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SOPHiA GENETICS (SOPH) Institutional Ownership

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$8.07 +0.04 (+0.50%)
Closing price 04:00 PM Eastern
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$8.24 +0.17 (+2.11%)
As of 07:30 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)
26
Total
Institutional Inflows
(last 12 months)
$26.35M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.88M
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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
9/9/2026Maven Securities LTD150,000$866K0.0%N/A0.179%
8/21/2026AXQ Capital LP20,592$119K0.0%N/A0.025%
8/15/2026AWM Investment Company Inc.1,700,000$9.81M0.9%N/A2.026%
7/9/2026Hennion & Walsh Asset Management Inc.98,347$567K0.0%N/A0.117%
6/9/2026Rathbones Group PLC149,133$738K0.0%-6.9%0.218%
5/18/2026Royal Bank of Canada19,381$96K0.0%+3,130.2%0.028%
5/14/2026Renaissance Technologies LLC59,800$296K0.0%-28.0%0.087%
5/14/2026Sei Investments Co.357,888$1.77M0.0%N/A0.523%
5/4/2026Principal Financial Group Inc.1,409,242$6.98M0.0%+0.7%2.058%
4/28/2026Hodges Capital Management Inc.435,836$2.16M0.2%N/A0.636%
4/27/2026First Dallas Securities Inc.10,000$50K0.0%N/A0.015%
4/22/20261492 Capital Management LLC225,751$1.12M0.4%+8.4%0.330%
4/16/2026Silverberg Bernstein Capital Management LLC51,970$257K0.1%+8.7%0.076%
2/18/2026XTX Topco Ltd11,760$55K0.0%N/A0.017%
2/18/2026Quadrature Capital Ltd11,649$54K0.0%N/A0.017%
2/18/2026Millennium Management LLC125,458$586K0.0%-44.5%0.186%
2/13/2026Archon Capital Management LLC441,413$2.06M1.2%+3.4%0.653%
2/12/2026Renaissance Technologies LLC83,000$388K0.0%+169.5%0.123%
2/12/2026Federated Hermes Inc.187,677$876K0.0%-10.6%0.278%
2/12/2026Ensign Peak Advisors Inc182,414$852K0.0%-6.5%0.270%
2/12/2026Polen Capital Management LLC21,738$102K0.0%N/A0.032%
2/10/20261492 Capital Management LLC208,345$973K0.4%N/A0.308%
2/9/2026Royce & Associates LP430,257$2.01M0.0%N/A0.637%
2/6/2026Rathbones Group PLC160,133$748K0.0%-1.4%0.237%
2/4/2026Perkins Capital Management Inc.10,500$49K0.0%N/A0.016%
1/21/2026Rathbones Group PLC160,133$748K0.0%-1.4%0.237%
1/16/2026FNY Investment Advisers LLC16,010$74K0.0%-64.2%0.024%
1/7/2026Green Alpha Advisors LLC45,660$213K0.2%+10.8%0.068%
12/15/2025FNY Investment Advisers LLC44,705$212K0.1%N/A0.066%
11/17/2025Susquehanna International Group LLP18,479$88K0.0%N/A0.027%
11/17/2025Millennium Management LLC225,903$1.08M0.0%-61.3%0.334%
11/17/2025Citadel Advisors LLC12,320$59K0.0%-68.5%0.018%
11/14/2025Squarepoint Ops LLC10,231$49K0.0%N/A0.015%
11/12/2025Dimensional Fund Advisors LP31,332$148K0.0%+24.7%0.046%
11/7/2025GSA Capital Partners LLP12,454$59K0.0%N/A0.018%
11/6/2025Savvy Advisors Inc.10,000$48K0.0%N/A0.015%
11/4/2025Principal Financial Group Inc.1,391,212$6.62M0.0%-0.6%2.059%
11/3/2025Federated Hermes Inc.210,000$1M0.0%-4.5%0.311%
11/3/2025Alta Wealth Advisors LLC1,409,160$6.71M2.4%N/A2.085%
8/14/2025Akre Capital Management LLC3,719,140$11.53M0.1%+66.2%5.503%
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8/14/2025Federated Hermes Inc.220,000$682K0.0%+16.4%0.326%
8/13/2025Archon Capital Management LLC321,527$997K0.8%N/A0.476%
8/12/2025Ensign Peak Advisors Inc249,944$775K0.0%N/A0.370%
8/7/2025Rathbones Group PLC162,483$504K0.0%N/A0.244%
8/1/2025Green Alpha Advisors LLC42,906$133K0.1%-8.9%0.064%
7/14/2025Ridgewood Investments LLC34,449$107K0.0%-15.2%0.052%
7/9/2025Silverberg 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%
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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%


SOPH Institutional Ownership - Frequently Asked Questions

During the previous two years, 39 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), AWM Investment Company Inc. ($9.81M), Banque Pictet & Cie SA ($7.34M), Principal Financial Group Inc. ($6.98M), Alta Wealth Advisors LLC ($6.71M), and Hodges Capital Management Inc. ($2.16M).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 34 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), AWM Investment Company Inc. ($1.70M), Akre Capital Management LLC ($1.48M), Alta Wealth Advisors LLC ($1.41M), Hodges Capital Management Inc. ($435.84K), Royce & Associates LP ($430.26K), and Sei Investments Co. ($357.89K).

Institutional investors have bought a total of 5,099,274 shares in the last 24 months. This purchase volume represents approximately $26.35M in transactions.

The following institutional investors have sold SOPHiA GENETICS stock in the last 24 months: 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 607,395 shares in the last 24 months. This volume of shares sold represents approximately $2.88M in transactions.


Related Companies

Institutional ownership data for NASDAQ:SOPH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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