Position in CNC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,897,745
+$2,206,692 QoQ
Shares Held
60,722
+28.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#316
of 997 holders
Holding Since
Sep 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNC Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Edgestream Partners, L.P. holds $26,618,682 across 7 Healthcare Plans names. CNC ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
41,103 | $11,331,275 | |
| 2 | CNC |
Centene Corp
This page
|
60,722 | $3,897,745 | |
| 3 | PGNY |
Progyny, Inc.
|
134,649 | $3,881,930 | |
| 4 | UNH |
Unitedhealth Group Inc
|
6,295 | $2,616,390 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
10,024 | $2,292,488 | |
| 6 | ELV |
Elevance Health, Inc.
|
3,547 | $1,371,731 | |
| 7 | CVS |
CVS HEALTH Corp
|
11,862 | $1,227,123 |
All Filings in CNC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,897,745 | 60,722 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $1,691,053 | 47,395 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $8,185,590 | 134,831 | Shares | Sole | 2025-05-02 | |
| 2024-06-30 | $882,651 | 13,313 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $442,313 | 5,636 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $302,479 | 4,076 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $937,299 | 12,046 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $246,339 | 2,926 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $234,534 | 3,764 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $6,649,963 | 104,052 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,073,515 | 67,858 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,433,935 | 41,727 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||