Position in TALK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$162,888
-$319,379 QoQ
Shares Held
31,476
-76.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in TALK Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Corient Private Wealth LLC holds $46,869,111 across 17 Health Information Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
135,101 | $23,976,374 | |
| 2 | TXG |
10x Genomics, Inc.
|
191,079 | $7,325,968 | |
| 3 | OMDA |
Omada Health, Inc.
|
141,592 | $3,107,944 | |
| 4 | OMCL |
Omnicell, Inc.
|
62,810 | $2,607,871 | |
| 5 | HQY |
Healthequity, Inc.
|
27,415 | $2,476,122 | |
| 6 | HTFL |
Heartflow, Inc.
|
49,666 | $1,457,200 | |
| 7 | PHR |
Phreesia, Inc.
|
120,380 | $1,238,710 | |
| 8 | WAY |
Waystar Holding Corp.
|
59,509 | $1,221,719 |
All Filings in TALK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,888 | 31,476 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $482,267 | 132,856 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $405,689 | 146,989 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $507,074 | 182,401 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $784,345 | 306,385 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $137,505 | 44,500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $99,902 | 47,800 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||