Position in TBRG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$8,240,107
-$2,980,985 QoQ
Shares Held
562,849
+10.7% QoQ
Ownership
3.75%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 7%
None 2%
Common Shares in TBRG Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $801,470,879 across 29 Health Information Services names. TBRG ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
1,627,039 | $135,971,647 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
2,892,779 | $123,261,310 | |
| 3 | VEEV |
Veeva Systems Inc
|
548,859 | $96,412,570 | |
| 4 | OMCL |
Omnicell, Inc.
|
2,450,385 | $81,793,850 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
2,406,717 | $49,506,166 | |
| 6 | WAY |
Waystar Holding Corp.
|
2,046,396 | $49,338,605 | |
| 7 | CERT |
Certara, Inc.
|
8,562,508 | $48,806,293 | |
| 8 | TXG |
10x Genomics, Inc.
|
2,042,950 | $43,371,826 |
All Filings in TBRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,240,107 | 562,849 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $11,221,092 | 508,432 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,491,859 | 470,593 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,543,203 | 407,481 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,508,185 | 345,501 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,881,114 | 348,941 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,708,064 | 310,039 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,314,780 | 331,478 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,134,061 | 448,380 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,867,576 | 523,891 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,029,541 | 629,206 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $18,699,389 | 757,367 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $22,648,124 | 749,938 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,258,574 | 670,778 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $17,617,900 | 631,919 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $19,427,814 | 607,689 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,638,222 | 570,050 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $16,067,797 | 548,389 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $19,400,910 | 547,121 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $18,489,670 | 556,415 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $16,044,375 | 524,326 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $13,326,247 | 496,507 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $13,517,662 | 489,593 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,037,447 | 484,311 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,028,030 | 450,698 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||