Position in DOCS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$15,244,304
-$14,877,608 QoQ
Shares Held
654,262
-3.8% QoQ
Ownership
0.358%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 94.25092699866414.ToString("F0")%
Shared 0.ToString("F0")%
None 5.749073001335856.ToString("F0")%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Derivatives in DOCS
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$384,813
PutShares
14,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Mar 31, 2026UBS Group AG holds $592,914,921 across 45 Health Information Services names. DOCS ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
894,762 | $157,173,891 | |
| 2 | TEM |
Tempus AI, Inc.
|
3,234,387 | $146,258,979 | |
| 3 | HQY |
Healthequity, Inc.
|
786,667 | $65,741,760 | |
| 4 | WAY |
Waystar Holding Corp.
|
2,152,949 | $51,907,598 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
553,660 | $23,591,452 | |
| 6 | HNGE |
Hinge Health, Inc.
|
592,032 | $22,828,753 | |
| 7 | CERT |
Certara, Inc.
|
3,420,632 | $19,497,601 | |
| 8 | EVH |
Evolent Health, Inc.
|
8,150,361 | $18,582,822 |
All Filings in DOCS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,244,304 | 654,262 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $30,121,912 | 680,260 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $39,343,872 | 537,852 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $51,984,851 | 847,487 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $63,103,387 | 1,087,427 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $31,753,540 | 594,747 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,680,419 | 107,423 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,326,721 | 118,939 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $384,813 | 14,300 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $1,949,009 | 72,427 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,571,388 | 56,041 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,275,378 | 107,228 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,995,612 | 58,660 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,895,168 | 58,529 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,425,246 | 72,266 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $626,036 | 20,716 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,044,842 | 30,007 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $800,860 | 23,000 | Call | Defined | 2022-08-10 | |
| 2022-03-31 | $1,588,745 | 30,500 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $4,561,622 | 87,572 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $1,052,218 | 20,200 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $2,065,755 | 41,208 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,991,353 | 24,676 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,640 | 200 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||