Position in LFMD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$865,824
-$152,537 QoQ
Shares Held
209,643
-25.7% QoQ
Ownership
0.435%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 116 holders
Holding Since
Mar 2021
17 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, 2026UBS Group AG holds $672,104,181 across 43 Health Information Services names. LFMD ranks #23 (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 LFMD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,824 | 209,643 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,018,361 | 282,095 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,298,366 | 674,008 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $5,859,918 | 863,022 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $12,766,448 | 937,331 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $423,704 | 77,887 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,212,294 | 244,908 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $828,564 | 158,123 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $936,177 | 136,469 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,675 | 163 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $4,241 | 975 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $14,204 | 7,322 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $4,681 | 2,295 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $16,297 | 4,617 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $61 | 16 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $105 | 17 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $57,442 | 3,631 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||