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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 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, Q3 2025

Institutional positions in SOPHiA GENETICS SA as of Sep 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
40
+8 vs. Q2 2025
Shares held
17.7M
+1.19M (+7.2%) vs. Q2 2025
Total value
$84.3M
+$33.1M (+64.6%) vs. Q2 2025
New holders
11
11 more added
Sold out
3
8 more reduced

Compare with Q2 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 holdersQ3 2025: 40 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 heldQ3 2025: $84.3M
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, Q3 2025

Shares, value and share of portfolio for each institution holding SOPHiA GENETICS SA; share changes are against Q2 2025.

Institutions holding SOPH in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
SBI Securities Co., Ltd.1$50.00%+1New
Russell Investments Group, Ltd.22$1050.00%00.0%Unchanged
Groupe la Francaise120$5690.00%+120New
Advisor Group Holdings, Inc.147$7000.00%+92+167.3%Added
Principal Securities, Inc.394$1.88K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)491$2.34K0.00%+491New
Royal Bank of Canada600$3.00K0.00%00.0%Unchanged
Simplex Trading, LLC1,026$4.00K0.00%+1,026New
Compagnie Lombard Odier SCmA1,055$5.02K0.00%00.0%Unchanged
Assetmark, Inc4,121$19.6K0.00%+2,307+127.2%Added
BlackRock, Inc.5,086$24.2K0.00%+107+2.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,927$33.0K0.00%+938+15.7%Added
Savvy Advisors, Inc.10,000$47.6K0.00%+10,000New
Squarepoint Ops LLC10,231$48.7K0.00%+10,231New
Citadel Advisors LLC12,320$58.6K0.00%−26,791−68.5%Reduced
Gsa Capital Partners LLP12,454$59.0K0.00%+12,454New
UBS Group AG15,384$73.2K0.00%+8,416+120.8%Added
Susquehanna International Group, LLP18,479$88.0K0.00%+18,479New
Goldman Sachs Group Inc27,207$129.5K0.00%+8,828+48.0%Added
Thompson Siegel & Walmsley LLC29,780$142.0K0.00%+29,780New
Renaissance Technologies LLC30,800$146.6K0.00%+10,100+48.8%Added
Dimensional Fund Advisors LP31,332$148.2K0.00%+6,205+24.7%Added
Pathstone Holdings, LLC32,115$152.9K0.00%−3,871−10.8%Reduced
Green Alpha Advisors, LLC41,216$196.2K0.19%−1,690−3.9%Reduced
Morgan Stanley41,534$197.7K0.00%+6,324+18.0%Added
FNY Investment Advisers, LLC44,705$212.0K0.07%+44,705New
Silverberg Bernstein Capital Management LLC46,715$222.4K0.13%+1,000+2.2%Added
Geode Capital Management, LLC91,916$437.5K0.00%−230.0%Reduced
Rathbone Brothers plc162,483$773.4K0.00%00.0%Unchanged
Ensign Peak Advisors, Inc195,182$929.1K0.00%−54,762−21.9%Reduced
Edmond de Rothschild Holding S.A.203,334$967.9K0.01%00.0%Unchanged
Federated Hermes, Inc.210,000$999.6K0.00%−10,000−4.5%Reduced
Millennium Management LLC225,903$1.08M0.00%−358,520−61.3%Reduced
Pictet & Cie (Europe) SA255,200$1.21M0.02%00.0%Unchanged
Archon Capital Management LLC427,071$2.03M1.21%+105,544+32.8%Added
Principal Financial Group Inc1,391,212$6.62M0.00%−8,953−0.6%Reduced
Alta Wealth Advisors LLC1,409,160$6.71M2.40%+1,409,160New
Banque Pictet & Cie SA2,208,280$10.5M0.11%00.0%Unchanged
Akre Capital Management LLCSuperinvestorAkre Capital Management3,719,140$17.7M0.18%00.0%Unchanged
Generation Investment Management LLP6,789,560$32.3M0.21%00.0%Unchanged
Ridgewood Investments LLC0$00.00%−34,449−100.0%Sold out
Citigroup Inc0$00.00%−1,389−100.0%Sold out
JPMorgan Chase & Co0$00.00%−198−100.0%Sold out