Sophia Genetics SASOPH
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 36 institutions reported holding Sophia Genetics SA (SOPH) in their 13F filings, up 6 from Q3 2024. 6 opened new positions and 0 sold out. The largest holders were Generation Investment Management LLP ($20.8M), Banque Pictet & Cie SA ($7.0M) and Akre Capital Management ($6.9M). 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sophia Genetics SA
- CUSIP
- H82027105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $172K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 220,241 shares bought and 99,172 shares sold, net +121,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Generation Investment Management LLP | 0.11% | No change | 6,789,560 | $20.8M |
| Banque Pictet & Cie SA | 0.07% | No change | 2,243,240 | $7.0M |
| Akre Capital Management | 0.06% | No change | 2,237,504 | $6.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.9% | 2,200,000 | $6.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.8% | 1,428,344 | $4.5M |
| Alta Wealth Advisors LLC | 1.89% | No change | 1,409,160 | $4.3M |
| Millennium Management | 0.00% | Add +6.5% | 698,634 | $2.2M |
| Bank Pictet & Cie (Europe) AG | 0.02% | No change | 223,000 | $696K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 203,334 | $634K |
| Federated Hermes, Inc. | 0.00% | Add +40.5% | 100,000 | $312K |
| Geode Capital Management, LLC | 0.00% | Add +1.7% | 90,975 | $284K |
| Moloney Securities Asset Management, LLC | 0.02% | Reduce -41.7% | 47,500 | $146K |
| Green Alpha Advisors, LLC | 0.12% | Add +119.3% | 47,216 | $145K |
| Pathstone Holdings, LLC | 0.00% | Add +185.4% | 40,022 | $125K |
| UBS Group AG | 0.00% | Add +396.2% | 38,553 | $118K |
| Morgan Stanley | 0.00% | Reduce -21.4% | 37,101 | $114K |
| Silverberg Bernstein Capital Management LLC | 0.06% | New | 22,464 | $70K |
| Dimensional Fund Advisors LP | 0.00% | Add +23.5% | 21,619 | $68K |
| Citadel Advisors | 0.00% | Add +32.9% | 20,586 | $64K |
| Renaissance Technologies | 0.00% | Reduce -4.6% | 20,900 | $64K |
| Engineers Gate Manager LP | 0.00% | New | 15,902 | $49K |
| Susquehanna International Group, LLP | 0.00% | New | 14,835 | $46K |
| Squarepoint Ops LLC | 0.00% | Reduce -30.0% | 13,753 | $43K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 8,055 | $25K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -8.8% | 7,727 | $24K |
| BlackRock, Inc. | 0.00% | No change | 4,979 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,588 | $8K |
| Ridgewood Investments LLC | 0.00% | New | 2,000 | $6K |
| Assetmark, Inc. | 0.00% | Reduce -14.5% | 1,940 | $6K |
| Wells Fargo & Company | 0.00% | No change | 700 | $2K |
| Royal Bank of Canada | 0.00% | No change | 600 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 481 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 339 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 52 | $160 |
| Citigroup Inc. | 0.00% | No change | 15 | $47 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 15 | $46 |
"% of holder's portfolio" is SOPH's weight in each manager's 13F, not the share of Sophia Genetics SA the manager owns.