Schedule 13G: Akre Entities Own 3.72M SOPHiA GENETICS Shares
Rhea-AI Filing Summary
Schedule 13G filing: On 27 June 2025 Akre Capital Management, LLC (ACM), Braddock Partners Offshore, LP and Braddock Capital Offshore, LLC jointly filed a Schedule 13G reporting a beneficial position in SOPHiA GENETICS SA (CUSIP H82027105).
The reporting persons collectively hold 3,719,140 ordinary shares, representing 5.6 % of the outstanding class. All voting and dispositive authority over the shares is shared; each entity reports zero sole voting or dispositive power and full shared power over the entire stake, triggering the 5 % disclosure threshold under Section 13(d).
ACM is organized in Delaware and operates as an investment adviser, while Braddock Partners Offshore, LP is a Cayman Islands limited partnership and Braddock Capital Offshore, LLC is a Delaware limited-liability company. The certification states that the securities were acquired ‘not for the purpose of or with the effect of changing or influencing the control’ of the issuer. No additional group members, subsidiary acquisitions, or 5 %-or-less disclaimers are indicated. An Exhibit A Joint Filing Agreement accompanies the submission.
Positive
- Akre Capital Management and its affiliates have accumulated 3.72 million shares (5.6 %) of SOPHiA GENETICS, confirming meaningful institutional ownership.
Negative
- None.
Insights
Akre-led group reveals 5.6 % SOPH stake; disclosure appears strategically passive.
The filing confirms that ACM and related offshore vehicles now control 3.72 million SOPHiA GENETICS shares. The stake crosses the 5 % threshold but remains far from a controlling level, and the certification expressly disclaims any intent to influence control. Because voting and dispositive power are shared and no additional action is signalled, the market impact is likely limited to heightened institutional visibility. Investors may view the involvement of a professional investment adviser positively, yet the passive nature of the filing provides no direct insight into near-term operating performance or strategic change.
Passive 13G indicates institutional ownership with no governance change expected.
This Schedule 13G is a routine disclosure of a >5 % holding by three related entities under common management. The absence of sole voting power and the explicit statement that the securities are not held to influence control suggest a purely passive investment. From a governance perspective, the issuer’s board and existing shareholders face no immediate threat of activism. Nonetheless, a single group now controls a non-trivial block, which could become influential in future governance votes should their intentions evolve, but nothing in the filing indicates such a plan.