Position in DOCS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,868,401
+$3,624,097 QoQ
Shares Held
909,759
+39.1% QoQ
Ownership
0.510%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 358 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
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 Jun 30, 2026UBS Group AG holds $691,077,419 across 44 Health Information Services names. DOCS ranks #10 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
960,834 | $170,519,208 | |
| 2 | TEM |
Tempus AI, Inc.
|
2,546,634 | $147,526,506 | |
| 3 | WAY |
Waystar Holding Corp.
|
2,884,399 | $59,216,707 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
627,443 | $44,389,460 | |
| 5 | HQY |
Healthequity, Inc.
|
435,457 | $39,330,475 | |
| 6 | HNGE |
Hinge Health, Inc.
|
469,257 | $38,948,331 | |
| 7 | EVH |
Evolent Health, Inc.
|
6,245,283 | $33,849,432 | |
| 8 | HTFL |
Heartflow, Inc.
|
975,510 | $28,621,461 |
All Filings in DOCS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,868,401 | 909,759 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||