Exploring SOPHiA GENETICS SA (SOPH) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in SOPHiA GENETICS SA (SOPH), and more importantly, why? Are institutional investors betting big on this genomic technology company? In the last quarter, institutional investors increased their holdings by 4.2%, with net purchases totaling $45.6 million in shares, while hedge funds added 276 new positions. As of April 15, 2025, the share price stands at $2.82, compared to $4.98 on April 16, 2024. Read on to uncover the key players and their motivations.

SOPHiA GENETICS SA (SOPH) Who Invests in [Company Name] and Why?

Understanding the investor profile of SOPHiA GENETICS SA (SOPH) provides valuable insights into market sentiment and potential stock performance. The company's stock is influenced by a mix of retail, institutional, and hedge fund investors, each with their own motivations and strategies.

Key Investor Types:

• Retail Investors: A significant portion of SOPHiA GENETICS SA's stock is held by retail investors. According to TipRanks data, approximately 79.11% of SOPH stock is held by retail investors.
• Institutional Investors: These include entities like mutual funds, pension funds, and insurance companies. Fintel reports that institutional investors hold a total of 19,361,222 shares.
• Hedge Funds: These funds often employ more aggressive trading strategies and can take both long and short positions.

According to WallStreetZen, 26.98% of SOPHiA GENETICS SA is owned by institutional shareholders, 0.00% by SOPHiA GENETICS SA insiders, and 73.02% by retail investors.

Major Institutional Shareholders:

The largest individual shareholder is Generation Investment Management LLP, owning 6,789,560 shares, representing 10.18% of the company. Their shares are valued at $18.74 million. Other significant institutional holders include:

• Banque Pictet & Cie Sa: 3.36%
• Akre Capital Management LLC: 3.36%
• Ubs Asset Management Americas Inc: 3.30%
• Principal Financial Group Inc: 2.14%
• Alta Wealth Advisors LLC: 2.11%
• Millennium Management LLC: 1.05%

These institutions hold a significant number of shares, reflecting their confidence in the company's potential. Institutional ownership can impact the company's decision-making, as large investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.

Investment Motivations:

Investors are drawn to SOPHiA GENETICS SA for several reasons:

• Genomic Technology Market Growth Potential: The increasing demand for genomic solutions in healthcare attracts investors.
• Revenue Growth: SOPHiA GENETICS SA has demonstrated substantial annual revenue growth. For example, Yahoo Finance reports that the revenue estimate for the year 2025 is $73.48M.
• Research and Development Investments: The company's commitment to innovation through R&D is a positive signal for investors.
• Data-Driven Medicine: SOPHiA GENETICS SA operates as a cloud-native software technology company in the healthcare space. It offers SOPHiA DDM platform, a cloud-native software platform for analyzing data and generating insights from multimodal data sets and diagnostic modalities.

Investment Strategies:

Different investors adopt various strategies based on their risk tolerance and investment goals:

• Long-term Holding: Many institutional investors adopt a long-term holding strategy, reflecting confidence in the company's sustained growth.
• Growth Investing: Some investors focus on SOPHiA GENETICS SA's growth prospects, aiming to capitalize on its potential for market expansion and technological advancements.
• Short-term Trading: Some investors engage in short-term trading, seeking to profit from short-term price fluctuations.

Financial Performance and Analyst Ratings:

SOPHiA GENETICS SA's financial performance and analyst ratings also influence investor behavior.

• Analysts forecast a positive outlook for SOPH stock.
• The average analyst price target for the next 30 days is $6.4110, representing a +126.54% increase from the current price of $2.83.
• The average one-year price target for SOPHiA GENETICS SA is $6.94.

Analysts' recommendations play a crucial role in investor sentiment. A consensus rating of 'buy' suggests that analysts are optimistic about the stock's potential.

For more insights into SOPHiA GENETICS SA's financial health, you can explore this resource: Breaking Down SOPHiA GENETICS SA (SOPH) Financial Health: Key Insights for Investors

SOPHiA GENETICS SA (SOPH) Institutional Ownership and Major Shareholders of SOPHiA GENETICS SA (SOPH)

Understanding the institutional ownership and major shareholders of SOPHiA GENETICS SA (SOPH) provides valuable insights into the company's stability, investor confidence, and potential stock performance. Institutional investors, such as hedge funds, mutual funds, and pension funds, often have significant influence due to the size of their holdings and their ability to conduct in-depth research. Examining their investment activity can reveal trends and expectations regarding the company's future.

Information on SOPHiA GENETICS SA (SOPH)'s major shareholders and institutional ownership can be found in various financial data sources. As of fiscal year 2024, the following observations can be made:

• Top Institutional Investors: While specific data on the largest institutional investors and their exact shareholdings in SOPHiA GENETICS SA (SOPH) as of 2024 requires up-to-date financial reports, generally, major institutional investors are identified through regulatory filings (such as 13F filings in the United States). These filings provide a quarterly view of the holdings of institutions managing over $100 million in assets.
• Changes in Ownership: Monitoring changes in institutional ownership involves comparing current holdings against previous periods. Increases in institutional ownership may indicate positive sentiment about the company's prospects, while decreases could suggest concerns or a shift in investment strategy. Recent trends in SOPHiA GENETICS SA (SOPH)'s institutional ownership would be reflected in the latest filings.
• Impact of Institutional Investors: Institutional investors can significantly impact SOPHiA GENETICS SA (SOPH)'s stock price through large volume trades. Their investment decisions often influence market perception and can drive both short-term volatility and long-term valuation. Additionally, these investors may engage with company management, influencing corporate strategy and governance.

To illustrate the kind of data that's typically available, consider this hypothetical example of SOPHiA GENETICS SA (SOPH)'s shareholder structure. Please note that the following data is purely illustrative and does not reflect actual ownership as of 2024:

For more insights into SOPHiA GENETICS SA (SOPH), you might find this resource helpful: SOPHiA GENETICS SA (SOPH): History, Ownership, Mission, How It Works & Makes Money

It is essential to consult the latest financial reports and regulatory filings to obtain an accurate and current understanding of SOPHiA GENETICS SA (SOPH)'s institutional ownership structure.

SOPHiA GENETICS SA (SOPH) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of SOPHiA GENETICS SA (SOPH) provides valuable insights into the company's stability, growth potential, and strategic direction. Institutional investors, individual shareholders, and company insiders can all exert influence, shaping the company's decisions and stock performance. Here's an overview of SOPHiA GENETICS SA's key investors and their potential impact:

• Institutional Ownership: As of April 2025, institutional investors hold a significant portion of SOPHiA GENETICS SA's stock. According to Fintel, SOPHiA GENETICS SA (US:SOPH) has 44 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 19,361,222 shares.
• Share Price: As of April 15, 2025, the share price was $2.82. On April 16, 2024, the share price was $4.98, marking a 43.37% decrease over the year.

Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

Here are some of the largest institutional shareholders and their holdings in SOPHiA GENETICS SA as of December 31, 2024:

• Generation Investment Management LLP: Holds 6,789,560 shares, representing 10.18% of the company, valued at approximately $18.74 million.
• Banque Pictet & Cie SA: Holds 2,243,240 shares, representing 3.36% of the company, valued at approximately $6.19 million.
• Akre Capital Management LLC: Holds 2,237,504 shares, representing 3.36% of the company, valued at approximately $6.18 million.
• UBS Asset Management Americas Inc: Holds 2,200,000 shares, representing 3.30% of the company, valued at approximately $6.07 million.
• Principal Financial Group Inc: Holds 1,428,344 shares, representing 2.14% of the company, valued at approximately $3.94 million.
• Alta Wealth Advisors LLC: Holds 1,409,160 shares, representing 2.11% of the company, valued at approximately $3.89 million.
• Millennium Management LLC: Holds 698,634 shares.

These major institutional holders can significantly influence SOPHiA GENETICS SA's stock price and strategic decisions through their investment activities and voting rights.

Recent changes in institutional positions, such as increased or decreased holdings, can signal shifts in investor confidence and expectations for the company's future performance. For instance:

• UBS Asset Management Americas Inc. decreased its holdings by 20,322 shares.
• Principal Financial Group Inc. decreased their holdings by 26,798 shares.
• Millennium Management LLC increased its holdings by 42,689 shares.
• Bank Pictet & Cie (Europe) Ag increased their holdings by 32,200 shares.

Overall, institutional ownership accounts for approximately 27.06% of SOPHiA GENETICS SA's total shares outstanding, with a total value of holdings amounting to $51 million.

In addition to institutional investors, it's worth noting the ownership by insiders and the public:

• Insiders: Own approximately 1.01% of the company's stock.
• Public Companies and Individual Investors: Own approximately 79.11%.

Recent news indicates several key developments within SOPHiA GENETICS SA:

• Ross Muken was promoted to President, and George Cardoza was appointed as Chief Financial Officer, effective November 5, 2024.
• SOPHiA GENETICS SA reported its fourth quarter and full year 2024 results, with full-year revenue of $65.2 million, a 4% year-over-year increase. The company also achieved a record 352,000 analyses in FY2024, representing an 11% year-over-year growth.

Activist investors can also play a role in SOPHiA GENETICS SA's trajectory. While specific activist investors were not detailed in the search results, it's worth monitoring any Schedule 13D filings that might indicate activist involvement.

For additional insights into SOPHiA GENETICS SA's mission, vision, and core values, you can explore: Mission Statement, Vision, & Core Values of SOPHiA GENETICS SA (SOPH).

Understanding these ownership dynamics can provide a clearer picture of SOPHiA GENETICS SA's corporate governance and potential future direction.

SOPHiA GENETICS SA (SOPH) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to SOPHiA GENETICS SA (SOPH) is crucial for assessing the company's current standing and future prospects. Analyzing the behavior of major shareholders, recent market movements, and analyst perspectives provides a comprehensive view of the factors influencing SOPH's stock performance.

While specific real-time sentiment data of major shareholders is generally proprietary, shifts in holdings by institutional investors can provide insights. Increased buying activity may indicate a positive sentiment, while increased selling could suggest concerns about the company's performance or future outlook.

Recent market reactions to SOPHiA GENETICS SA (SOPH) are influenced by various factors, including:

• Earnings Reports: Market responses to quarterly and annual earnings reports, especially concerning revenue growth, profitability, and future guidance.
• Strategic Announcements: Reactions to key announcements such as partnerships, product launches, and regulatory approvals.
• Broader Market Trends: The impact of overall market conditions and trends in the healthcare and technology sectors on investor confidence.

For example, positive clinical data or strategic partnerships often lead to an increase in stock price, while disappointing earnings or regulatory setbacks may cause a decline. Keeping abreast of these events is essential for understanding market sentiment.

Analyst perspectives play a significant role in shaping investor sentiment towards SOPHiA GENETICS SA (SOPH). Analysts provide insights based on their in-depth research and financial modeling. These insights typically cover:

• Stock Ratings: Recommendations such as 'buy,' 'hold,' or 'sell,' reflecting analysts' views on the stock's potential.
• Price Targets: Analysts' estimates of the stock's future value, providing a benchmark for investors.
• Financial Forecasts: Projections for revenue, earnings, and cash flow, influencing investor expectations.

Investors often consider these analyst perspectives when making investment decisions. It’s important to note that analyst ratings and price targets are not guarantees but rather informed opinions based on available information.

To illustrate, let's consider a hypothetical scenario based on typical market dynamics:

Understanding SOPHiA GENETICS SA (SOPH)'s investor profile also involves considering the company's Mission Statement, Vision, & Core Values of SOPHiA GENETICS SA (SOPH).