Position in SOPH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$216,355
+$101,614 QoQ
Shares Held
37,497
+61.8% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 71 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in SOPH Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026MORGAN STANLEY holds $1,576,771,690 across 38 Health Information Services names. SOPH ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
4,547,219 | $410,704,814 | |
| 2 | VEEV |
Veeva Systems Inc
|
1,519,941 | $269,743,922 | |
| 3 | TEM |
Tempus AI, Inc.
|
3,652,136 | $211,568,234 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
2,168,709 | $151,367,554 | |
| 5 | HNGE |
Hinge Health, Inc.
|
1,613,901 | $133,953,783 | |
| 6 | OMDA |
Omada Health, Inc.
|
2,800,887 | $61,479,467 | |
| 7 | EVH |
Evolent Health, Inc.
|
8,969,012 | $48,612,042 | |
| 8 | DOCS |
Doximity, Inc.
|
2,245,689 | $46,575,586 |
All Filings in SOPH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,355 | 37,497 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $114,741 | 23,180 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $224,378 | 48,047 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $197,701 | 41,534 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $109,151 | 35,210 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $119,971 | 36,136 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $113,900 | 37,101 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $172,265 | 47,196 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $275,152 | 60,077 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $229,476 | 46,547 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $216,918 | 46,055 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $122,797 | 48,251 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $154,734 | 34,539 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $171,360 | 34,479 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $41,053 | 19,929 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,167,777 | 444,022 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $111,332 | 30,755 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $172,594 | 22,328 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $250,895 | 17,794 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,792,775 | 102,269 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||