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.
| 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 2026
Shares, value and share of portfolio for each institution holding SOPHiA GENETICS SA; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 1 | $5 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 45 | $223 | 0.00% | +4+9.8% | Added |
| Russell Investments Group, Ltd. | 59 | $292 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 61 | $307 | 0.00% | +61 | New |
| UBS Asset Management Americas Inc | 77 | $381 | 0.00% | +77 | New |
| JPMorgan Chase & Co | 206 | $966 | 0.00% | +206 | New |
| Federation des caisses Desjardins du Quebec | 700 | $3.46K | 0.00% | +700 | New |
| Parallel Advisors, LLC | 900 | $4.46K | 0.00% | +900 | New |
| NBC Securities, Inc. | 987 | $4.88K | 0.00% | +987 | New |
| Advisor Group Holdings, Inc. | 1,000 | $4.95K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,055 | $5.22K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,755 | $18.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4,711 | $23.3K | 0.00% | +24+0.5% | Added |
| BlackRock, Inc. | 5,086 | $25.2K | 0.00% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 10,000 | $49.5K | 0.02% | +10,000 | New |
| Millennium Management LLC | 10,142 | $50.2K | 0.00% | −115,316−91.9% | Reduced |
| Two Sigma Investments, LP | 10,198 | $50.5K | 0.00% | +10,198 | New |
| Perkins Capital Management Inc | 10,500 | $52.0K | 0.05% | 00.0% | Unchanged |
| Centiva Capital, LP | 12,549 | $62.1K | 0.00% | +12,549 | New |
| Susquehanna International Group, LLP | 13,156 | $65.1K | 0.00% | −17,355−56.9% | Reduced |
| Royal Bank of Canada | 19,381 | $96.0K | 0.00% | +18,781+3,130.2% | Added |
| Franklin Resources Inc | 21,563 | $106.7K | 0.00% | +21,563 | New |
| Morgan Stanley | 23,180 | $114.7K | 0.00% | −24,867−51.8% | Reduced |
| Pathstone Holdings, LLC | 31,465 | $155.8K | 0.00% | −738−2.3% | Reduced |
| Green Alpha Advisors, LLC | 42,952 | $212.6K | 0.21% | −2,708−5.9% | Reduced |
| Silverberg Bernstein Capital Management LLC | 51,970 | $257.3K | 0.14% | +4,155+8.7% | Added |
| Goldman Sachs Group Inc | 57,628 | $285.3K | 0.00% | +28,968+101.1% | Added |
| Renaissance Technologies LLC | 59,800 | $296.0K | 0.00% | −23,200−28.0% | Reduced |
| Geode Capital Management, LLC | 92,146 | $456.1K | 0.00% | −450−0.5% | Reduced |
| UBS Group AG | 92,226 | $456.5K | 0.00% | +30,325+49.0% | Added |
| Rathbone Brothers plc | 149,133 | $738.2K | 0.00% | −11,000−6.9% | Reduced |
| Federated Hermes, Inc. | 190,010 | $940.5K | 0.00% | +2,333+1.2% | Added |
| Edmond de Rothschild Holding S.A. | 203,334 | $1.01M | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 216,341 | $1.07M | 0.10% | +216,341 | New |
| 1492 Capital Management LLC | 225,751 | $1.12M | 0.43% | +17,406+8.4% | Added |
| Pictet & Cie (Europe) SA | 255,200 | $1.26M | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 357,888 | $1.77M | 0.00% | +357,888 | New |
| Hodges Capital Management Inc. | 435,836 | $2.16M | 0.18% | +435,836 | New |
| Archon Capital Management LLC | 441,413 | $2.18M | 1.23% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 444,954 | $2.20M | 0.00% | +262,540+143.9% | Added |
| Essex Investment Management Co LLC | 692,809 | $3.43M | 0.54% | +692,809 | New |
| Kennedy Capital Management, Inc. | 927,800 | $4.59M | 0.10% | +927,800 | New |
| Alta Wealth Advisors LLC | 1,409,160 | $6.98M | 2.27% | 00.0% | Unchanged |
| Principal Financial Group Inc | 1,409,242 | $6.98M | 0.00% | +9,800+0.7% | Added |
| Royce & Associates LP | 1,816,312 | $8.99M | 0.09% | +1,386,055+322.1% | Added |
| Soleus Capital Management, L.P. | 1,850,000 | $9.16M | 0.37% | +1,850,000 | New |
| Banque Pictet & Cie SA | 2,208,280 | $10.9M | 0.13% | 00.0% | Unchanged |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 3,719,140 | $18.4M | 0.30% | 00.0% | Unchanged |
| Generation Investment Management LLP | 6,789,560 | $33.6M | 0.30% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −24,967−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −21,738−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −16,010−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,760−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,649−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,911−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −5,552−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| United Financial Planning Group LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |