Position in CERT
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$486,769
+$328,002 QoQ
Shares Held
74,316
+166.8% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 241 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 30%
Shared 0%
None 69%
Common Shares in CERT Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Corient Private Wealth LLC holds $47,397,307 across 20 Health Information Services names. CERT ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
134,311 | $23,836,172 | |
| 2 | TXG |
10x Genomics, Inc.
|
171,288 | $6,567,181 | |
| 3 | OMDA |
Omada Health, Inc.
|
145,118 | $3,185,340 | |
| 4 | HQY |
Healthequity, Inc.
|
29,789 | $2,690,542 | |
| 5 | OMCL |
Omnicell, Inc.
|
62,809 | $2,607,829 | |
| 6 | HTFL |
Heartflow, Inc.
|
52,724 | $1,546,922 | |
| 7 | PHR |
Phreesia, Inc.
|
148,290 | $1,525,904 | |
| 8 | WAY |
Waystar Holding Corp.
|
59,431 | $1,220,118 |
All Filings in CERT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,769 | 74,316 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $158,767 | 27,854 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $100,389 | 11,395 | Shares | Sole | 2026-03-09 | |
| 2025-06-30 | $143,898 | 12,299 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $109,563 | 11,067 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||