Valeo Financial Advisors, LLC

Position in DH — Definitive Healthcare Corp.

CIK 1722641 CARMEL, IN

Position in DH

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$63,445

-$84,595 QoQ

Shares Held

51,582

0.0% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

Valeo Financial Advisors, LLC holds $2,003,583 across 3 Health Information Services names. DH ranks #3 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TALK	Talkspace, Inc.	323,712	$1,675,209
2	HTFL	Heartflow, Inc.	10,889	$264,929
3	DH	Definitive Healthcare Corp. This page	51,582	$63,445

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$63,445	51,582	0.0%	Shares	Sole	2026-05-08
2025-12-31	$148,040	51,582	-13.9%	Shares	Sole	2026-02-04
2025-09-30	$243,323	59,932	-2.5%	Shares	Sole	2025-11-03
2025-06-30	$239,639	61,446	+3.7%	Shares	Sole	2025-09-12
2025-03-31	$171,215	59,244	+0.2%	Shares	Sole	2025-04-30
2024-12-31	$243,053	59,137	+0.6%	Shares	Sole	2025-01-30
2024-09-30	$262,786	58,789	-0.5%	Shares	Sole	2024-10-10
2024-06-30	$322,576	59,080	+11.8%	Shares	Sole	2024-07-10
2024-03-31	$426,499	52,850	+0.5%	Shares	Sole	2024-04-25
2023-12-31	$522,535	52,569	-28.0%	Shares	Sole	2024-01-29
2023-09-30	$583,533	73,033	+50.8%	Shares	Sole	2023-10-20
2023-06-30	$532,719	48,429	-43.0%	Shares	Sole	2023-07-14
2023-03-31	$878,111	85,006	-2.9%	Shares	Sole	2023-04-17
2022-12-31	$961,866	87,522	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.