Top 5 Stocks to Buy Now
→ Read now. Do not delete. You’ve been warned. (From Porter & Company) (Ad)tc pixel Free SOPH Stock Alerts

SOPHiA GENETICS (SOPH) Institutional Ownership

SOPHiA GENETICS logo
$5.23 -0.11 (-2.06%)
Closing price 04:00 PM Eastern
Extended Trading
$5.24 +0.00 (+0.10%)
As of 07:36 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 Massive. 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)
26
Total
Institutional Inflows
(last 12 months)
$21.99M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.91M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SOPH Institutional Buying and Selling by Quarter

SOPHiA GENETICS Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/9/2026 Rathbones Group PLC149,133$738K0.0%-6.9%0.218%
5/18/2026 Royal Bank of Canada19,381$96K0.0%+3,130.2%0.028%
5/14/2026 Renaissance Technologies LLC59,800$296K0.0%-28.0%0.087%
5/14/2026 Sei Investments Co.357,888$1.77M0.0%N/A0.523%
5/4/2026 Principal Financial Group Inc.1,409,242$6.98M0.0%+0.7%2.058%
4/28/2026 Hodges Capital Management Inc.435,836$2.16M0.2%N/A0.636%
4/27/2026 First Dallas Securities Inc.10,000$50K0.0%N/A0.015%
4/22/2026 1492 Capital Management LLC225,751$1.12M0.4%+8.4%0.330%
4/16/2026 Silverberg Bernstein Capital Management LLC51,970$257K0.1%+8.7%0.076%
2/18/2026 XTX Topco Ltd11,760$55K0.0%N/A0.017%
2/18/2026 Quadrature Capital Ltd11,649$54K0.0%N/A0.017%
2/18/2026 Millennium Management LLC125,458$586K0.0%-44.5%0.186%
2/13/2026 Archon Capital Management LLC441,413$2.06M1.2%+3.4%0.653%
2/12/2026 Renaissance Technologies LLC83,000$388K0.0%+169.5%0.123%
2/12/2026 Federated Hermes Inc.187,677$876K0.0%-10.6%0.278%
2/12/2026 Ensign Peak Advisors Inc182,414$852K0.0%-6.5%0.270%
2/12/2026 Polen Capital Management LLC21,738$102K0.0%N/A0.032%
2/10/2026 1492 Capital Management LLC208,345$973K0.4%N/A0.308%
2/9/2026 Royce & Associates LP430,257$2.01M0.0%N/A0.637%
2/6/2026 Rathbones Group PLC160,133$748K0.0%-1.4%0.237%
2/4/2026 Perkins Capital Management Inc.10,500$49K0.0%N/A0.016%
1/21/2026 Rathbones Group PLC160,133$748K0.0%-1.4%0.237%
1/16/2026 FNY Investment Advisers LLC16,010$74K0.0%-64.2%0.024%
1/7/2026 Green Alpha Advisors LLC45,660$213K0.2%+10.8%0.068%
12/15/2025 FNY Investment Advisers LLC44,705$212K0.1%N/A0.066%
11/17/2025 Susquehanna International Group LLP18,479$88K0.0%N/A0.027%
11/17/2025 Millennium Management LLC225,903$1.08M0.0%-61.3%0.334%
11/17/2025 Citadel Advisors LLC12,320$59K0.0%-68.5%0.018%
11/14/2025 Squarepoint Ops LLC10,231$49K0.0%N/A0.015%
11/12/2025 Dimensional Fund Advisors LP31,332$148K0.0%+24.7%0.046%
11/7/2025 GSA Capital Partners LLP12,454$59K0.0%N/A0.018%
11/6/2025 Savvy Advisors Inc.10,000$48K0.0%N/A0.015%
11/4/2025 Principal Financial Group Inc.1,391,212$6.62M0.0%-0.6%2.059%
11/3/2025 Federated Hermes Inc.210,000$1M0.0%-4.5%0.311%
11/3/2025 Alta Wealth Advisors LLC1,409,160$6.71M2.4%N/A2.085%
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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
5/19/2025UBS 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%
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%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
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%


SOPH Institutional Ownership - Frequently Asked Questions

During the previous two years, 36 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. ($6.98M), Alta Wealth Advisors LLC ($6.71M), Hodges Capital Management Inc. ($2.16M), and Archon Capital Management LLC ($2.06M).Learn more on SOPHiA GENETICS's institutional investors.

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

Of the 31 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 ($1.48M), Alta Wealth Advisors LLC ($1.41M), Principal Financial Group Inc. ($544.53K), Hodges Capital Management Inc. ($435.84K), Royce & Associates LP ($430.26K), and Sei Investments Co. ($357.89K).

Institutional investors have bought a total of 5,387,965 shares in the last 24 months. This purchase volume represents approximately $21.99M in transactions.

Of the 10 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 ($458.97K), Federated Hermes Inc. ($32.32K), FNY Investment Advisers LLC ($28.70K), Citadel Advisors LLC ($26.79K), Renaissance Technologies LLC ($23.20K), Rathbones Group PLC ($15.70K), and Ensign Peak Advisors Inc ($12.77K).

Institutional investors have sold a total of 617,728 shares in the last 24 months. This volume of shares sold represents approximately $2.91M in transactions.


Related Companies

This page (NASDAQ:SOPH) was last updated on 6/23/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
The roadshow starts Monday. This stock isn't ready.
The SpaceX roadshow kicks off June 8. Goldman Sachs, the lead underwriter, will present the full S-1 to the wo...
Behind the Markets | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
SpaceX is chump change compared to Elon’s $20T ‘iPhone’
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel
Porter flew 3,300 miles to investigate this system
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel