Position in SDGR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$120,620
-$3,301,892 QoQ
Shares Held
10,618
-93.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SDGR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $127,325,823 across 16 Health Information Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
379,949 | $67,429,549 | |
| 2 | HQY |
Healthequity, Inc.
|
175,182 | $15,822,438 | |
| 3 | PRVA |
Privia Health Group, Inc.
|
544,771 | $14,016,957 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
112,947 | $7,876,923 | |
| 5 | HSTM |
Healthstream Inc
|
189,539 | $5,164,937 | |
| 6 | TEM |
Tempus AI, Inc.
|
68,699 | $3,979,733 | |
| 7 | TXG |
10x Genomics, Inc.
|
79,314 | $3,040,898 | |
| 8 | SLP |
Simulations Plus, Inc.
|
130,749 | $2,394,014 |
All Filings in SDGR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,620 | 10,618 | Shares | Sole | 2026-05-04 | |
| 2025-06-30 | $3,422,512 | 170,105 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,157,915 | 210,634 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,583,194 | 185,754 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,235,324 | 174,411 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $789,342 | 40,814 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,218,753 | 45,139 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,676,370 | 46,826 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,201,842 | 42,513 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,167,129 | 23,380 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $497,136 | 18,881 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $314,073 | 12,573 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $248,121 | 9,395 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $312,436 | 9,157 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||