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-Q2 13F filings (latest filed 2026-08-14). 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 2026-Q1 and 2026-Q2: 21 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 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp 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 2026-Q1 and 2026-Q2, across 69 tracked filers holding SOPH, 41 increased or opened the position and 21 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 8
- AIGH Capital Management LLC$23M
- AMERIPRISE FINANCIAL INC$13M
- AWM Investment Company, Inc.$10M
- SILVERCREST ASSET MANAGEMENT GROUP LLC$8M
- Maven Securities LTD$866K
- JANE STREET GROUP, LLC$624K
Largest adds
- ROYCE & ASSOCIATES LP$11M
- PRINCIPAL FINANCIAL GROUP INC$7M
- GENERATION INVESTMENT MANAGEMENT LLP$6M
- AKRE CAPITAL MANAGEMENT LLC$3M
- BANQUE PICTET & CIE SA$2M
- Archon Capital Management LLC$2M
Largest trims
- SEI INVESTMENTS CO$819K
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 | $39M | 18.4% | 2026-Q2 |
| AIGH Capital Management LLC new | 3,954,194 | $23M | 10.7% | 2026-Q2 |
| AKRE CAPITAL MANAGEMENT LLC | 3,719,140 | $21M | 10.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 3,381,736 | $20M | 9.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 2,364,256 | $14M | 6.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 2,216,752 | $13M | 6.0% | 2026-Q2 |
| BANQUE PICTET & CIE SA | 2,208,280 | $13M | 6.0% | 2026-Q2 |
| AWM Investment Company, Inc. new | 1,700,000 | $10M | 4.6% | 2026-Q2 |
| Soleus Capital Management, L.P. trimmed | 1,565,000 | $9M | 4.2% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC new | 1,428,470 | $8M | 3.9% | 2026-Q2 |
| Alta Wealth Advisors LLC | 1,409,160 | $8M | 3.8% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 917,977 | $5M | 2.5% | 2026-Q2 |
| Archon Capital Management LLC added | 691,413 | $4M | 1.9% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 663,428 | $4M | 1.8% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 444,654 | $3M | 1.2% | 2026-Q2 |
| Hodges Capital Management Inc. trimmed | 409,073 | $2M | 1.1% | 2026-Q2 |
| Bank Pictet & Cie (Europe) AG | 255,200 | $1M | 0.7% | 2026-Q2 |
| Legato Capital Management LLC added | 223,230 | $1M | 0.6% | 2026-Q2 |
| 1492 Capital Management LLC trimmed | 222,194 | $1M | 0.6% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. trimmed | 200,004 | $1M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 165,045 | $952K | 0.4% | 2026-Q2 |
| Maven Securities LTD new | 150,000 | $866K | 0.4% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 141,992 | $819K | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 138,409 | $799K | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 113,300 | $654K | 0.3% | 2026-Q2 |
| Rathbones Group PLC trimmed | 112,133 | $647K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 108,062 | $624K | 0.3% | 2026-Q2 |
| Quadrature Capital Ltd added | 103,521 | $597K | 0.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 99,124 | $572K | 0.3% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. new | 98,347 | $567K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 81,444 | $470K | 0.2% | 2026-Q2 |
| Silverberg Bernstein Capital Management LLC added | 66,869 | $386K | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 58,333 | $337K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 57,140 | $330K | 0.2% | 2026-Q2 |
| Longaeva Partners L.P. new | 50,000 | $288K | 0.1% | 2026-Q2 |
| Green Alpha Advisors, LLC trimmed | 42,765 | $247K | 0.1% | 2026-Q2 |
| StoneX Group Inc. new | 45,523 | $230K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 38,497 | $222K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 37,497 | $216K | 0.1% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP new | 32,907 | $190K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 32,203 | $185K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 29,598 | $171K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 22,405 | $129K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 22,300 | $129K | 0.1% | 2026-Q2 |
| AXQ CAPITAL, LP new | 20,592 | $119K | 0.1% | 2026-Q2 |
| HEIGHTS CAPITAL MANAGEMENT, INC new | 20,000 | $115K | 0.1% | 2026-Q2 |
| Centiva Capital, LP added | 18,869 | $109K | 0.1% | 2026-Q2 |
| Persistent Asset Partners Ltd new | 18,807 | $109K | 0.1% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 15,596 | $90K | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 14,243 | $82K | 0.0% | 2026-Q2 |
| Walleye Capital LLC new | 11,543 | $67K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers new | 11,404 | $66K | 0.0% | 2026-Q2 |
| PERKINS CAPITAL MANAGEMENT INC | 10,500 | $61K | 0.0% | 2026-Q2 |
| First Dallas Securities Inc. | 10,000 | $58K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 8,836 | $51K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ new | 8,618 | $50K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 5,112 | $29K | 0.0% | 2026-Q2 |
| BARCLAYS PLC new | 2,677 | $15K | 0.0% | 2026-Q2 |
| Compagnie Lombard Odier SCmA | 1,055 | $6K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 987 | $6K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 900 | $5K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 719 | $4K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 490 | $3K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 122 | $703 | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 77 | $444 | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. | 59 | $340 | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 56 | $321 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 47 | $271 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 33 | $190 | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,156 | $65K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. | 5,086 | $25K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| OSAIC HOLDINGS, INC. | 1,000 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Federation des caisses Desjardins du Quebec new | 700 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO added | 206 | $966 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GSA CAPITAL PARTNERS LLP added | 24,967 | $117K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| POLEN CAPITAL MANAGEMENT LLC new | 21,738 | $102K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FNY Investment Advisers, LLC trimmed | 16,010 | $74K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ACADIAN ASSET MANAGEMENT LLC new | 5,911 | $27K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PNC Financial Services Group, Inc. new | 370 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| United Financial Planning Group LLC new | 170 | $794 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SIMPLEX TRADING, LLC trimmed | 31 | $144 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| DIMENSIONAL FUND ADVISORS LP added | 31,332 | $148K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| THOMPSON SIEGEL & WALMSLEY LLC new | 29,780 | $142K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Squarepoint Ops LLC trimmed | 10,231 | $49K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Savvy Advisors, Inc. new | 10,000 | $48K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Tower Research Capital LLC (TRC) added | 491 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 394 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Groupe la Francaise new | 120 | $569 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Ridgewood Investments LLC trimmed | 34,449 | $107K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CITIGROUP INC added | 1,389 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.