Position in CARL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$136,591
-$50,573 QoQ
Shares Held
15,093
-0.4% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026MERCER GLOBAL ADVISORS INC /ADV holds $14,019,316 across 19 Health Information Services names. CARL ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
32,835 | $5,767,796 | |
| 2 | TXG |
10x Genomics, Inc.
|
114,972 | $2,440,855 | |
| 3 | DOCS |
Doximity, Inc.
|
62,223 | $1,449,795 | |
| 4 | WAY |
Waystar Holding Corp.
|
38,097 | $918,518 | |
| 5 | HQY |
Healthequity, Inc.
|
9,056 | $756,809 | |
| 6 | OMCL |
Omnicell, Inc.
|
14,920 | $498,029 | |
| 7 | PHR |
Phreesia, Inc.
|
48,643 | $407,628 | |
| 8 | HTFL |
Heartflow, Inc.
|
10,778 | $262,228 |
All Filings in CARL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,591 | 15,093 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $187,164 | 15,155 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||