SOPHiA GENETICS Ownership | Who Owns SOPHiA GENETICS?

SOPHiA GENETICS Ownership Summary

SOPHiA GENETICS is owned by 10.58% institutional investors, 8.31% insiders, and 81.10% retail investors. Generation investment management llp is the largest institutional shareholder, holding 10.05% 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	10.58%	8.31%	81.10%
Sector	Healthcare Stocks	35.58%	11.87%	52.55%
Industry	Healthcare Information Services Stocks	33.98%	12.11%	53.90%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Generation investment management llp	6.79M	10.05%	$33.61M
Akre capital management	3.72M	5.51%	$18.41M
Banque pictet & cie sa	2.21M	3.27%	$10.93M
Soleus capital management	1.85M	2.74%	$9.16M
Royce & associates lp	1.82M	2.69%	$8.99M
Principal financial group	1.41M	2.09%	$6.98M
Alta wealth advisors	1.41M	2.09%	$6.98M
Kennedy capital management	927.80K	1.37%	$4.59M
Essex investment management	692.81K	1.03%	$3.43M
Ensign peak advisors	444.95K	0.66%	$2.20M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Alta wealth advisors	1.41M	2.27%	$6.98M
Archon capital management	441.41K	1.23%	$2.18M
Essex investment management	692.81K	0.54%	$3.43M
1492 capital management	225.75K	0.43%	$1.12M
Soleus capital management	1.85M	0.37%	$9.16M
Generation investment management llp	6.79M	0.30%	$33.61M
Akre capital management	3.72M	0.30%	$18.41M
Green alpha advisors	42.95K	0.21%	$212.61K
Hodges capital management	435.84K	0.18%	$2.16M
Silverberg bernstein capital management	51.97K	0.14%	$257.25K

Top Buyers

Holder	Shares	% Assets	Change
Soleus capital management	1.85M	0.37%	1.85M
Royce & associates lp	1.82M	0.09%	1.39M
Kennedy capital management	927.80K	0.10%	927.80K
Essex investment management	692.81K	0.54%	692.81K
Hodges capital management	435.84K	0.18%	435.84K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	4.98K	-	-293.69K
Parkman healthcare partners	-	-	-209.90K
Millennium management	10.14K	-	-115.32K
Schonfeld strategic advisors	-	-	-61.20K
Ridgewood investments	-	-	-34.45K

New Positions

Holder	Shares	% Assets	Change	Value
Soleus capital management	1.85M	0.37%	1.85M	$9.16M
Kennedy capital management	927.80K	0.10%	927.80K	$4.59M
Essex investment management	692.81K	0.54%	692.81K	$3.43M
Hodges capital management	435.84K	0.18%	435.84K	$2.16M
Sei investments	357.89K	0.00%	357.89K	$1.77M

Sold Out

Holder	Change
Steward partners investment advisory	-15.00
Simplex trading	-31.00
Groupe la francaise	-120.00
Coldstream capital management	-224.00
Pnc financial services group	-370.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	34	-10.53%	23,252,206	29.22%	34	4.73%	10	-28.57%	12	50.00%

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	2.12M	3.18%	-94.29K
Kennedy Micro Cap	663.66K	0.93%	663.66K
Principal U.S. Small Cap Equity	649.30K	0.91%	-39.70K
Principal U.S. Small Cap Select Equity	649.30K	0.91%	-39.70K
Principal SmallCap R5	629.30K	0.88%	-20.00K
Royce Small-Cap Opportunity Invmt	607.93K	0.85%	463.67K
FTGF RY US SmCp Opp A USD Dis(A)	544.59K	0.76%	72.59K
Royce Micro-Cap Trust	370.26K	0.52%	269.36K
Kennedy Micro Cap Opportunities	264.14K	0.37%	264.14K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 26, 2026	Menu Philippe	Chief Medical Officer	Sell	$24.77K
May 19, 2026	Muken Ross	President	Sell	$3.50K
May 19, 2026	Xu Zhenyu	Chief Scientific Officer	Sell	$2.80K
May 19, 2026	Camblong Jurgi	Chief Executive Officer	Sell	$20.66K
May 19, 2026	Menu Philippe	Chief Medical Officer	Sell	$2.80K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	67
2026 Q1	-	9

SOPH Ownership FAQ

Who Owns SOPHiA GENETICS?

SOPHiA GENETICS shareholders are primarily institutional investors at 10.58%, followed by 8.31% insiders and 81.11% retail investors. The average institutional ownership in SOPHiA GENETICS's industry, Healthcare Information Services Stocks , is 33.98%, 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, 10.05%), Akre capital management (3.72M shares, 5.51%), and Banque pictet & cie sa (2.21M shares, 3.27%). Together, they hold 18.83% 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 2.27% of its assets in 1.41M SOPHiA GENETICS shares, valued at 6.98M$.

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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools