BANK OF MONTREAL /CAN/
BankPosition in BTSG — BrightSpring Health Services, Inc.
CIK 927971
TORONTO, A6
Position in BTSG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,213,545
+$1,460,540 QoQ
Shares Held
51,949
+158.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 93.21642380026564.ToString("F0")%
Shared 0.ToString("F0")%
None 6.783576199734355.ToString("F0")%
Common Shares in BTSG Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $103,059,255 across 13 Health Information Services names. BTSG ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAY |
Waystar Holding Corp.
|
3,453,757 | $83,270,080 | |
| 2 | OMCL |
Omnicell, Inc.
|
179,261 | $5,983,730 | |
| 3 | VEEV |
Veeva Systems Inc
|
31,062 | $5,456,348 | |
| 4 | TEM |
Tempus AI, Inc.
|
49,273 | $2,228,123 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
This page
|
51,949 | $2,213,545 | |
| 6 | HQY |
Healthequity, Inc.
|
14,208 | $1,187,360 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
35,927 | $739,017 | |
| 8 | HTFL |
Heartflow, Inc.
|
27,439 | $667,590 |
All Filings in BTSG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,213,545 | 51,949 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $753,005 | 20,107 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $20,989,373 | 710,060 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||