Position in SDGR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,225
+$1,999 QoQ
Shares Held
260
+32.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 228 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SDGR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026UMB Bank, n.a. holds $292,128 across 12 Health Information Services names. SDGR ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
1,123 | $101,429 | |
| 2 | VEEV |
Veeva Systems Inc
|
351 | $62,291 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
614 | $42,820 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
572 | $14,717 | |
| 5 | SLP |
Simulations Plus, Inc.
|
758 | $13,878 | |
| 6 | HSTM |
Healthstream Inc
|
474 | $12,916 | |
| 7 | OMCL |
Omnicell, Inc.
|
292 | $12,123 | |
| 8 | WAY |
Waystar Holding Corp.
|
552 | $11,332 |
All Filings in SDGR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,225 | 260 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,226 | 196 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,611 | 202 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,533 | 226 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,627 | 230 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,954 | 251 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,105 | 161 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,133 | 115 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $522 | 27 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $702 | 26 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||