SOPHiA GENETICS Ownership | Who Owns SOPHiA GENETICS?

SOPHiA GENETICS Ownership Summary

SOPHiA GENETICS is owned by 34.79% institutional investors, 6.53% insiders, and 58.68% retail investors. Generation investment management llp is the largest institutional shareholder, holding 10.23% 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	34.79%	6.53%	58.68%
Sector	Healthcare Stocks	278.45%	10.60%	-189.04%
Industry	Healthcare Information Services Stocks	36.04%	11.09%	52.87%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Generation investment management llp	6.79M	10.23%	$20.84M
Banque pictet & cie sa	2.24M	3.38%	$7.00M
Akre capital management	2.24M	3.37%	$6.87M
Ubs asset management americas	2.20M	3.31%	$6.75M
Principal financial group	1.43M	2.15%	$4.46M
Alta wealth advisors	1.41M	2.12%	$4.33M
Millennium management	698.63K	1.05%	$2.18M
Pictet & cie (europe) sa	223.00K	0.34%	$695.76K
Edmond de rothschild	203.33K	0.31%	$634.40K
Federated hermes	100.00K	0.15%	$312.00K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Alta wealth advisors	1.41M	1.89%	$4.33M
Green alpha advisors	47.22K	0.12%	$144.95K
Generation investment management llp	6.79M	0.11%	$20.84M
Silverberg bernstein capital management	22.46K	0.06%	$70.09K
Akre capital management	2.24M	0.06%	$6.87M
Banque pictet & cie sa	2.24M	0.05%	$7.00M
Moloney securities asset management	47.50K	0.02%	$145.82K
Pictet & cie (europe) sa	223.00K	0.02%	$695.76K
Bank pictet & cie (asia)	46.02K	0.01%	$210.77K
Edmond de rothschild	203.33K	0.01%	$634.40K

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	698.63K	0.00%	42.69K
Ubs group	38.55K	-	30.78K
Federated hermes	100.00K	0.00%	28.82K
Pathstone	40.02K	0.00%	26.00K
Green alpha advisors	47.22K	0.12%	25.69K

Top Sellers

Holder	Shares	% Assets	Change
Essex investment management	-	-	-305.34K
Blackrock	4.98K	-	-293.69K
Parkman healthcare partners	-	-	-209.90K
Legato capital management	-	-	-104.08K
Schonfeld strategic advisors	-	-	-61.20K

New Positions

Holder	Shares	% Assets	Change	Value
Silverberg bernstein capital management	22.46K	0.06%	22.46K	$70.09K
Susquehanna group, llp	14.84K	-	14.84K	$46.28K
Ridgewood investments	2.00K	0.00%	2.00K	$6.14K
Steward partners investment advisory	15.00	-	15.00	$46.00

Sold Out

Holder	Change
Tower research capital llc (trc)	-339.00
Nordwand advisors	-500.00
Newedge advisors	-2.59K
Banque cantonale vaudoise	-12.00K
Squarepoint ops	-13.75K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

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	2.22M	3.32%	-43.78K
Principal SmallCap R5	637.60K	0.95%	9.50K
Principal U.S. Small Cap Equity	628.10K	0.94%	-
EdR SICAV Tech for Tomorrow CR EUR	203.37K	0.30%	-27.00
EdR SICAV Tech Impact CR EUR	203.40K	0.30%	-46.00
Principal SmallCap SP	155.90K	0.23%	-3.40K
Federated Hermes Managed Volatility	105.00K	0.16%	40.00K
Federated Hermes Managed Volatility II P	105.00K	0.16%	55.00K
Federated Hermes Prudent Bear A	84.00K	0.13%	34.00K

SOPH Ownership FAQ

Who Owns SOPHiA GENETICS?

SOPHiA GENETICS shareholders are primarily institutional investors at 34.79%, followed by 6.53% insiders and 58.68% retail investors. The average institutional ownership in SOPHiA GENETICS's industry, Healthcare Information Services Stocks , is 36.04%, 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, 10.23%), Banque pictet & cie sa (2.24M shares, 3.38%), and Akre capital management (2.24M shares, 3.37%). Together, they hold 16.98% 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 1.89% of its assets in 1.41M SOPHiA GENETICS shares, valued at 4.33M$.

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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