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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, Q1 2022

Institutional positions in SOPHiA GENETICS SA as of Mar 31, 2022. 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
29
−3 vs. Q4 2021
Shares held
21.7M
+3.04M (+16.3%) vs. Q4 2021
Total value
$167.5M
−$95.0M (−36.2%) vs. Q4 2021
New holders
7
8 more added
Sold out
10
10 more reduced

Compare with Q4 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 holdersQ1 2022: 29 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 heldQ1 2022: $167.5M
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, Q1 2022

Shares, value and share of portfolio for each institution holding SOPHiA GENETICS SA; share changes are against Q4 2021.

Institutions holding SOPH in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Generation Investment Management LLP6,789,560$52.5M0.24%00.0%Unchanged
Price T Rowe Associates Inc2,319,740$17.9M0.00%−62,564−2.6%Reduced
Banque Pictet & Cie SA2,096,420$16.2M0.13%+2,096,420New
PFM Health Sciences, LP2,014,024$15.6M0.60%+61,872+3.2%Added
Credit Suisse AG1,854,283$14.3M0.01%+8,179+0.4%Added
Jennison Associates LLC1,499,040$11.6M0.01%+57,450+4.0%Added
General Electric Co1,111,111$8.59M0.09%00.0%Unchanged
Principal Financial Group Inc877,188$6.78M0.00%−4,207−0.5%Reduced
Pura Vida Investments, LLC829,930$6.42M0.78%+829,930New
Pictet Asset Management SA586,303$4.53M0.01%−21,978−3.6%Reduced
BlackRock Inc.299,084$2.31M0.00%−6,166−2.0%Reduced
Driehaus Capital Management LLC287,406$2.22M0.03%−6,655−2.3%Reduced
Pictet & Cie (Europe) SA227,600$1.76M0.07%+227,600New
RTW Investments, LP226,589$1.75M0.04%−73,411−24.5%Reduced
Fred Alger Management, LLC155,669$1.20M0.00%−939−0.6%Reduced
TD Asset Management Inc123,818$957.0K0.00%−12,644−9.3%Reduced
Manufacturers Life Insurance Company, The72,069$604.0K0.00%+72,069New
Millennium Management LLC71,781$555.0K0.00%−48,393−40.3%Reduced
Moloney Securities Asset Management, LLC71,450$552.0K0.11%+30,800+75.8%Added
Bank Pictet & Cie (Asia) Ltd64,420$498.0K0.14%+64,420New
Morgan Stanley22,328$173.0K0.00%+4,534+25.5%Added
Geode Capital Management, LLC20,681$159.0K0.00%+7,220+53.6%Added
UBS Group AG18,058$140.0K0.00%+44+0.2%Added
Banque Cantonale Vaudoise16,900$130.0K0.01%+6,900+69.0%Added
Harbor Investment Advisory, LLC1,439$11.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.357$3.00K0.00%−60−14.4%Reduced
Column Capital Advisors, LLC250$2.00K0.00%00.0%Unchanged
Assetmark, Inc210$2.00K0.00%+210New
TCWP LLC30$00.00%+30New
Lombard Odier Asset Management (Switzerland) SA0$00.00%−146,844−100.0%Sold out
Citadel Advisors LLC0$00.00%−14,194−100.0%Sold out
Zurcher Kantonalbank (Zurich Cantonalbank)0$00.00%−9,711−100.0%Sold out
Compagnie Lombard Odier SCmA0$00.00%−7,975−100.0%Sold out
Northern Trust Corp0$00.00%−6,311−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−1,520−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−600−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−539−100.0%Sold out
JPMorgan Chase & Co0$00.00%−343−100.0%Sold out
Citigroup Inc0$00.00%−98−100.0%Sold out