Position in SDGR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,667,095
+$671,306 QoQ
Shares Held
964,129
-27.0% QoQ
Ownership
1.29%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 229 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SDGR Over Time
Shares Held
Position Value (USD)
Derivatives in SDGR
reported options exposure · as of Mar 31, 2025CallValue
$286,230
CallShares
14,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Jun 30, 2026UBS Group AG holds $691,077,419 across 44 Health Information Services names. SDGR ranks #13 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
960,834 | $170,519,208 | |
| 2 | TEM |
Tempus AI, Inc.
|
2,546,634 | $147,526,506 | |
| 3 | WAY |
Waystar Holding Corp.
|
2,884,399 | $59,216,707 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
627,443 | $44,389,460 | |
| 5 | HQY |
Healthequity, Inc.
|
435,457 | $39,330,475 | |
| 6 | HNGE |
Hinge Health, Inc.
|
469,257 | $38,948,331 | |
| 7 | EVH |
Evolent Health, Inc.
|
6,245,283 | $33,849,432 | |
| 8 | HTFL |
Heartflow, Inc.
|
975,510 | $28,621,461 |
All Filings in SDGR
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,667,095 | 964,129 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,995,789 | 1,320,052 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $25,797,245 | 1,442,799 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $19,132,022 | 953,740 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $26,960,275 | 1,339,974 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,111,954 | 410,940 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $286,230 | 14,500 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $174,304 | 9,036 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $7,669,490 | 397,589 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $869,289 | 46,862 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $491,815 | 25,430 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,920,240 | 71,120 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,910,074 | 109,220 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,130,883 | 40,003 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $6,029,785 | 120,789 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $1,038,336 | 20,800 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $2,004,660 | 76,136 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $60,559 | 2,300 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $55,714 | 2,981 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $1,157,712 | 61,943 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,253,970 | 50,199 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $861,837 | 32,633 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,265,259 | 66,391 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,254,823 | 64,738 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,156,633 | 39,441 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,952,698 | 78,729 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,979,866 | 117,707 | Shares | Defined | 2021-05-12 | |
| 2021-03-31 | $160,209 | 2,100 | Call | Defined | 2021-05-12 | |
| 2020-12-31 | $10,803,239 | 136,439 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,430,563 | 51,159 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,778,779 | 84,949 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $448,102 | 10,392 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||