Position in CCLD
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,378,117
+$641,893 QoQ
Shares Held
377,567
+49.7% QoQ
Ownership
0.889%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 85.7625269157527.ToString("F0")%
Shared 12.687549494526799.ToString("F0")%
None 1.5499235897205.ToString("F0")%
Common Shares in CCLD Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $801,470,879 across 29 Health Information Services names. CCLD ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
1,627,039 | $135,971,647 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
2,892,779 | $123,261,310 | |
| 3 | VEEV |
Veeva Systems Inc
|
548,859 | $96,412,570 | |
| 4 | OMCL |
Omnicell, Inc.
|
2,450,385 | $81,793,850 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
2,406,717 | $49,506,166 | |
| 6 | WAY |
Waystar Holding Corp.
|
2,046,396 | $49,338,605 | |
| 7 | CERT |
Certara, Inc.
|
8,562,508 | $48,806,293 | |
| 8 | TXG |
10x Genomics, Inc.
|
2,042,950 | $43,371,826 |
All Filings in CCLD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,378,117 | 377,567 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $736,224 | 252,132 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $355,630 | 110,789 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $120,560 | 51,085 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $20,983 | 15,096 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $55,251 | 15,096 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $30,241 | 11,455 | Shares | Sole | 2024-11-07 | |
| 2023-09-30 | $29,583 | 25,725 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $258,085 | 87,487 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $426,122 | 127,201 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $321,286 | 114,337 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $477,928 | 114,337 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $567,447 | 165,678 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $787,517 | 152,916 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $865,264 | 136,909 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $851,253 | 111,713 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $251,008 | 29,811 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||