Sophia Genetics SASOPH
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 30 institutions reported holding Sophia Genetics SA (SOPH) in their 13F filings, down 1 from Q2 2024. 4 opened new positions and 4 sold out. The largest holders were Generation Investment Management LLP ($24.8M), Akre Capital Management ($8.2M) and Banque Pictet & Cie SA ($8.2M). 4 famous investors held it, including Chuck Akre (0.1% of Akre Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Sophia Genetics SA
- CUSIP
- H82027105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $257K |
| Exits | 4 | $1.9M |
All 13F filers, Q2 2024 → Q3 2024: 537,218 shares bought and 537,600 shares sold, net −382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Generation Investment Management LLP | 0.12% | No change | 6,789,560 | $24.8M |
| Akre Capital Management | 0.07% | Add +16.5% | 2,237,504 | $8.2M |
| Banque Pictet & Cie SA | 0.08% | Add +2.1% | 2,243,240 | $8.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.1% | 2,220,322 | $8.1M |
| Principal Financial Group Inc. | 0.00% | Add +6.3% | 1,455,142 | $5.3M |
| Alta Wealth Advisors LLC | 2.35% | No change | 1,409,160 | $5.1M |
| Millennium Management | 0.00% | Reduce -1.0% | 655,945 | $2.4M |
| Bank Pictet & Cie (Europe) AG | 0.02% | No change | 223,000 | $811K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 203,334 | $739K |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 89,475 | $325K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -50.6% | 81,500 | $297K |
| Federated Hermes, Inc. | 0.00% | Add +13.0% | 71,181 | $259K |
| Morgan Stanley | 0.00% | Reduce -21.4% | 47,196 | $172K |
| Renaissance Technologies | 0.00% | Reduce -0.5% | 21,900 | $80K |
| Green Alpha Advisors, LLC | 0.06% | New | 21,530 | $79K |
| Squarepoint Ops LLC | 0.00% | New | 19,639 | $71K |
| Dimensional Fund Advisors LP | 0.00% | Add +41.7% | 17,504 | $64K |
| Citadel Advisors | 0.00% | New | 15,492 | $56K |
| Pathstone Holdings, LLC | 0.00% | New | 14,022 | $51K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -25.6% | 8,469 | $31K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -49.8% | 8,055 | $29K |
| UBS Group AG | 0.00% | No change | 7,770 | $28K |
| BlackRock, Inc. | 0.00% | — | 4,979 | $18K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,588 | $9K |
| Assetmark, Inc. | 0.00% | Add +17.4% | 2,269 | $8K |
| Wells Fargo & Company | 0.00% | No change | 700 | $3K |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 600 | $2K |
| Principal Securities, Inc. | 0.00% | Add +411.7% | 481 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 52 | $190 |
| Citigroup Inc. | 0.00% | No change | 15 | $55 |
"% of holder's portfolio" is SOPH's weight in each manager's 13F, not the share of Sophia Genetics SA the manager owns.