SOPHiA GENETICS SOPH Institutional Ownership

NASDAQ SOPH

$8.30 -0.19 (-2.24%)

At close: Sep 29, 2026 · 4:00 PM EDT

Institutions by Trading Activity

71 Institutions

Increased 42 59.2%

Unchanged 13 18.3%

Reduced 16 22.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

54.22%

▲+18.53 pp QoQ

Shares Held by Institutions

36.62Mn

of 67.54Mn outstanding

▲+52.02% QoQ

Shares Outstanding

67.54Mn

30.92Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+23 vs prior quarter

Net Shares Added (QoQ)

+12.53Mn

accumulated since last quarter

Value of Holdings

$310.90Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

SOPHiA GENETICS SA (NASDAQ:SOPH) appears in 71 institutional 13F filings for the quarter ending June 2026.

Collectively, these holders controlled 54.2% of SOPHiA GENETICS's outstanding shares in June 2026, up from 35.7% in March 2026.
They increased total shares held in SOPHiA GENETICS by 52.02% from last quarter, and the number of investors in SOPH increased 129.03% annually.
Among the 71 funds, 42 bought more SOPHiA GENETICS shares, 16 sold down, and 13 held their ground.
In total, institutional investors held 36.62Mn shares in SOPHiA GENETICS as of June 2026, up by 12.53Mn shares quarter on quarter, and up 20.28Mn shares year over year.
As of June 30, 2026, the biggest holder of SOPHiA GENETICS is GENERATION INVESTMENT MANAGEMENT LLP at 6.79Mn shares, representing 10.05% of shares outstanding.
The largest buyers of SOPHiA GENETICS for the quarter ending June 2026 were AIGH Capital Management LLC (3.95Mn), Ameriprise Financial Inc (2.22Mn), AWM Investment Company, Inc. (1.7Mn), ROYCE & ASSOCIATES LP (1.57Mn), SILVERCREST ASSET MANAGEMENT GROUP LLC (1.43Mn).
Leading sellers of SOPHiA GENETICS shares for the quarter ending June 2026 were Soleus Capital Management, L.P. (285.0K), Sei Investments Co (192.84K), Federated Hermes, Inc. (48.02K), Rathbones Group PLC (37.0K), ESSEX INVESTMENT MANAGEMENT CO LLC (29.38K).
According to Business Quant data, leading holders of SOPH for June 2026 are GENERATION INVESTMENT MANAGEMENT LLP (6.79Mn), AIGH Capital Management LLC (3.95Mn), AKRE CAPITAL MANAGEMENT LLC (3.72Mn), ROYCE & ASSOCIATES LP (3.38Mn), Principal Financial Group Inc (2.36Mn), Ameriprise Financial Inc (2.22Mn), BANQUE PICTET & CIE SA (2.21Mn), AWM Investment Company, Inc. (1.7Mn), Soleus Capital Management, L.P. (1.56Mn), SILVERCREST ASSET MANAGEMENT GROUP LLC (1.43Mn).

Form 13F Holdings

71 Institutional Holders

Report period 30 Jun, 2026

Total shares held 36.62Mn

Of outstanding 54.22%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	GENERATION INVESTMENT MANAGEMENT LLP	0001375534	6,789,560	10.05%	0	0.00%	$39.18Mn
2	AIGH Capital Management LLC	0001835943	3,954,194	5.85%	▲3,954,194	0.00%	$22.82Mn
3	AKRE CAPITAL MANAGEMENT LLC	0001112520	3,719,140	5.51%	0	0.00%	$21.46Mn
4	ROYCE & ASSOCIATES LP	0000906304	3,381,736	5.01%	▲1,565,424	+86.19%	$19.51Mn
5	Principal Financial Group Inc	0001126328	2,364,256	3.50%	▲955,014	+67.77%	$13.64Mn
6	Ameriprise Financial Inc	0000820027	2,216,752	3.28%	▲2,216,752	0.00%	$12.79Mn
7	BANQUE PICTET & CIE SA	0001535602	2,208,280	3.27%	0	0.00%	$12.74Mn
8	AWM Investment Company, Inc.	0001535264	1,700,000	2.52%	▲1,700,000	0.00%	$9.81Mn
9	Soleus Capital Management, L.P.	0001802630	1,565,000	2.32%	▼285,000	-15.41%	$9.03Mn
10	SILVERCREST ASSET MANAGEMENT GROUP LLC	0001232395	1,428,470	2.12%	▲1,428,470	0.00%	$8.24Mn
11	Alta Wealth Advisors LLC	0001843826	1,409,160	2.09%	0	0.00%	$8.13Mn
12	KENNEDY CAPITAL MANAGEMENT LLC	0000884589	917,977	1.36%	▼9,823	-1.06%	$5.30Mn
13	Archon Capital Management LLC	0001398825	691,413	1.02%	▲250,000	+56.64%	$3.99Mn
14	ESSEX INVESTMENT MANAGEMENT CO LLC	0000201772	663,428	0.98%	▼29,381	-4.24%	$3.83Mn
15	Ensign Peak Advisors, Inc	0001454984	444,654	0.66%	▼300	-0.07%	$2.57Mn
16	Hodges Capital Management Inc.	0001337263	409,073	0.61%	▼26,763	-6.14%	$2.36Mn
17	Bank Pictet & Cie (Europe) AG	0001123274	255,200	0.38%	0	0.00%	$1.47Mn
18	1492 Capital Management LLC	0001584087	222,194	0.33%	▼3,557	-1.58%	$1.28Mn
19	EDMOND DE ROTHSCHILD HOLDING S.A.	0001649647	200,004	0.30%	▼3,330	-1.64%	$1.15Mn
20	Sei Investments Co	0000350894	165,045	0.24%	▼192,843	-53.88%	$952.30K

Showing 1 to 20 of 71 holders