Free Trial
→ AI Meltdown Imminent: Dump These Stocks Now! (From Paradigm Press) (Ad) Free SOPH Stock Alerts

SOPHiA GENETICS (SOPH) Institutional Ownership

SOPHiA GENETICS logo
$3.29 +0.19 (+6.13%)
Closing price 07/1/2025 04:00 PM Eastern
Extended Trading
$3.28 -0.01 (-0.33%)
As of 07/1/2025 04:25 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
31.59%
Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$21.50M
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
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC7,632,871$25.34M0.0%+246.9%11.446%
5/8/2025Federated Hermes Inc.189,000$627K0.0%+89.0%0.283%
5/7/2025Ridgewood Investments LLC40,610$135K0.1%+1,930.5%0.061%
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%
4/28/2025Principal Financial Group Inc.1,385,013$4.60M0.0%-3.0%2.077%
4/17/2025Bank Pictet & Cie Europe AG255,200$847K0.0%+14.4%0.383%
4/10/2025Silverberg 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%
1/31/2025Principal 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%
1/14/2025Silverberg Bernstein Capital Management LLC22,464$70K0.1%N/A0.034%
1/13/2025Green Alpha Advisors LLC47,216$145K0.1%+119.3%0.072%
12/19/2024Principal 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%
10/31/2024Principal 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%
10/11/2024Compagnie Lombard Odier SCmA8,055$29K0.0%-49.8%0.012%
10/7/2024Green 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%
7/29/2024Principal 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%
4/29/2024Principal 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%
2/7/2024Principal 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%
The $7 company helping Nvidia build the world’s first trillion-dollar robot … (Ad)

Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profitable trends in tech … well ahead of Wall Street. Like when he called Nvidia at a mere 80 cents a share. Or Bitcoin when it was trading for just $300. Throughout his illustrious career … Michael has given his followers almost 150 different chances to register triple-digit gains.

Now he's identified his next potential winner. Click here to find out more.
11/2/2023Principal 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%
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%
8/7/2023Principal 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%
5/9/2023Principal 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%
2/13/2023Compagnie 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%
2/9/2023Principal 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%
8/10/2022Principal 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%
7/28/2022Alta 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%
5/9/2022Principal Financial Group Inc.877,188$6.78M0.0%-0.5%1.385%
5/9/2022Banque Cantonale Vaudoise16,900$130K0.0%+69.0%0.027%
5/4/2022Pictet & 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%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
2/10/2022TD Asset Management Inc.136,462$1.92M0.0%+16.5%0.215%
2/9/2022Principal 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%
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%
(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 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($25.34M), Banque Pictet & Cie SA ($7.34M), Principal Financial Group Inc. ($4.60M), Pura Vida Investments LLC ($2.73M), Meitav Investment House Ltd. ($2.52M), Millennium Management LLC ($2.18M), and Akre Capital Management LLC ($1.42M).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 18 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), Principal Financial Group Inc. ($571.24K), Akre Capital Management LLC ($287.70K), Essex Investment Management Co. LLC ($262.83K), Federated Hermes Inc. ($220.82K), Banque Pictet & Cie SA ($100K), and Moloney Securities Asset Management LLC ($93.80K).

How much institutional buying is happening at SOPHiA GENETICS?

Institutional investors have bought a total of 6,316,924 shares in the last 24 months. This purchase volume represents approximately $21.50M in transactions.

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

The following institutional investors have sold SOPHiA GENETICS stock in the last 24 months: Millennium Management LLC ($1.16M), Moloney Securities Asset Management LLC ($154.50K), 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), and Squarepoint Ops LLC ($5.89K).

How much institutional selling is happening at SOPHiA GENETICS?

Institutional investors have sold a total of 1,452,765 shares in the last 24 months. This volume of shares sold represents approximately $6.31M in transactions.


Related Companies

This page (NASDAQ:SOPH) was last updated on 7/2/2025 by MarketBeat.com Staff
From Our Partners
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Forget Nvidia, This “Ghost Town” Company Holds the Key to the AI Boom
Cold War Discovery Could Unlock $100 Trillion in Wealth Jeff recently traveled to an American ghost town to...
Brownstone Research | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Israel-Iran WAR Could Destroy Trump's Presidency
The missiles are already flying. Israel and Iran are now in direct military conflict — and this couldn't ha...
American Alternative | Sponsored
Crypto Is Pumping Again – Now Comes the Real Opportunity
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
The #1 AI Energy Stock
Nearly $600 billion is projected to be spent on AI data centers this year. That's because the ones being bu...
Weiss Ratings | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
A grave, grave error.
Famed financial analyst, Porter Stansberry, calls this technology “The Final Frontier” because it holds the ke...
Porter & Company | Sponsored