Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

SOPHiA GENETICS SA

CIK 0001840706SOPH· quarter ending 2026-06-30

Shares outstanding

68,486,338

as of 2025-12-31 · 20-F cover page, filed 2026-03-03

Held by 13F filers

36,842,573

53.8% of shares outstanding

Holders

+22 vs 2026-03-31 · 26 new, 4 exited

Value

$212.5M

shares +50.6% vs prior quarter

Share classes (cover page of the 20-F filed 2026-03-03, as of 2025-12-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	SOPH · NASDAQ	68,486,338	36,842,573	53.8%	71	H82027105

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	H82027105	ORDINARY SHARES	71	36,842,573	68,486,338	53.8%	$212.5M	3 call / 0 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (71 of 71 · H82027105)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	GENERATION INVESTMENT MANAGEMENT LLP	6,789,560	9.91%	$39.2M	—
2	AIGH Capital Management LLC	3,954,194	5.77%	$22.8M	NEW
3	AKRE CAPITAL MANAGEMENT LLC	3,719,140	5.43%	$21.5M	—
4	ROYCE & ASSOCIATES LP	3,381,736	4.94%	$19.5M	+1,565,424 (+86.2%)
5	PRINCIPAL FINANCIAL GROUP INC	2,364,256	3.45%	$13.6M	+955,014 (+67.8%)
6	AMERIPRISE FINANCIAL INC	2,216,752	3.24%	$12.8M	NEW
7	BANQUE PICTET & CIE SA	2,208,280	3.22%	$12.7M	—
8	AWM Investment Company, Inc.	1,700,000	2.48%	$9.8M	NEW
9	Soleus Capital Management, L.P.	1,565,000	2.29%	$9.0M	-285,000 (-15.4%)
10	SILVERCREST ASSET MANAGEMENT GROUP LLC	1,428,470	2.09%	$8.2M	NEW
11	Alta Wealth Advisors LLC	1,409,160	2.06%	$8.1M	—
12	KENNEDY CAPITAL MANAGEMENT LLC	917,977	1.34%	$5.3M	-9,823 (-1.1%)
13	Archon Capital Management LLC	691,413	1.01%	$4.0M	+250,000 (+56.6%)
14	ESSEX INVESTMENT MANAGEMENT CO LLC	663,428	0.97%	$3.8M	-29,381 (-4.2%)
15	Ensign Peak Advisors, Inc	444,654	0.65%	$2.6M	-300 (-0.1%)
16	Hodges Capital Management Inc.	409,073	0.60%	$2.4M	-26,763 (-6.1%)
17	Bank Pictet & Cie (Europe) AG	255,200	0.37%	$1.5M	—
18	Legato Capital Management LLC	223,230	0.33%	$1.3M	+6,889 (+3.2%)
19	1492 Capital Management LLC	222,194	0.32%	$1.3M	-3,557 (-1.6%)
20	EDMOND DE ROTHSCHILD HOLDING S.A.	200,004	0.29%	$1.2M	-3,330 (-1.6%)
21	SEI INVESTMENTS CO	165,045	0.24%	$952K	-192,843 (-53.9%)
22	Maven Securities LTD	150,000	0.22%	$866K	NEW
23	FEDERATED HERMES, INC.	141,992	0.21%	$819K	-48,018 (-25.3%)
24	MILLENNIUM MANAGEMENT LLC	138,409	0.20%	$799K	+128,267 (+1264.7%)
25	RENAISSANCE TECHNOLOGIES LLC	113,300	0.17%	$654K	+53,500 (+89.5%)
26	Rathbones Group PLC	112,133	0.16%	$647K	-186,133 (-62.4%)
27	JANE STREET GROUP, LLC	108,062	0.16%	$624K	NEW
28	Quadrature Capital Ltd	103,521	0.15%	$597K	NEW
29	GEODE CAPITAL MANAGEMENT, LLC	99,124	0.14%	$572K	+6,978 (+7.6%)
30	Hennion & Walsh Asset Management, Inc.	98,347	0.14%	$567K	NEW
31	UBS Group AG	81,444	0.12%	$470K	-10,782 (-11.7%)
32	Silverberg Bernstein Capital Management LLC	66,869	0.10%	$386K	+14,899 (+28.7%)
33	TWO SIGMA INVESTMENTS, LP	58,333	0.09%	$337K	+48,135 (+472.0%)
34	XTX Topco Ltd	57,140	0.08%	$330K	NEW
35	Longaeva Partners L.P.	50,000	0.07%	$289K	NEW
36	StoneX Group Inc.	45,523	0.07%	$230K	NEW
37	Green Alpha Advisors, LLC	42,765	0.06%	$247K	-187 (-0.4%)
38	CITADEL ADVISORS LLC	38,497	0.06%	$222K	NEW
39	MORGAN STANLEY	37,497	0.05%	$216K	+14,317 (+61.8%)
40	WESTFIELD CAPITAL MANAGEMENT CO LP	32,907	0.05%	$190K	NEW
41	Pathstone Holdings, LLC	32,203	0.05%	$185K	+738 (+2.3%)
42	GOLDMAN SACHS GROUP INC	29,598	0.04%	$171K	-28,030 (-48.6%)
43	ACADIAN ASSET MANAGEMENT LLC	22,600	0.03%	$129K	NEW
44	HRT FINANCIAL LP	22,532	0.03%	$130K	NEW
45	FRANKLIN RESOURCES INC	22,405	0.03%	$129K	+842 (+3.9%)
46	BANK OF AMERICA CORP /DE/	22,300	0.03%	$129K	NEW
47	AXQ CAPITAL, LP	20,592	0.03%	$119K	NEW
48	HEIGHTS CAPITAL MANAGEMENT, INC	20,000	0.03%	$115K	NEW
49	Centiva Capital, LP	18,869	0.03%	$109K	+6,320 (+50.4%)
50	Persistent Asset Partners Ltd	18,807	0.03%	$109K	NEW
51	PRELUDE CAPITAL MANAGEMENT, LLC	15,596	0.02%	$90K	NEW
52	ENVESTNET ASSET MANAGEMENT INC	14,243	0.02%	$82K	NEW
53	Walleye Capital LLC	11,543	0.02%	$67K	NEW
54	Cetera Investment Advisers	11,404	0.02%	$66K	NEW
55	PERKINS CAPITAL MANAGEMENT INC	10,500	0.02%	$61K	—
56	First Dallas Securities Inc.	10,000	0.01%	$58K	—
57	ASSETMARK, INC	8,836	0.01%	$51K	+4,125 (+87.6%)
58	US BANCORP \DE\	8,618	0.01%	$50K	NEW
59	Zurcher Kantonalbank (Zurich Cantonalbank)	5,112	0.01%	$29K	+1,357 (+36.1%)
60	BlackRock, Inc.	5,086	0.01%	$29K	—
61	BARCLAYS PLC	2,677	0.00%	$15K	NEW
62	Compagnie Lombard Odier SCmA	1,055	0.00%	$6K	—
63	LANARK FINANCIAL, INC.	987	0.00%	$6K	—
64	Parallel Advisors, LLC	900	0.00%	$5K	—
65	ROYAL BANK OF CANADA	719	0.00%	$4K	-18,662 (-96.3%)
66	CoreCap Advisors, LLC	490	0.00%	$3K	NEW
67	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	77	0.00%	$444	—
68	Russell Investments Group, Ltd.	59	0.00%	$340	—
69	HARBOUR INVESTMENTS, INC.	56	0.00%	$321	-5 (-8.2%)
70	Caitong International Asset Management Co., Ltd	47	0.00%	$271	+46 (+4600.0%)
71	SBI Securities Co., Ltd.	33	0.00%	$190	-12 (-26.7%)

Exited since 2026-03-31 (4 filers; largest 4 shown)

SUSQUEHANNA INTERNATIONAL GROUP, LLP	−13,156
OSAIC HOLDINGS, INC.	−1,000
Federation des caisses Desjardins du Quebec	−700
JPMORGAN CHASE & CO	−206

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Balderton Capital VI, S.L.P.	SCHEDULE 13G/A	2026-02-11	2025-12-31	3,301,240	4.9%
AKRE CAPITAL MANAGEMENT, LLC	SCHEDULE 13G	2025-06-27	2025-06-20	3,719,140	5.6%
Braddock Capital Offshore, LLC	SCHEDULE 13G	2025-06-27	2025-06-20	3,719,140	5.6%
Braddock Partners Offshore, LP	SCHEDULE 13G	2025-06-27	2025-06-20	3,719,140	5.6%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.