Position in CARL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$135,199
-$59,931 QoQ
Shares Held
13,025
-17.6% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 73 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Janney Montgomery Scott LLC holds $12,626,355 across 11 Health Information Services names. CARL ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
21,710 | $3,852,873 | |
| 2 | TEM |
Tempus AI, Inc.
|
59,915 | $3,470,875 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
16,634 | $1,160,055 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
41,545 | $1,068,952 | |
| 5 | OPRX |
OptimizeRx Corp
|
135,969 | $777,742 | |
| 6 | PHR |
Phreesia, Inc.
|
70,109 | $721,421 | |
| 7 | HNGE |
Hinge Health, Inc.
|
7,700 | $639,100 | |
| 8 | HQY |
Healthequity, Inc.
|
6,300 | $569,016 |
All Filings in CARL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,199 | 13,025 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $195,130 | 15,800 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $198,172 | 14,800 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||