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SOPHiA GENETICS (SOPH) Institutional Ownership

SOPHiA GENETICS logo
$3.43 -0.06 (-1.72%)
Closing price 07/22/2025 04:00 PM Eastern
Extended Trading
$3.42 -0.02 (-0.44%)
As of 07/22/2025 06:42 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.
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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)
10
Total
Institutional Inflows
(last 12 months)
$21.54M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$6.33M
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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
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%
5/19/2025UBS 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%
5/7/2025 Ridgewood Investments LLC40,610$135K0.1%+1,930.5%0.061%
4/30/2025Moloney Securities Asset Management LLC23,500$78K0.0%-50.5%0.035%
4/30/2025 Banque 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%
4/17/2025 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%
1/31/2025Principal 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%
1/14/2025 Silverberg 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%
10/11/2024 Compagnie 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%
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11/27/2023 Banque 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%
11/2/2023Principal 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%
8/14/2023Pura 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%
2/13/2023 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%
2/9/2023Principal 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%
1/30/2023Moloney 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%
8/8/2022 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%
8/4/2022TD 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%
5/4/2022 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%
2/14/2022Lombard Odier Asset Management Switzerland SA146,844$2.07M0.1%+0.8%0.232%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
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%
2/9/2022Principal 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%
(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 6,327,964 shares in the last 24 months. This purchase volume represents approximately $21.54M 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: 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 Ridgewood Investments LLC ($6.16K).

How much institutional selling is happening at SOPHiA GENETICS?

Institutional investors have sold a total of 1,458,926 shares in the last 24 months. This volume of shares sold represents approximately $6.33M in transactions.


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This page (NASDAQ:SOPH) was last updated on 7/23/2025 by MarketBeat.com Staff
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