SOPHiA GENETICS SA Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 7.63 M | $25.34 M | 246.95% | 11.42% |
GENERATION INVESTMENT MANAGEMENT LLP | 05/15/2025 | 6.79 M | $22.54 M | 0.00% | 10.16% |
AKRE CAPITAL MANAGEMENT LLC | 05/13/2025 | 2.24 M | $7.43 M | 0.00% | 3.35% |
BANQUE PICTET & CIE SA | 04/30/2025 | 2.21 M | $7.34 M | -1.44% | 3.31% |
ALTA WEALTH ADVISORS LLC | 04/24/2025 | 1.41 M | $4.68 M | 0.00% | 2.11% |
PRINCIPAL FINANCIAL GROUP INC | 04/28/2025 | 1.39 M | $4.60 M | -3.03% | 2.07% |
MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 539.12 K | $1.79 M | -22.83% | 0.81% |
PICTET & CIE (EUROPE) SA | 04/17/2025 | 255.20 K | $847.26 K | 14.44% | 0.38% |
EDMOND DE ROTHSCHILD HOLDING S.A. | 05/15/2025 | 203.33 K | $675.07 K | 0.00% | 0.30% |
FEDERATED HERMES, INC. | 05/08/2025 | 189.00 K | $627.48 K | 89.00% | 0.28% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 91.08 K | $302.37 K | 0.11% | 0.14% |
GREEN ALPHA ADVISORS, LLC | 04/09/2025 | 47.08 K | $156.30 K | -0.29% | 0.07% |
RIDGEWOOD INVESTMENTS LLC | 05/07/2025 | 40.61 K | $134.83 K | 1,930.50% | 0.06% |
PATHSTONE HOLDINGS, LLC | 05/15/2025 | 40.02 K | $132.87 K | 0.00% | 0.06% |
MORGAN STANLEY | 05/15/2025 | 36.14 K | $119.97 K | -2.60% | 0.05% |
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC | 04/10/2025 | 34.68 K | $115.12 K | 54.36% | 0.05% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 25.13 K | $83.25 K | 16.23% | 0.04% |
MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 04/30/2025 | 23.50 K | $78.02 K | -50.53% | 0.04% |
RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 20.10 K | $66.73 K | -3.83% | 0.03% |
CITADEL ADVISORS LLC | 05/15/2025 | 12.14 K | $40.29 K | -41.05% | 0.02% |
FNY INVESTMENT ADVISERS, LLC | 04/17/2025 | 6.83 K | $22.00 K | 100.00% | 0.01% |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 05/07/2025 | 5.92 K | $19.66 K | -23.36% | 0.01% |
BLACKROCK, INC. | 05/02/2025 | 4.98 K | $16.53 K | 0.00% | 0.01% |
CITADEL ADVISORS LLC | 05/15/2025 | 3.80 K | $12.62 K | 660.00% | 0.01% |
ASSETMARK, INC | 05/06/2025 | 1.77 K | $5.88 K | -8.71% | 0.00% |
COMPAGNIE LOMBARD ODIER SCMA | 04/16/2025 | 1.06 K | $3.50 K | -86.90% | 0.00% |
ROYAL BANK OF CANADA | 05/15/2025 | 600 | $2.00 K | 0.00% | 0.00% |
CITADEL ADVISORS LLC | 05/15/2025 | 500 | $1.66 K | -50.00% | 0.00% |
PRINCIPAL SECURITIES, INC. | 04/30/2025 | 481 | $1.48 K | 0.00% | 0.00% |
COLDSTREAM CAPITAL MANAGEMENT INC | 05/13/2025 | 224 | $744 | 100.00% | 0.00% |
CITIGROUP INC | 05/12/2025 | 68 | $226 | 353.33% | 0.00% |
RUSSELL INVESTMENTS GROUP, LTD. | 05/13/2025 | 52 | $173 | 0.00% | 0.00% |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/13/2025 | 15 | $50 | 0.00% | 0.00% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 0 | $0 | -100.00% | 0.00% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 0 | $0 | -100.00% | 0.00% |
TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
ENGINEERS GATE MANAGER LP | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
NEWEDGE ADVISORS, LLC | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
SQUAREPOINT OPS LLC | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
SOPHiA GENETICS SA institutional Ownership - FAQ's
During the previous two years, 41 institutional investors and hedge funds held shares of SOPHiA GENETICS SA. The most heavily invested institutionals were:
UBS ASSET MANAGEMENT AMERICAS INC: 7.63 M
GENERATION INVESTMENT MANAGEMENT LLP: 6.79 M
AKRE CAPITAL MANAGEMENT LLC: 2.24 M
BANQUE PICTET & CIE SA: 2.21 M
Alta Wealth Advisors LLC: 1.41 M
PRINCIPAL FINANCIAL GROUP INC: 1.39 M
34.79% of SOPHiA GENETICS SA stock is owned by institutional investors.
Institutional investors have bought a total of 25.46 M shares in the last 24 months. This purchase volume represents approximately $76.39 M in transactions.