Position in TEM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$529,661
-$23,106 QoQ
Shares Held
11,713
+25.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 99.90608725347904.ToString("F0")%
Shared 0.ToString("F0")%
None 0.09391274652095963.ToString("F0")%
Common Shares in TEM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026EP Wealth Advisors, LLC holds $2,723,538 across 9 Health Information Services names. TEM ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
4,936 | $867,057 | |
| 2 | TEM |
Tempus AI, Inc.
This page
|
11,713 | $529,661 | |
| 3 | HQY |
Healthequity, Inc.
|
5,200 | $434,564 | |
| 4 | TXG |
10x Genomics, Inc.
|
18,007 | $382,288 | |
| 5 | OMCL |
Omnicell, Inc.
|
6,968 | $232,591 | |
| 6 | HNGE |
Hinge Health, Inc.
|
5,192 | $200,203 | |
| 7 | GDRX |
GoodRx Holdings, Inc.
|
16,799 | $32,926 | |
| 8 | DH |
Definitive Healthcare Corp.
|
25,182 | $30,973 |
All Filings in TEM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $529,661 | 11,713 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $552,767 | 9,361 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||