Position in SLP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$313,147
-$575,273 QoQ
Shares Held
26,493
-45.6% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
12 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in SLP Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026LPL Financial LLC holds $63,022,676 across 21 Health Information Services names. SLP ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
173,247 | $30,432,568 | |
| 2 | TEM |
Tempus AI, Inc.
|
237,926 | $10,759,013 | |
| 3 | HQY |
Healthequity, Inc.
|
120,073 | $10,034,500 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
63,743 | $2,716,089 | |
| 5 | DOCS |
Doximity, Inc.
|
83,120 | $1,936,696 | |
| 6 | TXG |
10x Genomics, Inc.
|
63,249 | $1,342,776 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
62,133 | $1,278,075 | |
| 8 | OPRX |
OptimizeRx Corp
|
129,608 | $813,938 |
All Filings in SLP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $313,147 | 26,493 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $888,420 | 48,734 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $409,361 | 27,164 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $231,369 | 13,259 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $292,376 | 11,924 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $229,953 | 8,245 | Shares | Sole | 2025-02-11 | |
| 2021-12-31 | $312,558 | 6,608 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $275,512 | 6,975 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $323,090 | 5,884 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $473,983 | 7,495 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $530,553 | 7,377 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $347,635 | 4,613 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||