SoFi Technologies SOFI
NASDAQ SOFI
$16.21 +0.17 (+1.06%)
At close: Nov 6, 2026 · 4:00 PM EST

SoFi Technologies (SOFI) Purchase of Investments - Total (2021 - 2026)

Updated

SoFi Technologies (SOFI) posted Purchase of Investments - Total of $1.15 billion for Q2 2026, up 109.5% from $546.94 million a year earlier but down 17.4% from the prior quarter.

Analysis

SoFi Technologies (SOFI) Purchase of Investments - Total (2021 - 2026) Analysis & Trends

For the trailing twelve months through Jun 30, 2026, Purchase of Investments - Total at SoFi Technologies was $3.4 billion, up 87.6% year-over-year; for FY2025, it was $1.77 billion, down 20.6% from FY2024.

  • Annual Purchase of Investments - Total shows a five-year compound annual growth rate of 556.6% (FY2020 to FY2025).
  • In prior years, SoFi Technologies' Purchase of Investments - Total was $2.23 billion in FY2024 (+157.0%), $867.06 million in FY2023, $44.97 million in FY2022 (-83.2%) and $268.37 million in FY2021.
  • Quarterly Purchase of Investments - Total has run from a low of $8.15 million in Q2 2022 to a high of $1.39 billion in Q1 2026 over five years.
  • On a year-over-year basis, Purchase of Investments - Total has increased in each of the last three quarters, with growth averaging 74.6% over the last eight quarters.
  • The strongest year-over-year quarter for Purchase of Investments - Total in the past five years was Q1 2023, with growth of 628.2%; the weakest was Q2 2025, with a decline of 42.0%.
  • According to Business Quant data, Purchase of Investments - Total for the three prior quarters was $1.39 billion (Q1 2026), $583.42 million (Q4 2025) and $281.19 million (Q3 2025).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Jpmorgan Chase 896.53 Bn 896.53 Bn -
2 Bank Of America 354.20 Bn -2,021.91 Bn -
3 Hsbc Holdings 303.54 Bn -1,800.05 Bn -
4 Royal Bank Of Canada 283.29 Bn -546.75 Bn -
5 Morgan Stanley 281.19 Bn -262.84 Bn -
6 Goldman Sachs 256.26 Bn -3,487.19 Bn -
7 Wells Fargo & Company 253.33 Bn 253.33 Bn -
8 Mitsubishi Ufj Financial 238.77 Bn -102.62 Bn 10.89 Bn
9 American Express 216.03 Bn 15.51 Bn -
10 SoFi Technologies 20.95 Bn 6.68 Bn 1.18 Bn
Historic Data

Historic Data

Download Data
DateValue
Sep 30, 2026 1.08 Bn
Jun 30, 2026 1.15 Bn
Mar 31, 2026 1.39 Bn
Dec 31, 2025 583.42 Mn
Sep 30, 2025 281.19 Mn
Jun 30, 2025 546.94 Mn
Mar 31, 2025 358.46 Mn
Dec 31, 2024 548.38 Mn
Sep 30, 2024 357.45 Mn
Jun 30, 2024 942.69 Mn
Mar 31, 2024 379.78 Mn
Dec 31, 2023 187.12 Mn
Sep 30, 2023 210.88 Mn
Jun 30, 2023 200.89 Mn
Mar 31, 2023 268.17 Mn
Jun 30, 2022 8.15 Mn
Mar 31, 2022 36.83 Mn
Dec 31, 2021 43.24 Mn
Sep 30, 2021 225.13 Mn
API Access

SoFi Technologies Purchase of Investments - Total 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=purchase-of-investments-total&ticker=SOFI&period=max&api_key=YOUR_API_KEY