Position in CARL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,029,138
+$177,717 QoQ
Shares Held
113,717
+64.9% QoQ
Ownership
0.418%
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 18%
Shared 0%
None 82%
Common Shares in CARL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026STATE STREET CORP holds $1,783,932,155 across 38 Health Information Services names. CARL ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
3,608,655 | $633,896,337 | |
| 2 | HQY |
Healthequity, Inc.
|
3,099,897 | $259,058,392 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
4,933,941 | $210,235,226 | |
| 4 | WAY |
Waystar Holding Corp.
|
4,289,115 | $103,410,562 | |
| 5 | DOCS |
Doximity, Inc.
|
4,039,510 | $94,120,583 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
4,489,900 | $92,357,243 | |
| 7 | TEM |
Tempus AI, Inc.
|
1,689,761 | $76,410,992 | |
| 8 | OMCL |
Omnicell, Inc.
|
1,950,539 | $65,108,991 |
All Filings in CARL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,029,138 | 113,717 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $851,421 | 68,941 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $558,684 | 41,724 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||