SOPHiA GENETICS Ownership | Who Owns SOPHiA GENETICS?

SOPHiA GENETICS Ownership Summary

SOPHiA GENETICS is owned by 9.50% institutional investors, 6.43% insiders, and 84.06% retail investors. Generation investment management llp is the largest institutional shareholder, holding 10.02% 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	9.50%	6.43%	84.06%
Sector	Healthcare Stocks	232.20%	10.74%	-142.94%
Industry	Healthcare Information Services Stocks	33.19%	12.66%	54.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Generation investment management llp	6.79M	10.02%	$31.71M
Akre capital management	3.72M	5.49%	$17.37M
Banque pictet & cie sa	2.21M	3.26%	$10.31M
Alta wealth advisors	1.41M	2.08%	$6.58M
Principal financial group	1.40M	2.06%	$6.54M
Millennium management	698.63K	1.05%	$2.18M
Archon capital management	441.41K	0.65%	$2.06B
Royce & associates lp	430.26K	0.63%	$2.01M
Pictet & cie (europe) sa	255.20K	0.38%	$1.19M
1492 capital management	208.34K	0.31%	$972.97K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Alta wealth advisors	1.41M	2.20%	$6.58M
Archon capital management	441.41K	1.17%	$2.06B
1492 capital management	208.34K	0.37%	$972.97K
Generation investment management llp	6.79M	0.22%	$31.71M
Green alpha advisors	45.66K	0.20%	$213.23K
Akre capital management	3.72M	0.19%	$17.37M
Silverberg bernstein capital management	47.81K	0.13%	$223.30K
Banque pictet & cie sa	2.21M	0.06%	$10.31M
Perkins capital management	10.50K	0.04%	$49.03K
Pictet & cie (europe) sa	255.20K	0.02%	$1.19M

Top Buyers

Holder	Shares	% Assets	Change
Royce & associates lp	430.26K	0.02%	430.26K
1492 capital management	208.34K	0.37%	208.34K
Renaissance	83.00K	0.00%	52.20K
Ubs group	61.90K	-	46.52K
Millennium management	698.63K	0.00%	42.69K

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
Royce & associates lp	430.26K	0.02%	430.26K	$2.01M
1492 capital management	208.34K	0.37%	208.34K	$972.97K
Polen capital management	21.74K	0.00%	21.74K	$101.52K
Susquehanna group, llp	14.84K	-	14.84K	$46.28K
Perkins capital management	10.50K	0.04%	10.50K	$49.03K

Sold Out

Holder	Change
Steward partners investment advisory	-15.00
Groupe la francaise	-120.00
Jpmorgan chase	-198.00
Coldstream capital management	-224.00
Principal securities	-394.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	25	-37.50%	6,441,770	-63.63%	9	1.37%	16	-27.27%	4	-50.00%
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	-

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 SmallCap R5	689.00K	1.03%	689.00K
Principal U.S. Small Cap Equity	689.00K	1.03%	39.70K
Principal U.S. Small Cap Select Equity	689.00K	1.03%	656.30K
FTGF RY US SmCp Opp A USD Dis(A)	292.73K	0.44%	178.31K
EdR SICAV Tech for Tomorrow CR EUR	203.44K	0.30%	-1.00
EdR SICAV Tech Impact CR EUR	203.40K	0.30%	-46.00
Principal SmallCap SP	148.10K	0.22%	-
Royce Small-Cap Opportunity Invmt	144.26K	0.22%	144.26K

SOPH Ownership FAQ

Who Owns SOPHiA GENETICS?

SOPHiA GENETICS shareholders are primarily institutional investors at 9.50%, followed by 6.43% insiders and 84.07% retail investors. The average institutional ownership in SOPHiA GENETICS's industry, Healthcare Information Services Stocks , is 33.19%, 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, 10.02%), Akre capital management (3.72M shares, 5.49%), and Banque pictet & cie sa (2.21M shares, 3.26%). Together, they hold 18.76% 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 2.20% of its assets in 1.41M SOPHiA GENETICS shares, valued at 6.58M$.

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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