Position in SY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$335,470
-$302,082 QoQ
Shares Held
226,670
-2.9% QoQ
Ownership
0.225%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 25 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 89%
Shared 8%
None 3%
Common Shares in SY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $926,888,993 across 26 Health Information Services names. SY ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
2,738,751 | $191,000,492 | |
| 2 | HQY |
Healthequity, Inc.
|
1,869,036 | $168,811,328 | |
| 3 | VEEV |
Veeva Systems Inc
|
722,431 | $128,209,827 | |
| 4 | OMCL |
Omnicell, Inc.
|
2,452,443 | $101,825,431 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
2,551,861 | $65,659,381 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
7,371,699 | $62,512,006 | |
| 7 | WAY |
Waystar Holding Corp.
|
2,660,854 | $54,627,330 | |
| 8 | HSTM |
Healthstream Inc
|
1,557,981 | $42,454,980 |
All Filings in SY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,470 | 226,670 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $637,552 | 233,536 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $459,298 | 179,414 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $62,701 | 16,202 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $16,381 | 19,737 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,552 | 19,737 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $75,162 | 70,575 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $94,047 | 86,282 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $111,303 | 86,282 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $93,347 | 89,328 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $166,457 | 90,466 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $192,480 | 89,526 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $115,233 | 89,328 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $78,349 | 108,819 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $110,132 | 128,511 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $236,473 | 119,431 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $356,268 | 111,683 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $184,730 | 43,364 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||