Position in DOCS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,302,180
-$712,330 QoQ
Shares Held
303,866
+0.9% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 358 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,145,706,894 across 17 Health Information Services names. DOCS ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
4,979,210 | $883,660,397 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
2,587,878 | $66,586,100 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
948,971 | $66,181,236 | |
| 4 | HQY |
Healthequity, Inc.
|
318,565 | $28,772,790 | |
| 5 | HNGE |
Hinge Health, Inc.
|
226,502 | $18,799,666 | |
| 6 | WAY |
Waystar Holding Corp.
|
845,102 | $17,349,943 | |
| 7 | SOPH |
SOPHiA GENETICS SA
|
2,364,256 | $13,641,757 | |
| 8 | OMCL |
Omnicell, Inc.
|
288,824 | $11,991,972 |
All Filings in DOCS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,302,180 | 303,866 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $7,014,510 | 301,052 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $13,030,319 | 294,271 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $22,082,886 | 301,885 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $18,636,440 | 303,822 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $17,820,838 | 307,097 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $15,695,271 | 293,974 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $12,621,880 | 289,692 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $11,378,167 | 406,799 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $12,390,547 | 460,444 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $12,238,085 | 436,451 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $9,863,140 | 464,804 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $36,588,679 | 1,075,505 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $20,586,167 | 635,768 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $20,627,217 | 614,637 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $20,647,482 | 683,239 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $23,823,529 | 684,191 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $17,459,109 | 335,172 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $15,545,914 | 310,112 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $16,662,936 | 206,480 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $11,640,000 | 200,000 | Shares | Defined | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||