Position in CTEV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$27,679
+$27,678 QoQ
Shares Held
1,694
+4740.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CTEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026CWM, LLC holds $32,886,502 across 32 Health Information Services names. CTEV ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
259,765 | $11,746,573 | |
| 2 | VEEV |
Veeva Systems Inc
|
61,013 | $10,717,543 | |
| 3 | TXG |
10x Genomics, Inc.
|
124,804 | $2,649,588 | |
| 4 | DOCS |
Doximity, Inc.
|
69,432 | $1,617,765 | |
| 5 | WAY |
Waystar Holding Corp.
|
62,317 | $1,502,462 | |
| 6 | HQY |
Healthequity, Inc.
|
12,988 | $1,085,407 | |
| 7 | PHR |
Phreesia, Inc.
|
88,565 | $742,174 | |
| 8 | OMDA |
Omada Health, Inc.
|
34,609 | $435,035 |
All Filings in CTEV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,679 | 1,694 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1 | 35 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,087 | 77 | Shares | Sole | 2025-10-15 | |
| 2024-09-30 | $137 | 18 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||