Position in TALK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,025,342
+$5,633,158 QoQ
Shares Held
3,483,158
+2.0% QoQ
Ownership
2.08%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $1,508,612,409 across 45 Health Information Services names. TALK ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
3,312,734 | $581,914,853 | |
| 2 | HQY |
Healthequity, Inc.
|
2,259,646 | $188,838,615 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
3,564,953 | $151,902,647 | |
| 4 | DOCS |
Doximity, Inc.
|
3,944,586 | $91,908,853 | |
| 5 | TEM |
Tempus AI, Inc.
|
1,940,207 | $87,736,159 | |
| 6 | WAY |
Waystar Holding Corp.
|
2,892,142 | $69,729,542 | |
| 7 | TXG |
10x Genomics, Inc.
|
2,904,228 | $61,656,759 | |
| 8 | PRVA |
Privia Health Group, Inc.
|
2,895,534 | $59,561,133 |
All Filings in TALK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,025,342 | 3,483,158 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,392,184 | 3,413,825 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $9,379,553 | 3,398,389 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $8,818,656 | 3,172,179 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,055,477 | 3,146,671 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,509,044 | 3,077,361 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $6,299,863 | 3,014,289 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $7,030,377 | 3,056,686 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $5,308,857 | 1,487,075 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,564,417 | 1,403,314 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,542,244 | 1,303,715 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,275,392 | 1,004,246 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $679,899 | 978,272 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $596,745 | 978,272 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $996,729 | 967,699 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,573,499 | 925,588 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,647,987 | 947,119 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,698,037 | 861,948 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,267,476 | 895,199 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $640,127 | 77,031 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||