Position in CCLD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$250,046
+$56,304 QoQ
Shares Held
68,506
+3.2% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Creative Planning holds $41,457,073 across 23 Health Information Services names. CCLD ranks #20 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
64,797 | $11,382,241 | |
| 2 | HQY |
Healthequity, Inc.
|
65,089 | $5,439,487 | |
| 3 | HSTM |
Healthstream Inc
|
218,186 | $4,518,632 | |
| 4 | WAY |
Waystar Holding Corp.
|
133,688 | $3,223,217 | |
| 5 | DOCS |
Doximity, Inc.
|
129,961 | $3,028,091 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
113,314 | $2,330,868 | |
| 7 | TXG |
10x Genomics, Inc.
|
91,311 | $1,938,532 | |
| 8 | BTSG |
BrightSpring Health Services, Inc.
|
35,708 | $1,521,517 |
All Filings in CCLD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,046 | 68,506 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $193,742 | 66,350 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $212,983 | 66,350 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $156,586 | 66,350 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $97,426 | 70,091 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||