Position in CCLD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$79,152
-$47,086 QoQ
Shares Held
37,336
+8.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 65 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCLD Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $68,436,510 across 18 Health Information Services names. CCLD ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
198,847 | $35,289,377 | |
| 2 | TEM |
Tempus AI, Inc.
|
300,000 | $17,379,000 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
80,323 | $5,601,726 | |
| 4 | HQY |
Healthequity, Inc.
|
21,918 | $1,979,633 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
65,611 | $1,688,171 | |
| 6 | SDGR |
Schrodinger, Inc.
|
67,365 | $1,094,681 | |
| 7 | PHR |
Phreesia, Inc.
|
93,181 | $958,832 | |
| 8 | HNGE |
Hinge Health, Inc.
|
10,874 | $902,542 |
All Filings in CCLD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,152 | 37,336 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||