Position in CARL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$550
+$541 QoQ
Shares Held
53
+5200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 11 holders
Holding Since
Dec 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, 2026IFP Advisors, Inc holds $854,818 across 28 Health Information Services names. CARL ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
2,355 | $417,941 | |
| 2 | TEM |
Tempus AI, Inc.
|
2,559 | $148,242 | |
| 3 | HQY |
Healthequity, Inc.
|
614 | $55,456 | |
| 4 | TXG |
10x Genomics, Inc.
|
1,250 | $47,925 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
606 | $42,262 | |
| 6 | HNGE |
Hinge Health, Inc.
|
324 | $26,892 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
844 | $21,716 | |
| 8 | WAY |
Waystar Holding Corp.
|
839 | $17,224 |
All Filings in CARL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550 | 53 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $9 | 1 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $24 | 2 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||