Position in HCAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$506,760
+$142,150 QoQ
Shares Held
254,654
-11.3% QoQ
Ownership
0.338%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 128 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HCAT Over Time
Shares Held
Position Value (USD)
Derivatives in HCAT
reported options exposure · as of Mar 31, 2025CallValue
$2,042,740
CallShares
450,936
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Jun 30, 2026UBS Group AG holds $691,077,419 across 44 Health Information Services names. HCAT ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
960,834 | $170,519,208 | |
| 2 | TEM |
Tempus AI, Inc.
|
2,546,634 | $147,526,506 | |
| 3 | WAY |
Waystar Holding Corp.
|
2,884,399 | $59,216,707 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
627,443 | $44,389,460 | |
| 5 | HQY |
Healthequity, Inc.
|
435,457 | $39,330,475 | |
| 6 | HNGE |
Hinge Health, Inc.
|
469,257 | $38,948,331 | |
| 7 | EVH |
Evolent Health, Inc.
|
6,245,283 | $33,849,432 | |
| 8 | HTFL |
Heartflow, Inc.
|
975,510 | $28,621,461 |
All Filings in HCAT
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,760 | 254,654 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $364,610 | 287,095 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $629,732 | 263,487 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $562,344 | 197,314 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $676,439 | 179,427 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $819,236 | 180,847 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $2,042,740 | 450,936 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $17,711,764 | 2,505,200 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $1,613,762 | 228,255 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $20,392,328 | 2,505,200 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $841,130 | 103,333 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,008,228 | 2,505,200 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $700,976 | 109,699 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,864,156 | 2,505,200 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $1,144,469 | 151,988 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $936,694 | 101,155 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $656,897 | 64,911 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $528,750 | 42,300 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $294,829 | 25,264 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $262,794 | 24,722 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $59,412 | 6,125 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $48,164 | 3,324 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $610,003 | 23,345 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,813,881 | 45,782 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $769,853 | 15,394 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $539,057 | 9,711 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,437,334 | 30,732 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,442,322 | 33,134 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $243,353 | 6,649 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $217,403 | 7,453 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $475,275 | 18,175 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||