CAPTRUST FINANCIAL ADVISORS
Position in BTSG — BrightSpring Health Services, Inc.
CIK 1512024
RALEIGH, NC
Position in BTSG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$389,567
+$184,102 QoQ
Shares Held
5,586
+15.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 436 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in BTSG Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $27,080,282 across 15 Health Information Services names. BTSG ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
283,009 | $16,394,711 | |
| 2 | VEEV |
Veeva Systems Inc
|
24,413 | $4,332,575 | |
| 3 | HQY |
Healthequity, Inc.
|
45,312 | $4,092,579 | |
| 4 | PHR |
Phreesia, Inc.
|
39,679 | $408,296 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
This page
|
5,586 | $389,567 | |
| 6 | SDGR |
Schrodinger, Inc.
|
23,711 | $385,303 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
38,374 | $325,411 | |
| 8 | DOCS |
Doximity, Inc.
|
10,073 | $208,914 |
All Filings in BTSG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,567 | 5,586 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $205,465 | 4,822 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||