Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sophia Genetics SA (SOPH)

49 + Investors. Track Smart Money conviction in SOPH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — SOPH

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SOPH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
49 hedge funds hold SOPH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +53% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+53% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

28 buying18 selling
Last quarter: 28 funds were net buyers (17 opened a brand new position + 11 added to an existing one). Only 18 were sellers (8 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new SOPH position: 6 → 11 → 10 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 35% new

■ 39% conviction (2yr+) ■ 27% medium ■ 35% new
Of the 49 current holders: 19 (39%) held >2 years, 13 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

2 → 6 → 11 → 10 → 17 new funds/Q
New funds entering each quarter: 6 → 11 → 10 → 17. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 45% veterans vs 41% newcomers

■ 45% veterans ■ 14% 1-2yr ■ 41% new
Entry-cohort mix of 49 holders: 22 (45%) are 2+ year veterans, 7 entered 1–2 years ago, and 20 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
10 of 48 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SOPH

In 2026 Q1, 28 hedge funds were net buyers of SOPH (17 opened a new position, 11 added to an existing one), while 18 reduced or exited (8 trimmed, 10 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: SOPH

How many hedge funds hold SOPH — quarterly history vs. share price
Quarterly hedge fund ownership of SOPH vs. share price

Market Analysis: SOPH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SOPH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Sophia Genetics SA (SOPH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SOPH has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
SOPH
+10.3%
XLV
+705.0%

SOPH outperformed XLV by -694.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
SOPH
+15.2%
XLV
+691.9%

Since the filing became public, SOPH outperformed XLV by -676.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: SOPH
49 + Investors

Track Smart Money conviction in SOPH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 49 42 16.67%
13F Shares 24M 18M 32.94%
Total Value $121M $86M 40.91%
New Positions 17 10 +7
Increased Positions 11 16 -5
Closed Positions 10 8 +2
Reduced Positions 8 7 +1
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SOPH

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

49 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SOPH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SOPH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alta Wealth Advisors LLC 2.27% 1,409,160 $7.0M
2 Archon Capital Management LLC 1.23% 441,413 $2.2M
3 Essex Investment Management Co LLC 0.54% 692,809 $3.4M
4 1492 Capital Management LLC 0.43% 225,751 $1.1M
5 Soleus Capital Management, L.P. 0.37% 1,850,000 $9.2M
6 Generation Investment Management LLP 0.30% 6,789,560 $33.6M
7 Akre Capital Management LLC 0.30% 3,719,140 $18.4M
8 Green Alpha Advisors, LLC 0.21% 42,952 $213K
9 Hodges Capital Management Inc. 0.18% 435,836 $2.2M
10 Silverberg Bernstein Capital Management LLC 0.14% 51,970 $257K
11 Legato Capital Management LLC 0.10% 216,341 $1.1M
12 Kennedy Capital Management LLC 0.10% 927,800 $4.6M
13 Royce & Associates LP 0.09% 1,816,312 $9.0M
14 Banque Pictet & Cie SA 0.08% 2,208,280 $10.9M
15 Perkins Capital Management Inc 0.05% 10,500 $52K
16 Bank Pictet & Cie (Europe) AG 0.03% 255,200 $1.3M
17 First Dallas Securities Inc. 0.02% 10,000 $50K
18 Edmond de Rothschild Holding S.A. 0.01% 203,334 $1.0M
19 Ensign Peak Advisors, Inc 0.00% 444,954 $2.2M
20 Principal Financial Group Inc 0.00% 1,409,242 $7.0M
21 Rathbones Group PLC 0.00% 149,133 $738K
22 Sei Investments Co 0.00% 357,888 $1.8M
23 Federated Hermes, INC. 0.00% 190,010 $941K
24 Pathstone Holdings, LLC 0.00% 31,465 $156K
25 Renaissance Technologies LLC 0.00% 59,800 $296K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sophia Genetics SA (SOPH)

What does the Smart Money Trend signal show for SOPH?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SOPH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SOPH?

More buyers than sellers — 61% buying: Last quarter: 28 funds were net buyers (17 opened a brand new position + 11 added to an existing one). Only 18 were sellers (8 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SOPH holders?

Smaller funds dominant — 7% AUM from top-100: 10 of 48 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SOPH?

Mixed — 39% long-term, 35% new: Of the 49 current holders: 19 (39%) held >2 years, 13 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Sophia Genetics SA (SOPH) following the 2026 Q1 hedge fund 13F filings?

As of today, SOPH has moved +15.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +691.9% for the XLV sector ETF — an outperformance of -676.7%. Since the quarter end (March 31, 2026), SOPH has gained +10.3% vs +705.0% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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