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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 37 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, Q2 2025

Institutional positions in SOPHiA GENETICS SA as of Jun 30, 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
0 vs. Q1 2025
Shares held
16.5M
−6.72M (−28.9%) vs. Q1 2025
Total value
$51.2M
−$26.0M (−33.6%) vs. Q1 2025
New holders
6
12 more added
Sold out
6
8 more reduced

Compare with Q1 2025: 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 holdersQ2 2025: 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 heldQ2 2025: $51.2M
Q1 2021: $0Q2 2021: $0Q3 2021: $331.5MQ4 2021: $262.5MQ1 2022: $167.5MQ2 2022: $78.1MQ3 2022: $54.7MQ4 2022: $40.1MQ1 2023: $90.9MQ2 2023: $82.7MQ3 2023: $43.2MQ4 2023: $81.4MQ1 2024: $86.8MQ2 2024: $82.1MQ3 2024: $65.2MQ4 2024: $55.5MQ1 2025: $77.2MQ2 2025: $51.2MQ3 2025: $84.3MQ4 2025: $86.3MQ1 2026: $121.1MQ2 2026: $212.5M
Institutions holding SOPH and their total value by quarter
QuarterHoldersValue
Q2 202671$212.5M
Q1 202649$121.1M
Q4 202542$86.3M
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$86.8M
Q4 202336$81.4M
Q3 202332$43.2M
Q2 202335$82.7M
Q1 202334$90.9M
Q4 202232$40.1M
Q3 202234$54.7M
Q2 202234$78.1M
Q1 202229$167.5M
Q4 202132$262.5M
Q3 202130$331.5M
Q2 20210$0
Q1 20210$0

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding SOPHiA GENETICS SA; share changes are against Q1 2025.

Institutions holding SOPH in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Generation Investment Management LLP6,789,560$21.0M0.13%00.0%Unchanged
Akre Capital Management LLCSuperinvestorAkre Capital Management3,719,140$11.5M0.11%+1,481,636+66.2%Added
Banque Pictet & Cie SA2,208,280$6.85M0.07%−2,760−0.1%Reduced
Principal Financial Group Inc1,400,165$4.34M0.00%+15,152+1.1%Added
Millennium Management LLC584,423$1.81M0.00%+45,304+8.4%Added
Archon Capital Management LLC321,527$996.7K0.82%+321,527New
Pictet & Cie (Europe) SA255,200$791.1K0.02%00.0%Unchanged
Ensign Peak Advisors, Inc249,944$774.8K0.00%+249,944New
Federated Hermes, Inc.220,000$682.0K0.00%+31,000+16.4%Added
Edmond de Rothschild Holding S.A.203,334$630.3K0.01%00.0%Unchanged
Rathbone Brothers plc162,483$503.7K0.00%+162,483New
Geode Capital Management, LLC91,939$285.0K0.00%+864+0.9%Added
Silverberg Bernstein Capital Management LLC45,715$141.7K0.10%+11,040+31.8%Added
Green Alpha Advisors, LLC42,906$133.0K0.13%−4,172−8.9%Reduced
Citadel Advisors LLC39,111$121.2K0.00%+26,976+222.3%Added
Pathstone Holdings, LLC35,986$111.6K0.00%−4,036−10.1%Reduced
Morgan Stanley35,210$109.2K0.00%−926−2.6%Reduced
Ridgewood Investments LLC34,449$106.8K0.05%−6,161−15.2%Reduced
Dimensional Fund Advisors LP25,127$77.9K0.00%00.0%Unchanged
Renaissance Technologies LLC20,700$64.2K0.00%+600+3.0%Added
Goldman Sachs Group Inc18,379$57.0K0.00%+18,379New
UBS Group AG6,968$21.6K0.00%−979−12.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)5,989$18.6K0.00%+67+1.1%Added
BlackRock, Inc.4,979$15.4K0.00%00.0%Unchanged
Assetmark, Inc1,814$5.62K0.00%+43+2.4%Added
Citigroup Inc1,389$4.31K0.00%+1,321+1,942.6%Added
Royal Bank of Canada1,200$4.00K0.00%+600+100.0%Added
Compagnie Lombard Odier SCmA1,055$3.27K0.00%00.0%Unchanged
Principal Securities, Inc.394$1.22K0.00%−87−18.1%Reduced
JPMorgan Chase & Co198$6140.00%+198New
Advisor Group Holdings, Inc.55$1820.00%+55New
Russell Investments Group, Ltd.22$680.00%−30−57.7%Reduced
UBS Asset Management Americas Inc0$00.00%−7,632,871−100.0%Sold out
Alta Wealth Advisors LLC0$00.00%−1,409,160−100.0%Sold out
Moloney Securities Asset Management, LLC0$00.00%−23,500−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−6,833−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−224−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−15−100.0%Sold out