SOPHiA GENETICS Ownership | Who Owns SOPHiA GENETICS?
SOPHiA GENETICS Ownership Summary
SOPHiA GENETICS is owned by 24.55% institutional investors, 6.46% insiders, and 68.99% retail investors. Generation investment management llp is the largest institutional shareholder, holding 10.09% of SOPH shares. UBS (Lux) Digital Health Equity SB USD is the top mutual fund, with 3.38% of its assets in SOPHiA GENETICS shares.
SOPH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SOPHiA GENETICS | 24.55% | 6.46% | 68.99% |
| Sector | Healthcare Stocks | 487.91% | 11.08% | -398.99% |
| Industry | Healthcare Information Services Stocks | 54.77% | 12.92% | 32.31% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Generation investment management llp | 6.79M | 10.09% | $21.05M |
| Akre capital management | 3.72M | 5.52% | $11.53M |
| Banque pictet & cie sa | 2.21M | 3.28% | $10.51M |
| Principal financial group | 1.43M | 2.15% | $4.46M |
| Millennium management | 698.63K | 1.05% | $2.18M |
| Archon capital management | 321.53K | 0.48% | $996.73K |
| Pictet & cie (europe) sa | 255.20K | 0.38% | $1.21M |
| Ensign peak advisors | 249.94K | 0.37% | $774.83K |
| Edmond de rothschild | 203.33K | 0.31% | $634.40K |
| Rathbones group | 162.48K | 0.24% | $503.70K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Archon capital management | 321.53K | 0.82% | $996.73K |
| Green alpha advisors | 41.22K | 0.19% | $196.19K |
| Silverberg bernstein capital management | 46.72K | 0.13% | $222.36K |
| Generation investment management llp | 6.79M | 0.13% | $21.05M |
| Akre capital management | 3.72M | 0.11% | $11.53M |
| Banque pictet & cie sa | 2.21M | 0.06% | $10.51M |
| Ridgewood investments | 34.45K | 0.05% | $106.79K |
| Pictet & cie (europe) sa | 255.20K | 0.02% | $1.21M |
| Bank pictet & cie (asia) | 46.02K | 0.01% | $210.77K |
| Edmond de rothschild | 203.33K | 0.01% | $634.40K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Akre capital management | 3.72M | 0.11% | 1.48M |
| Archon capital management | 321.53K | 0.82% | 321.53K |
| Ensign peak advisors | 249.94K | 0.00% | 249.94K |
| Rathbones group | 162.48K | 0.00% | 162.48K |
| Millennium management | 698.63K | 0.00% | 42.69K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs asset management americas | - | - | -7.63M |
| Alta wealth advisors | - | - | -1.41M |
| Essex investment management | - | - | -305.34K |
| Blackrock | 4.98K | - | -293.69K |
| Parkman healthcare partners | - | - | -209.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Archon capital management | 321.53K | 0.82% | 321.53K | $996.73K |
| Ensign peak advisors | 249.94K | 0.00% | 249.94K | $774.83K |
| Rathbones group | 162.48K | 0.00% | 162.48K | $503.70K |
| Susquehanna group, llp | 14.84K | - | 14.84K | $46.28K |
Sold Out
| Holder | Change |
|---|---|
| Steward partners investment advisory | -15.00 |
| Coldstream capital management | -224.00 |
| Tower research capital llc (trc) | -339.00 |
| Nordwand advisors | -500.00 |
| Newedge advisors | -2.59K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 32 | -5.88% | 16,527,041 | -28.92% | 24 | 2.03% | 17 | 70.00% | 8 | -33.33% |
| Mar 31, 2025 | 34 | -10.53% | 23,252,206 | 29.22% | 34 | 4.73% | 10 | -28.57% | 12 | 50.00% |
| Dec 31, 2024 | 38 | 18.75% | 17,993,693 | 0.68% | 27 | 3.74% | 14 | 7.69% | 8 | - |
| Sep 30, 2024 | 32 | 3.23% | 17,872,624 | -0.26% | 26 | 3.58% | 13 | 8.33% | 8 | 14.29% |
| Jun 30, 2024 | 31 | -3.13% | 17,919,026 | 2.36% | 27 | 3.81% | 12 | -14.29% | 7 | -22.22% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| UBS (Lux) Digital Health Equity SB USD | 2.26M | 3.38% | - |
| UBS Lux Dgtl Hlth Eq Fd seeding P acc | 2.12M | 3.18% | -94.29K |
| Principal U.S. Small Cap Equity | 649.30K | 0.97% | 21.20K |
| Principal SmallCap R5 | 649.30K | 0.96% | - |
| EdR SICAV Tech Impact CR EUR | 203.40K | 0.30% | -46.00 |
| EdR SICAV Tech for Tomorrow CR EUR | 203.41K | 0.30% | 17.00 |
| Principal SmallCap SP | 175.80K | 0.26% | -4.10K |
| Federated Hermes Managed Volatility II P | 110.00K | 0.16% | 5.00K |
| Federated Hermes Prudent Bear A | 110.00K | 0.16% | 26.00K |
| Federated Hermes Managed Volatility | 110.00K | 0.16% | 5.00K |
SOPH Ownership FAQ
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