline of 30.3%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $3.23 billion (Q1 2026), $2.58 billion (Q4 2025) and $2.51 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 885.23 Bn | 914.70 Bn | - | - |
| 2 | Banco Santander Chile | 404.41 Bn | 524.35 Bn | - | 9,977.82 Bn |
| 3 | Bank Of America | 381.15 Bn | -1,994.92 Bn | - | 24.30 Bn |
| 4 | Hsbc Holdings | 319.39 Bn | 319.44 Bn | - | 4.00 Bn |
| 5 | Morgan Stanley | 298.67 Bn | -210.43 Bn | - | - |
| 6 | Royal Bank Of Canada | 268.75 Bn | -557.52 Bn | - | - |
| 7 | Mitsubishi Ufj Financial | 265.72 Bn | -107.91 Bn | 10.89 Bn | - |
| 8 | Goldman Sachs | 261.04 Bn | -3,296.07 Bn | - | 255.63 Bn |
| 9 | Wells Fargo & Company | 253.09 Bn | 255.22 Bn | - | - |
| 10 | SoFi Technologies | 20.39 Bn | 5.68 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 |
API Access
SoFi Technologies Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=SOFI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "SOFI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=SOFI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();