Baker Avenue Asset Management, LP

Position in CNC — Centene Corp

CIK 1432529 SAN FRANCISCO, CA

Position in CNC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,424,440

+$739,225 QoQ

Shares Held

22,191

+6.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#449

of 997 holders

Holding Since

Dec 2022

7 quarters on record

Voting authority Sole 32% Shared 0% None 68%

Healthcare · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $7,279,602 across 6 Healthcare Plans names. CNC ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	7,578	$3,149,644
2	CNC	Centene Corp This page	22,191	$1,424,440
3	CVS	CVS HEALTH Corp	8,782	$908,497
4	CI	Cigna Group	2,738	$754,811
5	MOH	Molina Healthcare, Inc.	2,719	$621,835
6	ELV	Elevance Health, Inc.	1,087	$420,375

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,424,440	22,191	+6.0%	Shares	Sole	2026-07-28
2026-03-31	$685,215	20,929	+129.5%	Shares	Sole	2026-05-12
2025-12-31	$375,329	9,121	+6415.0%	Shares	Sole	2026-02-10
2023-09-30	$9,643	140	+122.2%	Shares	Sole	2023-11-15
2023-06-30	$4,249	63	-25.9%	Shares	Sole	2023-08-14
2023-03-31	$5,372	85	+21.4%	Shares	Sole	2023-05-16
2022-12-31	$5,740	70	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.