STIFEL FINANCIAL CORP
Position in BTSG — BrightSpring Health Services, Inc.
CIK 720672
ST. LOUIS, MO
Position in BTSG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$845,108
+$359,227 QoQ
Shares Held
12,118
+6.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#238
of 433 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in BTSG Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $34,989,912 across 21 Health Information Services names. BTSG ranks #11 (2.4% 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 BTSG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845,108 | 12,118 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $485,881 | 11,403 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $414,646 | 11,072 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||