Position in NRC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,016
+$1,715 QoQ
Shares Held
418
-2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 123 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NRC Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026IFP Advisors, Inc holds $854,818 across 28 Health Information Services names. NRC ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
2,355 | $417,941 | |
| 2 | TEM |
Tempus AI, Inc.
|
2,559 | $148,242 | |
| 3 | HQY |
Healthequity, Inc.
|
614 | $55,456 | |
| 4 | TXG |
10x Genomics, Inc.
|
1,250 | $47,925 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
606 | $42,262 | |
| 6 | HNGE |
Hinge Health, Inc.
|
324 | $26,892 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
844 | $21,716 | |
| 8 | WAY |
Waystar Holding Corp.
|
839 | $17,224 |
All Filings in NRC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,016 | 418 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,301 | 430 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,183 | 436 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,412 | 580 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $9,240 | 550 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,888 | 460 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,731 | 495 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $9,669 | 423 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $8,032 | 350 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $13,863 | 350 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $13,846 | 350 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $15,529 | 350 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $15,228 | 350 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $15,228 | 350 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $13,055 | 350 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $13,930 | 350 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $13,398 | 350 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $13,877 | 350 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $14,532 | 350 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $14,759 | 350 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $16,065 | 350 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $16,390 | 350 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $14,962 | 350 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $17,223 | 350 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $20,373 | 350 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $15,918 | 350 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||