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Chuck Akre’s SOPHiA GENETICS SOPH Stock Holding History

Chuck Akre’s Portfolio SOPH Stock Details SOPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.5M Hold
3,719,140
– – 0.42% 16
2026
Q1 		$18.4M Hold
3,719,140
– – 0.3% 17
2025
Q4 		$17.4M Hold
3,719,140
– – 0.19% 15
2025
Q3 		$17.7M Hold
3,719,140
– – 0.18% 16
2025
Q2 		$11.5M Buy
3,719,140
+1,481,636
+66% +$4.42M 0.11% 16
2025
Q1 		$7.43M Hold
2,237,504
– – 0.07% 16
2024
Q4 		$6.87M Hold
2,237,504
– – 0.06% 17
2024
Q3 		$8.17M Buy
2,237,504
+317,072
+17% +$1.29M 0.07% 16
2024
Q2 		$8.8M Buy
1,920,432
+1,632,733
+568% +$7.96M 0.08% 17
2024
Q1 		$1.42M Buy
+287,699
New +$1.39M 0.01% 20

Other funds holding SOPH

GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return

Chuck Akre's SOPH Position: Q2 2026 in Review

Chuck Akre held its SOPHiA GENETICS (SOPH) position steady in Q2 2026 at 3,719,140 shares worth $21.5M. The position accounts for 0.42% of the portfolio, ranked #16.

Chuck Akre first reported a position in SOPH in Q1 2024 and has held it in 10 quarters since. 72 funds tracked by Wall St. Rank hold SOPH as of Q2 2026.

  • Chuck Akre held 3,719,140 shares of SOPHiA GENETICS worth $21.5M as of Q2 2026.
  • Chuck Akre left its SOPHiA GENETICS share count unchanged in Q2 2026.
  • SOPHiA GENETICS made up 0.42% of Chuck Akre's portfolio in Q2 2026, its #16 holding.
  • Chuck Akre first reported a position in SOPHiA GENETICS in Q1 2024 and has held it in 10 quarters since.
  • 72 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q2 2026.

Based on AKRE Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.