SOPHiA Genetics SA Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GENERATION INVESTMENT MANAGEMENT LLP | 02/12/2026 | 6.79 M | $31.71 M | 0.00% | 10.02% |
| AKRE CAPITAL MANAGEMENT LLC | 02/13/2026 | 3.72 M | $17.37 M | 0.00% | 5.49% |
| BANQUE PICTET & CIE SA | 01/16/2026 | 2.21 M | $10.31 M | 0.00% | 3.26% |
| ALTA WEALTH ADVISORS LLC | 02/03/2026 | 1.41 M | $6.58 M | 0.00% | 2.08% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 1.40 M | $6.54 M | 0.59% | 2.06% |
| ARCHON CAPITAL MANAGEMENT LLC | 02/13/2026 | 441.41 K | $2.06 M | 3.36% | 0.65% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 430.26 K | $2.01 M | 100.00% | 0.63% |
| PICTET & CIE (EUROPE) SA | 01/16/2026 | 255.20 K | $1.19 M | 0.00% | 0.38% |
| 1492 CAPITAL MANAGEMENT LLC | 02/10/2026 | 208.35 K | $972.97 K | 100.00% | 0.31% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 02/17/2026 | 203.33 K | $949.57 K | 0.00% | 0.30% |
| FEDERATED HERMES, INC. | 02/12/2026 | 187.68 K | $876.45 K | -10.63% | 0.28% |
| ENSIGN PEAK ADVISORS, INC | 02/12/2026 | 182.41 K | $851.87 K | -6.54% | 0.27% |
| RATHBONES GROUP PLC | 02/06/2026 | 160.13 K | $747.82 K | -1.45% | 0.24% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 125.46 K | $585.89 K | -44.46% | 0.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 92.60 K | $432.42 K | 0.74% | 0.14% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 83.00 K | $387.61 K | 169.48% | 0.12% |
| UBS GROUP AG | 01/29/2026 | 61.90 K | $289.08 K | 302.37% | 0.09% |
| MORGAN STANLEY | 02/13/2026 | 48.05 K | $224.38 K | 15.68% | 0.07% |
| SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC | 01/12/2026 | 47.82 K | $223.30 K | 2.35% | 0.07% |
| GREEN ALPHA ADVISORS, LLC | 01/07/2026 | 45.66 K | $213.23 K | 10.78% | 0.07% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 32.20 K | $150.39 K | 0.27% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 30.51 K | $142.49 K | 65.11% | 0.05% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 28.66 K | $133.84 K | 5.34% | 0.04% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 24.97 K | $117.00 K | 100.47% | 0.04% |
| POLEN CAPITAL MANAGEMENT LLC | 02/12/2026 | 21.74 K | $101.52 K | 100.00% | 0.03% |
| FNY INVESTMENT ADVISERS, LLC | 01/16/2026 | 16.01 K | $74.00 K | -64.19% | 0.02% |
| XTX TOPCO LTD | 02/17/2026 | 11.76 K | $54.92 K | 100.00% | 0.02% |
| QUADRATURE CAPITAL LTD | 02/17/2026 | 11.65 K | $54.40 K | 100.00% | 0.02% |
| PERKINS CAPITAL MANAGEMENT INC | 02/04/2026 | 10.50 K | $49.04 K | 100.00% | 0.02% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 5.91 K | $27.00 K | 100.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 5.55 K | $25.93 K | 100.00% | 0.01% |
| BLACKROCK, INC. | 02/12/2026 | 5.09 K | $23.75 K | 0.00% | 0.01% |
| ASSETMARK, INC | 01/23/2026 | 4.69 K | $21.89 K | 13.73% | 0.01% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 01/27/2026 | 3.76 K | $17.54 K | -45.79% | 0.01% |
| COMPAGNIE LOMBARD ODIER SCMA | 01/16/2026 | 1.06 K | $4.93 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.00 K | $4.67 K | 580.27% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 600 | $3.00 K | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 370 | $1.73 K | 100.00% | 0.00% |
| 02/11/2026 | 170 | $794 | 100.00% | 0.00% | |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 59 | $276 | 168.18% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 41 | $191 | 4,000.00% | 0.00% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 31 | $144 | -96.98% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| THOMPSON SIEGEL & WALMSLEY LLC | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SAVVY ADVISORS, INC. | 01/20/2026 | 0 | $0 | -100.00% | 0.00% |
| GROUPE LA FRANCAISE | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
SOPHiA Genetics SA institutional Ownership - FAQ's
During the previous two years, 57 institutional investors and hedge funds held shares of SOPHiA Genetics SA. The most heavily invested institutionals were:
BANQUE PICTET & CIE SA: 2.21 M
PRINCIPAL FINANCIAL GROUP INC: 1.41 M
Alta Wealth Advisors LLC: 1.41 M
Hodges Capital Management Inc.: 435,836
Pictet & Cie (Europe) SA: 255,200
1492 Capital Management LLC: 225,751
27.02% of SOPHiA Genetics SA stock is owned by institutional investors.
Institutional investors have bought a total of 22.43 M shares in the last 24 months. This purchase volume represents approximately $100.05 M in transactions.