Recent Quarter Total Invested
$65.16 M
Recent Quarter Institutional Ownership Percentage
26.92%
Total Invested of Last Quarter
$82.07 M
Ownership Percentage of Last Quarter
27.44%
SOPHiA GENETICS SA Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GENERATION INVESTMENT MANAGEMENT LLP | 11/14/2024 | 6.79 M | $24.78 M | 0.00% | 10.23% |
| BANQUE PICTET & CIE SA | 10/21/2024 | 2.24 M | $8.15 M | 2.09% | 3.38% |
| AKRE CAPITAL MANAGEMENT LLC | 11/13/2024 | 2.24 M | $8.17 M | 16.51% | 3.37% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 1.46 M | $5.29 M | 6.34% | 2.19% |
| ALTA WEALTH ADVISORS LLC | 10/18/2024 | 1.41 M | $5.14 M | 0.00% | 2.12% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 655,945 | $2.38 M | -1.01% | 0.99% |
| PICTET & CIE (EUROPE) SA | 10/22/2024 | 223,000 | $810,605 | 0.00% | 0.34% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 11/14/2024 | 203,334 | $739,119 | 0.00% | 0.31% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 89,475 | $325,241 | 3.02% | 0.13% |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 10/30/2024 | 81,500 | $297,475 | -50.61% | 0.12% |
| MORGAN STANLEY | 11/14/2024 | 47,196 | $172,265 | -21.44% | 0.07% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 21,900 | $79,935 | -0.45% | 0.03% |
| GREEN ALPHA ADVISORS, LLC | 10/07/2024 | 21,530 | $78,584 | 100.00% | 0.03% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 19,639 | $71,388 | 100.00% | 0.03% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 17,504 | $63,898 | 41.69% | 0.03% |
| CITADEL ADVISORS LLC | 11/14/2024 | 15,492 | $56,313 | 100.00% | 0.02% |
| PATHSTONE HOLDINGS, LLC | 11/07/2024 | 14,022 | $50,970 | 100.00% | 0.02% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 11/14/2024 | 8,469 | $30,785 | -25.59% | 0.01% |
| COMPAGNIE LOMBARD ODIER SCMA | 10/11/2024 | 8,055 | $29,280 | -49.83% | 0.01% |
| UBS GROUP AG | 11/14/2024 | 7,770 | $28,361 | 0.00% | 0.01% |
| CITADEL ADVISORS LLC | 11/14/2024 | 5,900 | $21,447 | 100.00% | 0.01% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 4,979 | $18,173 | 100.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 2,588 | $9,446 | 0.00% | 0.00% |
| ASSETMARK, INC | 11/01/2024 | 2,269 | $8,282 | 17.44% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 700 | $2,555 | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 600 | $2,000 | -2.44% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 10/28/2024 | 481 | $1,756 | 411.70% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2024 | 300 | $1,091 | 100.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 52 | $190 | 0.00% | 0.00% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 10/10/2024 | 0 | $0 | -100.00% | 0.00% |
| LEGATO CAPITAL MANAGEMENT LLC | 11/07/2024 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| BANQUE CANTONALE VAUDOISE | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
SOPHiA GENETICS SAinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of SOPH shares?
During the previous two years, 35 institutional investors and hedge funds held shares of SOPHiA GENETICS SA. The most heavily invested institutionals were:
GENERATION INVESTMENT MANAGEMENT LLP: 6.79 M
BANQUE PICTET & CIE SA: 2.24 M
AKRE CAPITAL MANAGEMENT LLC: 2.24 M
PRINCIPAL FINANCIAL GROUP INC: 1.46 M
Alta Wealth Advisors LLC: 1.41 M
MILLENNIUM MANAGEMENT LLC: 655,945
-
What percentage of SOPHiA GENETICS SA stock is owned by institutional investors?
26.92% of SOPHiA GENETICS SA stock is owned by institutional investors.
-
How much institutional buying is happening at SOPH ?
Institutional investors have bought a total of 17.80 M shares in the last 24 months. This purchase volume represents approximately $61.05 M in transactions.