Position in CARL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$30,163
-$66,586 QoQ
Shares Held
3,333
-57.5% QoQ
Ownership
0.012%
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 100%
Shared 0%
None 0%
Common Shares in CARL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $109,001,430 across 37 Health Information Services names. CARL ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
271,982 | $47,776,356 | |
| 2 | TEM |
Tempus AI, Inc.
|
328,191 | $14,840,796 | |
| 3 | HQY |
Healthequity, Inc.
|
140,107 | $11,708,741 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
173,107 | $7,376,088 | |
| 5 | DOCS |
Doximity, Inc.
|
309,548 | $7,212,466 | |
| 6 | OMCL |
Omnicell, Inc.
|
139,964 | $4,671,997 | |
| 7 | TXG |
10x Genomics, Inc.
|
140,116 | $2,974,661 | |
| 8 | NRC |
Nrc Health
|
116,896 | $1,984,893 |
All Filings in CARL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,163 | 3,333 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $96,749 | 7,834 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $64,874 | 4,845 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||