Position in CCLD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$49,333
-$31,097 QoQ
Shares Held
13,516
-50.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CCLD Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026UBS Group AG holds $592,914,921 across 45 Health Information Services names. CCLD ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
894,762 | $157,173,891 | |
| 2 | TEM |
Tempus AI, Inc.
|
3,234,387 | $146,258,979 | |
| 3 | HQY |
Healthequity, Inc.
|
786,667 | $65,741,760 | |
| 4 | WAY |
Waystar Holding Corp.
|
2,152,949 | $51,907,598 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
553,660 | $23,591,452 | |
| 6 | HNGE |
Hinge Health, Inc.
|
592,032 | $22,828,753 | |
| 7 | CERT |
Certara, Inc.
|
3,420,632 | $19,497,601 | |
| 8 | EVH |
Evolent Health, Inc.
|
8,150,361 | $18,582,822 |
All Filings in CCLD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||