Position in BTSG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,716,089
+$439,204 QoQ
Shares Held
63,743
+4.8% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 6.614059583013036.ToString("F0")%
Shared 0.ToString("F0")%
None 93.38594041698697.ToString("F0")%
Common Shares in BTSG Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026LPL Financial LLC holds $63,022,676 across 21 Health Information Services names. BTSG ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
173,247 | $30,432,568 | |
| 2 | TEM |
Tempus AI, Inc.
|
237,926 | $10,759,013 | |
| 3 | HQY |
Healthequity, Inc.
|
120,073 | $10,034,500 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
This page
|
63,743 | $2,716,089 | |
| 5 | DOCS |
Doximity, Inc.
|
83,120 | $1,936,696 | |
| 6 | TXG |
10x Genomics, Inc.
|
63,249 | $1,342,776 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
62,133 | $1,278,075 | |
| 8 | OPRX |
OptimizeRx Corp
|
129,608 | $813,938 |
All Filings in BTSG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,716,089 | 63,743 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,276,885 | 60,798 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,530,616 | 51,780 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $386,239 | 16,373 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||