Position in SOPH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$82,182
New position
Shares Held
14,243
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 71 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Health Information Services
Healthcare · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $124,284,925 across 15 Health Information Services names. SOPH ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
379,949 | $67,429,549 | |
| 2 | HQY |
Healthequity, Inc.
|
175,182 | $15,822,438 | |
| 3 | PRVA |
Privia Health Group, Inc.
|
544,771 | $14,016,957 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
112,947 | $7,876,923 | |
| 5 | HSTM |
Healthstream Inc
|
189,539 | $5,164,937 | |
| 6 | TEM |
Tempus AI, Inc.
|
68,699 | $3,979,733 | |
| 7 | SLP |
Simulations Plus, Inc.
|
130,749 | $2,394,014 | |
| 8 | WAY |
Waystar Holding Corp.
|
96,033 | $1,971,557 |
All Filings in SOPH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,182 | 14,243 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||