Position in HTFL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$287,297
+$49,910 QoQ
Shares Held
9,792
+0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 191 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTFL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Focus Partners Wealth holds $32,424,390 across 13 Health Information Services names. HTFL ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXG |
10x Genomics, Inc.
|
214,296 | $8,216,108 | |
| 2 | VEEV |
Veeva Systems Inc
|
41,022 | $7,280,174 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
100,299 | $6,994,852 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
200,770 | $5,165,812 | |
| 5 | HNGE |
Hinge Health, Inc.
|
16,453 | $1,365,599 | |
| 6 | HQY |
Healthequity, Inc.
|
12,458 | $1,125,206 | |
| 7 | SDGR |
Schrodinger, Inc.
|
32,589 | $529,571 | |
| 8 | GDRX |
GoodRx Holdings, Inc.
|
140,348 | $404,202 |
All Filings in HTFL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,297 | 9,792 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $237,387 | 9,757 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||