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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, Q1 2026

Institutional positions in SOPHiA GENETICS SA as of Mar 31, 2026. 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
49
+7 vs. Q4 2025
Shares held
24.3M
+6.00M (+32.8%) vs. Q4 2025
Total value
$120.4M
+$34.9M (+40.7%) vs. Q4 2025
New holders
17
11 more added
Sold out
10
8 more reduced

Compare with Q4 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 holdersQ1 2026: 49 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 heldQ1 2026: $120.4M
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, Q1 2026

Shares, value and share of portfolio for each institution holding SOPHiA GENETICS SA; share changes are against Q4 2025.

Institutions holding SOPH in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Generation Investment Management LLP6,789,560$33.6M0.30%00.0%Unchanged
Akre Capital Management LLCSuperinvestorAkre Capital Management3,719,140$18.4M0.30%00.0%Unchanged
Banque Pictet & Cie SA2,208,280$10.9M0.13%00.0%Unchanged
Soleus Capital Management, L.P.1,850,000$9.16M0.37%+1,850,000New
Royce & Associates LP1,816,312$8.99M0.09%+1,386,055+322.1%Added
Principal Financial Group Inc1,409,242$6.98M0.00%+9,800+0.7%Added
Alta Wealth Advisors LLC1,409,160$6.98M2.27%00.0%Unchanged
Kennedy Capital Management, Inc.927,800$4.59M0.10%+927,800New
Essex Investment Management Co LLC692,809$3.43M0.54%+692,809New
Ensign Peak Advisors, Inc444,954$2.20M0.00%+262,540+143.9%Added
Archon Capital Management LLC441,413$2.18M1.23%00.0%Unchanged
Hodges Capital Management Inc.435,836$2.16M0.18%+435,836New
SEI Investments Co357,888$1.77M0.00%+357,888New
Pictet & Cie (Europe) SA255,200$1.26M0.03%00.0%Unchanged
1492 Capital Management LLC225,751$1.12M0.43%+17,406+8.4%Added
Legato Capital Management LLC216,341$1.07M0.10%+216,341New
Edmond de Rothschild Holding S.A.203,334$1.01M0.01%00.0%Unchanged
Federated Hermes, Inc.190,010$940.5K0.00%+2,333+1.2%Added
Rathbone Brothers plc149,133$738.2K0.00%−11,000−6.9%Reduced
UBS Group AG92,226$456.5K0.00%+30,325+49.0%Added
Geode Capital Management, LLC92,146$456.1K0.00%−450−0.5%Reduced
Renaissance Technologies LLC59,800$296.0K0.00%−23,200−28.0%Reduced
Goldman Sachs Group Inc57,628$285.3K0.00%+28,968+101.1%Added
Silverberg Bernstein Capital Management LLC51,970$257.3K0.14%+4,155+8.7%Added
Green Alpha Advisors, LLC42,952$212.6K0.21%−2,708−5.9%Reduced
Pathstone Holdings, LLC31,465$155.8K0.00%−738−2.3%Reduced
Morgan Stanley23,180$114.7K0.00%−24,867−51.8%Reduced
Franklin Resources Inc21,563$106.7K0.00%+21,563New
Royal Bank of Canada19,381$96.0K0.00%+18,781+3,130.2%Added
Susquehanna International Group, LLP13,156$65.1K0.00%−17,355−56.9%Reduced
Centiva Capital, LP12,549$62.1K0.00%+12,549New
Perkins Capital Management Inc10,500$52.0K0.05%00.0%Unchanged
Two Sigma Investments, LP10,198$50.5K0.00%+10,198New
Millennium Management LLC10,142$50.2K0.00%−115,316−91.9%Reduced
First Dallas Securities Inc.10,000$49.5K0.02%+10,000New
BlackRock, Inc.5,086$25.2K0.00%00.0%Unchanged
Assetmark, Inc4,711$23.3K0.00%+24+0.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)3,755$18.6K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA1,055$5.22K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,000$4.95K0.00%00.0%Unchanged
NBC Securities, Inc.987$4.88K0.00%+987New
Parallel Advisors, LLC900$4.46K0.00%+900New
Federation des caisses Desjardins du Quebec700$3.46K0.00%+700New
JPMorgan Chase & Co206$9660.00%+206New
UBS Asset Management Americas Inc77$3810.00%+77New
Harbour Investments, Inc.61$3070.00%+61New
Russell Investments Group, Ltd.59$2920.00%00.0%Unchanged
SBI Securities Co., Ltd.45$2230.00%+4+9.8%Added
Caitong International Asset Management Co., Ltd1$50.00%+1New
Gsa Capital Partners LLP0$00.00%−24,967−100.0%Sold out
Polen Capital Management LLC0$00.00%−21,738−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−16,010−100.0%Sold out
XTX Topco Ltd0$00.00%−11,760−100.0%Sold out
Quadrature Capital Ltd0$00.00%−11,649−100.0%Sold out
Acadian Asset Management LLC0$00.00%−5,911−100.0%Sold out
Bank of America Corp0$00.00%−5,552−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−370−100.0%Sold out
United Financial Planning Group LLC0$00.00%−170−100.0%Sold out
Simplex Trading, LLC0$00.00%−31−100.0%Sold out