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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, Q4 2021

Institutional positions in SOPHiA GENETICS SA as of Dec 31, 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
32
+2 vs. Q3 2021
Shares held
18.6M
−174.3K (−0.9%) vs. Q3 2021
Total value
$262.5M
−$69.0M (−20.8%) vs. Q3 2021
New holders
9
8 more added
Sold out
7
10 more reduced

Compare with Q3 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 holdersQ4 2021: 32 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 heldQ4 2021: $262.5M
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, Q4 2021

Shares, value and share of portfolio for each institution holding SOPHiA GENETICS SA; share changes are against Q3 2021.

Institutions holding SOPH in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Generation Investment Management LLP6,789,560$95.7M0.39%00.0%Unchanged
Price T Rowe Associates Inc2,382,304$33.6M0.00%+23,863+1.0%Added
PFM Health Sciences, LP1,952,152$27.5M0.96%−70,400−3.5%Reduced
Credit Suisse AG1,846,104$26.0M0.02%−36,244−1.9%Reduced
Jennison Associates LLC1,441,590$20.3M0.01%+796,173+123.4%Added
General Electric Co1,111,111$15.7M0.14%00.0%Unchanged
Principal Financial Group Inc881,395$12.4M0.01%+58,930+7.2%Added
Pictet Asset Management SA608,281$8.58M0.01%−10,349−1.7%Reduced
BlackRock Inc.305,250$4.30M0.00%−1,524−0.5%Reduced
RTW Investments, LP300,000$4.23M0.06%00.0%Unchanged
Driehaus Capital Management LLC294,061$4.15M0.04%−14,470−4.7%Reduced
Fred Alger Management, LLC156,608$2.21M0.01%−5,474−3.4%Reduced
Lombard Odier Asset Management (Switzerland) SA146,844$2.07M0.13%+1,174+0.8%Added
TD Asset Management Inc136,462$1.92M0.00%+19,308+16.5%Added
Millennium Management LLC120,174$1.69M0.00%−193,353−61.7%Reduced
Moloney Securities Asset Management, LLC40,650$573.0K0.10%+11,400+39.0%Added
UBS Group AG18,014$254.0K0.00%+7,358+69.1%Added
Morgan Stanley17,794$251.0K0.00%−84,475−82.6%Reduced
Citadel Advisors LLC14,194$200.0K0.00%+14,194New
Geode Capital Management, LLC13,461$189.0K0.00%+13,461New
Banque Cantonale Vaudoise10,000$141.0K0.01%+10,000New
Zurcher Kantonalbank (Zurich Cantonalbank)9,711$137.0K0.00%+30.0%Added
Compagnie Lombard Odier SCmA7,975$113.0K0.00%00.0%Unchanged
Northern Trust Corp6,311$89.0K0.00%+6,311New
Harel Insurance Investments & Financial Services Ltd.1,520$20.0K0.00%+1,520New
Harbor Investment Advisory, LLC1,439$20.0K0.00%+1,439New
Tower Research Capital LLC (TRC)600$8.00K0.00%+600New
Total Clarity Wealth Management, Inc.539$8.00K0.00%+539New
Advisor Group Holdings, Inc.417$5.00K0.00%−214−33.9%Reduced
JPMorgan Chase & Co343$5.00K0.00%−150−30.4%Reduced
Column Capital Advisors, LLC250$4.00K0.00%00.0%Unchanged
Citigroup Inc98$1.00K0.00%+98New
Pura Vida Investments, LLC0$00.00%−450,010−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−100,000−100.0%Sold out
Monashee Investment Management LLC0$00.00%−80,000−100.0%Sold out
Caas Capital Management LP0$00.00%−50,000−100.0%Sold out
Squarepoint Ops LLC0$00.00%−23,969−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−20,000−100.0%Sold out
Bank of America Corp0$00.00%−3−100.0%Sold out