Position in SLP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,022
+$3,907 QoQ
Shares Held
602
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#128
of 167 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLP Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026PRIVATE TRUST CO NA holds $93,800 across 8 Health Information Services names. SLP ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
236 | $21,315 | |
| 2 | VEEV |
Veeva Systems Inc
|
109 | $19,344 | |
| 3 | PRVA |
Privia Health Group, Inc.
|
673 | $17,316 | |
| 4 | SLP |
Simulations Plus, Inc.
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|
602 | $11,022 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
152 | $10,600 | |
| 6 | WAY |
Waystar Holding Corp.
|
414 | $8,499 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
416 | $3,527 | |
| 8 | DOCS |
Doximity, Inc.
|
105 | $2,177 |
All Filings in SLP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,022 | 602 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $7,115 | 602 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $10,974 | 602 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $6,404 | 425 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $2,425 | 139 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $3,408 | 139 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $3,876 | 139 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $3,202 | 100 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,695 | 76 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $3,127 | 76 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $3,401 | 76 | Shares | Defined | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||