Sofinnova Investments, Inc. ROIV — Roivant Sciences Ltd

Ownership history in Sofinnova Investments, Inc.  ·  7 quarters on record

AI Ownership Summary

Sofinnova Investments, Inc. reported Roivant Sciences Ltd (ROIV) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.61% in 2025 Q3. The latest visible filing shows ROIV at 0.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ROIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sofinnova Investments, Inc.'s position in Roivant Sciences Ltd, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ROIV was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.61% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ROIV stock page Sofinnova Investments, Inc. fund profile Sofinnova Investments, Inc. full holdings
How Sofinnova Investments, Inc. held ROIV — position size vs. price
% of Fund (quarterly)    ROIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 76.7% +27.6% ❌ 734,582 -2,414,688 -76.7% 0.69% $15.9M 2026-02-14 (Est.) $26.45
2025 Q3 ADDED — — — 3,149,270 +2,149,270 +214.9% 2.61% $47.6M 2025-11-14 $20.29
2025 Q2 REDUCED 67.6% +34.0% ❌ 1,000,000 -2,088,814 -67.6% 0.69% $11.3M 2025-08-14 $11.75
2025 Q2 ADDED — — — 3,088,814 +1,809,304 +141.4% 2.13% $34.8M 2025-08-14 $11.75
2025 Q1 REDUCED 31.5% +11.7% ❌ 1,279,510 -588,902 -31.5% 0.84% $12.9M 2025-05-15 $10.76
2024 Q2 ADDED — — — 1,868,412 +866,708 +86.5% 1.03% $19.7M 2024-08-09 $11.12
2024 Q1 INITIATED — — — 1,001,704 — — 0.59% $10.6M 2024-05-15 $11.50

🏢 Other funds also holding ROIV

As of 2026 Q1 — sorted by position size

Davern Capital Partners, LP 6.64% PENN DAVIS MCFARLAND INC 3Y 7Y 4.32% Parkside Financial Bank & Trust 3Y 7Y 2.82% Dorsey Wright & Associates 3Y 7Y 1.98% Sandro Wealth Management LLC 1.98% AlphaCentric Advisors LLC 3Y 1.32% PEAK FINANCIAL ADVISORS LLC 3Y 1.3% Pier Capital, LLC 3Y 7Y 1.04% Anfield Capital Management, LLC 3Y 0.91% Consolidated Portfolio Review Corp 0.7%

FAQ About Sofinnova Investments, Inc. and ROIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sofinnova Investments, Inc. reported owning ROIV?

Sofinnova Investments, Inc. reported ROIV across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported ROIV position in Sofinnova Investments, Inc.'s portfolio?

The largest reported portfolio weight for ROIV was 2.61% in 2025 Q3.

What is the latest reported ROIV position on this page?

The most recent filing on this page is 2025 Q4, when Sofinnova Investments, Inc. reported 734,582 shares, equal to 0.69% of portfolio, with an estimated market value of $15.9M.

What does the chart on this ROIV ownership page compare?

The chart compares Sofinnova Investments, Inc.'s quarterly ROIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sofinnova Investments, Inc. time their ROIV position?

Based on 13F filing dates vs. subsequent ROIV price moves, Sofinnova Investments, Inc. correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on ROIV relative to SPY over the holding period was +103.9%.

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