Position in SOPH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$469,931
+$13,413 QoQ
Shares Held
81,444
-11.7% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 71 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOPH Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026UBS Group AG holds $672,104,181 across 43 Health Information Services names. SOPH ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
960,834 | $170,519,208 | |
| 2 | TEM |
Tempus AI, Inc.
|
2,546,634 | $147,526,506 | |
| 3 | WAY |
Waystar Holding Corp.
|
2,884,399 | $59,216,707 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
627,443 | $44,389,460 | |
| 5 | HQY |
Healthequity, Inc.
|
435,457 | $39,330,475 | |
| 6 | HNGE |
Hinge Health, Inc.
|
469,257 | $38,948,331 | |
| 7 | EVH |
Evolent Health, Inc.
|
6,245,283 | $33,849,432 | |
| 8 | HTFL |
Heartflow, Inc.
|
975,510 | $28,621,461 |
All Filings in SOPH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,931 | 81,444 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $456,518 | 92,226 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $289,076 | 61,901 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $73,226 | 15,384 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $21,600 | 6,968 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $26,384 | 7,947 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $118,356 | 38,553 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $28,360 | 7,770 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,586 | 7,770 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $39,306 | 7,973 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $37,552 | 7,973 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $27,282 | 10,720 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $47,084 | 10,510 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $73,326 | 14,754 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $37,046 | 17,984 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $120,256 | 45,725 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $165,643 | 45,758 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $139,588 | 18,058 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $253,996 | 18,014 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $186,799 | 10,656 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||