SOPHiA GENETICS SOPH Institutional Ownership

NASDAQ SOPH
$6.64 +0.15 (+2.23%)
As of: Oct 20, 2026 · 11:55 AM 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
▲+51.93% QoQ
Shares Outstanding
67.54Mn
30.92Mn held outside 13F filers
Institutional Investors
71
filed 13F for Jun 2026
▲+23 vs prior quarter
Net Shares Added (QoQ)
+12.52Mn
accumulated since last quarter
Value of Holdings
$266.96Mn
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

SOPHiA GENETICS SA (NASDAQ:SOPH) was held by 71 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Form 13F Holdings

71 Institutional Holders

Report period 30 Jun, 2026
Total shares held 36.62Mn
Of outstanding 54.22%
Download Data
# 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