Position in CERT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$74,794
New position
Shares Held
11,419
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#172
of 240 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in Health Information Services
Healthcare · as of Jun 30, 2026Merit Financial Group, LLC holds $10,405,872 across 10 Health Information Services names. CERT ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
37,333 | $6,625,485 | |
| 2 | TXG |
10x Genomics, Inc.
|
40,696 | $1,560,282 | |
| 3 | WAY |
Waystar Holding Corp.
|
45,021 | $924,279 | |
| 4 | HQY |
Healthequity, Inc.
|
7,350 | $663,850 | |
| 5 | PHR |
Phreesia, Inc.
|
21,192 | $218,064 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
13,124 | $111,290 | |
| 7 | WEAV |
Weave Communications, Inc.
|
14,795 | $88,620 | |
| 8 | CERT |
Certara, Inc.
This page
|
11,419 | $74,794 |
All Filings in CERT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,794 | 11,419 | Shares | Other | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||