EIM
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Essex Investment Management’s SOPHiA GENETICS SOPH Stock Holding History

Essex Investment Management’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 		$3.83M Sell
663,428
-29,381
-4% -$149K 0.5% 81
2026
Q1 		$3.43M Buy
+692,809
New +$3.37M 0.54% 61
2024
Q3 		– Sell
-305,338
Closed -$1.4M – 323
2024
Q2 		$1.4M Buy
305,338
+42,504
+16% +$207K 0.26% 137
2024
Q1 		$1.3M Buy
262,834
+138,933
+112% +$671K 0.26% 137
2023
Q4 		$584K Buy
+123,901
New +$463K 0.11% 172

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
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 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

Essex Investment Management's SOPH Position: Q2 2026 in Review

Essex Investment Management reduced its SOPHiA GENETICS (SOPH) stake by 4.2% in Q2 2026, selling an estimated $149K and leaving 663,428 shares worth $3.83M. The position accounts for 0.5% of the portfolio, ranked #81.

Essex Investment Management first reported a position in SOPH in Q4 2023 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold SOPH as of Q2 2026.

  • Essex Investment Management held 663,428 shares of SOPHiA GENETICS worth $3.83M as of Q2 2026.
  • Essex Investment Management sold 29,381 SOPHiA GENETICS shares in Q2 2026, an estimated $149K.
  • SOPHiA GENETICS made up 0.5% of Essex Investment Management's portfolio in Q2 2026, its #81 holding.
  • Essex Investment Management first reported a position in SOPHiA GENETICS in Q4 2023 and has held it in 5 quarters since.
  • 71 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q2 2026.

Based on Essex Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.