Sophia Genetics SASOPH
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 32 institutions reported holding Sophia Genetics SA (SOPH) in their 13F filings, down 4 from Q4 2024. 2 opened new positions and 6 sold out. The largest holders were UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($25.3M), Generation Investment Management LLP ($22.5M) and Akre Capital Management ($7.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $23K |
| Exits | 6 | $149K |
All 13F filers, Q4 2024 → Q1 2025: 5,615,610 shares bought and 357,097 shares sold, net +5,258,513 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +246.9% | 7,632,871 | $25.3M |
| Generation Investment Management LLP | 0.14% | No change | 6,789,560 | $22.5M |
| Akre Capital Management | 0.07% | No change | 2,237,504 | $7.4M |
| Banque Pictet & Cie SA | 0.08% | Reduce -1.4% | 2,211,040 | $7.3M |
| Alta Wealth Advisors LLC | 2.15% | No change | 1,409,160 | $4.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.0% | 1,385,013 | $4.6M |
| Millennium Management | 0.00% | Reduce -22.8% | 539,119 | $1.8M |
| Bank Pictet & Cie (Europe) AG | 0.02% | Add +14.4% | 255,200 | $847K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 203,334 | $675K |
| Federated Hermes, Inc. | 0.00% | Add +89.0% | 189,000 | $627K |
| Geode Capital Management, LLC | 0.00% | Add +0.1% | 91,075 | $302K |
| Green Alpha Advisors, LLC | 0.17% | Reduce -0.3% | 47,078 | $156K |
| Ridgewood Investments LLC | 0.06% | Add +1930.5% | 40,610 | $135K |
| Pathstone Holdings, LLC | 0.00% | No change | 40,022 | $133K |
| Morgan Stanley | 0.00% | Reduce -2.6% | 36,136 | $120K |
| Silverberg Bernstein Capital Management LLC | 0.11% | Add +54.4% | 34,675 | $115K |
| Dimensional Fund Advisors LP | 0.00% | Add +16.2% | 25,127 | $83K |
| Moloney Securities Asset Management, LLC | 0.01% | Reduce -50.5% | 23,500 | $78K |
| Renaissance Technologies | 0.00% | Reduce -3.8% | 20,100 | $67K |
| Citadel Advisors | 0.00% | Reduce -41.0% | 12,135 | $40K |
| UBS Group AG | 0.00% | Reduce -79.4% | 7,947 | $26K |
| FNY Investment Advisers, LLC | 0.01% | New | 6,833 | $22K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -23.4% | 5,922 | $20K |
| BlackRock, Inc. | 0.00% | No change | 4,979 | $17K |
| Assetmark, Inc. | 0.00% | Reduce -8.7% | 1,771 | $6K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -86.9% | 1,055 | $4K |
| Royal Bank of Canada | 0.00% | No change | 600 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 481 | $1K |
| Coldstream Capital Management Inc. | 0.00% | New | 224 | $744 |
| Citigroup Inc. | 0.00% | Add +353.3% | 68 | $226 |
| Russell Investments Group, Ltd. | 0.00% | No change | 52 | $173 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 15 | $50 |
"% of holder's portfolio" is SOPH's weight in each manager's 13F, not the share of Sophia Genetics SA the manager owns.