SOPHiA GENETICS SA Ownership | Who Owns SOPHiA GENETICS SA?

Overview Forecast RevenueFinancials Chart Transcripts

SOPHiA GENETICS SA Ownership Summary

SOPHiA GENETICS SA is owned by 27.44% institutional investors, 5.82% insiders, and 66.74% retail investors. Generation investment management llp is the largest institutional shareholder, holding 10.40% of SOPH shares. UBS (Lux) Digital Health Equity SB USD is the top mutual fund, with 3.31% of its assets in SOPHiA GENETICS SA shares.

SOPH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SOPHiA GENETICS SA	27.44%	5.82%	66.74%
Sector	Healthcare Stocks	47.31%	8.01%	44.69%
Industry	Healthcare Information Services Stocks	50.51%	8.11%	41.38%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Generation investment management llp	6.79M	10.40%	$31.10M
Ubs asset management americas	2.22M	3.40%	$10.18M
Banque pictet & cie sa	2.20M	3.36%	$10.06M
Akre capital management	1.92M	2.94%	$8.80M
Alta wealth advisors	1.41M	2.16%	$6.45M
Principal financial group	1.37M	2.10%	$6.27M
Millennium management	662.66K	1.01%	$3.03M
Pictet & cie (europe) sa	223.00K	0.34%	$1.02M
Edmond de rothschild	203.33K	0.31%	$931.27K
Moloney securities asset management	165.00K	0.25%	$755.70K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Alta wealth advisors	1.41M	3.22%	$6.45M
Generation investment management llp	6.79M	0.15%	$31.10M
Moloney securities asset management	165.00K	0.11%	$755.70K
Banque pictet & cie sa	2.20M	0.09%	$10.06M
Akre capital management	1.92M	0.08%	$8.80M
Pictet & cie (europe) sa	223.00K	0.02%	$1.02M
Edmond de rothschild	203.33K	0.02%	$931.27K
Bank pictet & cie (asia)	46.02K	0.01%	$210.77K
Principal financial group	1.37M	0.00%	$6.27M
Ubs asset management americas	2.22M	0.00%	$10.18M

Top Buyers

Holder	Shares	% Assets	Change
Ubs asset management americas	2.22M	0.00%	2.22M
Akre capital management	1.92M	0.08%	1.63M
Principal financial group	1.37M	0.00%	361.20K
Federated hermes	63.00K	0.00%	23.00K
Geode capital management	86.85K	-	17.69K

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	662.66K	0.00%	-1.16M
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
Ubs asset management americas	2.22M	0.00%	2.22M	$10.18M
Citigroup	15.00	-	15.00	$69.00

Sold Out

Holder	Change
Tower research capital llc (trc)	-35.00
Nordwand advisors	-500.00
Banque cantonale vaudoise	-12.00K
Schonfeld strategic advisors	-61.20K
Legato capital management	-104.08K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	31	-3.13%	17,919,026	2.36%	27	3.81%	12	-14.29%	7	-22.22%
Mar 31, 2024	32	-13.51%	17,505,546	1.53%	26	3.82%	14	-12.50%	9	28.57%
Dec 31, 2023	37	8.82%	17,242,507	1.80%	26	3.84%	16	45.45%	7	-30.00%
Sep 30, 2023	34	-2.86%	16,938,301	-5.52%	26	3.37%	11	10.00%	10	-9.09%
Jun 30, 2023	35	2.94%	17,927,149	-2.03%	27	3.44%	10	-41.18%	11	120.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
UBS (Lux) Digital Health Equity SB USD	2.20M	3.31%	-
Principal U.S. Small Cap Equity	586.80K	0.89%	102.10K
Principal SmallCap R5	586.80K	0.89%	24.43K
EdR SICAV Tech Impact CR EUR	203.46K	0.31%	3.00
Principal SmallCap SP	178.20K	0.27%	-2.60K
Principal VC SmallCap 1	52.70K	0.08%	-
Pleiades Small Cap Equity A	44.44K	0.07%	-
Fidelity Nasdaq Composite Index	40.57K	0.06%	-
Federated Hermes Prudent Bear A	37.41K	0.06%	2.41K
Federated Hermes Alternative Bear Eq.	35.00K	0.05%	-5.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value

Insider Transactions Trends

Date	Buy	Sell

SOPH Ownership FAQ

Who Owns SOPHiA GENETICS SA?

SOPHiA GENETICS SA shareholders are primarily institutional investors at 27.44%, followed by 5.82% insiders and 66.74% retail investors. The average institutional ownership in SOPHiA GENETICS SA's industry, Healthcare Information Services Stocks , is 50.51%, which SOPHiA GENETICS SA falls below.

Who owns the most shares of SOPHiA GENETICS SA?

SOPHiA GENETICS SA’s largest shareholders are Generation investment management llp (6.79M shares, 10.40%), Ubs asset management americas (2.22M shares, 3.40%), and Banque pictet & cie sa (2.2M shares, 3.36%). Together, they hold 17.16% of SOPHiA GENETICS SA’s total shares outstanding.

Does Blackrock own SOPHiA GENETICS SA?

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

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

Alta wealth advisors is SOPHiA GENETICS SA’s biggest shareholder by percentage of total assets invested, with 3.22% of its assets in 1.41M SOPHiA GENETICS SA shares, valued at 6.45M$.

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

UBS (Lux) Digital Health Equity SB USD is the top mutual fund holder of SOPHiA GENETICS SA shares, with 3.31% of its total shares outstanding invested in 2.2M SOPHiA GENETICS SA shares.

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