Position in CARL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$54,638
+$8,820 QoQ
Shares Held
5,264
+4.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 73 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CARL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026JPMORGAN CHASE & CO holds $871,848,545 across 33 Health Information Services names. CARL ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
4,989,062 | $289,016,355 | |
| 2 | VEEV |
Veeva Systems Inc
|
1,600,195 | $283,986,597 | |
| 3 | HQY |
Healthequity, Inc.
|
1,158,837 | $104,666,153 | |
| 4 | HNGE |
Hinge Health, Inc.
|
718,176 | $59,608,608 | |
| 5 | WAY |
Waystar Holding Corp.
|
1,078,601 | $22,143,677 | |
| 6 | HSTM |
Healthstream Inc
|
635,565 | $17,319,144 | |
| 7 | DOCS |
Doximity, Inc.
|
817,890 | $16,963,035 | |
| 8 | BTSG |
BrightSpring Health Services, Inc.
|
241,297 | $16,828,052 |
All Filings in CARL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,638 | 5,264 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $45,818 | 5,063 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $40,136 | 3,250 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $36,608 | 2,734 | Shares | Defined | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||