Sophia Genetics SA (SOPH) Ownership

4.85 ↓0.17 (-3.39%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

UBS Asset Mgmt Americas Inc is the biggest individual institutional holder of Sophia Genetics SA (SOPH), owning a total of 7.6 million shares. Combined, the top 41 institutional holders of SOPH own 42.77% of the company with a total of 28.8 million shares.

In the latest ownership report on June 30th 2025, the top 41 institutional holders increased their combined ownership of SOPH by 2.3 million shares. 11 institutions bought 2,346,526 total additional shares and increased their ownership by an average of 31.84%. However 5 institutions sold 18,055 total shares and decreased their ownership by an average of 7.36%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Sophia Genetics SA increased by a net total of 2,328,471 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Generation Investment Management LLP10.047%0.000%6,789,56002025-06-30
Akre Capital Management, LLC5.503%66.218%3,719,1401,481,6362025-06-30
Banque Pictet & Cie SA3.268%-0.125%2,208,280-2,7602025-06-30
Principal Financial Group Inc2.072%1.094%1,400,16515,1522025-06-30
Millennium Management LLC0.865%8.403%584,42345,3042025-06-30
Archon Capital Management LLC0.476%0.000%321,527321,5272025-06-30
Pictet & Cie (Europe) SA0.378%0.000%255,20002025-06-30
Ensign Peak Advisors Inc0.370%0.000%249,944249,9442025-06-30
Federated Hermes Inc0.326%16.402%220,00031,0002025-06-30
Edmond de Rothschild Holding S.A.0.301%0.000%203,33402025-06-30
Rathbone Brothers PLC0.240%0.000%162,483162,4832025-06-30
Geode Capital Management, LLC0.136%0.949%91,9398642025-06-30
Silverberg Bernstein Capital Management LLC0.068%31.839%45,71511,0402025-06-30
Green Alpha Advisors, LLC0.064%-8.862%42,906-4,1722025-06-30
Citadel Advisors Llc0.058%222.299%39,11126,9762025-06-30
Pathstone Holdings LLC0.053%-10.085%35,986-4,0362025-06-30
Morgan Stanley - Brokerage Accounts0.052%-2.563%35,210-9262025-06-30
Ridgewood Investments LLC0.051%-15.171%34,449-6,1612025-06-30
Dimensional Fund Advisors, Inc.0.037%0.000%25,12702025-06-30
Renaissance Technologies Corp0.031%2.985%20,7006002025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
UBS Asset Mgmt Americas Inc11.295%246.949%7,632,8715,432,8712025-03-31
Generation Investment Management LLP10.047%0.000%6,789,56002025-06-30
Akre Capital Management, LLC5.503%66.218%3,719,1401,481,6362025-06-30
Banque Pictet & Cie SA3.268%-0.125%2,208,280-2,7602025-06-30
Credit Suisse First Boston (CSFB)3.274%6.580%2,167,540133,8212024-03-31
Alta Wealth Advisors LLC2.109%0.000%1,409,16002025-03-31
Principal Financial Group Inc2.072%1.094%1,400,16515,1522025-06-30
Millennium Management LLC0.865%8.403%584,42345,3042025-06-30
Archon Capital Management LLC0.476%0.000%321,527321,5272025-06-30
Essex Investment Management Company, LLC0.461%16.171%305,33842,5042024-06-30
BlackRock Inc0.457%0.000%298,67202024-03-31
Pictet & Cie (Europe) SA0.378%0.000%255,20002025-06-30
Ensign Peak Advisors Inc0.370%0.000%249,944249,9442025-06-30
Federated Hermes Inc0.326%16.402%220,00031,0002025-06-30
Parkman Healthcare Partners LLC0.321%4.950%209,8969,8992024-03-31
Edmond de Rothschild Holding S.A.0.301%0.000%203,33402025-06-30
Rathbone Brothers PLC0.240%0.000%162,483162,4832025-06-30
Legato Capital Management LLC0.157%0.000%104,08302024-06-30
Geode Capital Management, LLC0.136%0.949%91,9398642025-06-30
Schonfeld Strategic Advisors LLC0.094%0.000%61,20061,2002024-03-31
Bank Pictet & Cie (Asia) Ltd, Singapore0.069%0.000%46,02002024-06-30
Silverberg Bernstein Capital Management LLC0.068%31.839%45,71511,0402025-06-30
Green Alpha Advisors, LLC0.064%-8.862%42,906-4,1722025-06-30
Citadel Advisors Llc0.058%222.299%39,11126,9762025-06-30
Pathstone Holdings LLC0.053%-10.085%35,986-4,0362025-06-30
Morgan Stanley - Brokerage Accounts0.052%-2.563%35,210-9262025-06-30
Ridgewood Investments LLC0.051%-15.171%34,449-6,1612025-06-30
Dimensional Fund Advisors, Inc.0.037%0.000%25,12702025-06-30
Moloney Securities Asset Management0.035%-50.526%23,500-24,0002025-03-31
Renaissance Technologies Corp0.031%2.985%20,7006002025-06-30
Squarepoint Ops LLC0.030%0.000%19,63919,6392024-09-30
Engineers Gate Manager LP0.024%0.000%15,90215,9022024-12-31
Banque Cantonale Vaudoise0.018%300.000%12,0009,0002024-06-30
Zurcher Kantonalbank0.013%-25.587%8,469-2,9122024-09-30
Compagnie Lombard, Odier SCA0.012%-49.829%8,055-8,0002024-09-30
UBS Group AG0.012%-79.387%7,947-30,6062025-03-31
Principal Securities Inc0.000%0.000%1731732023-12-31
BNP Paribas Arbitrage, SA0.000%-100.000%0-4892022-12-31
Genworth Financial Wealth Mgmt Inc0.000%-100.000%0-2102022-06-30
JPMorgan Chase & Co0.000%-100.000%0-36,1242023-09-30
T. Rowe Price Associates, Inc.0.000%-100.000%0-958,5002023-09-30

Mutual Fund Ownership

UBS (Lux) Digital Health Equity SB USD is the biggest individual fund holder of Sophia Genetics SA (SOPH), owning a total of 2.3 million shares. Combined, the top 61 mutual fund holders of SOPH own 16.84% of the company with a total of 11.2 million shares.

In the latest ownership report on August 31st 2025, the top 61 fund holders increased their combined ownership of SOPH by 569 shares. 1 funds bought 11 total additional shares and increased their ownership by an average of 0.41%. However 2 funds sold 580 total shares and decreased their ownership by an average of 1.82%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Sophia Genetics SA decreased by a net total of -569 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Principal SMA Small Cap Select Equity0.023%-3.560%15,413-5692025-08-31
IST America Small Mid Caps Kat III0.023%-0.072%15,320-112025-08-31
IST Global Small Mid Cap III0.004%0.412%2,680112025-08-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
UBS (Lux) Digital Health Equity SB USD3.382%0.000%2,260,24502025-02-28
CS (Lux) Digital Health Equity SB USD3.285%0.000%2,147,64402024-05-31
UBS Lux Dgtl Hlth Eq Fd seeding P acc3.176%-4.254%2,122,175-94,2882025-05-31
Principal SmallCap R50.961%0.000%649,30002025-07-31
Principal U.S. Small Cap Equity0.961%3.375%649,30021,2002025-06-30
Jennison SMid Cap Core Equity0.676%-1.785%434,022-7,8872022-12-31
Pictet-Global Megatrend Sel I USD0.466%-17.846%299,203-64,9952022-05-31
BlackRock Health Sciences Term Trust0.446%0.000%291,48502024-03-31
BlackRock Health Sciences Trust II0.454%0.000%291,48502023-02-28
EdR SICAV Tech for Tomorrow CR EUR0.301%0.008%203,410172025-07-31
EdR SICAV Tech Impact CR EUR0.304%-0.023%203,396-462025-03-31
Principal SmallCap SP0.260%-2.279%175,800-4,1002025-07-31
Pictet-Health I USD0.267%-20.521%171,449-44,2682022-05-31
PGIM Jennison Small Company A0.226%-30.072%145,453-62,5502023-02-28
Federated Hermes Managed Volatility0.163%4.762%110,0005,0002025-06-30
Federated Hermes Managed Volatility II P0.163%4.762%110,0005,0002025-06-30
Federated Hermes Prudent Bear A0.163%30.952%110,00026,0002025-06-30
Empower Jennison Small Cap Core Eq SP0.121%-1.784%77,805-1,4132022-12-31
Principal International Small Company A0.105%-7.359%67,543-5,3652023-04-30
Principal VC SmallCap 10.086%0.000%58,40002025-07-31
Fidelity Nasdaq Composite ETF0.076%0.000%51,12502025-08-29
1290 Essex Small Cap Growth I0.076%-9.959%50,530-5,5892024-07-31
Federated Hermes Alternative Bear Eq.0.074%42.857%50,00015,0002024-12-31
Pleiades Small Cap Equity A0.067%0.000%44,44102024-06-30
Fidelity Nasdaq Composite Index0.060%0.409%40,7391662025-07-31
Fidelity® NASDAQ Composite Index®0.053%0.000%34,52402023-10-31
Principal U.S. Small Cap Select Equity0.048%26.255%32,7006,8002025-06-30
Fidelity® Nasdaq Composite ETF0.045%0.000%29,17902023-12-29
Strategic Sel Fd Enh Eq Exps A EUR Acc0.038%0.000%25,00002023-05-31
T. Rowe Price Global Impact Equity I0.035%0.000%23,01523,0152022-12-31
Credit Suisse (Lux) Thmtc Opps Eq SBPUSD0.034%23.430%22,3474,2422024-06-30
Azimut Trend0.030%0.000%20,00020,0002024-06-30
Principal SMA Small Cap Select Equity0.023%-3.560%15,413-5692025-08-31
IST America Small Mid Caps II0.023%-0.072%15,329-112025-03-31
IST America Small Mid Caps Kat III0.023%-0.072%15,320-112025-08-31
UBS (Lux) Thmtc Opps Eq SBPUSD0.022%-2.039%14,555-3032025-03-31
UBS Lux Thmtc Opps Eq Fd seeding A PFacc0.022%0.000%14,55502025-04-30
AZ Fd1 AZ Allc Global Agsv A-AZ USD C0.015%0.000%9,60002024-07-31
UBS Lux Thmtc Opps Eq seeding A PF acc0.014%-36.400%9,257-5,2982025-05-31
Sydinvest Megatrends Udb A0.010%3.140%6,5041982024-06-30
Sydinvest Megatrends Akk A0.009%2.762%6,1401652024-06-30
Dimensional Global Small Coms USD Acc0.008%0.346%5,512192025-06-30
Dimensional World Equity GBP Acc0.007%0.000%4,79902025-07-31
Dimensional Global Trgtd Value USD Acc0.007%-0.170%4,697-82025-07-31
Essex Inv Mgt Micro Cap Growth0.007%0.000%4,60202024-06-30
JHFunds2 Health Sciences NAV0.007%-84.186%4,231-22,5232023-08-31
AST Prudential Growth Allocation Port0.006%-30.075%3,834-1,6492023-02-28
JHVIT Health Sciences I0.006%-84.190%3,555-18,9302023-08-31
PGIM Jennison Small-Cap Core Equity R60.005%-30.080%3,145-1,3532023-02-28
Dimensional International Core Eq Acc0.004%0.000%2,85302025-07-31
Dimensional World Allc 60/40 GBP Acc0.004%-0.035%2,824-12025-07-31
IST Global Small Mid Cap III0.004%0.412%2,680112025-08-31
Dimensional Gl Cor Eq LC ESG Sc USD A0.004%0.216%2,32152025-01-31
Dimensional Global Sust Cor Eq USD Acc0.004%0.216%2,32152025-01-31
Dimensional Global Core Equity USD Acc0.003%-0.280%2,134-62024-09-30
BGF Next Generation Health Care Z2 USD0.003%0.000%1,79502023-12-31
Harel HTF Index Global Digital Health0.002%-2.650%1,102-302022-08-31
BlackRock Future Health ETF0.001%0.000%41302024-03-28
JGP Health Care Master FIA IE0.000%0.000%13602023-11-30
Strive 2000 ETF0.000%0.000%5602022-12-30
Strive Small-Cap ETF0.000%0.000%5602022-12-30

Discussions

Please log in or register to share your thoughts.

micmic5/20/25 05:22am

$SOPH Momentum is building...

0 Like Report
a3/6/25 10:44pm

$SOPH very normal lol sike

0 Like Report
graffititrain12/30/24 07:02pm

$SOPH wow
looking like it’s going to be a monster day!

0 Like Report