Security Snapshot

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

CUSIP: H82027105

13F Institutional Holders and Ownership History from Q3 2021 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

72

Shares (Excl. Options)

36,842,624

Price

$5.77

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Create free account and return here Sign in and return here Review latest holder period
Security type / class
Equity / Ordinary Shares, CHF 0.05 per share
Symbol
SOPH on Nasdaq
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
36,842,624
Latest holder snapshot 5 signals
Total 13F value
$212,547,043
Portfolio coverage rank
0%
Share change
+12,523,032
Value change
+$72,228,589
Number of holders
72
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
67,372,245
SEC-reported price per share
$7.62
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • SOPH - SOPHiA GENETICS SA - Ordinary Shares, CHF 0.05 per share is tracked under CUSIP H82027105.
  • 72 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 49 to 72 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $120,382,343 to $212,547,043.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 72 institutions filings for Q2 2026.

Open SEC evidence

Security key

H82027105

Latest holder period

Q2 2026

13F holders

72

13D/G owners

2

CIK / CUSIP context first

Open Q2 2026 holders SOPH full holder history SOPHiA GENETICS SA SEC filings SOPHiA GENETICS SA company facts SOPHiA GENETICS SA insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
SOPH
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 30 Jun 2026, 72 institutional investors reported holding 36,842,624 shares of SOPHiA GENETICS SA - Ordinary Shares, CHF 0.05 per share (SOPH). This represents 55% of the company’s total 67,372,245 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
53%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GENERATION INVESTMENT MANAGEMENT LLP 10% 6,789,560 0% 0.38% $39,175,761
AIGH Capital Management LLC 5.9% 3,954,194 2.1% $22,815,699
AKRE CAPITAL MANAGEMENT LLC 5.5% 3,719,140 0% 0.42% $21,459,438
ROYCE & ASSOCIATES LP 5% 3,381,736 +86% 0.16% $19,512,617
PRINCIPAL FINANCIAL GROUP INC 3.5% 2,364,256 +68% 0.01% $13,641,756
AMERIPRISE FINANCIAL INC 3.3% 2,216,752 0% $12,790,670
BANQUE PICTET & CIE SA 3.3% 2,208,280 0% 0.13% $12,741,776
AWM Investment Company, Inc. 2.5% 1,700,000 0.85% $9,809,000
Soleus Capital Management, L.P. 2.3% 1,565,000 -15% 0.31% $9,030,050
SILVERCREST ASSET MANAGEMENT GROUP LLC 2.1% 1,428,470 0.05% $8,242,272
Alta Wealth Advisors LLC 2.1% 1,409,160 0% 2.2% $8,130,853
KENNEDY CAPITAL MANAGEMENT LLC 1.4% 917,977 -1.1% 0.09% $5,296,727
Archon Capital Management LLC 1% 691,413 +57% 1.6% $3,989,453
ESSEX INVESTMENT MANAGEMENT CO LLC 0.98% 663,428 -4.2% 0.5% $3,827,980
Ensign Peak Advisors, Inc 0.66% 444,654 -0.07% 0% $2,565,654
Hodges Capital Management Inc. 0.61% 409,073 -6.1% 0.16% $2,360,351
Bank Pictet & Cie (Europe) AG 0.38% 255,200 0% 0.03% $1,472,504
Legato Capital Management LLC 0.33% 223,230 +3.2% 0.11% $1,288,037
1492 Capital Management LLC 0.33% 222,194 -1.6% 0.38% $1,282,059
EDMOND DE ROTHSCHILD HOLDING S.A. 0.3% 200,004 -1.6% 0.02% $1,154,023
SEI INVESTMENTS CO 0.24% 165,045 -54% 0% $952,303
Maven Securities LTD 0.22% 150,000 0.06% $865,500
FEDERATED HERMES, INC. 0.21% 141,992 -25% 0% $819,294
MILLENNIUM MANAGEMENT LLC 0.21% 138,409 +1265% 0% $798,620
RENAISSANCE TECHNOLOGIES LLC 0.17% 113,300 +89% 0% $653,741

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
20
Latest
Q2 2026
Rows shown
1-20 of 20
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 36,842,624 $212,547,043 +$72,228,589 $5.77 72
2026 Q1 24,319,592 $120,382,343 +$29,750,806 $4.95 49
2025 Q4 18,315,147 $85,530,967 +$2,806,586 $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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .