Position in GDRX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,214
+$11,566 QoQ
Shares Held
6,325
+86.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 159 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GDRX Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $9,013,345 across 32 Health Information Services names. GDRX ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
83,393 | $7,532,051 | |
| 2 | VEEV |
Veeva Systems Inc
|
2,350 | $417,051 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
4,624 | $322,474 | |
| 4 | TXG |
10x Genomics, Inc.
|
5,797 | $222,253 | |
| 5 | WAY |
Waystar Holding Corp.
|
6,714 | $137,835 | |
| 6 | PHR |
Phreesia, Inc.
|
4,932 | $50,749 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
5,889 | $49,936 | |
| 8 | SDGR |
Schrodinger, Inc.
|
2,581 | $41,939 |
All Filings in GDRX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,214 | 6,325 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,648 | 3,393 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,709 | 1,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $224 | 53 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $293 | 59 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $485 | 110 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $195 | 42 | Shares | Sole | 2025-02-10 | |
| 2023-09-30 | $3,378 | 600 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,312 | 600 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,750 | 600 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,660 | 1,000 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||