Position in CTEV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$477
+$249 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#95
of 101 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CTEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Cornerstone Financial Management LLC holds $17,478 across 8 Health Information Services names. CTEV ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
47 | $8,341 | |
| 2 | HQY |
Healthequity, Inc.
|
50 | $4,516 | |
| 3 | TXG |
10x Genomics, Inc.
|
37 | $1,418 | |
| 4 | EVH |
Evolent Health, Inc.
|
183 | $991 | |
| 5 | CERT |
Certara, Inc.
|
96 | $628 | |
| 6 | SDGR |
Schrodinger, Inc.
|
35 | $568 | |
| 7 | OMCL |
Omnicell, Inc.
|
13 | $539 | |
| 8 | CTEV |
Claritev Corp
This page
|
14 | $477 |
All Filings in CTEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477 | 14 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $228 | 14 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $598 | 14 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||