SOPHiA GENETICS S.A. (SOPH)

Accumulating

Strong institutional accumulation: ownership increased +8.49% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

35.24%

QoQ Change

+8.49%

Total Value

$119.5B

Shares Outstanding

68.5M

Crowding AnalysisCrowded

Holders49of 5,944

Avg: 68

Uncrowded82th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.63x

60th percentile

31 buying19 selling

+20

New

-10

Closed

+6.0M

Net shares

Holding Period Distribution

estimate

Median: 2 QAvg: 2.1 QHolders: 49

Ownership Concentration

Top 5: 67.9%Top 10: 88.1%

GENERATION INVESTMENT MANAGEMENT LLP28.1%

AKRE CAPITAL MANAGEMENT15.4%

BANQUE PICTET & CIE SA9.2%

Soleus Capital Management, L.P.7.7%

ROYCE & ASSOCIATES7.5%

Others (44)32.1%

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Conviction-Weighted Ownership

Median weight: 0.20%Avg weight: 0.41%Max: 2.27%High conviction (>1%): 1

GENERATION INVESTMENT MANAGEMENT LLP

AKRE CAPITAL MANAGEMENT

BANQUE PICTET & CIE SA

Soleus Capital Management, L.P.

ROYCE & ASSOCIATES

PRINCIPAL FINANCIAL GROUP

Alta Wealth Advisors

KENNEDY CAPITAL MANAGEMENT

ESSEX INVESTMENT MANAGEMENT CO

Ensign Peak Advisors,

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWSoleus Capital Management, L.P.$9M1.9M shr

BOUGHTROYCE & ASSOCIATES$7M1.4M shr

NEWKENNEDY CAPITAL MANAGEMENT$5M928K shr

NEWESSEX INVESTMENT MANAGEMENT CO$3M693K shr

NEWEnsign Peak Advisors$2M445K shr

NEWROYCE & ASSOCIATES$2M430K shr

NEW1492 Capital Management$973K208K shr

BOUGHTArchon Capital Management$67K14K shr

BOUGHTPRINCIPAL FINANCIAL GROUP$38K8K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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