SOPHIA GENETICS SA
CUSIP H82027105
Sophia Genetics SA has 48 institutional holders in Filings Flow’s 13F database, together reporting 475.9K shares worth $2M as of Q2 2026. The largest reported holders are Generation Investment Management LLP, Akre Capital Management LLC, and Banque Pictet & Cie SA.
Institutional Holders
48
Q2 2026
Reported Value
$119M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Alta Wealth Advisors LLC$308M AUM | 2.27% | $7M | 1.41M | Q1 2026OLDER |
| Archon Capital Management LLC$177M AUM | 1.23% | $2M | 441.4K | Q1 2026OLDER |
| ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM | 0.54% | $3M | 692.8K | Q1 2026OLDER |
| 1492 Capital Management LLC$263M AUM | 0.43% | $1M | 225.8K | Q1 2026OLDER |
| Soleus Capital Management, L.P.$2.5B AUM | 0.37% | $9M | 1.85M | Q1 2026OLDER |
| GENERATION INVESTMENT MANAGEMENT LLP$11.2B AUM | 0.30% | $34M | 6.79M | Q1 2026OLDER |
| AKRE CAPITAL MANAGEMENT LLC$6.1B AUM | 0.30% | $18M | 3.72M | Q1 2026OLDER |
| Green Alpha Advisors, LLC$102M AUM | 0.21% | $212,612 | 43.0K | Q1 2026OLDER |
| Hodges Capital Management Inc.$1.2B AUM | 0.18% | $2M | 435.8K | Q1 2026OLDER |
| Silverberg Bernstein Capital Management LLC$261M AUM | 0.15% | $385,834 | 66.9K | Q2 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.10% | $5M | 927.8K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.09% | $9M | 1.82M | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.08% | $11M | 2.21M | Q1 2026OLDER |
| PERKINS CAPITAL MANAGEMENT INC$107M AUM | 0.05% | $51,975 | 10.5K | Q1 2026OLDER |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 0.03% | $1M | 255.2K | Q1 2026OLDER |
| First Dallas Securities Inc.$270M AUM | 0.02% | $49,500 | 10.0K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $567,462 | 98.3K | Q2 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.01% | $1M | 203.3K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.01% | $1M | 309.3K | Q2 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $2M | 445.0K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $7M | 1.41M | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.00% | $47,600 | 10.0K | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 357.9K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $940,550 | 190.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $54,919 | 11.8K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $155,752 | 31.5K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $54,401 | 11.6K | Q4 2025OLDER |
| United Financial Planning Group LLC$169M AUM | 0.00% | $794 | 170 | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $296,010 | 59.8K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $62,118 | 12.5K | Q1 2026OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.00% | $101,516 | 21.7K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $4,885 | 987 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,827 | 490 | Q2 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $4,455 | 900 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $456,519 | 92.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $2,337 | 491 | Q3 2025OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $5,222 | 1.1K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $48,700 | 10.2K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $23,319 | 4.7K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $50,480 | 10.2K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $18,587 | 3.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $285,259 | 57.6K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $148,199 | 31.3K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,875 | 394 | Q3 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $456,122 | 92.1K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $106,737 | 21.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $144,540 | 29.2K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $50,203 | 10.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $96,000 | 19.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $224,380 | 48.0K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $3,465 | 700 | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.00% | $569 | 120 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $65,122 | 13.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $4,950 | 1.0K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $223 | 45 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $307 | 61 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $25,928 | 5.6K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1,728 | 370 | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $5 | 1 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $25,176 | 5.1K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $292 | 59 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $144 | 31 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $381 | 77 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $966 | 206 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.