BANK OF MONTREAL /CAN/
BankPosition in BTSG — BrightSpring Health Services, Inc.
CIK 927971
TORONTO, A6
Position in BTSG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,889,328
+$1,675,783 QoQ
Shares Held
55,769
+7.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 435 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in BTSG Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $148,711,205 across 14 Health Information Services names. BTSG ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAY |
Waystar Holding Corp.
|
5,189,386 | $106,538,093 | |
| 2 | VEEV |
Veeva Systems Inc
|
131,381 | $23,316,182 | |
| 3 | OMCL |
Omnicell, Inc.
|
192,749 | $8,002,936 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
This page
|
55,769 | $3,889,328 | |
| 5 | TEM |
Tempus AI, Inc.
|
40,670 | $2,356,011 | |
| 6 | HQY |
Healthequity, Inc.
|
15,135 | $1,366,992 | |
| 7 | TXG |
10x Genomics, Inc.
|
29,156 | $1,117,839 | |
| 8 | PRVA |
Privia Health Group, Inc.
|
31,981 | $822,869 |
All Filings in BTSG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,889,328 | 55,769 | Shares | Defined | 2026-08-12 | |
| 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 BTSGU | $122,086,393 | 1,207,700 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $20,989,373 | 710,060 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 BTSGU | $99,695,635 | 1,207,700 | Shares | Defined | 2025-08-05 | |
| 2024-06-30 BTSGU | $1,793,367 | 38,100 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||