SOPHiA Genetics SA Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GENERATION INVESTMENT MANAGEMENT LLP | 05/14/2026 | 6.79 M | $33.61 M | 0.00% | 10.05% |
| AKRE CAPITAL MANAGEMENT LLC | 05/14/2026 | 3.72 M | $18.41 M | 0.00% | 5.51% |
| BANQUE PICTET & CIE SA | 04/14/2026 | 2.21 M | $10.93 M | 0.00% | 3.24% |
| SOLEUS CAPITAL MANAGEMENT, L.P. | 05/14/2026 | 1.85 M | $9.16 M | 100.00% | 2.74% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 1.82 M | $8.99 M | 322.15% | 2.69% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 1.41 M | $6.98 M | 0.70% | 2.09% |
| ALTA WEALTH ADVISORS LLC | 05/05/2026 | 1.41 M | $6.98 M | 0.00% | 2.09% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 927.80 K | $4.59 M | 100.00% | 1.37% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 05/11/2026 | 692.81 K | $3.43 M | 100.00% | 1.03% |
| ENSIGN PEAK ADVISORS, INC | 05/13/2026 | 444.95 K | $2.20 M | 143.93% | 0.66% |
| ARCHON CAPITAL MANAGEMENT LLC | 05/15/2026 | 441.41 K | $2.18 M | 0.00% | 0.65% |
| HODGES CAPITAL MANAGEMENT INC. | 04/28/2026 | 435.84 K | $2.16 M | 100.00% | 0.65% |
| SEI INVESTMENTS CO | 05/13/2026 | 357.89 K | $1.77 M | 100.00% | 0.53% |
| PICTET & CIE (EUROPE) SA | 04/14/2026 | 255.20 K | $1.26 M | 0.00% | 0.37% |
| 1492 CAPITAL MANAGEMENT LLC | 04/22/2026 | 225.75 K | $1.12 M | 8.35% | 0.33% |
| LEGATO CAPITAL MANAGEMENT LLC | 05/14/2026 | 216.34 K | $1.07 M | 100.00% | 0.32% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 05/13/2026 | 203.33 K | $1.01 M | 0.00% | 0.30% |
| FEDERATED HERMES, INC. | 05/11/2026 | 190.01 K | $940.55 K | 1.24% | 0.28% |
| RATHBONES GROUP PLC | 06/09/2026 | 149.13 K | $738.21 K | -6.87% | 0.22% |
| UBS GROUP AG | 05/05/2026 | 92.23 K | $456.52 K | 48.99% | 0.14% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 92.15 K | $456.12 K | -0.49% | 0.14% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 59.80 K | $296.01 K | -27.95% | 0.09% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 57.63 K | $285.26 K | 101.07% | 0.09% |
| SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC | 04/16/2026 | 51.97 K | $257.25 K | 8.69% | 0.08% |
| GREEN ALPHA ADVISORS, LLC | 04/07/2026 | 42.95 K | $212.61 K | -5.93% | 0.06% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 31.47 K | $155.75 K | -2.29% | 0.05% |
| CITADEL ADVISORS LLC | 05/15/2026 | 29.20 K | $144.54 K | 100.00% | 0.04% |
| MORGAN STANLEY | 05/15/2026 | 23.18 K | $114.74 K | -51.76% | 0.03% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 21.56 K | $106.74 K | 100.00% | 0.03% |
| ROYAL BANK OF CANADA | 05/15/2026 | 19.38 K | $96.00 K | 3,130.17% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 13.16 K | $65.12 K | -56.88% | 0.02% |
| CENTIVA CAPITAL, LP | 05/14/2026 | 12.55 K | $62.12 K | 100.00% | 0.02% |
| PERKINS CAPITAL MANAGEMENT INC | 04/23/2026 | 10.50 K | $51.98 K | 0.00% | 0.02% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 10.20 K | $50.48 K | 100.00% | 0.02% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 10.14 K | $50.20 K | -91.92% | 0.02% |
| FIRST DALLAS SECURITIES INC. | 04/27/2026 | 10.00 K | $49.50 K | 100.00% | 0.01% |
| BLACKROCK, INC. | 05/13/2026 | 5.09 K | $25.18 K | 0.00% | 0.01% |
| ASSETMARK, INC | 05/06/2026 | 4.71 K | $23.32 K | 0.51% | 0.01% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 05/15/2026 | 3.76 K | $18.59 K | 0.00% | 0.01% |
| COMPAGNIE LOMBARD ODIER SCMA | 04/15/2026 | 1.06 K | $5.22 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.00 K | $4.95 K | 0.00% | 0.00% |
| NBC SECURITIES, INC. | 04/14/2026 | 987 | $4.89 K | 100.00% | 0.00% |
| PARALLEL ADVISORS, LLC | 06/03/2026 | 900 | $4.46 K | 100.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 700 | $3.47 K | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 206 | $966 | 100.00% | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 77 | $381 | 100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 61 | $307 | 100.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 59 | $292 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 45 | $223 | 9.76% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 1 | $5 | 100.00% | 0.00% |
SOPHiA Genetics SA institutional Ownership - FAQ's
During the previous two years, 62 institutional investors and hedge funds held shares of SOPHiA Genetics SA. The most heavily invested institutionals were:
GENERATION INVESTMENT MANAGEMENT LLP: 6.79 M
AKRE CAPITAL MANAGEMENT LLC: 3.72 M
BANQUE PICTET & CIE SA: 2.21 M
Soleus Capital Management, L.P.: 1.85 M
ROYCE & ASSOCIATES LP: 1.82 M
PRINCIPAL FINANCIAL GROUP INC: 1.41 M
35.64% of SOPHiA Genetics SA stock is owned by institutional investors.
Institutional investors have bought a total of 26.54 M shares in the last 24 months. This purchase volume represents approximately $118.36 M in transactions.