Position in DH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$32,518
-$12,182 QoQ
Shares Held
26,438
+69.7% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 2.564490506089719.ToString("F0")%
Shared 0.ToString("F0")%
None 97.43550949391027.ToString("F0")%
Common Shares in DH Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026CWM, LLC holds $32,899,136 across 32 Health Information Services names. DH ranks #24 (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 DH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,518 | 26,438 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $44,700 | 15,575 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $97,480 | 24,010 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $95,542 | 24,498 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $22,660 | 7,841 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $70,445 | 17,140 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $35,576 | 7,959 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,935 | 1,087 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,439 | 674 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $9,293 | 935 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $21,844 | 2,734 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,728,351 | 338,941 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,362,687 | 228,721 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,121 | 284 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,097 | 135 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,866 | 125 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||