SOPH — SOPHIA GENETICS SA
As of Q2 2026, 14 SEC-registered investment managers reported holding SOPH (SOPHIA GENETICS SA) in their latest 13F filings, with a combined reported value of $37.95M across 6.58M shares. That is +81.3% by share count (+2.95M shares) versus the previous quarter, while reported value moved +111.4%. Ownership is concentrated: the five largest holders account for 94.0% of reported value and the top ten for 98.8%.
Compared with the prior quarter, 2 opened new positions, 9 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SOPH is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Royce & Associates history | Q2 2026 | 3.38M | $19.51M | 0.16% | Add |
| Principal Global Investors history | Q2 2026 | 2.36M | $13.64M | 0.01% | Add |
| Citadel Advisors history | Q2 2026 | 187.20K | $1.08M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 138.41K | $798.62K | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 113.30K | $653.74K | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 99.12K | $571.95K | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 81.44K | $469.93K | 0.00% | Reduce |
| Two Sigma Investments history | Q2 2026 | 58.33K | $336.58K | 0.00% | Add |
| Manulife Financial history | Q2 2023 | 72.07K | $322.87K | 0.00% | Hold |
| Morgan Stanley history | Q2 2026 | 37.50K | $216.36K | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 35.00K | $209.30K | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 29.60K | $170.78K | 0.00% | Reduce |
| Franklin Resources history | Q2 2026 | 22.41K | $129.28K | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 22.30K | $128.67K | 0.00% | New |
| Balyasny Asset Management history | Q3 2023 | 48.28K | $123.11K | 0.00% | Reduce |
| Polen Capital Management history | Q4 2025 | 21.74K | $101.52K | 0.00% | New |
| Northern Trust Corp history | Q4 2021 | 6.31K | $89.00K | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 5.09K | $29.34K | 0.00% | Hold |
| Citigroup Inc history | Q2 2025 | 1.39K | $4.31K | 0.00% | Add |
| T. Rowe Price Associates history | Q2 2023 | 958.50K | $4.29K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 35.00K sh · $209.30K
- Bank of America Corp 22.30K sh · $128.67K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Royce & Associates | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 430.26K | 1.82M | 3.38M |
| Principal Global Investors | 822.47K | 881.39K | 877.19K | 1.09M | 1.46M | 1.40M | 1.43M | 987.08K | 970.66K | 995.50K | 1.01M | 1.37M | 1.46M | 1.43M | 1.39M | 1.40M | 1.39M | 1.40M | 1.41M | 2.36M |
| Citadel Advisors | — | 14.19K | — | — | 58.31K | 31.28K | 67.29K | 46.79K | 23.18K | 20.27K | — | — | 21.69K | 22.09K | 16.43K | 39.11K | 12.32K | — | 29.20K | 187.20K |
| Millennium Management | 313.53K | 120.17K | 71.78K | 27.14K | 253.66K | 264.53K | 1.22M | 1.62M | 1.93M | 1.89M | 1.82M | 662.66K | 655.95K | 698.63K | 539.12K | 584.42K | 225.90K | 125.46K | 10.14K | 138.41K |
| Renaissance Technologies | — | — | — | 17.50K | 19.00K | 21.50K | 24.10K | 21.60K | 19.90K | 21.30K | 22.90K | 22.00K | 21.90K | 20.90K | 20.10K | 20.70K | 30.80K | 83.00K | 59.80K | 113.30K |
| Geode Capital Management | — | 13.46K | 20.68K | 20.68K | 20.68K | 20.68K | 42.97K | 52.44K | 62.50K | 63.70K | 69.16K | 86.85K | 89.47K | 90.97K | 91.08K | 91.94K | 91.92K | 92.60K | 92.15K | 99.12K |
| UBS Group AG | 10.66K | 18.01K | 18.06K | 45.76K | 45.73K | 17.98K | 14.75K | 10.51K | 10.72K | 7.97K | 7.97K | 7.77K | 7.77K | 38.55K | 7.95K | 6.97K | 15.38K | 61.90K | 92.23K | 81.44K |
| Two Sigma Investments | — | — | — | 13.65K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.20K | 58.33K |
| Morgan Stanley | 102.27K | 17.79K | 22.33K | 30.75K | 444.02K | 19.93K | 34.48K | 34.54K | 48.25K | 46.05K | 46.55K | 60.08K | 47.20K | 37.10K | 36.14K | 35.21K | 41.53K | 48.05K | 23.18K | 37.50K |
| JPMorgan Chase & Co | 493 | 343 | — | — | 984 | 31.39K | 54.73K | 36.12K | 30.52K | 881 | — | — | — | — | — | 198 | — | — | — | 35.00K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 18.38K | 27.21K | 28.66K | 57.63K | 29.60K |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 21.56K | 22.41K |
| Bank of America Corp | 3 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 5.55K | — | 22.30K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 4.98K | 4.98K | 4.98K | 4.98K | 5.09K | 5.09K | 5.09K | 5.09K |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 370 | — | — |
| Polen Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 21.74K | — | — |
| Balyasny Asset Management | — | — | — | — | — | — | — | 103.01K | 48.28K | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | — | 98 | — | — | — | — | — | — | — | — | — | 15 | 15 | 15 | 68 | 1.39K | — | — | — | — |
| Northern Trust Corp | — | 6.31K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| T. Rowe Price Associates | 2.36M | 2.38M | 2.32M | 1.94M | 955.51K | 915.27K | 1.03M | 958.50K | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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