SOPH
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -5.0% ·
flujo de acciones -2.2% ·
nuevas posiciones netas -5.3%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +6 | 6.16M | $35.55M | +9 | −3 |
| Q1 2026 | 21 | +2 | 2.82M | $13.94M | +5 | −3 |
| Q4 2025 | 19 | -1 | 2.26M | $10.56M | — | −1 |
| Q3 2025 | 7 | 0 | 434.77K | $2.07M | — | — |
| Q2 2025 | 5 | 0 | 741.15K | $2.30M | — | — |
| Q1 2025 | 4 | 0 | 662.43K | $2.20M | — | — |
| Q4 2024 | 4 | 0 | 831.10K | $2.59M | — | — |
| Q3 2024 | 4 | +1 | 782.81K | $2.85M | +1 | — |
| Q2 2024 | 3 | — | 771.51K | $3.53M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 1.40M | — | $6.54M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Federated Hermes, Inc. | 187.68K | — | $876,452 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Federated Hermes, Inc. | 187.68K | — | $876,452 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ensign Peak Advisors, Inc | 182.41K | — | $851,873 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Millennium Management ✦ | 125.46K | -44.5% | $585,889 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 92.60K | +0.7% | $432,423 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 83.00K | +169.5% | $387,610 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 8 | UBS Group AG | 61.90K | — | $289,078 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 61.90K | — | $289,078 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 48.05K | +15.7% | $224,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 48.05K | +15.7% | $224,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 30.51K | — | $142,486 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 28.66K | +5.3% | $133,842 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 5.55K | — | $25,928 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 5.55K | — | $25,928 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 5.09K | 0.0% | $23,752 | 0.0% | Held | 3 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 5.09K | 0.0% | $23,752 | 0.0% | Held | 3 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 5.09K | 0.0% | $23,752 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Assetmark, Inc | 4.69K | — | $21,888 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Zurcher Kantonalbank (Zurich… | 3.75K | — | $17,536 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 1.00K | — | $4,670 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 600 | — | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 370 | — | $1,728 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 59 | — | $276 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Simplex Trading, Llc | 31 | — | $144 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Citadel Advisors | $58,643 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 48 tenedores, 24.32M acciones, $120.38M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 5.41K acc. · $45,447
Officer · 4.59K acc. · $38,609
Officer · 10.00K acc. · $79,439
Officer · 10.00K acc. · $79,427
Officer · 4.00K acc. · $30,076
Officer · 5.00K acc. · $37,580
Officer, Director · 8.50K acc. · $64,669
Officer, Director · 20.00K acc. · $144,540
Officer · 5.00K acc. · $38,000
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología