Polen Capital Management
SOPH icon

Polen Capital Management’s SOPHiA GENETICS SOPH Stock Holding History

Polen Capital 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 		– Sell
-21,738
Closed -$102K – 284
2025
Q4 		$102K Buy
+21,738
New +$98.5K ﹤0.01% 234

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 $187B AUM 18.48% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EIM
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

Polen Capital Management's SOPH Position: Q1 2026 in Review

Polen Capital Management sold out of SOPHiA GENETICS (SOPH) in Q1 2026, closing a stake of 21,738 shares — an estimated $102K sold.

Polen Capital Management first reported a position in SOPH in Q4 2025 and held it in 1 quarter. The position peaked at $102K in Q4 2025. 49 funds tracked by Wall St. Rank hold SOPH as of Q1 2026.

  • Polen Capital Management reported no remaining SOPHiA GENETICS position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 21,738 SOPHiA GENETICS shares in Q1 2026, an estimated $102K.
  • Polen Capital Management first reported a position in SOPHiA GENETICS in Q4 2025 and held it in 1 quarter.
  • Polen Capital Management's SOPHiA GENETICS position peaked at $102K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.