Position in CERT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$11,644,791
+$7,055,560 QoQ
Shares Held
2,042,946
+292.2% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 14.134343247447559.ToString("F0")%
Shared 0.ToString("F0")%
None 85.86565675255244.ToString("F0")%
Common Shares in CERT Over Time
Shares Held
Position Value (USD)
Derivatives in CERT
reported options exposure · as of Sep 30, 2021CallValue
$1,324,000
CallShares
40,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
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. CERT ranks #11 (1.9% 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 CERT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,644,791 | 2,042,946 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $4,589,231 | 520,912 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,571,997 | 701,473 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $8,969,159 | 766,595 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,878,354 | 1,098,824 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,037,506 | 660,799 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,383,788 | 1,228,334 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,357,231 | 820,017 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,266,332 | 741,965 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,309,882 | 472,421 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,313,567 | 709,324 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,104,204 | 719,616 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,216,921 | 797,052 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,924,396 | 617,573 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $9,982,905 | 751,725 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,827,569 | 690,940 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $14,011,337 | 652,297 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,651,928 | 445,177 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $1,324,000 | 40,000 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $10,393,033 | 313,989 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,771,422 | 168,423 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $3,020,634 | 110,646 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,194,092 | 65,068 | Shares | Defined | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||