SOPHiA GENETICS S.A. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GENERATION INVESTMENT MANAGEMENT LLP | 11/10/2025 | 6.79 M | $32.32 M | 0.00% | 10.09% |
| AKRE CAPITAL MANAGEMENT LLC | 11/13/2025 | 3.72 M | $17.70 M | 0.00% | 5.52% |
| BANQUE PICTET & CIE SA | 10/21/2025 | 2.21 M | $10.51 M | 0.00% | 3.28% |
| ALTA WEALTH ADVISORS LLC | 11/03/2025 | 1.41 M | $6.71 M | 100.00% | 2.09% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 1.39 M | $6.62 M | -0.64% | 2.07% |
| ARCHON CAPITAL MANAGEMENT LLC | 11/14/2025 | 427.07 K | $2.03 M | 32.83% | 0.63% |
| PICTET & CIE (EUROPE) SA | 10/21/2025 | 255.20 K | $1.21 M | 0.00% | 0.38% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 225.90 K | $1.08 M | -61.35% | 0.34% |
| FEDERATED HERMES, INC. | 11/03/2025 | 210.00 K | $999.60 K | -4.55% | 0.31% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 11/13/2025 | 203.33 K | $967.87 K | 0.00% | 0.30% |
| ENSIGN PEAK ADVISORS, INC | 11/13/2025 | 195.18 K | $929.07 K | -21.91% | 0.29% |
| RATHBONES GROUP PLC | 11/13/2025 | 162.48 K | $773.42 K | 0.00% | 0.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 91.92 K | $437.52 K | -0.03% | 0.14% |
| SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC | 10/07/2025 | 46.72 K | $222.36 K | 2.19% | 0.07% |
| MORGAN STANLEY | 11/14/2025 | 41.53 K | $197.70 K | 17.96% | 0.06% |
| GREEN ALPHA ADVISORS, LLC | 10/15/2025 | 41.22 K | $196.19 K | -3.94% | 0.06% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 32.12 K | $152.87 K | -10.76% | 0.05% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 31.33 K | $148.20 K | 24.69% | 0.05% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 30.80 K | $146.61 K | 48.79% | 0.05% |
| THOMPSON SIEGEL & WALMSLEY LLC | 11/12/2025 | 29.78 K | $142.00 K | 100.00% | 0.04% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 27.21 K | $129.51 K | 48.03% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 18.48 K | $87.96 K | 100.00% | 0.03% |
| UBS GROUP AG | 11/13/2025 | 15.38 K | $73.23 K | 120.78% | 0.02% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 12.45 K | $59.00 K | 100.00% | 0.02% |
| CITADEL ADVISORS LLC | 11/14/2025 | 12.32 K | $58.64 K | -68.50% | 0.02% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 10.23 K | $48.70 K | 100.00% | 0.02% |
| SAVVY ADVISORS, INC. | 11/06/2025 | 10.00 K | $47.60 K | 100.00% | 0.01% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 11/14/2025 | 6.93 K | $32.97 K | 15.66% | 0.01% |
| BLACKROCK, INC. | 11/12/2025 | 5.09 K | $24.21 K | 2.15% | 0.01% |
| ASSETMARK, INC | 11/06/2025 | 4.12 K | $19.62 K | 127.18% | 0.01% |
| COMPAGNIE LOMBARD ODIER SCMA | 11/06/2025 | 1.06 K | $5.02 K | 0.00% | 0.00% |
| SIMPLEX TRADING, LLC | 11/12/2025 | 1.03 K | $4.00 K | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 600 | $3.00 K | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 491 | $2.34 K | 100.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 11/12/2025 | 394 | $1.88 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 147 | $700 | 167.27% | 0.00% |
| GROUPE LA FRANCAISE | 11/13/2025 | 120 | $569 | 100.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 22 | $105 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 1 | $5 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/26/2025 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 11/10/2025 | 0 | $0 | -100.00% | 0.00% |
| RIDGEWOOD INVESTMENTS LLC | 10/30/2025 | 0 | $0 | -100.00% | 0.00% |
SOPHiA GENETICS S.A. institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of SOPHiA GENETICS S.A.. The most heavily invested institutionals were:
GENERATION INVESTMENT MANAGEMENT LLP: 6.79 M
AKRE CAPITAL MANAGEMENT LLC: 3.72 M
BANQUE PICTET & CIE SA: 2.21 M
Alta Wealth Advisors LLC: 1.41 M
PRINCIPAL FINANCIAL GROUP INC: 1.39 M
Archon Capital Management LLC: 427,071
26.24% of SOPHiA GENETICS S.A. stock is owned by institutional investors.
Institutional investors have bought a total of 19.89 M shares in the last 24 months. This purchase volume represents approximately $100.63 M in transactions.