Position in LFMD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,018,398
+$148,625 QoQ
Shares Held
246,586
+2.3% QoQ
Ownership
0.512%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 116 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LFMD Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Bank of New York Mellon Corp holds $554,096,004 across 30 Health Information Services names. LFMD ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
861,172 | $152,832,185 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
1,694,318 | $118,161,730 | |
| 3 | PRVA |
Privia Health Group, Inc.
|
2,892,536 | $74,424,943 | |
| 4 | HQY |
Healthequity, Inc.
|
666,260 | $60,176,595 | |
| 5 | TEM |
Tempus AI, Inc.
|
378,634 | $21,934,262 | |
| 6 | OMCL |
Omnicell, Inc.
|
466,994 | $19,389,586 | |
| 7 | HTFL |
Heartflow, Inc.
|
650,849 | $19,095,905 | |
| 8 | DOCS |
Doximity, Inc.
|
801,727 | $16,627,811 |
All Filings in LFMD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,018,398 | 246,586 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $869,773 | 240,935 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $871,908 | 255,692 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,755,187 | 258,496 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,478,192 | 255,374 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,129,881 | 207,699 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,040,746 | 210,252 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $1,093,802 | 208,741 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,609,238 | 234,583 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $1,474,151 | 143,400 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $1,355,074 | 163,459 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $197,574 | 31,612 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $140,474 | 32,293 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $55,206 | 32,475 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $63,000 | 32,475 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $64,372 | 32,677 | Shares | Defined | 2022-12-08 | |
| No filing history on record for this holder in this stock. | ||||||