Position in BTSG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$28,244
+$22,066 QoQ
Shares Held
405
+179.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 435 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTSG Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Allworth Financial LP holds $1,429,867 across 30 Health Information Services names. BTSG ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
3,340 | $592,749 | |
| 2 | HQY |
Healthequity, Inc.
|
2,464 | $222,548 | |
| 3 | SDGR |
Schrodinger, Inc.
|
5,270 | $85,637 | |
| 4 | TXG |
10x Genomics, Inc.
|
2,060 | $78,980 | |
| 5 | PHR |
Phreesia, Inc.
|
5,613 | $57,757 | |
| 6 | TEM |
Tempus AI, Inc.
|
837 | $48,487 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
1,879 | $48,346 | |
| 8 | DOCS |
Doximity, Inc.
|
2,043 | $42,371 |
All Filings in BTSG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,244 | 405 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,178 | 145 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,134 | 57 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $679 | 23 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $70 | 3 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||