Vault-13

SOPHIA GENETICS SA SOPH

ORDINARY SHARES · Common Stock · CUSIP H82027105

72 institutional holders +23 vs Q1 2026
36,842,61836.8m shares reported held*
$212.5mreported value*
27 new 16 added 16 reduced 4 sold out net bought ≈ $71.4m (+12.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($444 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $5.77. Options: 6 managers hold calls ($5.6m notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 35Q4 22: 33Q1 23: 35Q2 23: 36Q3 23: 33Q4 23: 37Q1 24: 33Q2 24: 32Q3 24: 31Q4 24: 37Q1 25: 33Q2 25: 33Q3 25: 40Q4 25: 42Q1 26: 49Q2 26: 7272Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202235
Q4 202233
Q1 202335
Q2 202336
Q3 202333
Q4 202337
Q1 202433
Q2 202432
Q3 202431
Q4 202437
Q1 202533
Q2 202533
Q3 202540
Q4 202542
Q1 202649
Q2 202672

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 12 bought or addedQ3 24: 12 cut or sold outQ4 24: 14 bought or addedQ4 24: 8 cut or sold outQ4 24Q1 25: 10 bought or addedQ1 25: 18 cut or sold outQ2 25: 18 bought or addedQ2 25: 14 cut or sold outQ2 25Q3 25: 22 bought or addedQ3 25: 12 cut or sold outQ4 25: 27 bought or addedQ4 25: 14 cut or sold outQ4 25Q1 26: 28 bought or addedQ1 26: 18 cut or sold outQ2 26: 43 bought or addedQ2 26: 20 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241212
Q4 2024148
Q1 20251018
Q2 20251814
Q3 20252212
Q4 20252714
Q1 20262818
Q2 20264320

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ3 25 calls: $163.7kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $188.7kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $299.0kQ1 26 puts: $9.9kQ1 26P/C 0.03Q2 26 calls: $5.6mQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$163.7k$00.00
Q4 2025$188.7k$00.00
Q1 2026$299.0k$9.9k0.03
Q2 2026$5.6m$00.00

Biggest buyers

AIGH Capital Management LLC New +3,954,194+4.0m
AMERIPRISE FINANCIAL INC New +2,216,752+2.2m
AWM Investment Company, Inc. New +1,700,000+1.7m
ROYCE & ASSOCIATES LP Added +1,565,424+1.6m
SILVERCREST ASSET MANAGEMENT GROUP LLC New +1,428,470+1.4m
PRINCIPAL FINANCIAL GROUP INC Added +955,014+955.0k
Archon Capital Management LLC Added +250,000+250.0k
Maven Securities LTD New +150,000+150.0k
MILLENNIUM MANAGEMENT LLC Added +128,267+128.3k
JANE STREET GROUP, LLC New +108,062+108.1k

Biggest sellers

Soleus Capital Management, L.P. Reduced -285,000-285.0k
SEI INVESTMENTS CO Reduced -192,843-192.8k
Rathbones Group PLC Reduced -186,133-186.1k
FEDERATED HERMES, INC. Reduced -48,018-48.0k
ESSEX INVESTMENT MANAGEMENT CO LLC Reduced -29,381-29.4k
GOLDMAN SACHS GROUP INC Reduced -28,030-28.0k
Hodges Capital Management Inc. Reduced -26,763-26.8k
ROYAL BANK OF CANADA Reduced -18,662-18.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -13,156-13.2k
UBS Group AG Reduced -10,782-10.8k

Biggest calls

JANE STREET GROUP, LLC New $1.7m303.2k shares
SIMPLEX TRADING, LLC Added $1.7m294.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $993.6k172.2k shares
CITADEL ADVISORS LLC Added $858.0k148.7k shares
JPMORGAN CHASE & CO New $209.3k35.0k shares
GROUP ONE TRADING LLC Added $121.2k21.0k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
AKRE CAPITAL MANAGEMENT LLC 13G · passive investor new · filed 2025-06-27 5.6% new 3.7m≈ $21.5m 2025-06-27

Fell to 5% or below in the last year: Balderton Capital VI, S.L.P. (4.9%, 2026-02-11)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 8 sellingQ1 26Q2 26: 1 buyingQ2 26: 10 sellingQ3 26: 0 buyingQ3 26: 10 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—8$41.9k$41.7k
Q2 20261$99.0k10$2.0m$2.0m
Q3 20260—10$2.2m$2.2m
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-21 CARDOZA GEORGE Chief Financial Officer Sold plan 774 $8.33 $6.4k774 shares -<1%
2026-09-21 Muken Ross Chief Executive Officer, director Sold plan 422 $8.33 $3.5k422 shares -<1%
2026-09-14 Menu Philippe Chief Medical Officer Sold 5,000 $7.88 $39.4k5.0k shares -2%
2026-09-14 Xu Zhenyu Chief Scientific Officer Sold plan 4,000 $7.88 $31.5k4.0k shares -1%
2026-09-11 Van Well Daan Chief Legal Officer Sold plan 6,168 $7.63 $47.1k6.2k shares -2%
2026-09-10 Camblong Jurgi Executive Chairman, director Sold plan 8,500 $7.66 $65.1k8.5k shares -<1%
2026-09-08 HIBBS KATHY L Director Sold plan 6,250 $8.13 $50.8k6.2k shares -6%
2026-08-27 Xu Zhenyu Chief Scientific Officer Sold plan 10,000 $8.91 $89.1k10.0k shares -2%
2026-08-25 HIBBS KATHY L Director Sold plan 6,250 $8.68 $54.2k6.2k shares -6%
2026-08-25 Menu Philippe Chief Medical Officer Sold plan 5,000 $8.68 $43.4k5.0k shares -2%
2026-08-24 Verma Abhimanyu Chief Technology Officer Sold plan 5,000 $8.80 $44.0k5.0k shares -3%
2026-08-21 Xu Zhenyu Chief Scientific Officer Sold plan 5,408 $8.40 $45.4k5.4k shares -1%
2026-08-20 Xu Zhenyu Chief Scientific Officer Sold plan 4,592 $8.41 $38.6k4.6k shares -1%
2026-08-19 Xu Zhenyu Chief Scientific Officer Sold plan 10,000 $7.94 $79.4k10.0k shares -2%
2026-08-19 Valente Manuela Chief People Officer Sold plan 10,000 $7.94 $79.4k10.0k shares -4%
2026-08-19 Verma Abhimanyu Chief Technology Officer Sold plan 5,000 $8.20 $41.0k5.0k shares -3%
2026-08-13 Xu Zhenyu Chief Scientific Officer Sold plan 4,000 $7.52 $30.1k4.0k shares -1%
2026-08-12 Menu Philippe Chief Medical Officer Sold plan 5,000 $7.52 $37.6k5.0k shares -2%
2026-08-10 Camblong Jurgi Executive Chairman, director Sold plan 8,500 $7.61 $64.7k8.5k shares -<1%
2026-08-07 Camblong Jurgi Executive Chairman, director Sold plan 20,000 $7.23 $144.6k20.0k shares -1%
2026-08-07 Xu Zhenyu Chief Scientific Officer Sold plan 17,000 $7.29 $123.9k17.0k shares -3%
2026-08-07 Verma Abhimanyu Chief Technology Officer Sold plan 5,000 $7.60 $38.0k5.0k shares -3%
2026-08-05 Xu Zhenyu Chief Scientific Officer Sold plan 3,000 $7.00 $21.0k3.0k shares -0%
2026-08-04 Camblong Jurgi Executive Chairman, director Sold plan 20,000 $6.92 $138.4k20.0k shares -1%
2026-08-04 Xu Zhenyu Chief Scientific Officer Sold plan 10,000 $6.92 $69.2k10.0k shares -2%
2026-08-04 Verma Abhimanyu Chief Technology Officer Sold plan 5,000 $6.95 $34.8k5.0k shares -3%
2026-07-27 Menu Philippe Chief Medical Officer Sold plan 5,000 $5.66 $28.3k5.0k shares -2%
2026-07-21 Camblong Jurgi Executive Chairman, director Sold plan 20,000 $6.63 $132.6k20.0k shares -1%
2026-07-20 Camblong Jurgi Executive Chairman, director Sold plan 24,381 $6.29 $153.4k24.4k shares -1%
2026-07-13 Menu Philippe Chief Medical Officer Sold plan 5,000 $5.70 $28.5k5.0k shares -2%

The latest 30 of 116 trades.

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GENERATION INVESTMENT MANAGEMENT LLP 0.38% of their portfolio London, X0 6,789,5606.8m $39.2m $39.2m 0.38% Unchanged
2 AIGH Capital Management LLC 2.07% of their portfolio BALTIMORE, MD 3,954,1944.0m $22.8m $22.8m 2.07% New
3 AKRE CAPITAL MANAGEMENT LLC 0.42% of their portfolio Middleburg, VA 3,719,1403.7m $21.5m $21.5m 0.42% Unchanged
4 ROYCE & ASSOCIATES LP 0.16% of their portfolio New York, NY 3,381,7363.4m $19.5m $19.5m 0.16% Added +1.6m +1,565,424
5 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 2,364,2562.4m $13.6m $13.6m 0.01% Added +955.0k +955,014
6 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 2,216,7522.2m $12.8m $12.8m 0.00% New
7 BANQUE PICTET & CIE SA 0.13% of their portfolio GENEVA 73, V8 2,208,2802.2m $12.7m $12.7m 0.13% Unchanged
8 AWM Investment Company, Inc. 0.85% of their portfolio NEW YORK, NY 1,700,0001.7m $9.8m $9.8m 0.85% New
9 Soleus Capital Management, L.P. 0.31% of their portfolio GREENWICH, CT 1,565,0001.6m $9.0m $9.0m 0.31% Reduced -285.0k -285,000
10 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.05% of their portfolio NEW YORK, NY 1,428,4701.4m $8.2m $8.2m 0.05% New
11 Alta Wealth Advisors LLC 2.20% of their portfolio Woburn, MA 1,409,1601.4m $8.1m $8.1m 2.20% Unchanged
12 KENNEDY CAPITAL MANAGEMENT LLC 0.09% of their portfolio ST LOUIS, MO 917,977918.0k $5.3m $5.3m 0.09% Reduced -9.8k -9,823
13 Archon Capital Management LLC 1.62% of their portfolio Seattle, WA 691,413691.4k $4.0m $4.0m 1.62% Added +250.0k +250,000
14 ESSEX INVESTMENT MANAGEMENT CO LLC 0.50% of their portfolio BOSTON, MA 663,428663.4k $3.8m $3.8m 0.50% Reduced -29.4k -29,381
15 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 444,654444.7k $2.6m $2.6m 0.00% Reduced -300 -300
16 Hodges Capital Management Inc. 0.16% of their portfolio DALLAS, TX 409,073409.1k $2.4m $2.4m 0.16% Reduced -26.8k -26,763
17 Bank Pictet & Cie (Europe) AG 0.03% of their portfolio FRANKFURT AM MAIN, 2M 255,200255.2k $1.5m $1.5m 0.03% Unchanged
18 Legato Capital Management LLC 0.11% of their portfolio San Francisco, CA 223,230223.2k $1.3m $1.3m 0.11% Added +6.9k +6,889
19 1492 Capital Management LLC 0.38% of their portfolio MILWAUKEE, WI 222,194222.2k $1.3m $1.3m 0.38% Reduced -3.6k -3,557
20 EDMOND DE ROTHSCHILD HOLDING S.A. 0.02% of their portfolio CHAMBESY, V8 200,004200.0k $1.2m $1.2m 0.02% Reduced -3.3k -3,330
21 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 165,045165.0k $952.3k $952.3k 0.00% Reduced -192.8k -192,843
22 Maven Securities LTD 0.08% of their portfolio ST HELIER, Y9 150,000150.0k $865.5k $865.5k 0.08% New
23 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 141,992142.0k $819.3k $819.3k 0.00% Reduced -48.0k -48,018
24 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 138,409138.4k $798.6k $798.6k 0.00% Added +128.3k +128,267
25 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 113,300113.3k $653.7k $653.7k 0.00% Added +53.5k +53,500
26 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 112,133112.1k $647.0k $647.0k 0.00% Reduced -186.1k -186,133
27 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 108,062108.1k $623.5k $623.5k 0.00% New
28 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 103,521103.5k $597.3k $597.3k 0.01% New
29 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 99,12499.1k $571.9k $571.9k 0.00% Added +7.0k +6,978
30 Hennion & Walsh Asset Management, Inc. 0.02% of their portfolio Parsippany, NJ 98,34798.3k $567.5k $567.5k 0.02% New
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 81,44481.4k $469.9k $469.9k 0.00% Reduced -10.8k -10,782
32 Silverberg Bernstein Capital Management LLC 0.15% of their portfolio ARMONK, NY 66,86966.9k $385.8k $385.8k 0.15% Added +14.9k +14,899
33 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 58,33358.3k $336.6k $336.6k 0.00% Added +48.1k +48,135
34 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 57,14057.1k $329.7k $329.7k 0.00% New
35 Longaeva Partners L.P. 0.01% of their portfolio Chicago, IL 50,00050.0k $288.5k $288.5k 0.01% New
36 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 45,52345.5k $229.9k $229.9k 0.01% New
37 Green Alpha Advisors, LLC 0.17% of their portfolio NIWOT, CO 42,76542.8k $246.8k $246.8k 0.17% Reduced -187 -187
38 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 38,49738.5k $222.1k $222.1k 0.00% New
39 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 37,49737.5k $216.4k $216.4k 0.00% Added +14.3k +14,317
40 WESTFIELD CAPITAL MANAGEMENT CO LP 0.00% of their portfolio BOSTON, MA 32,90732.9k $189.9k $189.9k 0.00% New
41 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 32,20332.2k $184.8k $184.8k 0.00% Added +738 +738
42 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 29,59829.6k $170.8k $170.8k 0.00% Reduced -28.0k -28,030
43 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 22,60022.6k $129.0k $129.0k 0.00% New
44 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 22,53222.5k $130.0k $130.0k 0.00% New
45 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 22,40522.4k $129.3k $129.3k 0.00% Added +842 +842
46 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 22,30022.3k $128.7k $128.7k 0.00% New
47 AXQ CAPITAL, LP 0.01% of their portfolio JERSEY CITY, NJ 20,59220.6k $118.8k $118.8k 0.01% New
48 HEIGHTS CAPITAL MANAGEMENT, INC 0.03% of their portfolio SAN FRANCISCO, CA 20,00020.0k $115.4k $115.4k 0.03% New
49 Centiva Capital, LP 0.00% of their portfolio New York, NY 18,86918.9k $108.9k $108.9k 0.00% Added +6.3k +6,320
50 Persistent Asset Partners Ltd 0.03% of their portfolio HONG KONG, K3 18,80718.8k $108.5k $108.5k 0.03% New
51 PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 15,59615.6k $90.0k $90.0k 0.01% New
52 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 14,24314.2k $82.2k $82.2k 0.00% New
53 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 11,54311.5k $66.6k $66.6k 0.00% New
54 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 11,40411.4k $65.8k $65.8k 0.00% New
55 PERKINS CAPITAL MANAGEMENT INC 0.05% of their portfolio WAYZATA, MN 10,50010.5k $60.6k $60.6k 0.05% Unchanged
56 First Dallas Securities Inc. 0.02% of their portfolio DALLAS, TX 10,00010.0k $57.7k $57.7k 0.02% Unchanged
57 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 8,8368.8k $51.0k $51.0k 0.00% Added +4.1k +4,125
58 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 8,6188.6k $49.7k $49.7k 0.00% New
59 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 5,1125.1k $29.5k $29.5k 0.00% Added +1.4k +1,357
60 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,0865.1k $29.3k $29.3k 0.00% Unchanged
61 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,6772.7k $15.4k $15.4k 0.00% New
62 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 1,0551.1k $6.1k $6.1k 0.00% Unchanged
63 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 987987 $5.7k $5.7k 0.00% Unchanged
64 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 900900 $5.2k $5.2k 0.00% Unchanged
65 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 719719 $4.0k $4.0k 0.00% Reduced -18.7k -18,662
66 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 490490 $2.8k $2.8k 0.00% New
67 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 122122 $703 $703 0.00% New
68 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 7777 $444 $444 0.00% Unchanged
69 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 5959 $340 $340 0.00% Unchanged
70 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5656 $321 $321 0.00% Reduced -5 -5
71 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 4747 $271 $271 0.00% Added +46 +46
72 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 3333 $190 $190 0.00% Reduced -12 -12