Position in CARL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$118,599
-$43,234 QoQ
Shares Held
13,105
+0.0% QoQ
Ownership
0.048%
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%
Shared 0%
None 7%
Common Shares in CARL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Bank of New York Mellon Corp holds $362,515,889 across 31 Health Information Services names. CARL ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
613,202 | $107,715,055 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
2,943,493 | $60,547,646 | |
| 3 | HQY |
Healthequity, Inc.
|
599,254 | $50,079,649 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
732,537 | $31,213,397 | |
| 5 | DOCS |
Doximity, Inc.
|
1,040,534 | $24,244,436 | |
| 6 | WAY |
Waystar Holding Corp.
|
699,892 | $16,874,391 | |
| 7 | OMCL |
Omnicell, Inc.
|
433,454 | $14,468,691 | |
| 8 | TEM |
Tempus AI, Inc.
|
299,220 | $13,530,722 |
All Filings in CARL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||