GIM
SOPH icon

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
Q2 		$39.2M Hold
6,789,560
– – 0.38% 24
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

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
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return

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

Generation Investment Management held its SOPHiA GENETICS (SOPH) position steady in Q2 2026 at 6,789,560 shares worth $39.2M. The position accounts for 0.38% of the portfolio, ranked #24.

Generation Investment Management first reported a position in SOPH in Q3 2021 and has held it in 20 quarters since. The position peaked at $121M in Q3 2021. 72 funds tracked by Wall St. Rank hold SOPH as of Q2 2026.

  • Generation Investment Management held 6,789,560 shares of SOPHiA GENETICS worth $39.2M as of Q2 2026.
  • Generation Investment Management left its SOPHiA GENETICS share count unchanged in Q2 2026.
  • SOPHiA GENETICS made up 0.38% of Generation Investment Management's portfolio in Q2 2026, its #24 holding.
  • Generation Investment Management first reported a position in SOPHiA GENETICS in Q3 2021 and has held it in 20 quarters since.
  • Generation Investment Management's SOPHiA GENETICS position peaked at $121M in Q3 2021.
  • 72 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q2 2026.

Based on Generation Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.