Position in OPRX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$813,938
+$486,621 QoQ
Shares Held
129,608
+385.5% QoQ
Ownership
0.688%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPRX Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $74,493,424 across 19 Health Information Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
198,847 | $35,289,377 | |
| 2 | TEM |
Tempus AI, Inc.
|
300,000 | $17,379,000 | |
| 3 | TXG |
10x Genomics, Inc.
|
157,979 | $6,056,914 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
80,323 | $5,601,726 | |
| 5 | HQY |
Healthequity, Inc.
|
21,918 | $1,979,633 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
65,611 | $1,688,171 | |
| 7 | SDGR |
Schrodinger, Inc.
|
67,365 | $1,094,681 | |
| 8 | PHR |
Phreesia, Inc.
|
93,181 | $958,832 |
All Filings in OPRX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $813,938 | 129,608 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $327,317 | 26,698 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $581,687 | 28,375 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $356,265 | 26,390 | Shares | Sole | 2025-08-12 | |
| 2021-12-31 | $413,217 | 6,653 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $263,750 | 3,083 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $204,455 | 3,303 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||