45 tracked 13F filers disclose a position in SOPH as of the latest SEC 13F filings, a combined $109.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GENERATION INVESTMENT MANAGEMENT LLP | $33.6M | 6.8M | —Held | Q1 2026 | |
| 2 | AKRE CAPITAL MANAGEMENT LLC | $18.4M | 3.7M | —Held | Q1 2026 | |
| 3 | BANQUE PICTET & CIE SA | $12.7M | 2.2M | —Held | Q2 2026 | |
| 4 | Soleus Capital Management, L.P. | $9.2M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 5 | PRINCIPAL FINANCIAL GROUP INC | $7.0M | 1.4M | ▲+0.7% Added · +10K sh | Q1 2026 | |
| 6 | Alta Wealth Advisors LLC | $8.1M | 1.4M | —Held | Q2 2026 | |
| 7 | KENNEDY CAPITAL MANAGEMENT LLC | $4.6M | 928K | ▲New +928K sh | Q1 2026 | |
| 8 | Ensign Peak Advisors, Inc | $2.2M | 445K | ▲+144% Added · +263K sh | Q1 2026 | |
| 9 | Archon Capital Management LLC | $2.2M | 441K | —Held | Q1 2026 | |
| 10 | Hodges Capital Management Inc. | $2.4M | 409K | ▼−6.1% Reduced · −27K sh | Q2 2026 | |
| 11 | SEI INVESTMENTS CO | $1.8M | 358K | ▲New +358K sh | Q1 2026 | |
| 12 | Bank Pictet & Cie (Europe) AG | $1.5M | 255K | —Held | Q2 2026 | |
| 13 | EDMOND DE ROTHSCHILD HOLDING S.A. | $1.0M | 203K | —Held | Q1 2026 | |
| 14 | FEDERATED HERMES, INC. | $941K | 190K | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 15 | Rathbones Group PLC | $738K | 149K | ▼−6.9% Reduced · −11K sh | Q1 2026 | |
| 16 | Hennion & Walsh Asset Management, Inc. | $567K | 98K | ▲New +98K sh | Q2 2026 | |
| 17 | UBS Group AG | $457K | 92K | ▲+49% Added · +30K sh | Q1 2026 | |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | $456K | 92K | ▼−0.5% Reduced · −450 sh | Q1 2026 | |
| 19 | Silverberg Bernstein Capital Management LLC | $386K | 67K | ▲+29% Added · +15K sh | Q2 2026 | |
| 20 | RENAISSANCE TECHNOLOGIES LLC | $296K | 60K | ▼−28% Reduced · −23K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $285K | 58K | ▲+101% Added · +29K sh | Q1 2026 | |
| 22 | Pathstone Holdings, LLC | $156K | 31K | ▼−2.3% Reduced · −738 sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $115K | 23K | ▼−52% Reduced · −25K sh | Q1 2026 | |
| 24 | FRANKLIN RESOURCES INC | $107K | 22K | ▲New +22K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $96K | 19K | ▲32× Added · +19K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 10 funds opened a new position in SOPH and 4 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 24 funds | $58.2B |
| APPLE INCAAPL | 23 funds | $60.6B |
| ALPHABET INC-CL AGOOGL | 23 funds | $37.3B |
| JPMORGAN CHASE & COJPM | 23 funds | $15.7B |
| ELI LILLY & COLLY | 23 funds | $15.1B |
| JOHNSON & JOHNSONJNJ | 23 funds | $10.3B |
| MERCK & CO. INC.MRK | 23 funds | $6.7B |
| ABBVIE INCABBV | 22 funds | $9.0B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 22 funds | $8.5B |
| UNITEDHEALTH GROUP INCUNH | 22 funds | $6.4B |
| GOLDMAN SACHS GROUP INCGS | 22 funds | $5.5B |
| ABBOTT LABORATORIESABT | 22 funds | $5.2B |
Ranked by how many of SOPH's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 4, 2026 | Xu Zhenyu | Chief Scientific Officer | Sell (S) | 10K | $69K |
| Aug 4, 2026 | Camblong Jurgi | Executive Chairman, Director | Sell (S) | 20K | $138K |
| Aug 4, 2026 | Verma Abhimanyu | Chief Technology Officer | Sell (S) | 5K | $35K |
| Jul 27, 2026 | Menu Philippe | Chief Medical Officer | Sell (S) | 5K | $28K |
| Jul 21, 2026 | Camblong Jurgi | Executive Chairman, Director | Sell (S) | 20K | $133K |
| Jul 20, 2026 | Camblong Jurgi | Executive Chairman, Director | Sell (S) | 20K | $125K |
| Jul 20, 2026 | Camblong Jurgi | Executive Chairman, Director | Sell (S) | 5K | $28K |
| Jul 13, 2026 | Menu Philippe | Chief Medical Officer | Sell (S) | 5K | $29K |
| Jul 13, 2026 | Xu Zhenyu | Chief Scientific Officer | Sell (S) | 4K | $23K |
| Jul 10, 2026 | Camblong Jurgi | Executive Chairman, Director | Sell (S) | 9K | $48K |
| Jul 7, 2026 | Camblong Jurgi | Executive Chairman, Director | Sell (S) | 18K | $93K |
| Jul 6, 2026 | CARDOZA GEORGE | Chief Financial Officer | Sell (S) | 2K | $8K |
Connected entities for SOPH
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SOPH/capital-change-brief"
Use Arkolith's capital_change_brief for SOPH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SOPH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.