SOPH Institutional Ownership & Shareholders
SOPHIA GENETICS SA (SOPH) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $219.29M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Generation Investment Management Llp is currently the largest disclosed institutional shareholder of SOPH tracked by InsiderSet, reporting ownership valued at approximately $39.18M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $48.27M, representing an estimated gain of +23.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed SOPH value among the investors covered in this analysis. Major shareholders include Generation Investment Management Llp, Akre Capital Management, Royce & Associates Lp, and several other long-term asset managers with concentrated positions in SOPHIA GENETICS SA (SOPH).
This page ranks the largest institutional SOPH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
70
Total Reported Value
$219.29M
Largest Holder
Generation Investment Management Llp
Largest Position
$39.18M
Insider Transactions (90d)
19
Latest Filing Quarter
Q2 2026
New Institutional Positions
82
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Generation Investment Management Llp | 0.38% | 6,789,560 | $39,175,761 | $48,273,772 | +$9,098,011 | +23.22% | |
| Akre Capital Management | Chuck Akre | 0.42% | 3,719,140 | $21,459,438 | $26,443,085 | +$4,983,647 | +23.22% |
| Royce & Associates Lp | 0.16% | 3,381,736 | $19,512,617 | $24,044,143 | +$4,531,526 | +23.22% | |
| Banque Pictet & Cie Sa | 0.18% | 2,208,280 | $18,505,386 | $15,700,871 | -$2,804,515 | -15.16% | |
| Principal Financial Group Inc | 0.01% | 2,154,515 | $18,054,836 | $15,318,602 | -$2,736,234 | -15.16% | |
| Aigh Capital Management Llc | 1.61% | 1,689,395 | $14,157,130 | $12,011,598 | -$2,145,532 | -15.16% | |
| Ameriprise Financial Inc | 0.00% | 2,216,752 | $12,790,670 | $15,761,107 | +$2,970,437 | +23.22% | |
| Awm Investment Company, Inc. | 0.85% | 1,700,000 | $9,809,000 | $12,087,000 | +$2,278,000 | +23.22% | |
| Soleus Capital Management, L.P. | 0.31% | 1,565,000 | $9,030,050 | $11,127,150 | +$2,097,100 | +23.22% | |
| Silvercrest Asset Management Group Llc | 0.05% | 1,428,470 | $8,242,272 | $10,156,422 | +$1,914,150 | +23.22% | |
| Alta Wealth Advisors Llc | 2.20% | 1,409,160 | $8,130,853 | $10,019,128 | +$1,888,275 | +23.22% | |
| Essex Investment Management Co Llc | 0.80% | 643,129 | $5,389,421 | $4,572,647 | -$816,774 | -15.16% | |
| Kennedy Capital Management Llc | 0.09% | 917,977 | $5,296,727 | $6,526,816 | +$1,230,089 | +23.22% | |
| Archon Capital Management Llc | 1.62% | 691,413 | $3,989,453 | $4,915,946 | +$926,493 | +23.22% | |
| Sowell Financial Services Llc | 0.09% | 341,889 | $2,865,030 | $2,430,831 | -$434,199 | -15.16% | |
| Hodges Capital Management Inc. | 0.16% | 409,073 | $2,360,351 | $2,908,509 | +$548,158 | +23.22% | |
| Ensign Peak Advisors, Inc | 0.00% | 444,954 | $2,202,522 | $3,163,623 | +$961,101 | +43.64% | |
| Bank Pictet & Cie (Europe) Ag | 0.04% | 255,200 | $2,138,576 | $1,814,472 | -$324,104 | -15.16% | |
| Legato Capital Management Llc | 0.11% | 223,230 | $1,288,037 | $1,587,165 | +$299,128 | +23.22% | |
| 1492 Capital Management Llc | 0.38% | 222,194 | $1,282,059 | $1,579,799 | +$297,740 | +23.22% | |
| Edmond De Rothschild Holding S.A. | 0.02% | 200,004 | $1,154,023 | $1,422,028 | +$268,005 | +23.22% | |
| Hennion & Walsh Asset Management, Inc. | 0.03% | 118,262 | $991,036 | $840,843 | -$150,193 | -15.16% | |
| Sei Investments Co | 0.00% | 165,045 | $952,303 | $1,173,470 | +$221,167 | +23.22% | |
| Maven Securities Ltd | 0.06% | 150,000 | $865,500 | $1,066,500 | +$201,000 | +23.22% | |
| Federated Hermes, Inc. | 0.00% | 141,992 | $819,294 | $1,009,563 | +$190,269 | +23.22% | |
| Millennium Management Llc | 0.00% | 138,409 | $798,620 | $984,088 | +$185,468 | +23.22% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 113,300 | $653,741 | $805,563 | +$151,822 | +23.22% |
| Silverberg Bernstein Capital Management Llc | 0.31% | 77,989 | $653,548 | $554,502 | -$99,046 | -15.16% | |
| Rathbones Group Plc | 0.00% | 112,133 | $647,007 | $797,266 | +$150,259 | +23.22% | |
| Jane Street Group, Llc | 0.00% | 108,062 | $623,518 | $768,321 | +$144,803 | +23.22% | |
| Quadrature Capital Ltd | 0.01% | 103,521 | $597,316 | $736,034 | +$138,718 | +23.22% | |
| Geode Capital Management, Llc | 0.00% | 99,124 | $571,945 | $704,772 | +$132,827 | +23.22% | |
| Ubs Group Ag | 0.00% | 81,444 | $469,932 | $579,067 | +$109,135 | +23.22% | |
| Green Alpha Advisors, Llc | 0.24% | 43,103 | $361,203 | $306,462 | -$54,741 | -15.16% | |
| Two Sigma Investments, Lp | 0.00% | 58,333 | $336,581 | $414,748 | +$78,167 | +23.22% | |
| Xtx Topco Ltd | 0.00% | 57,140 | $329,698 | $406,265 | +$76,567 | +23.22% | |
| Longaeva Partners L.P. | 0.01% | 50,000 | $288,500 | $355,500 | +$67,000 | +23.22% | |
| Citadel Advisors Llc | 0.00% | 38,497 | $222,128 | $273,714 | +$51,586 | +23.22% | |
| Morgan Stanley | 0.00% | 37,497 | $216,359 | $266,604 | +$50,245 | +23.22% | |
| Westfield Capital Management Co Lp | 0.00% | 32,907 | $189,873 | $233,969 | +$44,096 | +23.22% | |
| Goldman Sachs Group Inc | 0.00% | 29,598 | $170,780 | $210,442 | +$39,662 | +23.22% | |
| Pathstone Holdings, Llc | 0.00% | 31,465 | $155,752 | $223,716 | +$67,964 | +43.64% | |
| Hrt Financial Lp | 0.00% | 22,532 | $130,000 | $160,203 | +$30,203 | +23.23% | |
| Acadian Asset Management Llc | 0.00% | 22,600 | $129,000 | $160,686 | +$31,686 | +24.56% | |
| Bank Of America Corp | 0.00% | 22,300 | $128,671 | $158,553 | +$29,882 | +23.22% | |
| Axq Capital, Lp | 0.01% | 20,592 | $118,816 | $146,409 | +$27,593 | +23.22% | |
| Heights Capital Management, Inc | 0.03% | 20,000 | $115,400 | $142,200 | +$26,800 | +23.22% | |
| Centiva Capital, Lp | 0.00% | 18,869 | $108,874 | $134,159 | +$25,285 | +23.22% | |
| Persistent Asset Partners Ltd | 0.03% | 18,807 | $108,516 | $133,718 | +$25,202 | +23.22% | |
| Assetmark, Inc | 0.00% | 10,897 | $91,317 | $77,478 | -$13,839 | -15.16% |
Frequently asked questions about SOPH
Who are the largest institutional holders of SOPH?
The largest institutional holders of SOPH reported in the latest SEC Form 13F filings include Generation Investment Management Llp, Akre Capital Management, Royce & Associates Lp, Banque Pictet & Cie Sa, and Principal Financial Group Inc. InsiderSet ranks institutional holders by their latest reported SOPH position.
What is SOPH institutional ownership?
This page tracks SOPH positions reported by institutional investment managers through SEC Form 13F. SOPHIA GENETICS SA (SOPH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SOPH?
InsiderSet currently tracks 70 institutional managers reporting SOPH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SOPH shareholders.
How much SOPH stock do institutions own?
Institutional investment managers disclosed approximately $219.29M in SOPH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SOPH institutional ownership last updated?
The latest SOPH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SOPH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SOPH position after the reporting date.
Are institutions buying or selling SOPH?
Institutional buying and selling can be analyzed by comparing SOPH positions across consecutive 13F reporting periods. InsiderSet's SOPH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SOPH ownership changes.
How has SOPH institutional ownership changed over time?
InsiderSet tracks SOPH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.