Free Trial
→ They rigged the game (From Investors Alley) (Ad) Buy SOPH Stock  Free SOPH Stock Alerts

SOPHiA GENETICS (SOPH) Institutional Ownership

SOPHiA GENETICS logo
$3.05 -0.11 (-3.48%)
As of 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SOPHiA GENETICS (NASDAQ:SOPH)

Current
Institutional Ownership
Percentage
31.59%
Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$5.65M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$6.31M
Get SOPH Insider Trade Alerts

Want to know when executives and insiders are buying or selling SOPHiA GENETICS stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SOPH Institutional Buying and Selling by Quarter

SOPHiA GENETICS Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Moloney Securities Asset Management LLC23,500$78K0.0%-50.5%0.035%
4/30/2025Banque Pictet & Cie SA2,211,040$7.34M0.1%-1.4%3.316%
4/28/2025 Principal Financial Group Inc.1,385,013$4.60M0.0%-3.0%2.077%
4/17/2025 Bank Pictet & Cie Europe AG255,200$847K0.0%+14.4%0.383%
4/10/2025 Silverberg Bernstein Capital Management LLC34,675$115K0.1%+54.4%0.052%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,200,000$6.75M0.0%-0.9%3.365%
2/17/2025Squarepoint Ops LLC13,753$43K0.0%-30.0%0.021%
2/17/2025Millennium Management LLC698,634$2.18M0.0%+6.5%1.069%
2/14/2025Dimensional Fund Advisors LP21,619$68K0.0%+23.5%0.033%
2/13/2025Federated Hermes Inc.100,000$312K0.0%+40.5%0.153%
1/31/2025 Principal Financial Group Inc.1,428,344$4.46M0.0%-1.8%2.185%
1/28/2025Moloney Securities Asset Management LLC47,500$146K0.0%-41.7%0.073%
1/14/2025 Silverberg Bernstein Capital Management LLC22,464$70K0.1%N/A0.034%
1/13/2025 Green Alpha Advisors LLC47,216$145K0.1%+119.3%0.072%
12/19/2024 Principal Financial Group Inc.1,455,142$5.29M0.0%+6.3%2.226%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank8,469$31K0.0%-25.6%0.013%
10/31/2024 Principal Financial Group Inc.1,455,142$5.29M0.0%+6.3%2.226%
10/30/2024Moloney Securities Asset Management LLC81,500$297K0.0%-50.6%0.125%
10/11/2024 Compagnie Lombard Odier SCmA8,055$29K0.0%-49.8%0.012%
10/7/2024 Green Alpha Advisors LLC21,530$79K0.1%N/A0.033%
8/15/2024Millennium Management LLC662,656$3.04M0.0%-63.6%1.014%
8/8/2024Federated Hermes Inc.63,000$289K0.0%+57.5%0.096%
7/31/2024Banque Cantonale Vaudoise12,000$55K0.0%+300.0%0.018%
7/30/2024Moloney Securities Asset Management LLC165,000$756K0.1%-7.3%0.252%
7/29/2024 Principal Financial Group Inc.1,368,378$6.27M0.0%+35.9%2.093%
5/23/2024Akre Capital Management LLC287,699$1.42M0.0%N/A0.440%
5/8/2024Edmond DE Rothschild Holding S.A.203,334$1.00M0.0%+5.0%0.312%
5/3/2024Essex Investment Management Co. LLC262,834$1.30M0.3%+112.1%0.403%
5/2/2024Moloney Securities Asset Management LLC178,000$878K0.1%+111.4%0.273%
4/29/2024 Principal Financial Group Inc.1,007,177$4.97M0.0%+1.2%1.544%
2/8/2024Essex Investment Management Co. LLC123,901$584K0.1%N/A0.000%
2/7/2024 Principal Financial Group Inc.995,500$4.69M0.0%+2.6%0.000%
1/31/2024Federated Hermes Inc.120,000$565K0.0%-25.0%0.000%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank13,834$65K0.0%+90.0%0.000%
1/16/2024Legato Capital Management LLC49,899$235K0.0%N/A0.000%
11/27/2023Banque Pictet & Cie SA2,237,340$5.71M0.1%+2.3%0.000%
11/13/2023Federated Hermes Inc.160,000$408K0.0%+100.0%0.000%
11/2/2023 Principal Financial Group Inc.970,663$2.48M0.0%-1.7%0.000%
11/2/2023Banque Pictet & Cie SA2,237,340$5.71M0.1%+2.3%0.000%
8/14/2023Pura Vida Investments LLC609,501$2.73M0.4%-28.1%0.000%
Elon Musk’s next move from the Oval Office? (Ad)

No one is closer to President Trump than Tesla CEO Elon Musk. He's been dubbed Trump's "first buddy." Trump himself said Musk was a "once-in-a-generation industry leader." The president has put him to work as an efficiency czar through the newly created DOGE.

Click here to find out about this latest executive order.
8/10/2023Meitav Investment House Ltd.27,805$2.52M0.0%N/A0.044%
8/9/2023Banque Cantonale Vaudoise9,900$43K0.0%-64.5%0.000%
8/7/2023 Principal Financial Group Inc.987,076$4.42M0.0%-30.8%0.000%
7/31/2023Moloney Securities Asset Management LLC24,500$110K0.0%-14.0%0.000%
7/24/2023Meitav Investment House Ltd.27,805$2.52M0.0%N/A0.000%
5/12/2023Moloney Securities Asset Management LLC28,500$142K0.0%-47.2%0.045%
5/11/2023Edmond DE Rothschild Holding S.A.193,634$962K0.0%+6.8%0.306%
5/10/2023Credit Suisse AG1,950,623$9.70M0.0%-0.2%3.080%
5/9/2023 Principal Financial Group Inc.1,426,454$7.09M0.0%+2.1%2.252%
5/8/2023Federated Hermes Inc.64,513$321K0.0%-35.5%0.102%
2/17/2023Bank Pictet & Cie Asia Ltd.69,020$142K0.1%+7.1%0.109%
2/15/2023General Electric Co.1,111,111$2.29M0.0%N/A1.754%
2/14/2023Pura Vida Investments LLC754,036$1.55M0.1%-15.9%1.190%
2/13/2023 Compagnie Lombard Odier SCmA16,055$33K0.0%+165.2%0.025%
2/10/2023Banque Cantonale Vaudoise27,900$57K0.0%+40.2%0.044%
2/9/2023Jennison Associates LLC1,209,055$2.49M0.0%-2.8%1.909%
2/9/2023 Principal Financial Group Inc.1,396,504$2.88M0.0%-4.6%2.205%
2/6/2023Banque Pictet & Cie SA2,187,340$4.51M0.0%+0.7%3.453%
1/30/2023Moloney Securities Asset Management LLC53,950$111K0.0%+151.5%0.085%
11/15/2022PFM Health Sciences LP879,913$2.31M0.1%-50.2%1.389%
11/15/2022Pura Vida Investments LLC896,240$2.36M0.1%+4.2%1.415%
11/9/2022Edmond DE Rothschild Holding S.A.181,334$477K0.0%+10.7%0.286%
11/7/2022TD Asset Management Inc.64,953$171K0.0%-28.8%0.103%
10/31/2022Moloney Securities Asset Management LLC21,450$56K0.0%-44.2%0.034%
8/16/2022Pura Vida Investments LLC859,930$3.11M0.2%+3.6%1.358%
8/12/2022Edmond DE Rothschild Holding S.A.163,755$593K0.0%N/A0.259%
8/10/2022 Principal Financial Group Inc.1,086,348$3.93M0.0%+23.8%1.715%
8/8/2022Banque Pictet & Cie SA2,147,440$7.77M0.2%+2.4%3.390%
8/8/2022Banque Pictet & Cie SA2,147,440$7.77M0.2%+2.4%3.390%
8/4/2022TD Asset Management Inc.91,185$330K0.0%-26.4%0.144%
8/3/2022Moloney Securities Asset Management LLC38,450$139K0.0%-46.2%0.061%
8/2/2022Banque Cantonale Vaudoise19,900$73K0.0%+17.8%0.031%
8/2/2022Jennison Associates LLC1,239,414$4.49M0.0%-17.3%1.957%
7/28/2022 Alta Wealth Advisors LLC1,409,160$5.10M3.5%N/A2.225%
7/28/2022Privium Fund Management B.V.28,080$102K0.0%N/A0.044%
5/17/2022RTW Investments LP226,589$1.75M0.0%-24.5%0.358%
5/11/2022Jennison Associates LLC1,499,040$11.59M0.0%+4.0%2.367%
5/10/2022TD Asset Management Inc.123,818$957K0.0%-9.3%0.195%
5/10/2022Moloney Securities Asset Management LLC71,450$552K0.1%+75.8%0.113%
5/9/2022 Principal Financial Group Inc.877,188$6.78M0.0%-0.5%1.385%
5/9/2022Banque Cantonale Vaudoise16,900$130K0.0%+69.0%0.027%
5/4/2022 Pictet & Cie Europe SA227,600$1.76M0.1%N/A0.359%
5/4/2022Banque Pictet & Cie SA2,096,420$16.21M0.1%N/A3.310%
5/4/2022Bank Pictet & Cie Asia Ltd.64,420$498K0.1%N/A0.102%
2/14/2022Lombard Odier Asset Management Switzerland SA146,844$2.07M0.1%+0.8%0.232%
2/14/2022Credit Suisse AG1,846,104$26.03M0.0%-1.9%2.915%
2/10/2022Pictet Asset Management SA608,281$8.58M0.0%-1.7%0.960%
2/10/2022TD Asset Management Inc.136,462$1.92M0.0%+16.5%0.215%
2/9/2022 Principal Financial Group Inc.881,395$12.43M0.0%+7.2%1.392%
2/8/2022Jennison Associates LLC1,441,590$20.33M0.0%+123.4%2.276%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
1/28/2022Moloney Securities Asset Management LLC40,650$573K0.1%+39.0%0.064%
11/16/2021Squarepoint Ops LLC23,969$420K0.0%N/A0.038%
11/16/2021Millennium Management LLC313,527$5.50M0.0%N/A0.495%
11/15/2021RTW Investments LP300,000$5.26M0.1%N/A0.474%
11/15/2021Pura Vida Investments LLC450,010$7.89M0.2%N/A0.710%
11/15/2021Caas Capital Management LP50,000$877K0.0%N/A0.079%
11/15/2021Lombard Odier Asset Management Switzerland SA145,670$2.55M0.2%N/A0.230%
11/12/2021Ghisallo Capital Management LLC20,000$351K0.0%N/A0.032%
11/12/2021Credit Suisse AG1,882,348$33.00M0.0%N/A2.972%
11/12/2021Generation Investment Management LLP6,789,560$121.10M0.5%N/A10.720%
(Data available from 1/1/2016 forward)

SOPH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SOPH shares?

During the previous two years, 21 institutional investors and hedge funds held shares of SOPHiA GENETICS. The most heavily invested institutionals were Credit Suisse AG ($9.70M), Banque Pictet & Cie SA ($7.34M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($6.75M), Principal Financial Group Inc. ($4.60M), Pura Vida Investments LLC ($2.73M), Meitav Investment House Ltd. ($2.52M), and Millennium Management LLC ($2.18M).Learn more on SOPH's institutional investors.

What percentage of SOPHiA GENETICS stock is owned by institutional investors?

31.59% of SOPHiA GENETICS stock is owned by institutional investors. Learn more on SOPH's institutional investor holdings.

Which institutional investors have been buying SOPHiA GENETICS stock?

Of the 16 institutional investors that purchased SOPHiA GENETICS stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Financial Group Inc. ($601.19K), Akre Capital Management LLC ($287.70K), Essex Investment Management Co. LLC ($262.83K), Federated Hermes Inc. ($131.82K), Banque Pictet & Cie SA ($100K), Moloney Securities Asset Management LLC ($93.80K), and Meitav Investment House Ltd. ($55.61K).

How much institutional buying is happening at SOPHiA GENETICS?

Institutional investors have bought a total of 1,781,301 shares in the last 24 months. This purchase volume represents approximately $7.60M in transactions.

Which SOPHiA GENETICS major shareholders have been selling company stock?

Of the 12 institutional investors that sold SOPHiA GENETICS stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($1.16M), Principal Financial Group Inc. ($525.92K), Pura Vida Investments LLC ($238.77K), Moloney Securities Asset Management LLC ($183.95K), Federated Hermes Inc. ($75.49K), Banque Pictet & Cie SA ($32.20K), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($20.32K).

How much institutional selling is happening at SOPHiA GENETICS?

Institutional investors have sold a total of 2,274,259 shares in the last 24 months. This volume of shares sold represents approximately $10.00M in transactions.


Related Companies

This page (NASDAQ:SOPH) was last updated on 4/30/2025 by MarketBeat.com Staff
From Our Partners
Top performing AI play of the decade…? (The answer will shock you)
You’ve seen the headlines about Nvidia. Now Tim Sykes is sounding the alarm — because what CEO Jensen Huang is...
Timothy Sykes | Sponsored
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now
Did Elon Musk just set the stage for the next AI stock explosion? One 30-year Wall Street veteran thinks so...
Behind the Markets | Sponsored
M.A.G.A. is Finished – This Could be even Better
You’ve no doubt heard Trump’s rally cry: Make America Great Again. But recently the President made a big ch...
Paradigm Press | Sponsored
China’s next move could destroy U.S. tech
The U.S. fired the first shot with 145% tariffs. Apple relies heavily on Chinese production. Tesla needs Ch...
Investors Alley | Sponsored
Massive new energy source found in Utah
NEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millio...
Stansberry Research | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The July 23rd Crypto Trigger Could Mark the Beginning of Bitcoin’s Next Big Move Bitcoin’s early 2024 ETF r...
Crypto Swap Profits | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored