Generation Investment Management’s SOPHiA GENETICS SOPH Stock Holding History

Generation 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	$33.6M	Hold	6,789,560	–	–	0.3%	25
2025 Q4	$31.7M	Hold	6,789,560	–	–	0.22%	29
2025 Q3	$32.3M	Hold	6,789,560	–	–	0.21%	27
2025 Q2	$21M	Hold	6,789,560	–	–	0.13%	32
2025 Q1	$22.5M	Hold	6,789,560	–	–	0.14%	34
2024 Q4	$20.8M	Hold	6,789,560	–	–	0.11%	35
2024 Q3	$24.8M	Hold	6,789,560	–	–	0.12%	37
2024 Q2	$31.1M	Hold	6,789,560	–	–	0.15%	37
2024 Q1	$33.5M	Hold	6,789,560	–	–	0.15%	37
2023 Q4	$32M	Hold	6,789,560	–	–	0.15%	39
2023 Q3	$17.3M	Hold	6,789,560	–	–	0.09%	42
2023 Q2	$30.4M	Hold	6,789,560	–	–	0.15%	38
2023 Q1	$33.7M	Hold	6,789,560	–	–	0.18%	36
2022 Q4	$14M	Hold	6,789,560	–	–	0.08%	38
2022 Q3	$17.9M	Hold	6,789,560	–	–	0.11%	41
2022 Q2	$24.6M	Hold	6,789,560	–	–	0.13%	41
2022 Q1	$52.5M	Hold	6,789,560	–	–	0.24%	42
2021 Q4	$95.7M	Hold	6,789,560	–	–	0.39%	40
2021 Q3	$121M	Buy	+6,789,560	New	+$119M	0.5%	38

Other funds holding SOPH

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $8.63B AUM 20.68% 1-Year Est. Return

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Ensign Peak Advisors

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return