SOPHiA GENETICS Ownership | Who Owns SOPHiA GENETICS?

SOPHiA GENETICS Ownership Summary

SOPHiA GENETICS is owned by 9.50% institutional investors, 6.43% insiders, and 84.06% retail investors. Generation investment management llp is the largest institutional shareholder, holding 10.02% 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	9.50%	6.43%	84.06%
Sector	Healthcare Stocks	232.86%	10.65%	-143.51%
Industry	Healthcare Information Services Stocks	33.19%	12.66%	54.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Generation investment management llp	6.79M	10.02%	$31.71M
Akre capital management	3.72M	5.49%	$17.37M
Banque pictet & cie sa	2.21M	3.27%	$10.93M
Principal financial group	1.41M	2.09%	$6.98M
Alta wealth advisors	1.41M	2.09%	$6.98M
Millennium management	698.63K	1.05%	$2.18M
Archon capital management	441.41K	0.65%	$2.06B
Hodges capital management	435.84K	0.65%	$2.16M
Royce & associates lp	430.26K	0.63%	$2.01M
Pictet & cie (europe) sa	255.20K	0.38%	$1.26M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Alta wealth advisors	1.41M	2.27%	$6.98M
Archon capital management	441.41K	1.17%	$2.06B
1492 capital management	225.75K	0.43%	$1.12M
Generation investment management llp	6.79M	0.22%	$31.71M
Green alpha advisors	42.95K	0.21%	$212.61K
Akre capital management	3.72M	0.19%	$17.37M
Hodges capital management	435.84K	0.18%	$2.16M
Silverberg bernstein capital management	51.97K	0.14%	$257.25K
Banque pictet & cie sa	2.21M	0.08%	$10.93M
Perkins capital management	10.50K	0.05%	$51.98K

Top Buyers

Holder	Shares	% Assets	Change
Hodges capital management	435.84K	0.18%	435.84K
Royce & associates lp	430.26K	0.02%	430.26K
Renaissance	83.00K	0.00%	52.20K
Millennium management	698.63K	0.00%	42.69K
Ubs group	92.23K	0.00%	30.32K

Top Sellers

Holder	Shares	% Assets	Change
Ubs asset management americas	-	-	-7.63M
Essex investment management	-	-	-305.34K
Blackrock	4.98K	-	-293.69K
Parkman healthcare partners	-	-	-209.90K
Legato capital management	-	-	-104.08K

New Positions

Holder	Shares	% Assets	Change	Value
Hodges capital management	435.84K	0.18%	435.84K	$2.16M
Royce & associates lp	430.26K	0.02%	430.26K	$2.01M
Polen capital management	21.74K	0.00%	21.74K	$101.52K
Susquehanna group, llp	14.84K	-	14.84K	$46.28K
First dallas securities	10.00K	0.02%	10.00K	$49.50K

Sold Out

Holder	Change
Steward partners investment advisory	-15.00
Groupe la francaise	-120.00
Jpmorgan chase	-198.00
Coldstream capital management	-224.00
Pnc financial services group	-370.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	25	-37.50%	6,441,770	-63.63%	9	1.37%	16	-27.27%	4	-50.00%
Sep 30, 2025	13	-59.38%	12,378,974	-25.10%	18	3.05%	6	-64.71%	3	-62.50%
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	-

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
Kennedy Micro Cap	663.66K	0.93%	663.66K
Principal SmallCap R5	649.30K	0.91%	-5.70K
Principal U.S. Small Cap Equity	649.30K	0.91%	-39.70K
Principal U.S. Small Cap Select Equity	649.30K	0.91%	-39.70K
Royce Small-Cap Opportunity Invmt	607.93K	0.85%	463.67K
FTGF RY US SmCp Opp A USD Dis(A)	544.59K	0.76%	72.59K
Royce Micro-Cap Trust	370.26K	0.52%	269.36K
Kennedy Micro Cap Opportunities	264.14K	0.37%	264.14K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 27, 2026	Menu Philippe	Chief Medical Officer	Sell	$24.09K
Apr 20, 2026	Valente Manuela	Chief People Officer	Sell	$1.98K
Apr 20, 2026	Xu Zhenyu	Chief Scientific Officer	Sell	$3.16K
Apr 20, 2026	Van Well Daan	Chief Legal Officer	Sell	$3.55K
Apr 20, 2026	Camblong Jurgi	Chief Executive Officer	Sell	$23.35K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	56
2026 Q1	-	9

SOPH Ownership FAQ

Who Owns SOPHiA GENETICS?

SOPHiA GENETICS shareholders are primarily institutional investors at 9.50%, followed by 6.43% insiders and 84.07% retail investors. The average institutional ownership in SOPHiA GENETICS's industry, Healthcare Information Services Stocks , is 33.19%, which SOPHiA GENETICS falls below.

Who owns the most shares of SOPHiA GENETICS?

SOPHiA GENETICS’s largest shareholders are Generation investment management llp (6.79M shares, 10.02%), Akre capital management (3.72M shares, 5.49%), and Banque pictet & cie sa (2.21M shares, 3.27%). Together, they hold 18.77% of SOPHiA GENETICS’s total shares outstanding.

Does Blackrock own SOPHiA GENETICS?

BlackRock is not among the top 10 institutional shareholders of SOPHiA GENETICS.

Who is SOPHiA GENETICS’s biggest shareholder by percentage of total assets invested?

Alta wealth advisors is SOPHiA GENETICS’s biggest shareholder by percentage of total assets invested, with 2.27% of its assets in 1.41M SOPHiA GENETICS shares, valued at 6.98M$.

Who is the top mutual fund holder of SOPHiA GENETICS shares?

UBS (Lux) Digital Health Equity SB USD is the top mutual fund holder of SOPHiA GENETICS shares, with 3.38% of its total shares outstanding invested in 2.26M SOPHiA GENETICS shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools