Position in HSTM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,631,519
-$656,884 QoQ
Shares Held
223,637
-2.4% QoQ
Ownership
0.765%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in HSTM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Bank of New York Mellon Corp holds $362,515,889 across 31 Health Information Services names. HSTM ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
613,202 | $107,715,055 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
2,943,493 | $60,547,646 | |
| 3 | HQY |
Healthequity, Inc.
|
599,254 | $50,079,649 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
732,537 | $31,213,397 | |
| 5 | DOCS |
Doximity, Inc.
|
1,040,534 | $24,244,436 | |
| 6 | WAY |
Waystar Holding Corp.
|
699,892 | $16,874,391 | |
| 7 | OMCL |
Omnicell, Inc.
|
433,454 | $14,468,691 | |
| 8 | TEM |
Tempus AI, Inc.
|
299,220 | $13,530,722 |
All Filings in HSTM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,631,519 | 223,637 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $5,288,403 | 229,233 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $5,932,487 | 210,074 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $5,836,458 | 210,931 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $6,921,755 | 215,095 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $6,982,482 | 219,575 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $6,263,036 | 217,165 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $6,749,064 | 241,902 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $7,061,698 | 264,880 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $7,734,955 | 286,162 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $5,609,998 | 259,963 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $6,610,393 | 269,153 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $7,238,163 | 267,091 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $7,002,691 | 281,912 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $6,718,433 | 316,013 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,685,918 | 307,965 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,607,478 | 281,500 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $7,731,859 | 293,318 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,680,829 | 303,738 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $8,006,539 | 286,562 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $7,061,180 | 316,078 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $6,171,220 | 307,485 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,274,836 | 328,732 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $7,604,578 | 317,519 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||