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SOPHiA GENETICS (SOPH) Institutional Ownership

SOPHiA GENETICS logo
$4.74 +0.24 (+5.21%)
As of 03:29 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)
$39.94M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.75M
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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
5/14/2026Sei 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%
2/18/2026XTX 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%
2/12/2026 Federated 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%
2/10/2026 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%
11/17/2025Susquehanna 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%
11/12/2025 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%
8/14/2025Akre 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%
8/13/2025Archon Capital Management LLC321,527$997K0.8%N/A0.476%
8/12/2025Ensign 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%
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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%
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%
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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%


SOPH Institutional Ownership - Frequently Asked Questions

During the previous two years, 35 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 30 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), 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 10,802,055 shares in the last 24 months. This purchase volume represents approximately $39.94M in transactions.

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 ($458.97K), Federated Hermes Inc. ($32.32K), FNY Investment Advisers LLC ($28.70K), Citadel Advisors LLC ($26.79K), Ensign Peak Advisors Inc ($12.77K), Principal Financial Group Inc. ($8.95K), and Ridgewood Investments LLC ($6.16K).

Institutional investors have sold a total of 583,528 shares in the last 24 months. This volume of shares sold represents approximately $2.75M in transactions.


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This page (NASDAQ:SOPH) was last updated on 5/14/2026 by MarketBeat.com Staff.
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