SOPHiA GENETICS SA Ownership | Who Owns SOPHiA GENETICS SA?
SOPHiA GENETICS SA Ownership Summary
SOPHiA GENETICS SA is owned by 27.11% institutional investors, 5.82% insiders, and 67.08% 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 SA shares.
SOPH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SOPHiA GENETICS SA | 27.11% | 5.82% | 67.08% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Healthcare Information Services Stocks | 40.75% | 11.44% | 47.80% |
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 |
| Engineers gate manager lp | 15.90K | 0.00% | 15.90K | $48.82K |
| 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 |
|---|---|
| Nordwand advisors | -500.00 |
| Banque cantonale vaudoise | -12.00K |
| Schonfeld strategic advisors | -61.20K |
| Legato capital management | -104.08K |
| Parkman healthcare partners | -209.90K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2023 | 37 | 8.82% | 17,242,507 | 1.80% | 26 | 3.84% | 16 | 45.45% | 7 | -30.00% |
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 | 2.26M | 3.38% | - |
| Principal U.S. Small Cap Equity | 628.10K | 0.95% | 41.30K |
| Principal SmallCap R5 | 628.10K | 0.94% | - |
| EdR SICAV Tech Impact CR EUR | 203.44K | 0.30% | -11.00 |
| Principal SmallCap SP | 159.40K | 0.24% | -21.30K |
| Federated Hermes Managed Volatility | 65.00K | 0.10% | 31.23K |
| Federated Hermes Prudent Bear A | 50.00K | 0.08% | 12.59K |
| Federated Hermes Managed Volatility II P | 50.00K | 0.08% | 16.23K |
| Federated Hermes Alternative Bear Eq. | 50.00K | 0.08% | 15.00K |
SOPH Ownership FAQ
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