Position in TXG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,727,174
+$2,132,679 QoQ
Shares Held
269,768
+22.4% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Summit Trail Advisors, LLC holds $10,782,295 across 6 Health Information Services names. TXG ranks #1 (53.1% of the industry book) .
All Filings in TXG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,727,174 | 269,768 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,594,495 | 220,386 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,626,100 | 224,645 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,631,899 | 140,924 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $314,620 | 36,039 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $147,391 | 10,264 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $227,741 | 10,086 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||