O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in BTSG — BrightSpring Health Services, Inc.

CIK 1423442 Stamford, CT

Position in BTSG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$209,498

-$107,441 QoQ

Shares Held

3,004

-64.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#331

of 432 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $1,535,159 across 5 Health Information Services names. BTSG ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	4,093	$726,384
2	HQY	Healthequity, Inc.	3,889	$351,254
3	BTSG	BrightSpring Health Services, Inc. This page	3,004	$209,498
4	BEATW	HeartBeam, Inc.	208,191	$156,143
5	TDOC	Teladoc Health, Inc.	10,835	$91,880

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,498	3,004	-64.5%	Shares	Sole	2026-08-13
2025-12-31	$316,939	8,463	+13.1%	Shares	Sole	2026-02-11
2025-09-30	$221,108	7,480	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.