Discontinued — last reported Q1 '24

Non-Current Assets

Investment - Proportional Amortization Method

SoFi Technologies, Inc. Investment - Proportional Amortization Method increased by 43.7% to 7690000000.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 169.8%, from 2850000000.0% to 7690000000.0%.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2023
Last reportedQ1 2024

How to read this metric

An increase suggests higher investment in tax-advantaged projects, while a decrease indicates the maturity or disposal of these assets.

Detailed definition

The carrying value of investments in affordable housing or similar tax-advantaged projects accounted for using the propo...

Peer comparison

Common among financial institutions with significant tax-credit investment portfolios.

Metric ID: proportional_amortization_investment

Historical Data

6 periods
 Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value1,260,000,000%2,850,000,000%2,830,000,000%3,770,000,000%5,350,000,000%7,690,000,000%
QoQ Change+126.2%-0.7%+33.2%+41.9%+43.7%
YoY Change+324.6%+169.8%
Range1,260,000,000%7,690,000,000%
CAGR+325.1%
Avg YoY Growth+247.2%
Median YoY Growth+247.2%
Current Streak3 quarters growth

Investment - Proportional Amortization Method at Other Companies

Frequently Asked Questions

What is SoFi Technologies, Inc.'s investment - proportional amortization method?
SoFi Technologies, Inc. (SOFI) reported investment - proportional amortization method of 7690000000.0% in Q1 2026.
How has SoFi Technologies, Inc.'s investment - proportional amortization method changed year-over-year?
SoFi Technologies, Inc.'s investment - proportional amortization method increased by 169.8% year-over-year, from 2850000000.0% to 7690000000.0%.
What does investment - proportional amortization method mean?
The book value of tax-advantaged investments where cost is written down as tax benefits are realized.