Position in HCAT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$115,978
+$35,240 QoQ
Shares Held
91,322
+170.3% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HCAT Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Creative Planning holds $41,457,073 across 23 Health Information Services names. HCAT ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
64,797 | $11,382,241 | |
| 2 | HQY |
Healthequity, Inc.
|
65,089 | $5,439,487 | |
| 3 | HSTM |
Healthstream Inc
|
218,186 | $4,518,632 | |
| 4 | WAY |
Waystar Holding Corp.
|
133,688 | $3,223,217 | |
| 5 | DOCS |
Doximity, Inc.
|
129,961 | $3,028,091 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
113,314 | $2,330,868 | |
| 7 | TXG |
10x Genomics, Inc.
|
91,311 | $1,938,532 | |
| 8 | BTSG |
BrightSpring Health Services, Inc.
|
35,708 | $1,521,517 |
All Filings in HCAT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,978 | 91,322 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $80,738 | 33,782 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $138,396 | 30,551 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $153,700 | 21,740 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $173,771 | 21,348 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $120,528 | 18,862 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $115,231 | 15,303 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $137,992 | 14,902 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $154,795 | 15,296 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $302,412 | 24,193 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $285,273 | 24,445 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $269,332 | 25,337 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $256,565 | 26,450 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $230,970 | 15,940 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $409,640 | 15,677 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||