Position in CARL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$705
+$669 QoQ
Shares Held
68
+1600.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 73 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, 2026Essential Partners LLC holds $457,120 across 29 Health Information Services names. CARL ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,570 | $278,627 | |
| 2 | TDOC |
Teladoc Health, Inc.
|
4,538 | $38,482 | |
| 3 | HQY |
Healthequity, Inc.
|
224 | $20,231 | |
| 4 | PHR |
Phreesia, Inc.
|
1,456 | $14,982 | |
| 5 | OMDA |
Omada Health, Inc.
|
547 | $12,006 | |
| 6 | HTFL |
Heartflow, Inc.
|
400 | $11,736 | |
| 7 | SDGR |
Schrodinger, Inc.
|
703 | $11,423 | |
| 8 | WEAV |
Weave Communications, Inc.
|
1,873 | $11,219 |
All Filings in CARL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705 | 68 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $36 | 4 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $12 | 1 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||