Green Alpha Advisors’s SOPHiA GENETICS SOPH Stock Holding History

Green Alpha Advisors’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	$213K	Sell	42,952 -2,708	-6%	-$13.2K	0.21%	93
2025 Q4	$213K	Buy	45,660 +4,444	+11%	+$20.1K	0.2%	101
2025 Q3	$196K	Sell	41,216 -1,690	-4%	-$5.81K	0.19%	91
2025 Q2	$133K	Sell	42,906 -4,172	-9%	-$12.4K	0.13%	99
2025 Q1	$156K	Sell	47,078 -138	-0.3%	-$485	0.17%	98
2024 Q4	$145K	Buy	47,216 +25,686	+119%	+$87.4K	0.12%	134
2024 Q3	$78.6K	Buy	+21,530	New	+$87.5K	0.06%	137

Other funds holding SOPH

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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