Position in CCLD
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$126,238
+$20,768 QoQ
Shares Held
34,586
-4.2% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CCLD Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026LPL Financial LLC holds $63,022,676 across 21 Health Information Services names. CCLD ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
173,247 | $30,432,568 | |
| 2 | TEM |
Tempus AI, Inc.
|
237,926 | $10,759,013 | |
| 3 | HQY |
Healthequity, Inc.
|
120,073 | $10,034,500 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
63,743 | $2,716,089 | |
| 5 | DOCS |
Doximity, Inc.
|
83,120 | $1,936,696 | |
| 6 | TXG |
10x Genomics, Inc.
|
63,249 | $1,342,776 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
62,133 | $1,278,075 | |
| 8 | OPRX |
OptimizeRx Corp
|
129,608 | $813,938 |
All Filings in CCLD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126,238 | 34,586 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $105,470 | 36,120 | Shares | Sole | 2026-02-11 | |
| 2025-03-31 | $21,493 | 15,463 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||