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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 2022

Institutional positions in SOPHiA GENETICS SA as of Dec 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
32
−2 vs. Q3 2022
Shares held
19.4M
−1.32M (−6.4%) vs. Q3 2022
Total value
$40.1M
−$14.5M (−26.6%) vs. Q3 2022
New holders
1
11 more added
Sold out
3
11 more reduced

Compare with Q3 2022: 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 2022: 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 2022: $40.1M
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 2022

Shares, value and share of portfolio for each institution holding SOPHiA GENETICS SA; share changes are against Q3 2022.

Institutions holding SOPH in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Generation Investment Management LLP6,789,560$14.0M0.08%00.0%Unchanged
Banque Pictet & Cie SA2,187,340$4.51M0.05%+15,400+0.7%Added
Credit Suisse AG1,954,620$4.03M0.00%+105,097+5.7%Added
Alta Wealth Advisors LLC1,409,160$2.90M1.96%00.0%Unchanged
Principal Financial Group Inc1,396,504$2.88M0.00%−67,588−4.6%Reduced
Jennison Associates LLC1,209,055$2.49M0.00%−34,193−2.8%Reduced
General Electric Co1,111,111$2.29M0.03%00.0%Unchanged
Price T Rowe Associates Inc915,266$1.89M0.00%−40,240−4.2%Reduced
Pura Vida Investments, LLC754,036$1.55M0.26%−142,204−15.9%Reduced
BlackRock Inc.298,878$615.7K0.00%−1030.0%Reduced
Millennium Management LLC264,533$545.0K0.00%+10,876+4.3%Added
Pictet & Cie (Europe) SA227,600$468.9K0.02%00.0%Unchanged
Edmond de Rothschild Holding S.A.181,334$373.5K0.01%00.0%Unchanged
Fred Alger Management, LLC152,610$314.4K0.00%+170.0%Added
Federated Hermes, Inc.100,000$206.0K0.00%+100,000New
Manufacturers Life Insurance Company, The72,069$162.2K0.00%00.0%Unchanged
Bank Pictet & Cie (Asia) Ltd69,020$142.2K0.05%+4,600+7.1%Added
TD Asset Management Inc64,953$133.8K0.00%00.0%Unchanged
Moloney Securities Asset Management, LLC53,950$111.1K0.02%+32,500+151.5%Added
Privium Fund Management B.V.29,080$65.4K0.02%+1,000+3.6%Added
JPMorgan Chase & Co31,392$65.0K0.00%+30,408+3,090.2%Added
Citadel Advisors LLC31,276$64.4K0.00%−27,035−46.4%Reduced
Banque Cantonale Vaudoise27,900$57.0K0.00%+8,000+40.2%Added
Renaissance Technologies LLC21,500$44.0K0.00%+2,500+13.2%Added
Geode Capital Management, LLC20,681$42.0K0.00%00.0%Unchanged
Morgan Stanley19,929$41.1K0.00%−424,093−95.5%Reduced
UBS Group AG17,984$37.0K0.00%−27,741−60.7%Reduced
Compagnie Lombard Odier SCmA16,055$33.0K0.00%+10,000+165.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)8,506$17.5K0.00%−44−0.5%Reduced
Assetmark, Inc580$1.20K0.00%−144−19.9%Reduced
Advisor Group Holdings, Inc.326$1.00K0.00%−137−29.6%Reduced
Column Capital Advisors, LLC250$5150.00%00.0%Unchanged
PFM Health Sciences, LP0$00.00%−879,913−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−489−100.0%Sold out
Alta Advisers Ltd0$00.00%−1,000−100.0%Sold out