Position in CCLD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$478,883
+$219,866 QoQ
Shares Held
131,201
+47.9% QoQ
Ownership
0.309%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
16 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, 2026BANK OF AMERICA CORP /DE/ holds $628,884,691 across 31 Health Information Services names. CCLD ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,469,469 | $258,126,921 | |
| 2 | HQY |
Healthequity, Inc.
|
862,008 | $72,038,007 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
1,534,154 | $65,370,299 | |
| 4 | WAY |
Waystar Holding Corp.
|
2,065,258 | $49,793,368 | |
| 5 | DOCS |
Doximity, Inc.
|
1,142,530 | $26,620,946 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
1,256,178 | $25,839,580 | |
| 7 | HNGE |
Hinge Health, Inc.
|
617,237 | $23,800,657 | |
| 8 | TXG |
10x Genomics, Inc.
|
964,579 | $20,478,010 |
All Filings in CCLD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $478,883 | 131,201 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $259,017 | 88,705 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $331,851 | 103,381 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $203,485 | 86,223 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $119,463 | 85,945 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $248 | 68 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,135 | 430 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $161 | 84 | Shares | Defined | 2024-08-14 | |
| 2023-12-31 | $18 | 12 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,685 | 1,466 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $295 | 100 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $335 | 100 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $311 | 111 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $418 | 100 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $7,653 | 1,211 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $10,675 | 1,401 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||