Position in CARL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$141,026
-$120,002 QoQ
Shares Held
15,583
-26.3% QoQ
Ownership
0.057%
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 0%
Shared 0%
None 100%
Common Shares in CARL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $628,884,691 across 31 Health Information Services names. CARL ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,469,469 | $258,126,921 | |
| 2 | HQY |
Healthequity, Inc.
|
862,008 | $72,038,007 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
1,534,154 | $65,370,299 | |
| 4 | WAY |
Waystar Holding Corp.
|
2,065,258 | $49,793,368 | |
| 5 | DOCS |
Doximity, Inc.
|
1,142,530 | $26,620,946 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
1,256,178 | $25,839,580 | |
| 7 | HNGE |
Hinge Health, Inc.
|
617,237 | $23,800,657 | |
| 8 | TXG |
10x Genomics, Inc.
|
964,579 | $20,478,010 |
All Filings in CARL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $141,026 | 15,583 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $261,028 | 21,136 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $201,773 | 15,069 | Shares | Defined | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||