Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SOPH held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | GENERATION INVESTMENT MANAGEMENT LLP | 6.8M | $33.6M | 0.0% | 9.473% | 0.30% |
| 2 | AKRE CAPITAL MANAGEMENT LLC | 3.7M | $18.4M | 0.0% | 5.189% | 0.30% |
| 3 | BANQUE PICTET & CIE SA | 2.2M | $10.9M | 0.0% | 3.081% | 0.08% |
| 4 | Soleus Capital Management, L.P. | 1.9M | $9.2M | — | 2.581% | 0.37% |
| 5 | ROYCE & ASSOCIATES LP | 1.8M | $9.0M | +322.1% | 2.534% | 0.09% |
| 6 | PRINCIPAL FINANCIAL GROUP INC | 1.4M | $7.0M | +0.7% | 1.966% | 0.00% |
| 7 | Alta Wealth Advisors LLC | 1.4M | $7.0M | 0.0% | 1.966% | 2.27% |
| 8 | KENNEDY CAPITAL MANAGEMENT, INC. | 928K | $4.6M | — | 1.295% | 0.10% |
| 9 | ESSEX INVESTMENT MANAGEMENT CO LLC | 693K | $3.4M | — | 0.967% | 0.54% |
| 10 | Ensign Peak Advisors, Inc | 445K | $2.2M | +143.9% | 0.621% | 0.00% |
| 11 | Archon Capital Management LLC | 441K | $2.2M | 0.0% | 0.616% | 1.23% |
| 12 | Hodges Capital Management Inc. | 436K | $2.2M | — | 0.608% | 0.18% |
| 13 | SEI INVESTMENTS CO | 358K | $1.8M | — | 0.499% | 0.00% |
| 14 | Pictet & Cie (Europe) SA | 255K | $1.3M | 0.0% | 0.356% | 0.03% |
| 15 | 1492 Capital Management LLC | 226K | $1.1M | +8.3% | 0.315% | 0.43% |
| 16 | EDMOND DE ROTHSCHILD HOLDING S.A. | 203K | $1.0M | 0.0% | 0.284% | 0.01% |
| 17 | FEDERATED HERMES, INC. | 190K | $941K | +1.2% | 0.265% | 0.00% |
| 18 | Rathbone Brothers plc | 149K | $738K | -6.9% | 0.208% | 0.00% |
| 19 | UBS Group AG | 92K | $457K | +49.0% | 0.129% | 0.00% |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | 92K | $456K | -0.5% | 0.129% | 0.00% |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 60K | $296K | -28.0% | 0.083% | 0.00% |
| 22 | GOLDMAN SACHS GROUP INC | 58K | $285K | +101.1% | 0.080% | 0.00% |
| 23 | Silverberg Bernstein Capital Management LLC | 52K | $257K | +8.7% | 0.072% | 0.14% |
| 24 | Green Alpha Advisors, LLC | 43K | $213K | -5.9% | 0.060% | 0.21% |
| 25 | Pathstone Holdings, LLC | 31K | $156K | -2.3% | 0.044% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SOPH — a direct measure of their conviction.
Filings activity in SOPH during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 47 | +12% | 34.11% | +9.72 pp | $119M | +40% |
| Q4 2025 | 42 | +7.7% | 24.39% | +0.40 pp | $85M | +1.7% |
| Q3 2025 | 39 | +18% | 23.99% | +9.34 pp | $84M | +64% |
| Q2 2025 | 33 | +6.5% | 14.65% | 7.38 pp | $51M | 34% |
| Q1 2025 | 31 | 11% | 22.03% | +6.22 pp | $77M | +39% |
| Q4 2024 | 35 | +21% | 15.81% | 2.72 pp | $55M | 15% |
| Q3 2024 | 29 | 3.3% | 18.53% | 4.57 pp | $65M | 20% |
| Q2 2024 | 30 | — | 23.10% | — | $81M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SOPH stock.
Based on Q1 2026 13F filings, institutional ownership of SOPHiA GENETICS S.A. stands at 34.1%, held across 47 reporting institutions.
GENERATION INVESTMENT MANAGEMENT LLP is the largest reported institutional holder of SOPH, with approximately 6,789,560 shares worth $0.03B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SOPH, including AKRE CAPITAL MANAGEMENT LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SOPH is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
15 institutions opened new positions in SOPH during Q1 2026, while 10 fully exited. 26 added to existing positions and 6 trimmed.
SOPH institutional ownership rose by 9.72 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 88.2% of all reported 13F value in SOPH, and the top 25 account for 99.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
SOPHiA GENETICS S.A. (SOPH) Institutional Ownership