Steward Partners Investment Advisory, LLC
Position in TBRG — TruBridge, Inc.
CIK 1723397
STAMFORD, CT
Position in TBRG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,196
-$1,114 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TBRG Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $6,330,661 across 21 Health Information Services names. TBRG ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
14,303 | $2,512,464 | |
| 2 | OMDA |
Omada Health, Inc.
|
135,556 | $1,703,938 | |
| 3 | TEM |
Tempus AI, Inc.
|
26,056 | $1,178,252 | |
| 4 | HQY |
Healthequity, Inc.
|
9,595 | $801,854 | |
| 5 | DOCS |
Doximity, Inc.
|
3,628 | $84,532 | |
| 6 | WEAV |
Weave Communications, Inc.
|
2,650 | $12,243 | |
| 7 | GDRX |
GoodRx Holdings, Inc.
|
5,406 | $10,595 | |
| 8 | OPRX |
OptimizeRx Corp
|
1,000 | $6,280 |
All Filings in TBRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,196 | 150 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,310 | 150 | Shares | Sole | 2026-02-12 | |
| 2020-12-31 | $993 | 37 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||