Recent Quarter Total Invested
$82.07 M
Recent Quarter Institutional Ownership Percentage
27.44%
Total Invested of Last Quarter
$86.30 M
Ownership Percentage of Last Quarter
26.84%
SOPHiA GENETICS SA Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GENERATION INVESTMENT MANAGEMENT LLP | 08/13/2024 | 6.79 M | $31.10 M | 0.00% | 10.40% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 2.22 M | $10.18 M | 100.00% | 3.40% |
| BANQUE PICTET & CIE SA | 07/25/2024 | 2.20 M | $10.06 M | 0.00% | 3.36% |
| AKRE CAPITAL MANAGEMENT LLC | 08/13/2024 | 1.92 M | $8.80 M | 567.51% | 2.94% |
| ALTA WEALTH ADVISORS LLC | 07/24/2024 | 1.41 M | $6.45 M | 0.00% | 2.16% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 1.37 M | $6.27 M | 35.86% | 2.10% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 662,656 | $3.03 M | -63.62% | 1.01% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 08/12/2024 | 305,338 | $1.40 M | 16.17% | 0.47% |
| PICTET & CIE (EUROPE) SA | 07/25/2024 | 223,000 | $1.02 M | 0.00% | 0.34% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 08/13/2024 | 203,334 | $931,270 | 0.00% | 0.31% |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 07/30/2024 | 165,000 | $755,700 | -7.30% | 0.25% |
| LEGATO CAPITAL MANAGEMENT LLC | 07/26/2024 | 104,083 | $476,700 | 0.00% | 0.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 86,851 | $397,777 | 25.57% | 0.13% |
| FEDERATED HERMES, INC. | 08/08/2024 | 63,000 | $288,540 | 57.50% | 0.10% |
| MORGAN STANLEY | 08/14/2024 | 60,077 | $275,153 | 29.07% | 0.09% |
| BANK PICTET & CIE (ASIA) LTD | 07/16/2024 | 46,020 | $210,772 | 0.00% | 0.07% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 22,000 | $100,760 | -3.93% | 0.03% |
| COMPAGNIE LOMBARD ODIER SCMA | 07/18/2024 | 16,055 | $73,532 | 0.00% | 0.02% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 12,354 | $56,753 | 0.00% | 0.02% |
| BANQUE CANTONALE VAUDOISE | 07/31/2024 | 12,000 | $55,000 | 300.00% | 0.02% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 07/29/2024 | 11,381 | $52,125 | -11.77% | 0.02% |
| UBS GROUP AG | 08/14/2024 | 7,770 | $35,587 | -2.55% | 0.01% |
| BLACKROCK INC. | 08/13/2024 | 4,979 | $22,804 | -98.33% | 0.01% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 2,588 | $11,853 | -34.66% | 0.00% |
| ASSETMARK, INC | 08/13/2024 | 1,932 | $8,849 | 2.71% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 700 | $3,206 | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2024 | 615 | $3,000 | 2.50% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 07/31/2024 | 94 | $431 | 0.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 52 | $238 | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 35 | $160 | 100.00% | 0.00% |
| CITIGROUP INC | 08/12/2024 | 15 | $69 | 100.00% | 0.00% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| PARKMAN HEALTHCARE PARTNERS LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| NORDWAND ADVISORS, LLC | 08/05/2024 | 0 | $0 | -100.00% | 0.00% |
SOPHiA GENETICS SAinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SOPH shares?
During the previous two years, 36 institutional investors and hedge funds held shares of SOPHiA GENETICS SA. The most heavily invested institutionals were:
GENERATION INVESTMENT MANAGEMENT LLP: 6.79 M
UBS ASSET MANAGEMENT AMERICAS INC: 2.22 M
BANQUE PICTET & CIE SA: 2.2 M
AKRE CAPITAL MANAGEMENT LLC: 1.92 M
Alta Wealth Advisors LLC: 1.41 M
PRINCIPAL FINANCIAL GROUP INC: 1.37 M
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What percentage of SOPHiA GENETICS SA stock is owned by institutional investors?
27.44% of SOPHiA GENETICS SA stock is owned by institutional investors.
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How much institutional buying is happening at SOPH ?
Institutional investors have bought a total of 20.09 M shares in the last 24 months. This purchase volume represents approximately $70.10 M in transactions.