Position in HCAT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$13,275
New position
Shares Held
10,453
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Health Information Services
Healthcare · as of Mar 31, 2026EP Wealth Advisors, LLC holds $2,723,538 across 9 Health Information Services names. HCAT ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
4,936 | $867,057 | |
| 2 | TEM |
Tempus AI, Inc.
|
11,713 | $529,661 | |
| 3 | HQY |
Healthequity, Inc.
|
5,200 | $434,564 | |
| 4 | TXG |
10x Genomics, Inc.
|
18,007 | $382,288 | |
| 5 | OMCL |
Omnicell, Inc.
|
6,968 | $232,591 | |
| 6 | HNGE |
Hinge Health, Inc.
|
5,192 | $200,203 | |
| 7 | GDRX |
GoodRx Holdings, Inc.
|
16,799 | $32,926 | |
| 8 | DH |
Definitive Healthcare Corp.
|
25,182 | $30,973 |
All Filings in HCAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,275 | 10,453 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||