Position in TALK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$689,811
-$106,073 QoQ
Shares Held
133,297
-39.2% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TALK Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $489,155,632 across 27 Health Information Services names. TALK ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,823,999 | $320,403,664 | |
| 2 | TEM |
Tempus AI, Inc.
|
799,398 | $36,148,777 | |
| 3 | OMCL |
Omnicell, Inc.
|
1,051,801 | $35,109,117 | |
| 4 | DOCS |
Doximity, Inc.
|
1,370,153 | $31,924,564 | |
| 5 | HSTM |
Healthstream Inc
|
844,420 | $17,487,938 | |
| 6 | HNGE |
Hinge Health, Inc.
|
383,879 | $14,802,374 | |
| 7 | TXG |
10x Genomics, Inc.
|
402,427 | $8,543,525 | |
| 8 | BTSG |
BrightSpring Health Services, Inc.
|
154,611 | $6,587,974 |
All Filings in TALK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $689,811 | 133,297 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $795,884 | 219,252 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $777,930 | 281,859 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,392,980 | 501,072 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,738,009 | 678,910 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,066,354 | 668,723 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,224,326 | 585,802 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,006,913 | 872,571 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,060,817 | 1,137,484 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,318,113 | 912,643 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $619,466 | 317,675 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $46,863 | 36,900 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,167 | 50,600 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,705 | 40,500 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $306,297 | 155,481 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||