Position in DOCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,029,298
+$1,408,352 QoQ
Shares Held
1,351,461
+18.3% QoQ
Ownership
0.758%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 358 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $881,743,384 across 33 Health Information Services names. DOCS ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,225,875 | $217,556,032 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
1,827,855 | $127,474,606 | |
| 3 | TEM |
Tempus AI, Inc.
|
1,917,772 | $111,096,528 | |
| 4 | HQY |
Healthequity, Inc.
|
1,146,735 | $103,573,102 | |
| 5 | HNGE |
Hinge Health, Inc.
|
705,449 | $58,552,267 | |
| 6 | WAY |
Waystar Holding Corp.
|
2,583,119 | $53,031,432 | |
| 7 | OMCL |
Omnicell, Inc.
|
900,777 | $37,400,258 | |
| 8 | TXG |
10x Genomics, Inc.
|
970,774 | $37,219,473 |
All Filings in DOCS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,029,298 | 1,351,461 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $26,620,946 | 1,142,530 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $38,385,442 | 866,880 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $65,989,124 | 902,107 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $56,931,308 | 928,127 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $64,573,807 | 1,112,766 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $46,616,515 | 873,132 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $59,178,556 | 1,358,241 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $43,896,591 | 1,569,417 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $26,263,807 | 975,987 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $13,610,109 | 485,382 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $18,939,887 | 892,549 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $38,441,544 | 1,129,969 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $39,625,734 | 1,223,772 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $34,451,922 | 1,026,577 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $36,703,758 | 1,214,552 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $32,163,056 | 923,695 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $33,805,001 | 648,973 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,540,612 | 270,110 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $31,230 | 387 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,105 | 19 | Shares | Defined | 2021-09-13 | |
| No filing history on record for this holder in this stock. | ||||||