SOPHiA GENETICS Ownership | Who Owns SOPHiA GENETICS?


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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


TypeName% Inst% Insiders% Retail
StockSOPHiA GENETICS24.55%6.46%68.99%
SectorHealthcare Stocks 488.17%11.08%-399.26%
IndustryHealthcare Information Services Stocks 54.77%12.92%32.31%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Generation investment management llp6.79M10.09%$21.05M
Akre capital management3.72M5.52%$11.53M
Banque pictet & cie sa2.24M3.38%$7.00M
Principal financial group1.43M2.15%$4.46M
Millennium management698.63K1.05%$2.18M
Archon capital management321.53K0.48%$996.73K
Ensign peak advisors249.94K0.37%$774.83K
Pictet & cie (europe) sa223.00K0.34%$695.76K
Edmond de rothschild203.33K0.31%$634.40K
Rathbones group162.48K0.24%$503.70K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Archon capital management321.53K0.82%$996.73K
Generation investment management llp6.79M0.13%$21.05M
Green alpha advisors42.91K0.13%$133.01K
Akre capital management3.72M0.11%$11.53M
Silverberg bernstein capital management45.72K0.10%$141.72K
Banque pictet & cie sa2.24M0.05%$7.00M
Ridgewood investments34.45K0.05%$106.79K
Pictet & cie (europe) sa223.00K0.02%$695.76K
Bank pictet & cie (asia)46.02K0.01%$210.77K
Edmond de rothschild203.33K0.01%$634.40K

Top Buyers

HolderShares% AssetsChange
Akre capital management3.72M0.11%1.48M
Archon capital management321.53K0.82%321.53K
Ensign peak advisors249.94K0.00%249.94K
Rathbones group162.48K0.00%162.48K
Millennium management698.63K0.00%42.69K

Top Sellers

HolderShares% AssetsChange
Ubs asset management americas---7.63M
Alta wealth advisors---1.41M
Essex investment management---305.34K
Blackrock4.98K--293.69K
Parkman healthcare partners---209.90K

New Positions

HolderShares% AssetsChangeValue
Archon capital management321.53K0.82%321.53K$996.73K
Ensign peak advisors249.94K0.00%249.94K$774.83K
Rathbones group162.48K0.00%162.48K$503.70K
Susquehanna group, llp14.84K-14.84K$46.28K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202532-5.88%16,527,041-28.92%242.03%1770.00%8-33.33%
Mar 31, 202534-10.53%23,252,20629.22%344.73%10-28.57%1250.00%
Dec 31, 20243818.75%17,993,6930.68%273.74%147.69%8-
Sep 30, 2024323.23%17,872,624-0.26%263.58%138.33%814.29%
Jun 30, 202431-3.13%17,919,0262.36%273.81%12-14.29%7-22.22%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
UBS (Lux) Digital Health Equity SB USD2.26M3.38%-
UBS Lux Dgtl Hlth Eq Fd seeding P acc2.12M3.18%-94.29K
Principal U.S. Small Cap Equity649.30K0.97%21.20K
Principal SmallCap R5649.30K0.96%-
EdR SICAV Tech Impact CR EUR203.40K0.30%-46.00
EdR SICAV Tech for Tomorrow CR EUR203.41K0.30%17.00
Principal SmallCap SP175.80K0.26%-4.10K
Federated Hermes Managed Volatility II P110.00K0.16%5.00K
Federated Hermes Prudent Bear A110.00K0.16%26.00K
Federated Hermes Managed Volatility110.00K0.16%5.00K

SOPH Ownership FAQ


Who Owns SOPHiA GENETICS?

SOPHiA GENETICS shareholders are primarily institutional investors at 24.55%, followed by 6.46% insiders and 68.99% retail investors. The average institutional ownership in SOPHiA GENETICS's industry, Healthcare Information Services Stocks , is 54.77%, 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, 10.09%), Akre capital management (3.72M shares, 5.52%), and Banque pictet & cie sa (2.24M shares, 3.38%). Together, they hold 18.99% 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?

Archon capital management is SOPHiA GENETICS’s biggest shareholder by percentage of total assets invested, with 0.82% of its assets in 321.53K SOPHiA GENETICS shares, valued at 996.73K$.

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.

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