Position in SDGR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$70,752
+$17,713 QoQ
Shares Held
4,354
-6.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#161
of 228 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SDGR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $20,285,119 across 25 Health Information Services names. SDGR ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
71,168 | $12,630,184 | |
| 2 | TEM |
Tempus AI, Inc.
|
42,054 | $2,436,188 | |
| 3 | HQY |
Healthequity, Inc.
|
22,494 | $2,031,658 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
11,759 | $820,072 | |
| 5 | TXG |
10x Genomics, Inc.
|
21,248 | $814,648 | |
| 6 | SLP |
Simulations Plus, Inc.
|
26,201 | $479,740 | |
| 7 | HNGE |
Hinge Health, Inc.
|
5,145 | $427,035 | |
| 8 | OMCL |
Omnicell, Inc.
|
3,761 | $156,156 |
All Filings in SDGR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,752 | 4,354 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $53,039 | 4,669 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,569 | 1,486 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,022 | 1,048 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $29,697 | 1,476 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,436 | 782 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $11,901 | 617 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,445 | 617 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,069 | 107 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||