Position in DH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,133
-$86,604 QoQ
Shares Held
15,804
+27.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 99 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in DH Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $27,080,282 across 15 Health Information Services names. DH ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
283,009 | $16,394,711 | |
| 2 | VEEV |
Veeva Systems Inc
|
24,413 | $4,332,575 | |
| 3 | HQY |
Healthequity, Inc.
|
45,312 | $4,092,579 | |
| 4 | PHR |
Phreesia, Inc.
|
39,679 | $408,296 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
5,586 | $389,567 | |
| 6 | SDGR |
Schrodinger, Inc.
|
23,711 | $385,303 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
38,374 | $325,411 | |
| 8 | DOCS |
Doximity, Inc.
|
10,073 | $208,914 |
All Filings in DH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,133 | 15,804 | Shares | Sole | 2026-08-13 | |
| 2024-03-31 | $99,737 | 12,359 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $135,859 | 13,668 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $230,191 | 28,810 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $207,713 | 18,883 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $129,879 | 12,573 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $123,527 | 11,240 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $108,229 | 4,720 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $4,732 | 192 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $546 | 20 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||