Position in CCLD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,221,055
-$157,062 QoQ
Shares Held
575,970
+52.5% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 65 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 85%
Shared 12%
None 3%
Common Shares in CCLD Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $926,888,993 across 26 Health Information Services names. CCLD ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
2,738,751 | $191,000,492 | |
| 2 | HQY |
Healthequity, Inc.
|
1,869,036 | $168,811,328 | |
| 3 | VEEV |
Veeva Systems Inc
|
722,431 | $128,209,827 | |
| 4 | OMCL |
Omnicell, Inc.
|
2,452,443 | $101,825,431 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
2,551,861 | $65,659,381 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
7,371,699 | $62,512,006 | |
| 7 | WAY |
Waystar Holding Corp.
|
2,660,854 | $54,627,330 | |
| 8 | HSTM |
Healthstream Inc
|
1,557,981 | $42,454,980 |
All Filings in CCLD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,221,055 | 575,970 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||