SOPHiA GENETICS Ownership | Who Owns SOPHiA GENETICS?

SOPHiA GENETICS Ownership Summary

SOPHiA GENETICS is owned by 51.79% institutional investors, 6.83% insiders, and 41.38% retail investors. Generation investment management llp is the largest institutional shareholder, holding 9.54% 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	51.79%	6.83%	41.38%
Sector	Healthcare Stocks	50.59%	12.40%	37.01%
Industry	Healthcare Information Services Stocks	51.12%	10.91%	37.98%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Generation investment management llp	6.79M	9.54%	$39.18M
Aigh capital management	3.95M	5.56%	$22.82M
Akre capital management	3.72M	5.23%	$21.46M
Royce & associates lp	3.38M	4.75%	$19.51M
Principal financial group	2.36M	3.32%	$13.64M
Ameriprise financial	2.22M	3.12%	$12.79M
Banque pictet & cie sa	2.21M	3.10%	$12.74M
Awm investment company	1.70M	2.39%	$9.81M
Soleus capital management	1.56M	2.20%	$9.03M
Silvercrest asset management group	1.43M	2.01%	$8.24M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Alta wealth advisors	1.41M	2.20%	$8.13M
Archon capital management	691.41K	1.62%	$3.99M
Aigh capital management	3.95M	1.44%	$22.82M
Awm investment company	1.70M	0.85%	$9.81M
Essex investment management	663.43K	0.50%	$3.83M
Akre capital management	3.72M	0.42%	$21.46M
Generation investment management llp	6.79M	0.38%	$39.18M
1492 capital management	222.19K	0.38%	$1.28M
Soleus capital management	1.56M	0.31%	$9.03M
Green alpha advisors	42.77K	0.17%	$246.75K

Top Buyers

Holder	Shares	% Assets	Change
Aigh capital management	3.95M	1.44%	3.95M
Ameriprise financial	2.22M	0.00%	2.22M
Awm investment company	1.70M	0.85%	1.70M
Royce & associates lp	3.38M	0.16%	1.57M
Silvercrest asset management group	1.43M	0.05%	1.43M

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	4.98K	-	-293.69K
Soleus capital management	1.56M	0.31%	-285.00K
Parkman healthcare partners	-	-	-209.90K
Sei investments	165.04K	0.00%	-192.84K
Schonfeld strategic advisors	-	-	-61.20K

New Positions

Holder	Shares	% Assets	Change	Value
Aigh capital management	3.95M	1.44%	3.95M	$22.82M
Ameriprise financial	2.22M	0.00%	2.22M	$12.79M
Awm investment company	1.70M	0.85%	1.70M	$9.81M
Silvercrest asset management group	1.43M	0.05%	1.43M	$8.24M
Maven securities	150.00K	0.02%	150.00K	$865.50K

Sold Out

Holder	Change
Steward partners investment advisory	-15.00
Simplex trading	-31.00
Groupe la francaise	-120.00
Jpmorgan chase	-206.00
Coldstream capital management	-224.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	75	50.00%	36,842,695	51.49%	51	4.43%	44	51.72%	16	100.00%
Mar 31, 2026	22	-47.62%	7,222,292	-60.57%	10	1.45%	13	-50.00%	3	-57.14%
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%

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
Columbia Small Cap Growth	1.24M	1.48%	1.24M
Columbia Small Cap Growth Inst	1.24M	1.48%	1.24M
Principal U.S. Small Cap Equity	1.08M	1.29%	429.64K
Principal U.S. Small Cap Select Equity	1.08M	1.29%	429.64K
Principal SmallCap R5	1.08M	1.26%	-3.20K
Royce Micro-Cap Trust	897.63K	1.07%	527.38K
FTGF RY US SmCp Opp A USD Dis(A)	710.75K	0.85%	18.99K
Royce Small-Cap Opportunity Invmt	660.41K	0.79%	52.48K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 27, 2026	Xu Zhenyu	Chief Scientific Officer	Sell	$89.10K
Aug 25, 2026	Menu Philippe	Chief Medical Officer	Sell	$43.40K
Aug 25, 2026	HIBBS KATHY L	-	Sell	$54.23K
Aug 19, 2026	Verma Abhimanyu	Chief Technology Officer	Sell	$41.00K
Aug 24, 2026	Verma Abhimanyu	Chief Technology Officer	Sell	$44.00K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	37
2026 Q2	1	83
2026 Q1	-	9

SOPH Ownership FAQ

Who Owns SOPHiA GENETICS?

SOPHiA GENETICS shareholders are primarily institutional investors at 51.79%, followed by 6.83% insiders and 41.38% retail investors. The average institutional ownership in SOPHiA GENETICS's industry, Healthcare Information Services Stocks , is 51.12%, which SOPHiA GENETICS exceeds.

Who owns the most shares of SOPHiA GENETICS?

SOPHiA GENETICS’s largest shareholders are Generation investment management llp (6.79M shares, 9.54%), Aigh capital management (3.95M shares, 5.56%), and Akre capital management (3.72M shares, 5.23%). Together, they hold 20.33% 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 8.13M$.

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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