SOPHiA GENETICS SA - Ordinary Shares, CHF 0.05 per share (SOPH) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2021 to Q4 2025

Type / Class
Equity / Ordinary Shares, CHF 0.05 per share
Symbol
SOPH on Nasdaq
Shares outstanding
67,372,245
Price per share
$5.17
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
18,315,147
Total reported value
$85,530,967
% of total 13F portfolios
0%
Share change
+602,444
Value change
+$2,806,587
Number of holders
42
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SOPHiA GENETICS SA - Ordinary Shares, CHF 0.05 per share (SOPH) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
AKRE CAPITAL MANAGEMENT LLC 5.6% $10,673,932 3,719,140 AKRE CAPITAL MANAGEMENT, LLC 20 Jun 2025
Balderton Capital VI, S.L.P. 4.9% $17,001,386 3,301,240 Balderton Capital VI, S.L.P. 31 Dec 2025

As of 31 Dec 2025, 42 institutional investors reported holding 18,315,147 shares of SOPHiA GENETICS SA - Ordinary Shares, CHF 0.05 per share (SOPH). This represents 27% of the company’s total 67,372,245 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SOPHiA GENETICS SA - Ordinary Shares, CHF 0.05 per share (SOPH) together control 27% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GENERATION INVESTMENT MANAGEMENT LLP 10% 6,789,560 0% 0.22% $31,707,245
AKRE CAPITAL MANAGEMENT LLC 5.5% 3,719,140 0% 0.19% $17,368,384
BANQUE PICTET & CIE SA 3.3% 2,208,280 0% 0.1% $10,312,668
Alta Wealth Advisors LLC 2.1% 1,409,160 0% 2.2% $6,580,777
PRINCIPAL FINANCIAL GROUP INC 2.1% 1,399,442 +0.59% 0% $6,535,394
Archon Capital Management LLC 0.66% 441,413 +3.4% 1.2% $2,061,399
ROYCE & ASSOCIATES LP 0.64% 430,257 0.02% $2,009,300
Bank Pictet & Cie (Europe) AG 0.38% 255,200 0% 0.02% $1,191,784
1492 Capital Management LLC 0.31% 208,345 0.37% $972,971
EDMOND DE ROTHSCHILD HOLDING S.A. 0.3% 203,334 0% 0.01% $949,570
FEDERATED HERMES, INC. 0.28% 187,677 -11% 0% $876,452
Ensign Peak Advisors, Inc 0.27% 182,414 -6.5% 0% $851,873
Rathbones Group PLC 0.24% 160,133 -1.4% 0% $747,821
MILLENNIUM MANAGEMENT LLC 0.19% 125,458 -44% 0% $585,889
GEODE CAPITAL MANAGEMENT, LLC 0.14% 92,596 +0.74% 0% $432,423
RENAISSANCE TECHNOLOGIES LLC 0.12% 83,000 +169% 0% $387,610
UBS Group AG 0.09% 61,901 +302% 0% $289,078
MORGAN STANLEY 0.07% 48,047 +16% 0% $224,380
Silverberg Bernstein Capital Management LLC 0.07% 47,815 +2.4% 0.13% $223,296
Green Alpha Advisors, LLC 0.07% 45,660 +11% 0.2% $213,232
Pathstone Holdings, LLC 0.05% 32,203 +0.27% 0% $150,388
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% 30,511 +65% 0% $142,486
GOLDMAN SACHS GROUP INC 0.04% 28,660 +5.3% 0% $133,842
GSA CAPITAL PARTNERS LLP 0.04% 24,967 +100% 0.01% $117,000
POLEN CAPITAL MANAGEMENT LLC 0.03% 21,738 0% $101,516

Institutional Holders of SOPHiA GENETICS SA - Ordinary Shares, CHF 0.05 per share (SOPH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 18,315,147 $85,530,967 +$2,806,587 $4.67 42
2025 Q3 17,712,703 $84,309,953 +$5,701,669 $4.76 40
2025 Q2 16,527,041 $51,233,950 -$22,843,289 $3.10 32
2025 Q1 23,252,206 $77,196,357 +$17,468,484 $3.32 32
2024 Q4 17,993,593 $55,497,215 +$377,006 $3.10 36
2024 Q3 17,872,624 $65,159,858 -$395,953 $3.65 30
2024 Q2 17,919,011 $82,069,537 +$11,725,966 $4.58 31
2024 Q1 17,505,546 $86,302,695 +$1,366,954 $4.93 32
2023 Q4 17,242,483 $81,215,514 +$1,537,473 $4.71 36
2023 Q3 16,938,301 $43,182,789 -$7,091,349 $2.55 32
2023 Q2 17,927,149 $82,698,533 +$685,779 $4.48 34
2023 Q1 18,299,130 $90,946,622 +$1,540,302 $4.97 34
2022 Q4 19,436,732 $40,057,505 -$3,336,034 $2.06 31
2022 Q3 20,761,129 $54,709,264 -$2,133,536 $2.63 33
2022 Q2 21,585,028 $78,141,598 -$4,791,575 $3.62 33
2022 Q1 21,657,498 $167,456,888 +$22,365,366 $7.73 27
2021 Q4 18,615,093 $262,469,665 -$4,944,839 $14.10 31
2021 Q3 18,789,459 $331,458,776 +$301,136,000 $17.53 29