Latest Period
Q1 2026
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 Q1 2026
Institutions Reporting
49
Shares (Excl. Options)
24,319,592
Price
$4.95
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- Type / Class
- Equity / Ordinary Shares, CHF 0.05 per share
- Symbol
- SOPH on Nasdaq
- Shares outstanding
- 67,372,245
- Price per share
- $5.00
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 24,319,592
- Total reported value
- $120,382,343
- % of total 13F portfolios
- 0%
- Share change
- +6,004,445
- Value change
- +$29,750,806
- Number of holders
- 49
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- SOPH - SOPHiA GENETICS SA - Ordinary Shares, CHF 0.05 per share is tracked under CUSIP H82027105.
- 49 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 42 to 49 between Q4 2025 and Q1 2026.
- Reported value moved from $85,530,967 to $120,382,343.
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
Open SEC Evidence
Latest holder context comes from 49 institutions filings for Q1 2026.
Security key
H82027105
Latest holder period
Q1 2026
13F holders
49
13D/G owners
2
CIK / CUSIP context first
Open Q1 2026 holders
SOPH full holder history
SOPHiA GENETICS SA SEC filings
SOPHiA GENETICS SA company facts
SOPHiA GENETICS SA insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP H82027105:
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 Mar 2026, 49 institutional investors reported holding 24,319,592 shares of SOPHiA GENETICS SA - Ordinary Shares, CHF 0.05 per share (SOPH). This represents 36% 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 36% 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% | 0.3% | $33,608,322 |
| AKRE CAPITAL MANAGEMENT LLC | 5.5% | 3,719,140 | 0% | 0.3% | $18,409,743 |
| BANQUE PICTET & CIE SA | 3.3% | 2,208,280 | 0% | 0.13% | $10,930,986 |
| Soleus Capital Management, L.P. | 2.7% | 1,850,000 | 0.37% | $9,157,500 | |
| ROYCE & ASSOCIATES LP | 2.7% | 1,816,312 | +322% | 0.09% | $8,990,744 |
| PRINCIPAL FINANCIAL GROUP INC | 2.1% | 1,409,242 | +0.7% | 0% | $6,975,748 |
| Alta Wealth Advisors LLC | 2.1% | 1,409,160 | 0% | 2.3% | $6,975,342 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.4% | 927,800 | 0.1% | $4,592,610 | |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 1% | 692,809 | 0.54% | $3,429,405 | |
| Ensign Peak Advisors, Inc | 0.66% | 444,954 | +144% | 0% | $2,202,522 |
| Archon Capital Management LLC | 0.66% | 441,413 | 0% | 1.2% | $2,184,994 |
| Hodges Capital Management Inc. | 0.65% | 435,836 | 0.18% | $2,157,388 | |
| SEI INVESTMENTS CO | 0.53% | 357,888 | 0% | $1,771,548 | |
| Bank Pictet & Cie (Europe) AG | 0.38% | 255,200 | 0% | 0.03% | $1,263,240 |
| 1492 Capital Management LLC | 0.34% | 225,751 | +8.4% | 0.43% | $1,117,467 |
| Legato Capital Management LLC | 0.32% | 216,341 | 0.1% | $1,070,888 | |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 0.3% | 203,334 | 0% | 0.01% | $1,006,503 |
| FEDERATED HERMES, INC. | 0.28% | 190,010 | +1.2% | 0% | $940,550 |
| Rathbones Group PLC | 0.22% | 149,133 | -6.9% | 0% | $738,208 |
| UBS Group AG | 0.14% | 92,226 | +49% | 0% | $456,519 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.14% | 92,146 | -0.49% | 0% | $456,122 |
| RENAISSANCE TECHNOLOGIES LLC | 0.09% | 59,800 | -28% | 0% | $296,010 |
| GOLDMAN SACHS GROUP INC | 0.09% | 57,628 | +101% | 0% | $285,259 |
| Silverberg Bernstein Capital Management LLC | 0.08% | 51,970 | +8.7% | 0.14% | $257,252 |
| Green Alpha Advisors, LLC | 0.06% | 42,952 | -5.9% | 0.21% | $212,612 |
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 |
|---|---|---|---|---|---|
| 2026 Q1 | 24,319,592 | $120,382,343 | +$29,750,806 | $4.95 | 49 |
| 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 |