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 2025
Institutional positions in SOPHiA GENETICS SA as of Mar 31, 2025. 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
- −4 vs. Q4 2024
- Shares held
- 23.3M
- +5.26M (+29.2%) vs. Q4 2024
- Total value
- $77.2M
- +$21.7M (+39.1%) vs. Q4 2024
- New holders
- 2
- 8 more added
- Sold out
- 6
- 12 more reduced
Compare with Q4 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 71 | $212.5M |
| Q1 2026 | 49 | $120.4M |
| Q4 2025 | 42 | $85.5M |
| Q3 2025 | 40 | $84.3M |
| Q2 2025 | 32 | $51.2M |
| Q1 2025 | 32 | $77.2M |
| Q4 2024 | 36 | $55.5M |
| Q3 2024 | 30 | $65.2M |
| Q2 2024 | 31 | $82.1M |
| Q1 2024 | 32 | $86.3M |
| Q4 2023 | 36 | $81.2M |
| Q3 2023 | 32 | $43.2M |
| Q2 2023 | 35 | $80.2M |
| Q1 2023 | 34 | $90.9M |
| Q4 2022 | 32 | $40.1M |
| Q3 2022 | 34 | $54.6M |
| Q2 2022 | 34 | $78.1M |
| Q1 2022 | 29 | $167.5M |
| Q4 2021 | 32 | $262.5M |
| Q3 2021 | 30 | $331.5M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding SOPHiA GENETICS SA; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 7,632,871 | $25.3M | 0.01% | +5,432,871+246.9% | Added |
| Generation Investment Management LLP | 6,789,560 | $22.5M | 0.14% | 00.0% | Unchanged |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 2,237,504 | $7.43M | 0.07% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 2,211,040 | $7.34M | 0.08% | −32,200−1.4% | Reduced |
| Alta Wealth Advisors LLC | 1,409,160 | $4.68M | 2.15% | 00.0% | Unchanged |
| Principal Financial Group Inc | 1,385,013 | $4.60M | 0.00% | −43,331−3.0% | Reduced |
| Millennium Management LLC | 539,119 | $1.79M | 0.00% | −159,515−22.8% | Reduced |
| Pictet & Cie (Europe) SA | 255,200 | $847.3K | 0.02% | +32,200+14.4% | Added |
| Edmond de Rothschild Holding S.A. | 203,334 | $675.1K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 189,000 | $627.5K | 0.00% | +89,000+89.0% | Added |
| Geode Capital Management, LLC | 91,075 | $302.4K | 0.00% | +100+0.1% | Added |
| Green Alpha Advisors, LLC | 47,078 | $156.3K | 0.17% | −138−0.3% | Reduced |
| Ridgewood Investments LLC | 40,610 | $134.8K | 0.06% | +38,610+1,930.5% | Added |
| Pathstone Holdings, LLC | 40,022 | $132.9K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 36,136 | $120.0K | 0.00% | −965−2.6% | Reduced |
| Silverberg Bernstein Capital Management LLC | 34,675 | $115.1K | 0.11% | +12,211+54.4% | Added |
| Dimensional Fund Advisors LP | 25,127 | $83.3K | 0.00% | +3,508+16.2% | Added |
| Moloney Securities Asset Management, LLC | 23,500 | $78.0K | 0.01% | −24,000−50.5% | Reduced |
| Renaissance Technologies LLC | 20,100 | $66.7K | 0.00% | −800−3.8% | Reduced |
| Citadel Advisors LLC | 12,135 | $40.3K | 0.00% | −8,451−41.1% | Reduced |
| UBS Group AG | 7,947 | $26.4K | 0.00% | −30,606−79.4% | Reduced |
| FNY Investment Advisers, LLC | 6,833 | $22.0K | 0.01% | +6,833 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,922 | $19.7K | 0.00% | −1,805−23.4% | Reduced |
| BlackRock, Inc. | 4,979 | $16.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,771 | $5.88K | 0.00% | −169−8.7% | Reduced |
| Compagnie Lombard Odier SCmA | 1,055 | $3.50K | 0.00% | −7,000−86.9% | Reduced |
| Royal Bank of Canada | 600 | $2.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 481 | $1.48K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 224 | $744 | 0.00% | +224 | New |
| Citigroup Inc | 68 | $226 | 0.00% | +53+353.3% | Added |
| Russell Investments Group, Ltd. | 52 | $173 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15 | $50 | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,902−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,835−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,753−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −2,588−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −339−100.0% | Sold out |