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
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 $11.2B AUM 0.58% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Essex Investment Management's SOPH Position: Q1 2026 in Review

Essex Investment Management opened a new position in SOPHiA GENETICS (SOPH) in Q1 2026: 692,809 shares worth $3.43M. The stake represents 0.54% of the portfolio and ranks #61 among its holdings. This is a return to the name: Essex Investment Management previously reported a position in SOPH as recently as Q2 2024.

Essex Investment Management first reported a position in SOPH in Q4 2023 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold SOPH as of Q1 2026.

  • Essex Investment Management held 692,809 shares of SOPHiA GENETICS worth $3.43M as of Q1 2026.
  • SOPHiA GENETICS was a new Essex Investment Management position in Q1 2026.
  • SOPHiA GENETICS made up 0.54% of Essex Investment Management's portfolio in Q1 2026, its #61 holding.
  • Essex Investment Management first reported a position in SOPHiA GENETICS in Q4 2023 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.