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 | 488.17% | 11.08% | -399.26% |
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 | 2.24M | 3.38% | $7.00M |
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 |
Ensign peak advisors | 249.94K | 0.37% | $774.83K |
Pictet & cie (europe) sa | 223.00K | 0.34% | $695.76K |
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 |
Generation investment management llp | 6.79M | 0.13% | $21.05M |
Green alpha advisors | 42.91K | 0.13% | $133.01K |
Akre capital management | 3.72M | 0.11% | $11.53M |
Silverberg bernstein capital management | 45.72K | 0.10% | $141.72K |
Banque pictet & cie sa | 2.24M | 0.05% | $7.00M |
Ridgewood investments | 34.45K | 0.05% | $106.79K |
Pictet & cie (europe) sa | 223.00K | 0.02% | $695.76K |
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
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