Position in BEATW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,250
-$23,970 QoQ
Shares Held
51,000
0.0% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 41 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEATW Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $34,951,662 across 21 Health Information Services names. BEATW ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
82,942 | $14,719,714 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
135,521 | $3,486,954 | |
| 3 | GDRX |
GoodRx Holdings, Inc.
|
868,790 | $2,502,115 | |
| 4 | HSTM |
Healthstream Inc
|
79,196 | $2,158,089 | |
| 5 | HQY |
Healthequity, Inc.
|
20,573 | $1,858,152 | |
| 6 | TEM |
Tempus AI, Inc.
|
29,069 | $1,683,967 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
182,763 | $1,549,829 | |
| 8 | TXG |
10x Genomics, Inc.
|
39,056 | $1,497,405 |
All Filings in BEATW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,250 | 51,000 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $62,220 | 51,000 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $122,400 | 51,000 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $165,000 | 100,000 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $125,000 | 100,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $201,000 | 100,000 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $230,000 | 100,000 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $232,000 | 100,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $257,000 | 100,000 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $218,000 | 100,000 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $235,000 | 100,000 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $215,000 | 100,000 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $241,000 | 100,000 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||