Position in CCLD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$77,290
+$27,957 QoQ
Shares Held
36,458
+169.7% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 65 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CCLD Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026UBS Group AG holds $672,104,181 across 43 Health Information Services names. CCLD ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
960,834 | $170,519,208 | |
| 2 | TEM |
Tempus AI, Inc.
|
2,546,634 | $147,526,506 | |
| 3 | WAY |
Waystar Holding Corp.
|
2,884,399 | $59,216,707 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
627,443 | $44,389,460 | |
| 5 | HQY |
Healthequity, Inc.
|
435,457 | $39,330,475 | |
| 6 | HNGE |
Hinge Health, Inc.
|
469,257 | $38,948,331 | |
| 7 | EVH |
Evolent Health, Inc.
|
6,245,283 | $33,849,432 | |
| 8 | HTFL |
Heartflow, Inc.
|
975,510 | $28,621,461 |
All Filings in CCLD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,290 | 36,458 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $49,333 | 13,516 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $80,430 | 27,545 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $104,824 | 32,656 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $213,981 | 90,670 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,486 | 3,228 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $72,339 | 19,765 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,803 | 2,956 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,880 | 1,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,740 | 1,500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,709 | 4,414 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,725 | 1,500 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,708 | 1,596 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,025 | 1,500 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,863 | 6,357 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $12,381 | 2,962 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $18,707 | 5,462 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $33,475 | 6,500 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $74,576 | 11,800 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $474,726 | 62,300 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $563,298 | 66,900 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||