Position in AMWL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$442,473
+$417,805 QoQ
Shares Held
48,517
+934.5% QoQ
Ownership
0.285%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 55 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AMWL Over Time
Shares Held
Position Value (USD)
Derivatives in AMWL
reported options exposure · as of Dec 31, 2022CallValue
$495,250
CallShares
8,750
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Jun 30, 2026UBS Group AG holds $672,104,181 across 43 Health Information Services names. AMWL ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
960,834 | $170,519,208 | |
| 2 | TEM |
Tempus AI, Inc.
|
2,546,634 | $147,526,506 | |
| 3 | WAY |
Waystar Holding Corp.
|
2,884,399 | $59,216,707 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
627,443 | $44,389,460 | |
| 5 | HQY |
Healthequity, Inc.
|
435,457 | $39,330,475 | |
| 6 | HNGE |
Hinge Health, Inc.
|
469,257 | $38,948,331 | |
| 7 | EVH |
Evolent Health, Inc.
|
6,245,283 | $33,849,432 | |
| 8 | HTFL |
Heartflow, Inc.
|
975,510 | $28,621,461 |
All Filings in AMWL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,473 | 48,517 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $24,668 | 4,690 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $21,215 | 4,321 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $27,355 | 4,448 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $97,326 | 10,948 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $386,025 | 48,988 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $239,198 | 32,993 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $21,102 | 2,226 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $37,627 | 115,781 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $906,520 | 1,117,783 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,790,875 | 1,201,930 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,257,030 | 1,074,386 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,555,272 | 740,606 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,750,400 | 741,695 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,751,593 | 618,938 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $495,250 | 175,000 | Call | Defined | 2023-02-08 | |
| 2022-09-30 | $1,839,167 | 512,303 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,391,222 | 553,524 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,860,789 | 1,154,582 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,831,330 | 1,296,578 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $647,812 | 71,110 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $947,021 | 75,280 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,117,341 | 179,467 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $5,081,045 | 200,594 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $2,533,000 | 100,000 | Call | Defined | 2021-02-11 | |
| 2020-09-30 | $545,257 | 18,396 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||