Position in SOPH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,950
+$280 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOPH Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $13,793,285 across 35 Health Information Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
27,742 | $4,923,370 | |
| 2 | HNGE |
Hinge Health, Inc.
|
38,995 | $3,236,585 | |
| 3 | TEM |
Tempus AI, Inc.
|
44,695 | $2,589,180 | |
| 4 | HQY |
Healthequity, Inc.
|
9,108 | $822,634 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
8,358 | $582,886 | |
| 6 | NRC |
Nrc Health
|
18,050 | $389,338 | |
| 7 | SLP |
Simulations Plus, Inc.
|
15,826 | $289,774 | |
| 8 | DOCS |
Doximity, Inc.
|
10,039 | $208,208 |
All Filings in SOPH
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,950 | 1,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,670 | 1,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $699 | 147 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $170 | 55 | Shares | Defined | 2025-09-04 | |
| 2023-12-31 | $2,920 | 620 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $553 | 218 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $864 | 193 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $948 | 191 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $670 | 326 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,216 | 463 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,515 | 419 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,759 | 357 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $5,879 | 417 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $11,060 | 631 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||