Creative Planning

Position in NRC — Nrc Health

CIK 1540235 OVERLAND PARK, KS

Position in NRC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$624,493

+$210,046 QoQ

Shares Held

28,952

+18.6% QoQ

Ownership

0.131%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#43

of 124 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

Creative Planning holds $60,946,086 across 25 Health Information Services names. NRC ranks #16 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	110,043	$19,529,330
2	HSTM	Healthstream Inc	285,852	$7,789,466
3	HQY	Healthequity, Inc.	79,363	$7,168,065
4	TXG	10x Genomics, Inc.	106,351	$4,077,496
5	BTSG	BrightSpring Health Services, Inc.	51,960	$3,623,689
6	PRVA	Privia Health Group, Inc.	108,033	$2,779,688
7	DOCS	Doximity, Inc.	119,957	$2,487,907
8	EVH	Evolent Health, Inc.	330,017	$1,788,692

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$624,493	28,952	+18.6%	Shares	Defined	2026-08-13
2026-03-31	$414,447	24,408	-45.9%	Shares	Sole	2026-05-12
2025-12-31	$846,564	45,102	-38.6%	Shares	Sole	2026-02-17
2025-09-30	$939,521	73,515	-50.1%	Shares	Defined	2025-11-14
2025-06-30	$2,476,538	147,413	+319.2%	Shares	Defined	2025-08-08
2025-03-31	$450,073	35,162	-41.9%	Shares	Sole	2025-05-15
2024-12-31	$1,067,925	60,540	+70.3%	Shares	Sole	2025-02-14
2024-09-30	$812,832	35,557	+191.7%	Shares	Defined	2024-10-11
2024-06-30	$279,759	12,190	+137.9%	Shares	Defined	2024-08-15
2024-03-31	$202,921	5,123	+2436.1%	Shares	Defined	2024-05-13
2023-09-30	$8,962	202	—	Shares	Sole	2023-11-16
No filing history on record for this holder in this stock.