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SOPHiA GENETICS SA

SOPH
Exchange
Nasdaq
Industry
Services-Computer Processing & Data Preparation
SEC CIK
0001840706

In the last 90 days, SOPHiA GENETICS SA insiders filed 0 open-market purchases and 36 sales; 71 institutions reported holding it in 13F filings for Q2 2026, worth $212.5M in total; Akre Capital Management is the only superinvestor holding it.

13F holders, Q3 2021

Institutional positions in SOPHiA GENETICS SA as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
30
+30 vs. Q2 2021
Shares held
18.8M
+18.8M vs. Q2 2021
Total value
$331.5M
+$331.5M vs. Q2 2021
New holders
30
0 more added
Sold out
0
0 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SOPH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 30 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 30 institutionsQ4 2021: 32 institutionsQ1 2022: 29 institutionsQ2 2022: 34 institutionsQ3 2022: 34 institutionsQ4 2022: 32 institutionsQ1 2023: 34 institutionsQ2 2023: 35 institutionsQ3 2023: 32 institutionsQ4 2023: 36 institutionsQ1 2024: 32 institutionsQ2 2024: 31 institutionsQ3 2024: 30 institutionsQ4 2024: 36 institutionsQ1 2025: 32 institutionsQ2 2025: 32 institutionsQ3 2025: 40 institutionsQ4 2025: 42 institutionsQ1 2026: 49 institutionsQ2 2026: 71 institutions
Value heldQ3 2021: $331.5M
Q1 2021: $0Q2 2021: $0Q3 2021: $331.5MQ4 2021: $262.5MQ1 2022: $167.5MQ2 2022: $78.1MQ3 2022: $54.6MQ4 2022: $40.1MQ1 2023: $90.9MQ2 2023: $80.2MQ3 2023: $43.2MQ4 2023: $81.2MQ1 2024: $86.3MQ2 2024: $82.1MQ3 2024: $65.2MQ4 2024: $55.5MQ1 2025: $77.2MQ2 2025: $51.2MQ3 2025: $84.3MQ4 2025: $85.5MQ1 2026: $120.4MQ2 2026: $212.5M
Institutions holding SOPH and their total value by quarter
QuarterHoldersValue
Q2 202671$212.5M
Q1 202649$120.4M
Q4 202542$85.5M
Q3 202540$84.3M
Q2 202532$51.2M
Q1 202532$77.2M
Q4 202436$55.5M
Q3 202430$65.2M
Q2 202431$82.1M
Q1 202432$86.3M
Q4 202336$81.2M
Q3 202332$43.2M
Q2 202335$80.2M
Q1 202334$90.9M
Q4 202232$40.1M
Q3 202234$54.6M
Q2 202234$78.1M
Q1 202229$167.5M
Q4 202132$262.5M
Q3 202130$331.5M
Q2 20210$0
Q1 20210$0

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding SOPHiA GENETICS SA; share changes are against Q2 2021.

Institutions holding SOPH in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Generation Investment Management LLP6,789,560$121.1M0.50%+6,789,560New
Price T Rowe Associates Inc2,358,441$41.3M0.00%+2,358,441New
PFM Health Sciences, LP2,022,552$35.5M1.15%+2,022,552New
Credit Suisse AG1,882,348$33.0M0.03%+1,882,348New
General Electric Co1,111,111$19.5M0.36%+1,111,111New
Principal Financial Group Inc822,465$14.4M0.01%+822,465New
Jennison Associates LLC645,417$11.3M0.01%+645,417New
Pictet Asset Management SA618,630$10.8M0.01%+618,630New
Pura Vida Investments, LLC450,010$7.89M0.59%+450,010New
Millennium Management LLC313,527$5.50M0.01%+313,527New
Driehaus Capital Management LLC308,531$5.41M0.06%+308,531New
BlackRock Inc.306,774$5.38M0.00%+306,774New
RTW Investments, LP300,000$5.26M0.08%+300,000New
Fred Alger Management, LLC162,082$2.84M0.01%+162,082New
Lombard Odier Asset Management (Switzerland) SA145,670$2.55M0.16%+145,670New
TD Asset Management Inc117,154$2.05M0.00%+117,154New
Morgan Stanley102,269$1.79M0.00%+102,269New
Teacher Retirement System of Texas100,000$1.75M0.01%+100,000New
Monashee Investment Management LLC80,000$1.40M0.26%+80,000New
Caas Capital Management LP50,000$877.0K0.07%+50,000New
Moloney Securities Asset Management, LLC29,250$513.0K0.09%+29,250New
Squarepoint Ops LLC23,969$420.0K0.00%+23,969New
Ghisallo Capital Management LLC20,000$351.0K0.01%+20,000New
UBS Group AG10,656$187.0K0.00%+10,656New
Zurcher Kantonalbank (Zurich Cantonalbank)9,708$170.0K0.00%+9,708New
Compagnie Lombard Odier SCmA7,975$140.0K0.00%+7,975New
Advisor Group Holdings, Inc.631$12.0K0.00%+631New
JPMorgan Chase & Co493$9.00K0.00%+493New
Column Capital Advisors, LLC250$4.00K0.00%+250New
Bank of America Corp3$00.00%+3New