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SOPHiA GENETICS S.A. (SOPH)

USD5.78 +0.10 (+1.76%)
CH NASDAQ Healthcare Medical - Healthcare Information Services
Address Rue du Centre 172 1025
Rolle, CH
CEO Jurgi Camblong
IPO 2021-07-23
CIK 1840706 ISIN CH1125843347

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Description

SOPHiA GENETICS S.A. operates as a specialized company within the healthcare technology sector. The firm provides the SOPHiA DDM platform, a cloud-native Software-as-a-Service (SaaS) solution engineered to analyze diverse multimodal datasets and various diagnostic inputs, thereby extracting valuable insights. This platform, together with its related offerings and services, is widely adopted by hospitals, laboratories, and biopharmaceutical organizations across the globe. Founded in 2011, SOPHiA GENETICS S.A. is headquartered in Saint-Sulpice, Switzerland.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD5.78 +0.10 (+1.76%)
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Volume Profile
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Liquidity & share structure
Average Volume
153.5K
Beta
0.99
Float Shares
51.58M
Free Float %
72.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.34% -14.58% -4.54% -2.32% +5.71% -0.86% +48.40% +3.81% -72.37% -72.37% -72.37%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (7 ratings, all time) Buy
Price Targets & DCF
Current price
5.78
Low 7.00 +21.1%
Consensus 7.50 +29.8%
Median 7.50 +29.8%
High 8.00 +38.4%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 4 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
8.00
+38.4%
Last Quarter 2
7.50
+29.8%
Last Year 3
7.33
+26.8%
All Time 7
6.29
+8.8%
Quality scores
Altman Z-Score
-3.63
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
2 / 10
No MOAT
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Information Services: +14.2%
    +18.6% Q1'26: +22.0% (vs Q1'25)
  • EPS growth Medical - Healthcare Information Services: +43.1%
    -23.2% Q1'26: -3.8% (vs Q1'25)
  • FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    -72.9% Q1'26: -78.6% (vs Q1'25)
  • EBIT margin Medical - Healthcare Information Services: +8.8%
    -91.8% Q1'26: -79.7% (vs Q1'25)
  • ROIC Medical - Healthcare Information Services: +5.2%
    -177.9% Q1'26: -161.8% (vs Q1'25)
  • Share dilution Medical - Healthcare Information Services: -0.1%
    +2.7% Q1'26: +6.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    -1.03× Q1'26: -1.07× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.01) × ERP
WACC = 85% × Ke + 15% × Kd (7.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 5.78
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
2 EPS Ana.
Dec 2027
4 Rev. Ana.
2 EPS Ana.
Dec 2028
2 Rev. Ana.
2 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
40.45M
est: 40.89M (-1.1%)
47.56M
est: 47.05M (+1.1%)
62.37M
est: 64.94M (-4.0%)
65.17M
est: 65.14M (+0.0%)
77.27M
est: 76.20M (+1.4%)
93.40M
92.24M – 94.32M
+22.6% YoY
112.38M
109.10M – 114.70M
+20.3% YoY
140.20M
138.46M – 141.58M
+24.8% YoY
173.90M
171.75M – 175.61M
+24.0% YoY
236.80M
233.87M – 239.13M
+36.2% YoY
EBITDA
-69.24M
est: -39.08M (-77.2%)
-81.38M
est: -44.97M (-80.9%)
-69.57M
est: -59.40M (-17.1%)
-50.76M
est: -59.58M (+14.8%)
-61.40M
est: -69.70M (+11.9%)
-85.43M
-86.27M – -84.37M
-22.6% YoY
-102.79M
-104.91M – -99.79M
-20.3% YoY
-128.24M
-129.50M – -126.65M
-24.8% YoY
-159.06M
-160.63M – -157.09M
-24.0% YoY
-216.60M
-218.72M – -213.91M
-36.2% YoY
EBIT
-72.85M
est: -40.16M (-81.4%)
-86.95M
est: -46.21M (-88.1%)
-77.91M
est: -62.71M (-24.2%)
-59.36M
est: -62.91M (+5.6%)
-70.93M
est: -73.59M (+3.6%)
-90.20M
-91.08M – -89.08M
-22.6% YoY
-108.52M
-110.77M – -105.36M
-20.3% YoY
-135.39M
-136.72M – -133.72M
-24.8% YoY
-167.94M
-169.59M – -165.86M
-24.0% YoY
-228.68M
-230.93M – -225.85M
-36.2% YoY
Net Income
-73.68M
est: -87.93M (+16.2%)
-87.45M
est: -93.78M (+6.7%)
-78.98M
est: -68.88M (-14.7%)
-62.49M
est: -59.79M (-4.5%)
-79.00M
est: -75.35M (-4.8%)
-58.49M
-59.34M – -57.65M
+22.4% YoY
-44.16M
-44.80M – -43.53M
+24.5% YoY
-32.35M
-34.45M – -26.34M
+26.8% YoY
-10.81M
-10.94M – -10.63M
+66.6% YoY
27.02M
26.58M – 27.36M
+350.0% YoY
SGA
70.24M
est: 59.43M (+18.2%)
84.08M
est: 68.39M (+22.9%)
81.72M
est: 92.06M (-11.2%)
76.32M
est: 92.34M (-17.4%)
85.17M
est: 108.02M (-21.2%)
132.40M
130.76M – 133.70M
+22.6% YoY
159.30M
154.66M – 162.60M
+20.3% YoY
198.75M
196.28M – 200.70M
+24.8% YoY
246.52M
243.47M – 248.94M
+24.0% YoY
335.69M
331.53M – 338.98M
+36.2% YoY
EPS
-1.33
est: -1.34 (+0.5%)
-1.36
est: -1.43 (+4.6%)
-1.22
est: -1.02 (-19.4%)
-0.95
est: -0.89 (-7.1%)
-1.17
est: -1.12 (-4.7%)
-0.87
-0.88 – -0.85
+22.4% YoY
-0.66
-0.66 – -0.64
+24.5% YoY
-0.45
-0.51 – -0.39
+31.3% YoY
-0.16
-0.16 – -0.16
+64.4% YoY
0.40
0.39 – 0.41
+350.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 BTIG Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-06 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-05 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-04 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-01 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-40.99M
OE per share TTM
-0.59
Owner's Yield
-10.67%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
31.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
11
Total invested
16.05M
Insider transactions (90d)
8
Beneficial owners (>5%)
17
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Alychlo N.V. 6.99M 11.00% 6.99M 6.99M CO Belgium 2022-02-14
2 Marc Coucke 6.99M 11.00% 6.99M 6.99M IN Belgium 2022-02-14
3 Generation IM Sustainable Solutions Fund III, L.P. 6.79M 10.60% 6.79M OO England and Wales 2022-02-15
4 Generation IM Sustainable Solutions GP III Limited 6.79M 10.60% 6.79M OO England and Wales 2022-02-15
5 Generation IM Sustainable Solutions III, GP Ltd 6.79M 10.60% 6.79M OO Guernsey 2022-01-06
6 Generation Investment Management LLP 6.79M 10.60% 6.79M IA England and Wales 2022-02-15
7 Balderton Capital General Partner VI, S.á.r.l. 3.36M 5.30% 3.36M 3.36M FI 2022-02-10
8 Balderton Capital VI, S.L.P. 3.36M 5.30% 3.36M 3.36M PN 2022-02-10
9 Dr. Yair C. Schindel 3.21M 5.00% 3.21M 10.00 IN Israel 2023-01-10
10 aMoon General Partner Ltd. 3.19M 4.97% 3.19M 10.00 CO Israel 2023-01-10
11 aMoon Growth Fund G.P. Limited Partnership 3.19M 4.97% 3.19M 10.00 PN Israel 2023-01-10
12 aMoon Growth Fund Limited Partnership 3.19M 4.97% 3.19M 10.00 PN Cayman Islands 2023-01-10
13 Berko Capital Ltd. 19.0K 0.03% 19.0K 10.00 CO Israel 2023-01-10
14 Dr. Tomer Berkovitz 19.0K 0.03% 19.0K 10.00 IN Israel 2023-01-10
15 Hilliyon Holdings Ltd. 19.0K 0.03% 19.0K 10.00 CO Israel 2023-01-10
16 aMoon Edge GP Ltd. 19.0K 0.03% 19.0K 10.00 CO Cayman Islands 2023-01-10
17 aMoon Edge Limited Partnership 19.0K 0.03% 19.0K 10.00 PN Cayman Islands 2023-01-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
11
-31 vs prev Q
New positions
3
Closed positions
34
Increased
6
Reduced
1
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 GENERATION INVESTMENT MANAGEMENT LLP 6.79M +— (+0.0%) 31.71M -611.1K (-1.9%) 10.02% -0.070 pp 0.22% +0.006 pp USD17.53 -73.4% 18 qtrs
2 AKRE CAPITAL MANAGEMENT LLC 3.72M +— (+0.0%) 17.37M -334.7K (-1.9%) 5.49% -0.038 pp 0.19% +0.014 pp USD3.96 +17.9% 8 qtrs
3 BANQUE PICTET & CIE SA 2.21M +— (+0.0%) 10.31M -198.7K (-1.9%) 3.26% -0.023 pp 0.06% -0.001 pp USD7.35 -36.5% 16 qtrs
4 ALTA WEALTH ADVISORS LLC 1.41M +— (+0.0%) 6.58M -126.8K (-1.9%) 2.08% -0.014 pp 2.20% -0.204 pp USD4.76 -1.9% 15 qtrs
5 PRINCIPAL FINANCIAL GROUP INC 1.40M +8.2K (+0.6%) 6.54M -86.8K (-1.3%) 2.06% -0.002 pp 0.00% +0.000 pp USD9.02 -48.2% 18 qtrs
6 ARCHON CAPITAL MANAGEMENT LLC 441.4K +14.3K (+3.4%) 2.06M +28.5K (+1.4%) 0.65% +0.017 pp 1.17% -0.038 pp USD3.55 +31.5% 3 qtrs
7 ROYCE & ASSOCIATES LP 430.3K +430.3K (+100.0%) 2.01M +2.0M (+100.0%) 0.63% +0.635 pp 0.02% +0.020 pp USD4.67 +0.0% 1 qtrs NEW
8 PICTET & CIE (EUROPE) SA 255.2K +— (+0.0%) 1.19M -23.0K (-1.9%) 0.38% -0.003 pp 0.02% -0.001 pp USD7.17 -34.9% 16 qtrs
9 1492 CAPITAL MANAGEMENT LLC 208.3K +208.3K (+100.0%) 973.0K +973.0K (+100.0%) 0.31% +0.307 pp 0.37% +0.373 pp USD4.67 +0.0% 1 qtrs NEW
10 EDMOND DE ROTHSCHILD HOLDING S.A. 203.3K +— (+0.0%) 949.6K -18.3K (-1.9%) 0.30% -0.002 pp 0.01% -0.002 pp USD3.67 +27.2% 15 qtrs
11 FEDERATED HERMES, INC. 187.7K -22.3K (-10.6%) 876.5K -123.1K (-12.3%) 0.28% -0.035 pp 0.00% 0.000 pp USD3.26 +43.3% 13 qtrs
12 ENSIGN PEAK ADVISORS, INC 182.4K -12.8K (-6.5%) 851.9K -77.2K (-8.3%) 0.27% -0.021 pp 0.00% +0.000 pp USD3.10 +50.6% 3 qtrs
13 RATHBONES GROUP PLC 160.1K -2.4K (-1.4%) 747.8K -25.6K (-3.3%) 0.24% -0.005 pp 0.00% 0.000 pp USD3.10 +50.6% 3 qtrs
14 MILLENNIUM MANAGEMENT LLC 125.5K -100.4K (-44.5%) 585.9K -489.4K (-45.5%) 0.19% -0.151 pp 0.00% 0.000 pp USD4.19 +11.5% 18 qtrs
15 GEODE CAPITAL MANAGEMENT, LLC 92.6K +680.0 (+0.7%) 432.4K -5.1K (-1.2%) 0.14% +0.000 pp 0.00% +0.000 pp USD6.03 -22.6% 17 qtrs
16 RENAISSANCE TECHNOLOGIES LLC 83.0K +52.2K (+169.5%) 387.6K +241.0K (+164.4%) 0.12% +0.077 pp 0.00% +0.000 pp USD4.44 +5.2% 15 qtrs
17 UBS GROUP AG 61.9K +46.5K (+302.4%) 289.1K +215.9K (+294.8%) 0.09% +0.069 pp 0.00% +0.000 pp USD4.62 +1.1% 18 qtrs
18 MORGAN STANLEY 48.0K +6.5K (+15.7%) 224.4K +26.7K (+13.5%) 0.07% +0.009 pp 0.00% +0.000 pp USD4.07 +14.7% 18 qtrs
19 SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC 47.8K +1.1K (+2.4%) 223.3K +933.0 (+0.4%) 0.07% +0.001 pp 0.13% -0.006 pp USD3.21 +45.5% 5 qtrs
20 GREEN ALPHA ADVISORS, LLC 45.7K +4.4K (+10.8%) 213.2K +17.0K (+8.7%) 0.07% +0.006 pp 0.20% +0.006 pp USD3.46 +35.0% 6 qtrs
21 PATHSTONE HOLDINGS, LLC 32.2K +88.0 (+0.3%) 150.4K -2.5K (-1.6%) 0.05% 0.000 pp 0.00% +0.000 pp USD3.28 +42.4% 6 qtrs
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 30.5K +12.0K (+65.1%) 142.5K +54.5K (+62.0%) 0.05% +0.018 pp 0.00% +0.000 pp USD4.72 -1.1% 2 qtrs
23 GOLDMAN SACHS GROUP INC 28.7K +1.5K (+5.3%) 133.8K +4.3K (+3.3%) 0.04% +0.002 pp 0.00% +0.000 pp USD3.69 +26.6% 3 qtrs
24 GSA CAPITAL PARTNERS LLP 25.0K +12.5K (+100.5%) 117.0K +58.0K (+98.3%) 0.04% +0.018 pp 0.01% +0.005 pp USD4.71 -0.8% 2 qtrs
25 POLEN CAPITAL MANAGEMENT LLC 21.7K +21.7K (+100.0%) 101.5K +101.5K (+100.0%) 0.03% +0.032 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
26 FNY INVESTMENT ADVISERS, LLC 16.0K -28.7K (-64.2%) 74.0K -138.0K (-65.1%) 0.02% -0.043 pp 0.02% -0.047 pp USD4.76 -1.9% 4 qtrs
27 XTX TOPCO LTD 11.8K +11.8K (+100.0%) 54.9K +54.9K (+100.0%) 0.02% +0.017 pp 0.00% +0.001 pp USD4.67 +0.0% 1 qtrs NEW
28 QUADRATURE CAPITAL LTD 11.6K +11.6K (+100.0%) 54.4K +54.4K (+100.0%) 0.02% +0.017 pp 0.00% +0.001 pp USD4.67 +0.0% 1 qtrs NEW
29 PERKINS CAPITAL MANAGEMENT INC 10.5K +10.5K (+100.0%) 49.0K +49.0K (+100.0%) 0.02% +0.016 pp 0.04% +0.039 pp USD4.67 +0.0% 1 qtrs NEW
30 ACADIAN ASSET MANAGEMENT LLC 5.9K +5.9K (+100.0%) 27.0K +27.0K (+100.0%) 0.01% +0.009 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
31 BANK OF AMERICA CORP /DE/ 5.6K +5.6K (+100.0%) 25.9K +25.9K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
32 BLACKROCK, INC. 5.1K +— (+0.0%) 23.8K -457.0 (-1.9%) 0.01% 0.000 pp 0.00% +0.000 pp USD3.67 +27.2% 6 qtrs
33 ASSETMARK, INC 4.7K +566.0 (+13.7%) 21.9K +2.3K (+11.6%) 0.01% +0.001 pp 0.00% +0.000 pp USD4.53 +3.1% 16 qtrs
34 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 3.8K -3.2K (-45.8%) 17.5K -15.4K (-46.8%) 0.01% -0.005 pp 0.00% +0.000 pp USD4.21 +10.9% 18 qtrs
35 COMPAGNIE LOMBARD ODIER SCMA 1.1K +— (+0.0%) 4.9K -95.0 (-1.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.27 +105.7% 14 qtrs
36 ADVISOR GROUP HOLDINGS, INC. 1.0K +853.0 (+580.3%) 4.7K +4.0K (+567.1%) 0.00% +0.001 pp 0.00% +0.000 pp USD4.59 +1.7% 3 qtrs
37 ROYAL BANK OF CANADA 600.00 +— (+0.0%) 3.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.71 -0.8% 9 qtrs
38 PNC FINANCIAL SERVICES GROUP, INC. 370.00 +370.0 (+100.0%) 1.7K +1.7K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
39 170.00 +170.0 (+100.0%) 794.00 +794.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.001 pp USD4.66 +0.2% 1 qtrs NEW
40 RUSSELL INVESTMENTS GROUP, LTD. 59.00 +37.0 (+168.2%) 276.00 +171.0 (+162.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.58 +2.0% 11 qtrs
41 SBI SECURITIES CO., LTD. 41.00 +40.0 (+4,000.0%) 191.00 +186.0 (+3,720.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.63 +0.9% 2 qtrs
42 SIMPLEX TRADING, LLC 31.00 -995.0 (-97.0%) 144.00 -3.9K (-96.4%) 0.00% -0.002 pp 0.00% +0.000 pp USD4.74 -1.5% 2 qtrs
43 SQUAREPOINT OPS LLC -10.2K (-100.0%) -48.7K (-100.0%) 0.00% -0.015 pp 0.00% +0.000 pp USD 2 qtrs SOLD
44 PRINCIPAL SECURITIES, INC. -394.0 (-100.0%) -1.9K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 9 qtrs SOLD
45 THOMPSON SIEGEL & WALMSLEY LLC -29.8K (-100.0%) -142.0K (-100.0%) 0.00% -0.044 pp 0.00% -0.002 pp USD 2 qtrs SOLD
46 TOWER RESEARCH CAPITAL LLC (TRC) -491.0 (-100.0%) -2.3K (-100.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD 2 qtrs SOLD
47 CITADEL ADVISORS LLC -12.3K (-100.0%) -58.6K (-100.0%) 0.00% -0.018 pp 0.00% +0.000 pp USD 6 qtrs SOLD
48 DIMENSIONAL FUND ADVISORS LP -31.3K (-100.0%) -148.2K (-100.0%) 0.00% -0.047 pp 0.00% +0.000 pp USD 8 qtrs SOLD
49 SAVVY ADVISORS, INC. -10.0K (-100.0%) -47.6K (-100.0%) 0.00% -0.015 pp 0.00% -0.002 pp USD 2 qtrs SOLD
50 GROUPE LA FRANCAISE -120.0 (-100.0%) -569.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 2 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Harbor Health Care ETF (MEDI) MEDI 0.32% 138.0K 0.80%
2 Fidelity Nasdaq Composite Index ETF ONEQ 0.00% 323.3K 0.21%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.48
Bearish
Ratio by volume
3.00
Bullish
Buys
27
Sells
56
Shares acquired
5.22M
Shares disposed
190.1K
Cash buys
Cash sales
56.00
Net activity
+5,028,975
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-27 Menu Philippe Officer S-Sale D Ordinary Shares 5,000 4.82 24.1K 261,388 D
2026-04-20 Xu Zhenyu Officer S-Sale D Ordinary Shares 608 5.21 3.2K 630,888 D
2026-04-20 Van Well Daan Officer S-Sale D Ordinary Shares 684 5.20 3.6K 345,736 D
2026-04-20 Valente Manuela Officer S-Sale D Ordinary Shares 380 5.20 2.0K 215,071 D
2026-04-20 Puylaert Kevin Officer S-Sale D Ordinary Shares 33 5.08 167.69 148,197 D
2026-04-20 Muken Ross Officer S-Sale D Ordinary Shares 760 5.20 4.0K 681,672 D
2026-04-20 Menu Philippe Officer S-Sale D Ordinary Shares 608 5.20 3.2K 266,388 D
2026-04-20 Camblong Jurgi Director / Officer S-Sale D Ordinary Shares 4,486 5.21 23.3K 3,642,481 D
2026-04-15 Camblong Jurgi Director / Officer S-Sale D Ordinary Shares 17,473 5.00 87.4K 3,646,967 D
2026-04-14 Xu Zhenyu Officer S-Sale D Ordinary Shares 600 4.97 3.0K 631,496 D
2026-04-14 Muken Ross Officer S-Sale D Ordinary Shares 2,800 4.96 13.9K 682,432 D
2026-04-14 Menu Philippe Officer S-Sale D Ordinary Shares 1,600 4.96 7.9K 266,996 D
2026-04-14 Camblong Jurgi Director / Officer S-Sale D Ordinary Shares 43,129 4.96 213.8K 3,664,440 D
2026-04-13 Xu Zhenyu Officer S-Sale D Ordinary Shares 3,400 4.76 16.2K 632,096 D
2026-04-13 Muken Ross Officer S-Sale D Ordinary Shares 4,442 4.77 21.2K 685,232 D
2026-04-13 Menu Philippe Officer S-Sale D Ordinary Shares 3,400 4.76 16.2K 268,596 D
2026-04-13 Camblong Jurgi Director / Officer S-Sale D Ordinary Shares 4,399 4.76 21.0K 3,707,569 D
2026-04-10 Xu Zhenyu Officer S-Sale D Ordinary Shares 3,706 4.68 17.3K 636,510 D
2026-04-10 Van Well Daan Officer S-Sale D Ordinary Shares 2,400 4.67 11.2K 346,420 D
2026-04-10 Muken Ross Officer S-Sale D Ordinary Shares 3,687 4.69 17.3K 689,674 D
2026-04-10 Menu Philippe Officer S-Sale D Ordinary Shares 3,725 4.68 17.4K 272,996 D
2026-04-10 Camblong Jurgi Director / Officer S-Sale D Ordinary Shares 8,500 4.72 40.1K 3,715,700 D
2026-04-09 Xu Zhenyu Officer S-Sale D Ordinary Shares 1,936 4.74 9.2K 640,216 D
2026-04-09 Van Well Daan Officer S-Sale D Ordinary Shares 1,988 4.74 9.4K 348,820 D
2026-04-09 Muken Ross Officer S-Sale D Ordinary Shares 1,950 4.74 9.2K 693,361 D
2026-04-09 Menu Philippe Officer S-Sale D Ordinary Shares 1,931 4.74 9.2K 276,721 D
2026-04-09 Camblong Jurgi Director / Officer S-Sale D Ordinary Shares 1,950 4.74 9.2K 3,724,200 D
2026-04-08 Xu Zhenyu Officer S-Sale D Ordinary Shares 2,800 4.84 13.5K 642,152 D
2026-04-08 Van Well Daan Officer S-Sale D Ordinary Shares 2,861 4.85 13.9K 350,808 D
2026-04-08 Valente Manuela Officer S-Sale D Ordinary Shares 3,824 4.85 18.5K 215,451 D
2026-04-08 Muken Ross Officer S-Sale D Ordinary Shares 2,786 4.84 13.5K 695,311 D
2026-04-08 Menu Philippe Officer S-Sale D Ordinary Shares 2,800 4.84 13.5K 278,652 D
2026-04-08 Camblong Jurgi Director / Officer S-Sale D Ordinary Shares 2,800 4.84 13.6K 3,726,150 D
2026-04-08 CARDOZA GEORGE Officer S-Sale D Ordinary Shares 1,403 4.85 6.8K 291,458 D
2026-04-07 Xu Zhenyu Officer S-Sale D Ordinary Shares 2,400 4.87 11.7K 644,952 D
2026-04-07 Verma Abhimanyu Officer S-Sale D Ordinary Shares 1,030 4.87 5.0K 204,400 D
2026-04-07 Van Well Daan Officer S-Sale D Ordinary Shares 2,400 4.87 11.7K 353,669 D
2026-04-07 Valente Manuela Officer S-Sale D Ordinary Shares 2,376 4.87 11.6K 219,275 D
2026-04-07 Muken Ross Officer S-Sale D Ordinary Shares 2,424 4.87 11.8K 698,097 D
2026-04-07 Menu Philippe Officer S-Sale D Ordinary Shares 2,400 4.87 11.7K 281,452 D
2026-04-07 Camblong Jurgi Director / Officer S-Sale D Ordinary Shares 2,500 4.86 12.2K 3,728,950 D
2026-04-07 CARDOZA GEORGE Officer S-Sale D Ordinary Shares 2,413 4.88 11.8K 292,861 D
2026-04-06 Xu Zhenyu Officer S-Sale D Ordinary Shares 2,700 4.85 13.1K 647,352 D
2026-04-06 Verma Abhimanyu Officer S-Sale D Ordinary Shares 2,519 4.86 12.2K 205,430 D
2026-04-06 Van Well Daan Officer S-Sale D Ordinary Shares 2,705 4.86 13.1K 356,069 D
2026-04-06 Valente Manuela Officer S-Sale D Ordinary Shares 2,597 4.85 12.6K 221,651 D
2026-04-06 Puylaert Kevin Officer S-Sale D Ordinary Shares 30 4.83 144.90 148,230 D
2026-04-06 Muken Ross Officer S-Sale D Ordinary Shares 2,600 4.85 12.6K 700,521 D
2026-04-06 Menu Philippe Officer S-Sale D Ordinary Shares 2,700 4.85 13.1K 283,852 D
2026-04-06 Camblong Jurgi Director / Officer S-Sale D Ordinary Shares 2,600 4.85 12.6K 3,731,450 D
2026-04-06 CARDOZA GEORGE Officer S-Sale D Ordinary Shares 2,520 4.85 12.2K 295,274 D
2026-04-02 Xu Zhenyu Officer A-Award A Share Option (Right to Buy) 164,671 5.04 829.9K 164,671 D
2026-04-02 Verma Abhimanyu Officer A-Award A Ordinary Shares 82,136 0.00 82,136 D
2026-04-02 Van Well Daan Officer A-Award A Share Option (Right to Buy) 142,216 5.04 716.8K 142,216 D
2026-04-02 Valente Manuela Officer A-Award A Share Option (Right to Buy) 104,790 5.04 528.1K 104,790 D
2026-04-02 Puylaert Kevin Officer A-Award A Ordinary Shares 56,468 0.00 56,468 D
2026-04-02 Muken Ross Officer A-Award A Share Option (Right to Buy) 628,743 5.04 3.17M 628,743 D
2026-04-02 Menu Philippe Officer A-Award A Share Option (Right to Buy) 164,671 5.04 829.9K 164,671 D
2026-04-02 Camblong Jurgi Director / Officer A-Award A Share Option (Right to Buy) 628,743 5.04 3.17M 628,743 D
2026-04-02 CARDOZA GEORGE Officer A-Award A Ordinary Shares 112,936 0.00 112,936 D
2026-03-31 Puylaert Kevin Officer S-Sale D Ordinary Shares 3 4.71 14.13 92,383 D
2026-03-19 Xu Zhenyu Officer S-Sale D Ordinary Shares 608 4.78 2.9K 537,116 D
2026-03-19 Van Well Daan Officer S-Sale D Ordinary Shares 684 4.79 3.3K 261,238 D
2026-03-19 Valente Manuela Officer S-Sale D Ordinary Shares 380 4.79 1.8K 152,379 D
2026-03-19 Puylaert Kevin Officer S-Sale D Ordinary Shares 33 4.76 157.08 92,386 D
2026-03-19 Muken Ross Officer S-Sale D Ordinary Shares 1,183 4.79 5.7K 271,910 D
2026-03-19 Menu Philippe Officer S-Sale D Ordinary Shares 608 4.79 2.9K 173,616 D
2026-03-19 Camblong Jurgi Director / Officer S-Sale D Ordinary Shares 4,486 4.77 21.4K 3,302,839 D
2026-03-19 CARDOZA GEORGE Officer S-Sale D Ordinary Shares 774 4.79 3.7K 184,858 D
2026-03-18 Xu Zhenyu Officer Share Option (Right to Buy) 10,000 3.28 32.8K 0 D
2026-03-18 Verma Abhimanyu Officer Share Option (Right to Buy) 130,112 4.72 614.1K 0 D
2026-03-18 Van Well Daan Officer Share Option (Right to Buy) 2,500 3.93 9.8K 0 D
2026-03-18 Valente Manuela Officer Share Option (Right to Buy) 10,000 3.20 32.0K 0 D
2026-03-18 Puylaert Kevin Officer Share Option (Right to Buy) 28,409 3.29 93.5K 0 D
2026-03-18 Ossipow Vincent Director Share Option (Right to Buy) 49,751 3.04 151.2K 0 D
2026-03-18 Muken Ross Officer Share Option (Right to Buy) 426,136 3.29 1.40M 0 D
2026-03-18 Menu Philippe Officer Share Option (Right to Buy) 52,000 6.31 328.1K 0 D
2026-03-18 HIRSCH DIDIER Director Share Option (Right to Buy) 49,751 3.04 151.2K 0 D
2026-03-18 HIBBS KATHY L Director Share Option (Right to Buy) 49,751 3.04 151.2K 0 D
2026-03-18 Cox Troy Director Share Option (Right to Buy) 162,740 4.12 670.5K 0 D
2026-03-18 Cossery Jean-Michel Director Share Option (Right to Buy) 49,751 3.04 151.2K 0 D
2026-03-18 Camblong Jurgi Director / Officer Share Option (Right to Buy) 1,005,682 3.29 3.31M 0 D
2026-03-18 CARDOZA GEORGE Officer Share Option (Right to Buy) 183,333 3.40 623.3K 0 D
2026-03-18 Berkovitz Tomer Director 0 0.00 0

Executive team

Top executives
EBIT / Employee
-167.7K
Shares Outstanding
71.67M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 6-K
2026-04-28 4
2026-04-21 4
2026-04-21 4
2026-04-21 4
2026-04-21 4
2026-04-21 4
2026-04-21 4
2026-04-21 4
2026-04-16 4

Executive team

NameTitleCompensationGender
Jurgi Camblong Co-Founder, Chief Executive Officer & Director 1M
Daan van Well Executive VP and Chief Legal & Compliance Officer male
George A. Cardoza Executive Vice President & Chief Financial Officer male
Kellen Sanger Head of Strategy and Investor Relations
Kevin Puylaert SVP & Chief Sales Officer male
Manuela Da Silva Valente Executive Vice President & Chief People Officer female
Philippe Menu Executive Vice President, Chief Medical Officer & Chief Product Officer
Ross Jordan Muken President male
Abhimanyu Verma EVP & Chief Technology Officer male
Zhenyu Xu Executive Vice President & Chief Scientific Officer
ESG Rating
B
MEDICAL - HEALTHCARE INFORMATION SERVICES
2026
E (Environmental)
61.4 / 63.0
Company / Sector avg.
S (Social)
68.7 / 69.8
Company / Sector avg.
G (Governance)
52.6 / 68.0
Company / Sector avg.
ESG Total
60.9 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits