Position in CERT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,779,838
+$135,047 QoQ
Shares Held
1,798,449
-12.0% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 241 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
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 Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $881,743,384 across 33 Health Information Services names. CERT ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,225,875 | $217,556,032 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
1,827,855 | $127,474,606 | |
| 3 | TEM |
Tempus AI, Inc.
|
1,917,772 | $111,096,528 | |
| 4 | HQY |
Healthequity, Inc.
|
1,146,735 | $103,573,102 | |
| 5 | HNGE |
Hinge Health, Inc.
|
705,449 | $58,552,267 | |
| 6 | WAY |
Waystar Holding Corp.
|
2,583,119 | $53,031,432 | |
| 7 | OMCL |
Omnicell, Inc.
|
900,777 | $37,400,258 | |
| 8 | TXG |
10x Genomics, Inc.
|
970,774 | $37,219,473 |
All Filings in CERT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,779,838 | 1,798,449 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||