Position in WEAV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$195,645
+$76,015 QoQ
Shares Held
32,662
+26.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 186 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEAV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $6,058,039 across 7 Health Information Services names. WEAV ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
28,344 | $5,030,209 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
3,683 | $256,852 | |
| 3 | HSTM |
Healthstream Inc
|
8,135 | $221,678 | |
| 4 | WEAV |
Weave Communications, Inc.
This page
|
32,662 | $195,645 | |
| 5 | PHR |
Phreesia, Inc.
|
15,432 | $158,795 | |
| 6 | CERT |
Certara, Inc.
|
17,906 | $117,284 | |
| 7 | EVH |
Evolent Health, Inc.
|
14,313 | $77,576 |
All Filings in WEAV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,645 | 32,662 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $119,630 | 25,894 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $201,051 | 26,489 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $161,221 | 24,135 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $200,570 | 24,107 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $269,276 | 24,281 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $431,288 | 27,091 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||