Position in CCLD
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$266
New position
Shares Held
73
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Health Information Services
Healthcare · as of Mar 31, 2026ASSETMARK, INC holds $23,210,184 across 10 Health Information Services names. CCLD ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
126,405 | $22,204,302 | |
| 2 | TEM |
Tempus AI, Inc.
|
9,135 | $413,084 | |
| 3 | DOCS |
Doximity, Inc.
|
13,835 | $322,355 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
6,751 | $138,868 | |
| 5 | HQY |
Healthequity, Inc.
|
901 | $75,296 | |
| 6 | SOPH |
SOPHiA GENETICS SA
|
4,711 | $23,319 | |
| 7 | PHR |
Phreesia, Inc.
|
1,935 | $16,215 | |
| 8 | OMCL |
Omnicell, Inc.
|
363 | $12,116 |
All Filings in CCLD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266 | 73 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||