Position in CCLD
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,262,900
+$865,780 QoQ
Shares Held
346,000
+154.4% QoQ
Ownership
0.814%
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, 2026WELLS FARGO & COMPANY/MN holds $109,001,741 across 37 Health Information Services names. CCLD ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
271,982 | $47,776,356 | |
| 2 | TEM |
Tempus AI, Inc.
|
328,191 | $14,840,796 | |
| 3 | HQY |
Healthequity, Inc.
|
140,107 | $11,708,741 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
173,107 | $7,376,088 | |
| 5 | DOCS |
Doximity, Inc.
|
309,548 | $7,212,466 | |
| 6 | OMCL |
Omnicell, Inc.
|
139,964 | $4,671,997 | |
| 7 | TXG |
10x Genomics, Inc.
|
140,116 | $2,974,661 | |
| 8 | NRC |
Nrc Health
|
116,896 | $1,984,893 |
All Filings in CCLD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,262,900 | 346,000 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $397,120 | 136,000 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $452,610 | 141,000 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $311,522 | 132,001 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $48,330 | 34,770 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $91,500 | 25,000 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $66,974 | 25,369 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $29,508 | 15,369 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,587 | 12,576 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $19,872 | 13,074 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $15,029 | 13,069 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $38,550 | 13,068 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $50,862 | 15,183 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $29,847 | 10,622 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $62,047 | 14,844 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $49,809 | 14,543 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $91,180 | 17,705 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $124,529 | 19,704 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $150,136 | 19,703 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $182,696 | 21,698 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||