Position in CARL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$181,150
+$62,551 QoQ
Shares Held
17,452
+33.2% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 73 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in CARL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Bank of New York Mellon Corp holds $554,096,004 across 30 Health Information Services names. CARL ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
861,172 | $152,832,185 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
1,694,318 | $118,161,730 | |
| 3 | PRVA |
Privia Health Group, Inc.
|
2,892,536 | $74,424,943 | |
| 4 | HQY |
Healthequity, Inc.
|
666,260 | $60,176,595 | |
| 5 | TEM |
Tempus AI, Inc.
|
378,634 | $21,934,262 | |
| 6 | OMCL |
Omnicell, Inc.
|
466,994 | $19,389,586 | |
| 7 | HTFL |
Heartflow, Inc.
|
650,849 | $19,095,905 | |
| 8 | DOCS |
Doximity, Inc.
|
801,727 | $16,627,811 |
All Filings in CARL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,150 | 17,452 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $118,599 | 13,105 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $161,833 | 13,104 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $150,690 | 11,254 | Shares | Defined | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||