Position in SY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$660,898
+$125,424 QoQ
Shares Held
446,553
+127.7% QoQ
Ownership
0.444%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 25 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SY Over Time
Shares Held
Position Value (USD)
Derivatives in SY
reported options exposure · as of Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$428,556
PutShares
100,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Jun 30, 2026UBS Group AG holds $672,104,181 across 43 Health Information Services names. SY ranks #24 (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 SY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,898 | 446,553 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $535,474 | 196,145 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $270,555 | 105,686 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $586,815 | 151,632 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,190,929 | 384,171 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,304 | 7,598 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $489 | 592 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $31 | 34 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $35 | 34 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $36 | 34 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $43 | 34 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4 | 4 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7 | 4 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8 | 4 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,583 | 1,228 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,773 | 3,853 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,973 | 11,638 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $15,271 | 7,713 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $428,556 | 100,600 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $464 | 109 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $43,312 | 4,507 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $50,771 | 5,144 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $299 | 27 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $337 | 27 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $20,734 | 1,528 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $15,595 | 1,523 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||