SOPHiA GENETICS Ownership | Who Owns SOPHiA GENETICS?

SOPHiA GENETICS Ownership Summary

SOPHiA GENETICS is owned by 18.39% institutional investors, 6.43% insiders, and 75.18% retail investors. Generation investment management llp is the largest institutional shareholder, holding 10.09% of SOPH shares. UBS (Lux) Digital Health Equity SB USD is the top mutual fund, with 3.38% of its assets in SOPHiA GENETICS shares.

SOPH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SOPHiA GENETICS	18.39%	6.43%	75.18%
Sector	Healthcare Stocks	42.50%	10.81%	46.69%
Industry	Healthcare Information Services Stocks	41.60%	12.53%	45.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Generation investment management llp	6.79M	10.09%	$32.32M
Akre capital management	3.72M	5.52%	$17.70M
Banque pictet & cie sa	2.21M	3.28%	$10.51M
Alta wealth advisors	1.41M	2.09%	$6.71M
Principal financial group	1.39M	2.07%	$6.62M
Millennium management	698.63K	1.05%	$2.18M
Archon capital management	427.07K	0.63%	$2.03M
Pictet & cie (europe) sa	255.20K	0.38%	$1.21M
Federated hermes	210.00K	0.31%	$999.60K
Edmond de rothschild	203.33K	0.30%	$967.87M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Alta wealth advisors	1.41M	2.40%	$6.71M
Archon capital management	427.07K	1.21%	$2.03M
Generation investment management llp	6.79M	0.21%	$32.32M
Green alpha advisors	41.22K	0.19%	$196.19K
Akre capital management	3.72M	0.18%	$17.70M
Silverberg bernstein capital management	46.72K	0.13%	$222.36K
Banque pictet & cie sa	2.21M	0.06%	$10.51M
Pictet & cie (europe) sa	255.20K	0.02%	$1.21M
Edmond de rothschild	203.33K	0.01%	$967.87M
Bank pictet & cie (asia)	46.02K	0.01%	$210.77K

Top Buyers

Holder	Shares	% Assets	Change
Alta wealth advisors	1.41M	2.40%	1.41M
Archon capital management	427.07K	1.21%	105.54K
Millennium management	698.63K	0.00%	42.69K
Thompson siegel & walmsley	29.78K	0.00%	29.78K
Susquehanna group, llp	14.84K	-	14.84K

Top Sellers

Holder	Shares	% Assets	Change
Ubs asset management americas	-	-	-7.63M
Essex investment management	-	-	-305.34K
Blackrock	4.98K	-	-293.69K
Parkman healthcare partners	-	-	-209.90K
Legato capital management	-	-	-104.08K

New Positions

Holder	Shares	% Assets	Change	Value
Thompson siegel & walmsley	29.78K	0.00%	29.78K	$142.00K
Susquehanna group, llp	14.84K	-	14.84K	$46.28K
Gsa capital partners llp	12.45K	0.00%	12.45K	$59.00K
Squarepoint ops	10.23K	-	10.23K	$48.70K
Savvy advisors	10.00K	0.00%	10.00K	$47.60K

Sold Out

Holder	Change
Steward partners investment advisory	-15.00
Jpmorgan chase	-198.00
Coldstream capital management	-224.00
Nordwand advisors	-500.00
Citigroup	-1.39K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	13	-59.38%	12,378,974	-25.10%	18	3.05%	6	-64.71%	3	-62.50%
Jun 30, 2025	32	-5.88%	16,527,041	-28.92%	24	2.03%	17	70.00%	8	-33.33%
Mar 31, 2025	34	-10.53%	23,252,206	29.22%	34	4.73%	10	-28.57%	12	50.00%
Dec 31, 2024	38	18.75%	17,993,693	0.68%	27	3.74%	14	7.69%	8	-
Sep 30, 2024	32	3.23%	17,872,624	-0.26%	26	3.58%	13	8.33%	8	14.29%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
UBS (Lux) Digital Health Equity SB USD	2.26M	3.38%	-
UBS Lux Dgtl Hlth Eq Fd seeding P acc	2.12M	3.18%	-94.29K
Principal U.S. Small Cap Equity	649.30K	0.97%	21.20K
Principal SmallCap R5	649.30K	0.96%	-
EdR SICAV Tech Impact CR EUR	203.40K	0.30%	-46.00
EdR SICAV Tech for Tomorrow CR EUR	203.41K	0.30%	17.00
Principal SmallCap SP	175.80K	0.26%	-4.10K
Federated Hermes Managed Volatility II P	110.00K	0.16%	5.00K
Federated Hermes Prudent Bear A	110.00K	0.16%	26.00K
Federated Hermes Managed Volatility	110.00K	0.16%	5.00K

SOPH Ownership FAQ

Who Owns SOPHiA GENETICS?

SOPHiA GENETICS shareholders are primarily institutional investors at 18.39%, followed by 6.43% insiders and 75.18% retail investors. The average institutional ownership in SOPHiA GENETICS's industry, Healthcare Information Services Stocks , is 41.60%, which SOPHiA GENETICS falls below.

Who owns the most shares of SOPHiA GENETICS?

SOPHiA GENETICS’s largest shareholders are Generation investment management llp (6.79M shares, 10.09%), Akre capital management (3.72M shares, 5.52%), and Banque pictet & cie sa (2.21M shares, 3.28%). Together, they hold 18.89% of SOPHiA GENETICS’s total shares outstanding.

Does Blackrock own SOPHiA GENETICS?

BlackRock is not among the top 10 institutional shareholders of SOPHiA GENETICS.

Who is SOPHiA GENETICS’s biggest shareholder by percentage of total assets invested?

Alta wealth advisors is SOPHiA GENETICS’s biggest shareholder by percentage of total assets invested, with 2.40% of its assets in 1.41M SOPHiA GENETICS shares, valued at 6.71M$.

Who is the top mutual fund holder of SOPHiA GENETICS shares?

UBS (Lux) Digital Health Equity SB USD is the top mutual fund holder of SOPHiA GENETICS shares, with 3.38% of its total shares outstanding invested in 2.26M SOPHiA GENETICS shares.

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