SOPHiA GENETICS SA Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
GENERATION INVESTMENT MANAGEMENT LLP | 02/14/2025 | 6.79 M | $20.84 M | 0.00% | 10.23% |
BANQUE PICTET & CIE SA | 01/30/2025 | 2.24 M | $7.00 M | 0.00% | 3.38% |
AKRE CAPITAL MANAGEMENT LLC | 02/13/2025 | 2.24 M | $6.87 M | 0.00% | 3.37% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 2.20 M | $6.75 M | -0.92% | 3.31% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 1.43 M | $4.46 M | -1.84% | 2.15% |
ALTA WEALTH ADVISORS LLC | 01/23/2025 | 1.41 M | $4.33 M | 0.00% | 2.12% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 698,634 | $2.18 M | 6.51% | 1.05% |
PICTET & CIE (EUROPE) SA | 03/05/2025 | 223,000 | $695,760 | 0.00% | 0.34% |
EDMOND DE ROTHSCHILD HOLDING S.A. | 02/12/2025 | 203,334 | $634,402 | 0.00% | 0.31% |
FEDERATED HERMES, INC. | 02/13/2025 | 100,000 | $312,000 | 40.49% | 0.15% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 90,975 | $283,842 | 1.68% | 0.14% |
MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 01/28/2025 | 47,500 | $145,825 | -41.72% | 0.07% |
GREEN ALPHA ADVISORS, LLC | 01/13/2025 | 47,216 | $144,953 | 119.30% | 0.07% |
PATHSTONE HOLDINGS, LLC | 02/14/2025 | 40,022 | $124,869 | 185.42% | 0.06% |
UBS GROUP AG | 02/14/2025 | 38,553 | $118,358 | 396.18% | 0.06% |
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC | 01/14/2025 | 22,464 | $70,088 | 100.00% | 0.03% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 21,619 | $67,594 | 23.51% | 0.03% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 20,900 | $64,163 | -4.57% | 0.03% |
ENGINEERS GATE MANAGER LP | 02/14/2025 | 15,902 | $48,819 | 100.00% | 0.02% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 14,835 | $46,285 | 100.00% | 0.02% |
SQUAREPOINT OPS LLC | 02/14/2025 | 13,753 | $42,909 | -29.97% | 0.02% |
COMPAGNIE LOMBARD ODIER SCMA | 01/30/2025 | 8,055 | $25,132 | 0.00% | 0.01% |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 02/07/2025 | 7,727 | $24,108 | -8.76% | 0.01% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 4,979 | $15,286 | 0.00% | 0.01% |
NEWEDGE ADVISORS, LLC | 02/13/2025 | 2,588 | $7,945 | 0.00% | 0.00% |
RIDGEWOOD INVESTMENTS LLC | 01/10/2025 | 2,000 | $6,140 | 100.00% | 0.00% |
ASSETMARK, INC | 02/06/2025 | 1,940 | $5,956 | -14.50% | 0.00% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 700 | $2,149 | 0.00% | 0.00% |
ROYAL BANK OF CANADA | 02/14/2025 | 600 | $2,000 | 0.00% | 0.00% |
PRINCIPAL SECURITIES, INC. | 01/30/2025 | 481 | $1,477 | 0.00% | 0.00% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 339 | $1,041 | 100.00% | 0.00% |
RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 52 | $160 | 0.00% | 0.00% |
CITIGROUP INC | 02/12/2025 | 15 | $47 | 0.00% | 0.00% |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/06/2025 | 15 | $46 | 100.00% | 0.00% |
SOPHiA GENETICS SA institutional Ownership - FAQ's
During the previous two years, 41 institutional investors and hedge funds held shares of SOPHiA GENETICS SA. The most heavily invested institutionals were:
GENERATION INVESTMENT MANAGEMENT LLP: 6.79 M
BANQUE PICTET & CIE SA: 2.24 M
AKRE CAPITAL MANAGEMENT LLC: 2.24 M
UBS ASSET MANAGEMENT AMERICAS INC: 2.2 M
PRINCIPAL FINANCIAL GROUP INC: 1.43 M
Alta Wealth Advisors LLC: 1.41 M
27.11% of SOPHiA GENETICS SA stock is owned by institutional investors.
Institutional investors have bought a total of 20.22 M shares in the last 24 months. This purchase volume represents approximately $61.87 M in transactions.