Position in DOCS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$31,961,144
-$29,500,689 QoQ
Shares Held
1,371,723
-1.2% QoQ
Ownership
0.750%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 84.85495978415467.ToString("F0")%
Shared 9.303336023380814.ToString("F0")%
None 5.841704192464514.ToString("F0")%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $801,470,879 across 29 Health Information Services names. DOCS ranks #10 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
1,627,039 | $135,971,647 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
2,892,779 | $123,261,310 | |
| 3 | VEEV |
Veeva Systems Inc
|
548,859 | $96,412,570 | |
| 4 | OMCL |
Omnicell, Inc.
|
2,450,385 | $81,793,850 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
2,406,717 | $49,506,166 | |
| 6 | WAY |
Waystar Holding Corp.
|
2,046,396 | $49,338,605 | |
| 7 | CERT |
Certara, Inc.
|
8,562,508 | $48,806,293 | |
| 8 | TXG |
10x Genomics, Inc.
|
2,042,950 | $43,371,826 |
All Filings in DOCS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,961,144 | 1,371,723 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $61,461,833 | 1,388,027 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $95,190,019 | 1,301,299 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $76,502,571 | 1,247,189 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $61,189,963 | 1,054,454 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $84,166,931 | 1,576,455 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $65,905,722 | 1,512,640 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $35,439,862 | 1,267,067 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $26,528,628 | 985,828 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $23,261,084 | 829,568 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $17,734,442 | 835,742 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,349,359 | 363,003 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,518,000 | 293,947 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,847,089 | 174,228 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,444,686 | 113,987 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $398,445 | 11,443 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $570,437 | 10,951 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $204,781 | 4,085 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $298,912 | 3,704 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||