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Sophia Genetics SA (SOPH)

CUSIP: H82027105 | 137 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Banque Pictet & CIE SA2,208,280
0.1% of portfolio›$18.5M
Principal Financial Group Inc2,154,515
0.0% of portfolio›$18.1M
Aigh Capital Management LLC1,689,395
1.4% of portfolio›$14.2M
Essex Investment Management Co LLC643,129
0.8% of portfolio›$5.4M
Sowell Financial Services LLC341,889
0.1% of portfolio›$2.9M
Bank Pictet & Cie (Europe) AG255,200
0.0% of portfolio›$2.1M
Hennion & Walsh Asset Management, Inc.118,262
0.0% of portfolio›$991.0K
Silverberg Bernstein Capital Management LLC77,989
0.3% of portfolio›$653.5K
Green Alpha Advisors, LLC43,103
0.2% of portfolio›$361.2K
US Bancorp \de\16,063
0.0% of portfolio›$134.6K
Assetmark, Inc10,897
0.0% of portfolio›$91.3K
Perkins Capital Management Inc10,500
0.1% of portfolio›$88.0K
Compagnie Lombard Odier SCmA1,055
0.0% of portfolio›$8.8K
Toth Financial Advisory Corp1,000
0.0% of portfolio›$8.4K
Lanark Financial, Inc.987
0.0% of portfolio›$8.3K
Parallel Advisors, LLC900
0.0% of portfolio›$7.5K
Larson Financial Group LLC707
0.0% of portfolio›$5.9K
Caitong International Asset Management Co., Ltd16
0.0% of portfolio›$134
SBI Securities Co., Ltd.6
0.0% of portfolio›$50
StyleTurnoverLocationFiled
Banque Pictet & CIE SA
2,208,280$18.5M0.1%CoreMediumGeneva 73, Switzerland2026-10-16
Principal Financial Group Inc
2,154,515$18.1M0.0%CoreLowDes Moines, IA2026-11-02
Aigh Capital Management LLC
1,689,395$14.2M1.4%GARPVery HighBaltimore, MD2026-11-02
Essex Investment Management Co LLC
643,129$5.4M0.8%GrowthMediumBoston, MA2026-10-19
Sowell Financial Services LLC
341,889$2.9M0.1%CoreLowNorth Little Rock, AR2026-10-23
Bank Pictet & Cie (Europe) AG
255,200$2.1M0.0%GrowthLowFrankfurt Am Main, Hong Kong2026-10-20
Hennion & Walsh Asset Management, Inc.
118,262$991.0K0.0%ValueMediumParsippany, NJ2026-10-13
Silverberg Bernstein Capital Management LLC
77,989$653.5K0.3%GrowthVery LowArmonk, NY2026-10-13
Green Alpha Advisors, LLC
43,103$361.2K0.2%GrowthLowNiwot, CO2026-10-08
US Bancorp \de\
16,063$134.6K0.0%IndexLowMinneapolis, MN2026-11-05
Assetmark, Inc
10,897$91.3K0.0%ETFLowConcord, CA2026-10-21
Perkins Capital Management Inc
10,500$88.0K0.1%GrowthLowWayzata, MN2026-11-02
Compagnie Lombard Odier SCmA
1,055$8.8K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Toth Financial Advisory Corp
1,000$8.4K0.0%CoreLowLeesburg, VA2026-10-08
Lanark Financial, Inc.
987$8.3K0.0%CoreMediumBirmingham, AL2026-10-26
Parallel Advisors, LLC
900$7.5K0.0%IndexLowSan Francisco, CA2026-11-03
Larson Financial Group LLC
707$5.9K0.0%GrowthLowSt Louis, MO2026-11-05
Caitong International Asset Management Co., Ltd
16$1340.0%GrowthVery HighHong Kong, South Korea2026-10-29
SBI Securities Co., Ltd.
6$500.0%Agg GrowthLowTokyo, Mexico2026-10-22