SOPHiA GENETICS SA (SOPH) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

66,736,667Shares Outstanding

14,591,415Shares held by institutions

$69,309,221Value of institutional holdings

27.17%Institutional ownership %

4.07%Shares Changed QoQ

41No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 41 institutional investors hold a position in SOPHiA GENETICS SA (NASDAQ:SOPH).

These investors collectively held 27.2% of the company's total shares outstanding in December 2025, up from 26.5% in September 2025.
In percentage terms, this reflects as a holdings change of 4.07% quarter on quarter, and an increase of 20.59% year over year.
A review of institutional activity for SOPHiA GENETICS shows 26 of 41 filers increasing their positions, while 6 reduced their stake, and 9 remained unchanged.
The aggregate institutional position in SOPHiA GENETICS now stands at 18.13Mn shares as of December 2025, after investors increased their holdings (up by 709.88K shares quarter on quarter which is up 63.34K shares year over year).
GENERATION INVESTMENT MANAGEMENT LLP's holding of 6.79Mn shares as of December 31, 2025 makes it the primary institutional investor in SOPHiA GENETICS, owning 10.17% of the stock.
Among the most significant buyers of SOPHiA GENETICS during December 2025 were ROYCE & ASSOCIATES LP (430.26K), 1492 Capital Management LLC (208.34K), RENAISSANCE TECHNOLOGIES LLC (52.20K), UBS Group AG (46.52K), POLEN CAPITAL MANAGEMENT LLC (21.74K).
Leading sellers of SOPHiA GENETICS stock in December 2025 included MILLENNIUM MANAGEMENT LLC (100.44K), FNY Investment Advisers, LLC (28.70K), FEDERATED HERMES, INC. (22.32K), Zurcher Kantonalbank (Zurich Cantonalbank) (3.17K), Rathbones Group PLC (2.35K).
The top 10 institutional holders of SOPHiA GENETICS for the quarter ending December 2025 included GENERATION INVESTMENT MANAGEMENT LLP (6.79Mn), AKRE CAPITAL MANAGEMENT LLC (3.72Mn), BANQUE PICTET & CIE SA (2.21Mn), Alta Wealth Advisors LLC (1.41Mn), PRINCIPAL FINANCIAL GROUP INC (1.40Mn), Archon Capital Management LLC (441.41K), ROYCE & ASSOCIATES LP (430.26K), Bank Pictet & Cie (Europe) AG (255.20K), 1492 Capital Management LLC (208.34K), EDMOND DE ROTHSCHILD HOLDING S.A. (203.33K).

41 Institutional Holders

14,591,415 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
GENERATION INVESTMENT MANAGEMENT LLP	31 Dec, 2025	6,789,560	0	0.00%	$31,707,245.00
AKRE CAPITAL MANAGEMENT LLC	31 Dec, 2025	3,719,140	0	0.00%	$17,368,384.00
BANQUE PICTET & CIE SA	31 Dec, 2025	2,208,280	0	0.00%	$10,312,668.00
Alta Wealth Advisors LLC	31 Dec, 2025	1,409,160	0	0.00%	$6,580,777.00
PRINCIPAL FINANCIAL GROUP INC	31 Dec, 2025	1,399,442	8,230	0.59%	$6,535,394.00
Archon Capital Management LLC	31 Dec, 2025	441,413	14,342	3.36%	$2,061,399.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	430,257	430,257	0.00%	$2,009,300.00
Bank Pictet & Cie (Europe) AG	31 Dec, 2025	255,200	0	0.00%	$1,191,784.00
1492 Capital Management LLC	31 Dec, 2025	208,345	208,345	0.00%	$972,971.00
EDMOND DE ROTHSCHILD HOLDING S.A.	31 Dec, 2025	203,334	0	0.00%	$949,570.00
FEDERATED HERMES, INC.	31 Dec, 2025	187,677	-22,323	-10.63%	$876,452.00
Rathbones Group PLC	31 Dec, 2025	160,133	-2,350	-1.45%	$747,821.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	125,458	-100,445	-44.46%	$585,889.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	92,596	680	0.74%	$432,423.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	83,000	52,200	169.48%	$387,610.00
UBS Group AG	31 Dec, 2025	61,901	46,517	302.37%	$289,078.00
MORGAN STANLEY	31 Dec, 2025	48,047	6,513	15.68%	$224,380.00
Silverberg Bernstein Capital Management LLC	31 Dec, 2025	47,815	1,100	2.35%	$223,296.00
Green Alpha Advisors, LLC	31 Dec, 2025	45,660	4,444	10.78%	$213,232.00
Pathstone Holdings, LLC	31 Dec, 2025	32,203	88	0.27%	$150,388.00

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