Position in SDGR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$14,625
+$13,103 QoQ
Shares Held
900
+571.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#179
of 229 holders
Holding Since
Dec 2020
23 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, 2026IFP Advisors, Inc holds $854,818 across 28 Health Information Services names. SDGR ranks #9 (1.7% 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 SDGR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,625 | 900 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,522 | 134 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,074 | 116 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,063 | 53 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,046 | 52 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,974 | 100 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,678 | 87 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,855 | 100 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,934 | 100 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,700 | 100 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $3,580 | 100 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,827 | 100 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $25,608 | 513 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $13,165 | 500 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $60 | 2,100 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $93,675 | 3,750 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $25,089 | 950 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $32,414 | 950 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $33,088 | 950 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $46,478 | 850 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $64,495 | 853 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $92,692 | 1,215 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||