Position in SDGR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,221,528
+$715,895 QoQ
Shares Held
75,171
+68.9% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 229 holders
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SDGR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Creative Planning holds $60,946,086 across 25 Health Information Services names. SDGR ranks #12 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in SDGR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,221,528 | 75,171 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $505,633 | 44,510 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $513,295 | 25,588 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $558,148 | 27,741 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $515,312 | 26,105 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $439,888 | 22,804 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $411,753 | 22,197 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $425,015 | 21,976 | Shares | Sole | 2024-08-15 | |
| 2023-09-30 | $27,054 | 957 | Shares | Sole | 2023-11-16 | |
| 2021-03-31 | $313,323 | 4,107 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||