Position in TXG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,306,257
+$1,298,087 QoQ
Shares Held
108,632
+75.7% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TXG Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $125,172,745 across 16 Health Information Services names. TXG ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
433,991 | $76,234,859 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
606,767 | $12,481,197 | |
| 3 | HQY |
Healthequity, Inc.
|
138,868 | $11,605,198 | |
| 4 | HSTM |
Healthstream Inc
|
199,631 | $4,134,358 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
93,668 | $3,991,193 | |
| 6 | TEM |
Tempus AI, Inc.
|
75,125 | $3,397,152 | |
| 7 | DOCS |
Doximity, Inc.
|
124,306 | $2,896,329 | |
| 8 | SLP |
Simulations Plus, Inc.
|
209,465 | $2,475,876 |
All Filings in TXG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,306,257 | 108,632 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,008,170 | 61,813 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,098,813 | 93,996 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,098,617 | 94,872 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $835,469 | 95,701 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,199,993 | 83,565 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,387,925 | 105,754 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,101,706 | 56,643 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,621,070 | 43,194 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,236,436 | 22,095 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $526,350 | 12,760 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $385,296 | 6,900 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $393,710 | 7,057 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $462,314 | 12,687 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $377,901 | 13,269 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $711,782 | 15,730 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,054,634 | 13,864 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,253,913 | 15,131 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,546,205 | 10,621 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,174,528 | 5,998 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $704,452 | 3,892 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $446,323 | 3,152 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $236,517 | 1,897 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||