Position in HCAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$86,264
-$29,714 QoQ
Shares Held
43,349
-52.5% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 128 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HCAT Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Creative Planning holds $60,946,086 across 25 Health Information Services names. HCAT ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
110,043 | $19,529,330 | |
| 2 | HSTM |
Healthstream Inc
|
285,852 | $7,789,466 | |
| 3 | HQY |
Healthequity, Inc.
|
79,363 | $7,168,065 | |
| 4 | TXG |
10x Genomics, Inc.
|
106,351 | $4,077,496 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
51,960 | $3,623,689 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
108,033 | $2,779,688 | |
| 7 | DOCS |
Doximity, Inc.
|
119,957 | $2,487,907 | |
| 8 | EVH |
Evolent Health, Inc.
|
330,017 | $1,788,692 |
All Filings in HCAT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,264 | 43,349 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||