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For the year ending 2025-12-31, SOFI has $50,660,478K in assets. $40,170,983K in debts. $4,929,452K in cash and cash equivalents.

Balance Sheets Overview

Debt to Asset Ratio
79.29%
Unit: Thousand (K) dollars
Assets Breakdown
    • Loans held for sale (includes 22...
    • Loans held for investment, at fa...
    • Cash and cash equivalents
    • Others
Liabilities Breakdown
    • Savings deposits
    • Additional paid-in capital
    • Demand deposits
    • Others

Balance Sheets
2025-12-31
2024-12-31
2023-12-31
2022-12-31
Cash and cash equivalents
4,929,452 2,538,293 3,085,020 1,421,907
Restricted cash and restricted cash equivalents
427,321 171,067 530,558 424,395
Investment securities (includes available-for-sale securities of 2,454,453 and 1,804,043 at fair value with associated amortized cost of 2,434,627 and 1,807,686, as of december31, 2025 and 2024, respectively)
2,575,607 1,895,689 701,935 396,769
Unpaid principal balance
---13,155,622
Accumulated interest
---75,257
Cumulative fair value adjustments
---326,195
Loans held for sale (includes 22.7 billion and 17.7 billion at fair value, as of december31, 2025 and 2024, respectively)
22,862,749 17,684,892 15,396,771 13,557,074
Loans held for investment, at fair value
13,657,578 8,597,368 6,725,484 -
Loans held for investment (less allowance for credit losses on loans at amortized cost of 54,695 and 40,788 as of december31, 2023 and 2022, respectively)
--836,159 307,957
Loans held for investment, at amortized cost (less allowance for credit losses of 50,934 and 46,684 as of december31, 2025 and 2024, respectively)
1,516,736 1,246,458 --
Servicing rights
378,178 342,128 180,469 149,854
Equity method investments
---0
Property, equipment and software
416,448 287,869 216,908 170,104
Goodwill
1,393,505 1,393,505 1,393,505 1,622,991
Intangible assets
231,919 297,794 364,048 442,155
Operating lease right-of-use assets
93,941 81,219 89,635 97,135
Accounts receivable, net
--169,852 -
Prepaid expenses and capitalized contract costs
--112,748 -
Credit default swap
--103,204 -
Restricted investments
--83,551 -
Investments in equity securities
--22,920 -
Digital assets safeguarding asset
--9,292 -
Derivative financial instruments
--6,916 -
Other
--45,883 -
Other assets (less allowance for credit losses of 2,998 and 2,444 as of december31, 2025 and 2024, respectively)
2,177,044 1,714,669 554,366 417,334
Total assets
50,660,478 36,250,951 30,074,858 19,007,675
Savings deposits
32,461,228 22,838,858 12,902,033 4,383,953
Demand deposits
3,685,409 2,205,377 2,663,335 1,912,452
Time deposits
1,240,713 817,165 3,003,625 969,387
Interest-bearing deposits
37,387,350 25,861,400 18,568,993 7,265,792
Noninterest-bearing deposits
118,045 116,804 51,670 76,504
Total deposits
37,505,395 25,978,204 18,620,663 7,342,296
Accrued expenses
--202,259 -
Credit default swap
--103,204 -
Accounts payable
--93,301 -
Accrued interest
--66,614 -
Deferred tax liabilities, net
--40,229 -
Finance lease liability
--13,172 -
Digital assets safeguarding liability
--9,292 -
Deferred revenue
--5,718 -
Derivative financial liabilities
--4,604 -
Other
--11,355 -
Accounts payable, accruals and other liabilities
743,716 556,923 549,748 516,215
Operating lease liabilities
106,190 97,389 108,649 117,758
Total, before unamortized debt issuance costs, premiums and discounts
1,830,629 3,114,283 5,259,584 -
Less unamortized debt issuance costs, premiums and discounts
15,467 21,591 26,168 -
Debt
1,815,162 3,092,692 5,233,416 5,485,882
Residual interests classified as debt
520 609 7,396 17,048
Total liabilities
40,170,983 29,725,817 24,519,872 13,479,199
Redeemable preferred stock, 0.00 par value 100,000,000 and 100,000,000 shares authorized 3,234,000 and 3,234,000 shares issued and outstanding as of december31, 2023 and 2022, respectively
--320,374 320,374
Common stock, 0.00 par value 3,100,000,000 and 3,100,000,000 shares authorized 1,270,568,878 and 1,095,357,781 shares issued and outstanding as of december31, 2025 and 2024, respectively
126 109 97 93
Additional paid-in capital
11,302,668 7,838,988 7,039,987 6,719,826
Accumulated other comprehensive income (loss)
10,979 -8,365 -1,209 -8,296
Accumulated deficit
-824,278 -1,305,598 -1,804,263 -1,503,521
Total permanent equity
10,489,495 6,525,134 5,234,612 5,208,102
Total liabilities and permanent equity
50,660,478 36,250,951 30,074,858 19,007,675
Unit: Thousand (K) dollars (except for numbers of shares and EPS).

Time Plot

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Balance Sheets

Loans held for sale(includes 22.7 billion and...$22,862,749K (29.28%↑ Y/Y)Loans held forinvestment, at fair value$13,657,578K (58.86%↑ Y/Y)Cash and cashequivalents$4,929,452K (94.20%↑ Y/Y)Investment securities(includes...$2,575,607K (35.87%↑ Y/Y)Other assets (lessallowance for credit...$2,177,044K (26.97%↑ Y/Y)Loans held forinvestment, at amortized...$1,516,736K (21.68%↑ Y/Y)Goodwill$1,393,505K (0.00%↑ Y/Y)Restricted cash andrestricted cash...$427,321K (149.80%↑ Y/Y)Property, equipment andsoftware$416,448K (44.67%↑ Y/Y)Servicing rights$378,178K (10.54%↑ Y/Y)Intangible assets$231,919K (-22.12%↓ Y/Y)Operating leaseright-of-use assets$93,941K (15.66%↑ Y/Y)Total assets$50,660,478K (39.75%↑ Y/Y)Total liabilities andpermanent equity$50,660,478K (39.75%↑ Y/Y)Total liabilities$40,170,983K (35.14%↑ Y/Y)Total permanentequity$10,489,495K (60.76%↑ Y/Y)Accumulated deficit-$824,278K (36.87%↑ Y/Y)Total deposits$37,505,395K (44.37%↑ Y/Y)Debt$1,815,162K (-41.31%↓ Y/Y)Accounts payable,accruals and other...$743,716K (33.54%↑ Y/Y)Operating leaseliabilities$106,190K (9.04%↑ Y/Y)Residual interestsclassified as debt$520K (-14.61%↓ Y/Y)Additional paid-in capital$11,302,668K (44.19%↑ Y/Y)Less unamortizeddebt issuance costs,...$15,467K (-28.36%↓ Y/Y)Accumulated othercomprehensive income (loss)$10,979K (231.25%↑ Y/Y)Common stock, 0.00 parvalue 3,100,000,000...$126K (15.60%↑ Y/Y)Interest-bearing deposits$37,387,350K (44.57%↑ Y/Y)Noninterest-bearing deposits$118,045K (1.06%↑ Y/Y)Total, beforeunamortized debt issuance...$1,830,629K (-41.22%↓ Y/Y)Savings deposits$32,461,228K (42.13%↑ Y/Y)Demand deposits$3,685,409K (67.11%↑ Y/Y)Time deposits$1,240,713K (51.83%↑ Y/Y)

SoFi Technologies, Inc. (SOFI)

SoFi Technologies, Inc. (SOFI)