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 35 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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 15 | $50 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 52 | $173 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 68 | $226 | 0.00% | +53+353.3% | Added |
| Coldstream Capital Management Inc | 224 | $744 | 0.00% | +224 | New |
| Principal Securities, Inc. | 481 | $1.48K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 600 | $2.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,055 | $3.50K | 0.00% | −7,000−86.9% | Reduced |
| Assetmark, Inc | 1,771 | $5.88K | 0.00% | −169−8.7% | Reduced |
| BlackRock, Inc. | 4,979 | $16.5K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,922 | $19.7K | 0.00% | −1,805−23.4% | Reduced |
| FNY Investment Advisers, LLC | 6,833 | $22.0K | 0.01% | +6,833 | New |
| UBS Group AG | 7,947 | $26.4K | 0.00% | −30,606−79.4% | Reduced |
| Citadel Advisors LLC | 12,135 | $40.3K | 0.00% | −8,451−41.1% | Reduced |
| Renaissance Technologies LLC | 20,100 | $66.7K | 0.00% | −800−3.8% | Reduced |
| Moloney Securities Asset Management, LLC | 23,500 | $78.0K | 0.01% | −24,000−50.5% | Reduced |
| Dimensional Fund Advisors LP | 25,127 | $83.3K | 0.00% | +3,508+16.2% | Added |
| Silverberg Bernstein Capital Management LLC | 34,675 | $115.1K | 0.11% | +12,211+54.4% | Added |
| Morgan Stanley | 36,136 | $120.0K | 0.00% | −965−2.6% | Reduced |
| Pathstone Holdings, LLC | 40,022 | $132.9K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 40,610 | $134.8K | 0.06% | +38,610+1,930.5% | Added |
| Green Alpha Advisors, LLC | 47,078 | $156.3K | 0.17% | −138−0.3% | Reduced |
| Geode Capital Management, LLC | 91,075 | $302.4K | 0.00% | +100+0.1% | Added |
| Federated Hermes, Inc. | 189,000 | $627.5K | 0.00% | +89,000+89.0% | Added |
| Edmond de Rothschild Holding S.A. | 203,334 | $675.1K | 0.01% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 255,200 | $847.3K | 0.02% | +32,200+14.4% | Added |
| Millennium Management LLC | 539,119 | $1.79M | 0.00% | −159,515−22.8% | Reduced |
| Principal Financial Group Inc | 1,385,013 | $4.60M | 0.00% | −43,331−3.0% | Reduced |
| Alta Wealth Advisors LLC | 1,409,160 | $4.68M | 2.15% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 2,211,040 | $7.34M | 0.08% | −32,200−1.4% | Reduced |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 2,237,504 | $7.43M | 0.07% | 00.0% | Unchanged |
| Generation Investment Management LLP | 6,789,560 | $22.5M | 0.14% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 7,632,871 | $25.3M | 0.01% | +5,432,871+246.9% | Added |
| 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 |