§ EQUITY
USDSOPH
SOPHIA GENETICS SA
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
47 increased/new, 16 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| GENERATION INVESTMENT MANAGEMENT LLP | 6.8M | 0.3% | ±0% |
| AKRE CAPITAL MANAGEMENT LLC | 3.7M | 0.3% | ±0% |
| BANQUE PICTET & CIE SA | 2.2M | 0.1% | ±0% |
| Soleus Capital Management, L.P. | 1.9M | 0.4% | n/a |
| ROYCE & ASSOCIATES LP | 1.8M | 0.1% | +322% |
| PRINCIPAL FINANCIAL GROUP INC | 1.4M | 0.0% | +1% |
◇ AC INTELLIGENCE
Top institutional owners for SOPH as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER88.8% · 33 holders
INCOME / DEFENSIVE7.6% · 2 holders
DEALER / BANK1.9% · 8 holders
QUALITY / COMPOUNDER0.9% · 3 holders
PASSIVE / INDEX0.4% · 2 holders
SYSTEMATIC / QUANT0.3% · 2 holders
TACTICAL / MACRO0.2% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SOPH in the last 180 days.