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SOPHiA GENETICS (SOPH) Institutional Ownership

SOPHiA GENETICS logo
$3.35 -0.11 (-3.18%)
Closing price 04:00 PM Eastern
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$3.38 +0.03 (+0.90%)
As of 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for SOPHiA GENETICS (NASDAQ:SOPH)

Current
Institutional Ownership
Percentage
31.59%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$26.70M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$974.19K
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Skip Chart & View Institutional Buying and Selling Data

SOPH Institutional Buying and Selling by Quarter

SOPHiA GENETICS Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025 Akre Capital Management LLC3,719,140$11.53M0.1%+66.2%5.503%
8/14/2025 Federated Hermes Inc.220,000$682K0.0%+16.4%0.326%
8/13/2025 Archon Capital Management LLC321,527$997K0.8%N/A0.476%
8/12/2025 Ensign Peak Advisors Inc249,944$775K0.0%N/A0.370%
8/7/2025 Rathbones Group PLC162,483$504K0.0%N/A0.244%
8/1/2025 Green Alpha Advisors LLC42,906$133K0.1%-8.9%0.064%
7/14/2025 Ridgewood Investments LLC34,449$107K0.0%-15.2%0.052%
7/9/2025 Silverberg Bernstein Capital Management LLC45,715$142K0.1%+31.8%0.069%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC7,632,871$25.34M0.0%+246.9%11.446%
5/8/2025 Federated Hermes Inc.189,000$627K0.0%+89.0%0.283%
5/7/2025 Ridgewood Investments LLC40,610$135K0.1%+1,930.5%0.061%
4/30/2025 Moloney Securities Asset Management LLC23,500$78K0.0%-50.5%0.035%
4/30/2025 Banque 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%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,200,000$6.75M0.0%-0.9%3.365%
2/17/2025 Squarepoint Ops LLC13,753$43K0.0%-30.0%0.021%
2/17/2025 Millennium Management LLC698,634$2.18M0.0%+6.5%1.069%
2/14/2025 Dimensional Fund Advisors LP21,619$68K0.0%+23.5%0.033%
2/13/2025 Federated 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%
1/28/2025 Moloney 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%
11/14/2024 Zurcher 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%
10/30/2024 Moloney 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%
8/15/2024 Millennium Management LLC662,656$3.04M0.0%-63.6%1.014%
8/8/2024 Federated Hermes Inc.63,000$289K0.0%+57.5%0.096%
7/31/2024 Banque Cantonale Vaudoise12,000$55K0.0%+300.0%0.018%
7/30/2024 Moloney 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%
5/23/2024 Akre Capital Management LLC287,699$1.42M0.0%N/A0.440%
5/8/2024 Edmond DE Rothschild Holding S.A.203,334$1.00M0.0%+5.0%0.312%
5/3/2024 Essex Investment Management Co. LLC262,834$1.30M0.3%+112.1%0.403%
5/2/2024 Moloney Securities Asset Management LLC178,000$878K0.1%+111.4%0.273%
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4/29/2024 Principal Financial Group Inc.1,007,177$4.97M0.0%+1.2%1.544%
2/8/2024 Essex 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%
1/31/2024 Federated Hermes Inc.120,000$565K0.0%-25.0%0.000%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank13,834$65K0.0%+90.0%0.000%
1/16/2024 Legato Capital Management LLC49,899$235K0.0%N/A0.000%
11/27/2023 Banque Pictet & Cie SA2,237,340$5.71M0.1%+2.3%0.000%
11/13/2023 Federated 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%
11/2/2023 Banque Pictet & Cie SA2,237,340$5.71M0.1%+2.3%0.000%
8/14/2023 Pura Vida Investments LLC609,501$2.73M0.4%-28.1%0.000%
8/10/2023 Meitav Investment House Ltd.27,805$2.52M0.0%N/A0.044%
8/9/2023 Banque 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%
7/31/2023 Moloney Securities Asset Management LLC24,500$110K0.0%-14.0%0.000%
7/24/2023 Meitav Investment House Ltd.27,805$2.52M0.0%N/A0.000%
5/12/2023 Moloney Securities Asset Management LLC28,500$142K0.0%-47.2%0.045%
5/11/2023 Edmond 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%
5/8/2023 Federated 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%
2/15/2023 General Electric Co.1,111,111$2.29M0.0%N/A1.754%
2/14/2023 Pura 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%
2/10/2023 Banque Cantonale Vaudoise27,900$57K0.0%+40.2%0.044%
2/9/2023 Jennison 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%
2/6/2023 Banque Pictet & Cie SA2,187,340$4.51M0.0%+0.7%3.453%
1/30/2023 Moloney Securities Asset Management LLC53,950$111K0.0%+151.5%0.085%
11/15/2022 PFM Health Sciences LP879,913$2.31M0.1%-50.2%1.389%
11/15/2022 Pura Vida Investments LLC896,240$2.36M0.1%+4.2%1.415%
11/9/2022 Edmond DE Rothschild Holding S.A.181,334$477K0.0%+10.7%0.286%
11/7/2022 TD Asset Management Inc.64,953$171K0.0%-28.8%0.103%
10/31/2022 Moloney Securities Asset Management LLC21,450$56K0.0%-44.2%0.034%
8/16/2022 Pura Vida Investments LLC859,930$3.11M0.2%+3.6%1.358%
8/12/2022 Edmond 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%
8/8/2022 Banque Pictet & Cie SA2,147,440$7.77M0.2%+2.4%3.390%
8/8/2022 Banque Pictet & Cie SA2,147,440$7.77M0.2%+2.4%3.390%
8/4/2022 TD Asset Management Inc.91,185$330K0.0%-26.4%0.144%
8/3/2022 Moloney Securities Asset Management LLC38,450$139K0.0%-46.2%0.061%
8/2/2022 Banque Cantonale Vaudoise19,900$73K0.0%+17.8%0.031%
8/2/2022 Jennison 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%
7/28/2022 Privium Fund Management B.V.28,080$102K0.0%N/A0.044%
5/17/2022 RTW Investments LP226,589$1.75M0.0%-24.5%0.358%
5/11/2022 Jennison Associates LLC1,499,040$11.59M0.0%+4.0%2.367%
5/10/2022 TD Asset Management Inc.123,818$957K0.0%-9.3%0.195%
5/10/2022 Moloney Securities Asset Management LLC71,450$552K0.1%+75.8%0.113%
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5/9/2022 Principal Financial Group Inc.877,188$6.78M0.0%-0.5%1.385%
5/9/2022 Banque Cantonale Vaudoise16,900$130K0.0%+69.0%0.027%
5/4/2022 Pictet & Cie Europe SA227,600$1.76M0.1%N/A0.359%
5/4/2022 Banque 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%
2/14/2022 Lombard 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%
2/10/2022 TD 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%
(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, 22 institutional investors and hedge funds held shares of SOPHiA GENETICS. The most heavily invested institutionals were UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($25.34M), Akre Capital Management LLC ($11.53M), Banque Pictet & Cie SA ($7.34M), Principal Financial Group Inc. ($4.60M), Millennium Management LLC ($2.18M), Essex Investment Management Co. LLC ($1.30M), and Edmond DE Rothschild Holding S.A. ($1.00M).Learn more on SOPHiA GENETICS's institutional investors.

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

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

Which institutional investors have been buying SOPHiA GENETICS's stock?

Of the 20 institutional investors that purchased SOPHiA GENETICS's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($5.43M), Akre Capital Management LLC ($1.77M), Principal Financial Group Inc. ($571.24K), Archon Capital Management LLC ($321.53K), Essex Investment Management Co. LLC ($262.83K), Federated Hermes Inc. ($251.82K), and Ensign Peak Advisors Inc ($249.94K).

How much institutional buying is happening at SOPHiA GENETICS?

Institutional investors have bought a total of 8,181,353 shares in the last 24 months. This purchase volume represents approximately $26.70M in transactions.

Which of SOPHiA GENETICS's major shareholders have been selling company stock?

Of the 9 institutional investors that sold SOPHiA GENETICS's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Moloney Securities Asset Management LLC ($141.50K), Principal Financial Group Inc. ($70.13K), Banque Pictet & Cie SA ($32.20K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($20.32K), Compagnie Lombard Odier SCmA ($8K), Ridgewood Investments LLC ($6.16K), and Squarepoint Ops LLC ($5.89K).

How much institutional selling is happening at SOPHiA GENETICS?

Institutional investors have sold a total of 291,282 shares in the last 24 months. This volume of shares sold represents approximately $974.19K in transactions.


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This page (NASDAQ:SOPH) was last updated on 9/2/2025 by MarketBeat.com Staff
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