SOPHiA GENETICS SA (SOPH) Ownership

$3.06

south_east
-$0.19 (-5.85%)
Day's range
$3.05
Day's range
$3.36

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.