Who Owns SOPH?

SOPHiA GENETICS S.A. — Institutional Ownership & 13F Holdings

$5.05

+0.19 (+3.91%)

Market Cap

$348.3M

Shares Outstanding

71,668,700

Institutional Holders

32

Total Inst. Value

$60.5M

% of Float Held

45.6%

QoQ Holder Change

+4

Institutional data as of Q1 2025

New Positions

6

Closed Positions

7

Increased

6

Decreased

11

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$25.3M7,632,871
2GENERATION INVESTMENT MANAGEMENT LLP$22.5M6,789,560
3Alta Wealth Advisors LLCNew$4.7M1,409,160
4PRINCIPAL FINANCIAL GROUP INC$4.6M1,385,013
5Bank Pictet & Cie (Europe) AG$847K255,200
6EDMOND DE ROTHSCHILD HOLDING S.A.$675K203,334
7FEDERATED HERMES, INC.$627K189,000
8GEODE CAPITAL MANAGEMENT, LLC$302K91,075
9Green Alpha Advisors, LLCNew$156K47,078
10Ridgewood Investments LLCNew$135K40,610

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Frequently Asked Questions

How many institutional investors hold SOPH?

As of Q1 2025, 32 institutional investors report holding SOPH (SOPHiA GENETICS S.A.) in their 13F filings.

What percentage of SOPHiA GENETICS S.A. is owned by institutions?

Institutional investors hold approximately 45.6% of SOPHiA GENETICS S.A.'s float as reported in SEC 13F filings.

Which hedge fund owns the most SOPH?

The largest institutional holder of SOPH is UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC with $25.3M in shares.

Are institutions buying or selling SOPH?

This quarter, 6 institutions opened new positions in SOPH and 7 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.