Position in TEM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,394,711
+$8,478,272 QoQ
Shares Held
283,009
+61.7% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#48
of 483 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in TEM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $28,416,814 across 16 Health Information Services names. TEM ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
This page
|
283,009 | $16,394,711 | |
| 2 | VEEV |
Veeva Systems Inc
|
24,413 | $4,332,575 | |
| 3 | HQY |
Healthequity, Inc.
|
45,312 | $4,092,579 | |
| 4 | TXG |
10x Genomics, Inc.
|
34,860 | $1,336,532 | |
| 5 | PHR |
Phreesia, Inc.
|
39,679 | $408,296 | |
| 6 | BTSG |
BrightSpring Health Services, Inc.
|
5,586 | $389,567 | |
| 7 | SDGR |
Schrodinger, Inc.
|
23,711 | $385,303 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
38,374 | $325,411 |
All Filings in TEM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,394,711 | 283,009 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,916,439 | 175,065 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,981,812 | 169,040 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,901,176 | 135,066 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $6,875,854 | 108,213 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,930,464 | 57,182 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,726,422 | 48,170 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||