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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, 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
−6.73M (−28.9%) vs. Q1 2025
Total value
$51.2M
−$26.0M (−33.6%) vs. Q1 2025
New holders
6
11 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: $54.6MQ4 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, 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
Russell Investments Group, Ltd.22$680.00%−30−57.7%Reduced
Advisor Group Holdings, Inc.55$1820.00%+55New
JPMorgan Chase & Co198$6140.00%+198New
Principal Securities, Inc.394$1.22K0.00%−87−18.1%Reduced
Royal Bank of Canada600$2.00K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA1,055$3.27K0.00%00.0%Unchanged
Citigroup Inc1,389$4.31K0.00%+1,321+1,942.6%Added
Assetmark, Inc1,814$5.62K0.00%+43+2.4%Added
BlackRock, Inc.4,979$15.4K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)5,989$18.6K0.00%+67+1.1%Added
UBS Group AG6,968$21.6K0.00%−979−12.3%Reduced
Goldman Sachs Group Inc18,379$57.0K0.00%+18,379New
Renaissance Technologies LLC20,700$64.2K0.00%+600+3.0%Added
Dimensional Fund Advisors LP25,127$77.9K0.00%00.0%Unchanged
Ridgewood Investments LLC34,449$106.8K0.05%−6,161−15.2%Reduced
Morgan Stanley35,210$109.2K0.00%−926−2.6%Reduced
Pathstone Holdings, LLC35,986$111.6K0.00%−4,036−10.1%Reduced
Citadel Advisors LLC39,111$121.2K0.00%+26,976+222.3%Added
Green Alpha Advisors, LLC42,906$133.0K0.13%−4,172−8.9%Reduced
Silverberg Bernstein Capital Management LLC45,715$141.7K0.10%+11,040+31.8%Added
Geode Capital Management, LLC91,939$285.0K0.00%+864+0.9%Added
Rathbone Brothers plc162,483$503.7K0.00%+162,483New
Edmond de Rothschild Holding S.A.203,334$630.3K0.01%00.0%Unchanged
Federated Hermes, Inc.220,000$682.0K0.00%+31,000+16.4%Added
Ensign Peak Advisors, Inc249,944$774.8K0.00%+249,944New
Pictet & Cie (Europe) SA255,200$791.1K0.02%00.0%Unchanged
Archon Capital Management LLC321,527$996.7K0.82%+321,527New
Millennium Management LLC584,423$1.81M0.00%+45,304+8.4%Added
Principal Financial Group Inc1,400,165$4.34M0.00%+15,152+1.1%Added
Banque Pictet & Cie SA2,208,280$6.85M0.07%−2,760−0.1%Reduced
Akre Capital Management LLCSuperinvestorAkre Capital Management3,719,140$11.5M0.11%+1,481,636+66.2%Added
Generation Investment Management LLP6,789,560$21.0M0.13%00.0%Unchanged
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