Position in SDGR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$167,196
-$834,516 QoQ
Shares Held
10,289
-88.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 228 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in SDGR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $34,951,662 across 21 Health Information Services names. SDGR ranks #18 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
82,942 | $14,719,714 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
135,521 | $3,486,954 | |
| 3 | GDRX |
GoodRx Holdings, Inc.
|
868,790 | $2,502,115 | |
| 4 | HSTM |
Healthstream Inc
|
79,196 | $2,158,089 | |
| 5 | HQY |
Healthequity, Inc.
|
20,573 | $1,858,152 | |
| 6 | TEM |
Tempus AI, Inc.
|
29,069 | $1,683,967 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
182,763 | $1,549,829 | |
| 8 | TXG |
10x Genomics, Inc.
|
39,056 | $1,497,405 |
All Filings in SDGR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,196 | 10,289 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,001,712 | 88,179 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $722,547 | 40,411 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $908,536 | 45,291 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $571,327 | 28,396 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $318,129 | 16,116 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $337,690 | 17,506 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $510,884 | 27,541 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $474,235 | 24,521 | Shares | Defined | 2024-08-13 | |
| 2023-06-30 | $968,747 | 19,406 | Shares | Defined | 2023-08-14 | |
| 2021-09-30 | $211,939 | 3,876 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $201,425 | 2,664 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $218,418 | 2,863 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||