Position in SDGR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$41,939
+$21,596 QoQ
Shares Held
2,581
+44.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 44 holders
Holding Since
Dec 2023
11 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, 2026EverSource Wealth Advisors, LLC holds $9,013,345 across 32 Health Information Services names. SDGR ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
83,393 | $7,532,051 | |
| 2 | VEEV |
Veeva Systems Inc
|
2,350 | $417,051 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
4,624 | $322,474 | |
| 4 | TXG |
10x Genomics, Inc.
|
5,797 | $222,253 | |
| 5 | WAY |
Waystar Holding Corp.
|
6,714 | $137,835 | |
| 6 | PHR |
Phreesia, Inc.
|
4,932 | $50,749 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
5,889 | $49,936 | |
| 8 | SDGR |
Schrodinger, Inc.
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|
2,581 | $41,939 |
All Filings in SDGR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,939 | 2,581 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,343 | 1,791 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $24,566 | 1,374 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,350 | 167 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,405 | 219 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,658 | 388 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $404 | 21 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $315 | 17 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $38 | 2 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $54 | 2 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $5,012 | 140 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||