Who owns SOPH
Which tracked institutional funds hold SOPH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SOPH company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SOPH is one-sided between 2025-Q4 and 2026-Q1: 13 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SOPH’s largest tracked holder by dollar value, GENERATION INVESTMENT MANAGEMENT LLP, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SOPH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 49 tracked filers holding SOPH, 28 increased or opened the position and 18 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SOPH between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- Soleus Capital Management, L.P.$9M
- KENNEDY CAPITAL MANAGEMENT LLC$5M
- ESSEX INVESTMENT MANAGEMENT CO LLC$3M
- Hodges Capital Management Inc.$2M
- SEI INVESTMENTS CO$2M
- Legato Capital Management LLC$1M
Largest adds
- ROYCE & ASSOCIATES LP$7M
- GENERATION INVESTMENT MANAGEMENT LLP$2M
- Ensign Peak Advisors, Inc$1M
- AKRE CAPITAL MANAGEMENT LLC$1M
- BANQUE PICTET & CIE SA$618K
- PRINCIPAL FINANCIAL GROUP INC$440K
Largest trims
- MILLENNIUM MANAGEMENT LLC$536K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GENERATION INVESTMENT MANAGEMENT LLP | 6,789,560 | $34M | 27.7% | 2026-Q1 |
| AKRE CAPITAL MANAGEMENT LLC | 3,719,140 | $18M | 15.2% | 2026-Q1 |
| BANQUE PICTET & CIE SA | 2,208,280 | $11M | 9.0% | 2026-Q1 |
| Soleus Capital Management, L.P. new | 1,850,000 | $9M | 7.5% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 1,816,312 | $9M | 7.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,409,242 | $7M | 5.7% | 2026-Q1 |
| Alta Wealth Advisors LLC | 1,409,160 | $7M | 5.7% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC new | 927,800 | $5M | 3.8% | 2026-Q1 |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 692,809 | $3M | 2.8% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 444,954 | $2M | 1.8% | 2026-Q1 |
| Archon Capital Management LLC | 441,413 | $2M | 1.8% | 2026-Q1 |
| Hodges Capital Management Inc. new | 435,836 | $2M | 1.8% | 2026-Q1 |
| SEI INVESTMENTS CO new | 357,888 | $2M | 1.5% | 2026-Q1 |
| Bank Pictet & Cie (Europe) AG | 255,200 | $1M | 1.0% | 2026-Q1 |
| 1492 Capital Management LLC added | 225,751 | $1M | 0.9% | 2026-Q1 |
| Legato Capital Management LLC added | 216,341 | $1M | 0.9% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 203,334 | $1M | 0.8% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 190,010 | $941K | 0.8% | 2026-Q1 |
| Rathbones Group PLC trimmed | 149,133 | $738K | 0.6% | 2026-Q1 |
| UBS Group AG added | 92,226 | $457K | 0.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 92,146 | $456K | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 59,800 | $296K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 57,628 | $285K | 0.2% | 2026-Q1 |
| Silverberg Bernstein Capital Management LLC added | 51,970 | $257K | 0.2% | 2026-Q1 |
| Green Alpha Advisors, LLC trimmed | 42,952 | $213K | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 31,465 | $156K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 23,180 | $115K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC new | 21,563 | $107K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 19,381 | $96K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,156 | $65K | 0.1% | 2026-Q1 |
| Centiva Capital, LP new | 12,549 | $62K | 0.1% | 2026-Q1 |
| PERKINS CAPITAL MANAGEMENT INC | 10,500 | $52K | 0.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 10,198 | $50K | 0.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 10,142 | $50K | 0.0% | 2026-Q1 |
| First Dallas Securities Inc. new | 10,000 | $50K | 0.0% | 2026-Q1 |
| BlackRock, Inc. | 5,086 | $25K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 4,711 | $23K | 0.0% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,755 | $19K | 0.0% | 2026-Q1 |
| Compagnie Lombard Odier SCmA | 1,055 | $5K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 1,000 | $5K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. new | 987 | $5K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC new | 900 | $4K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec new | 700 | $3K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 206 | $966 | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 77 | $381 | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 61 | $307 | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. | 59 | $292 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 45 | $223 | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 1 | $5 | 0.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 31,332 | $148K | 0.1% | 2025-Q3 stale |
| THOMPSON SIEGEL & WALMSLEY LLC new | 29,780 | $142K | 0.1% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP added | 24,967 | $117K | 0.1% | 2025-Q4 stale |
| Ridgewood Investments LLC trimmed | 34,449 | $107K | 0.1% | 2025-Q2 stale |
| POLEN CAPITAL MANAGEMENT LLC new | 21,738 | $102K | 0.1% | 2025-Q4 stale |
| Moloney Securities Asset Management, LLC trimmed | 23,500 | $78K | 0.1% | 2025-Q1 stale |
| FNY Investment Advisers, LLC trimmed | 16,010 | $74K | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 12,320 | $59K | 0.0% | 2025-Q3 stale |
| XTX Topco Ltd new | 11,760 | $55K | 0.0% | 2025-Q4 stale |
| Quadrature Capital Ltd new | 11,649 | $54K | 0.0% | 2025-Q4 stale |
| Squarepoint Ops LLC trimmed | 10,231 | $49K | 0.0% | 2025-Q3 stale |
| Savvy Advisors, Inc. new | 10,000 | $48K | 0.0% | 2025-Q3 stale |
| ACADIAN ASSET MANAGEMENT LLC new | 5,911 | $27K | 0.0% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ added | 5,552 | $26K | 0.0% | 2025-Q4 stale |
| CITIGROUP INC added | 1,389 | $4K | 0.0% | 2025-Q2 stale |
| Tower Research Capital LLC (TRC) added | 491 | $2K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. | 394 | $2K | 0.0% | 2025-Q3 stale |
| PNC Financial Services Group, Inc. new | 370 | $2K | 0.0% | 2025-Q4 stale |
| United Financial Planning Group LLC new | 170 | $794 | 0.0% | 2025-Q4 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 224 | $744 | 0.0% | 2025-Q1 stale |
| Groupe la Francaise new | 120 | $569 | 0.0% | 2025-Q3 stale |
| SIMPLEX TRADING, LLC trimmed | 31 | $144 | 0.0% | 2025-Q4 stale |
| Steward Partners Investment Advisory, LLC | 15 | $50 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.