Stock Transactions — SOPHIA GENETICS SA

Total Bought
500,293
10 transactions
Total Sold
494,381
11 transactions
Net
+5,912
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
AKRE CAPITAL MANAGEMENT LLC0287,699+287,6990.000.01+0.01buy
ESSEX INVESTMENT MANAGEMENT CO LLC123,901262,834+138,9330.110.26+0.14buy
Schonfeld Strategic Advisors LLC40,20061,200+21,0000.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP012,354+12,3540.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC995,5001,007,177+11,6770.000.00-0.00buy
Parkman Healthcare Partners LLC199,997209,896+9,8990.130.13-0.01buy
EDMOND DE ROTHSCHILD HOLDING S.A.193,634203,334+9,7000.020.02+0.00buy
GEODE CAPITAL MANAGEMENT, LLC63,70369,163+5,4600.000.00+0.00buy
NewEdge Advisors, LLC1,9903,961+1,9710.000.00+0.00buy
RENAISSANCE TECHNOLOGIES LLC21,30022,900+1,6000.000.00+0.00buy
GENERATION INVESTMENT MANAGEMENT LLP6,789,5606,789,56000.140.15+0.01hold
BANQUE PICTET & CIE SA2,197,2202,197,22000.120.11-0.00hold
Compagnie Lombard Odier SCmA16,05516,05500.000.00-0.00hold
Russell Investments Group, Ltd.525200.000.00-0.00hold
Alta Wealth Advisors LLC1,409,1601,409,16003.703.53-0.17hold
PRINCIPAL SECURITIES, INC.17394-790.000.00-0.00sell
ASSETMARK, INC2,1401,881-2590.000.00-0.00sell
Zurcher Kantonalbank (Zurich Cantonalbank)13,83412,899-9350.000.00-0.00sell
Nordwand Advisors, LLC2,000500-1,5000.000.00-0.00sell
Bank Pictet & Cie (Europe) AG227,600223,000-4,6000.030.03-0.00sell
Banque Cantonale Vaudoise8,9003,000-5,9000.000.00-0.00sell
CITADEL ADVISORS LLC20,1740-20,1740.000.00-0.00sell
Privium Fund Management B.V.29,0800-29,0800.040.00-0.04sell
MILLENNIUM MANAGEMENT LLC1,888,6021,821,472-67,1300.010.01-0.00sell
FEDERATED HERMES, INC.120,00040,000-80,0000.000.00-0.00sell
PURA VIDA INVESTMENTS, LLC284,7240-284,7240.320.00-0.32sell
Page 1 of 1