Position in HSTM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,164,937
+$1,030,579 QoQ
Shares Held
189,539
-5.1% QoQ
Ownership
0.648%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 219 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSTM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $127,325,823 across 16 Health Information Services names. HSTM ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
379,949 | $67,429,549 | |
| 2 | HQY |
Healthequity, Inc.
|
175,182 | $15,822,438 | |
| 3 | PRVA |
Privia Health Group, Inc.
|
544,771 | $14,016,957 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
112,947 | $7,876,923 | |
| 5 | HSTM |
Healthstream Inc
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|
189,539 | $5,164,937 | |
| 6 | TEM |
Tempus AI, Inc.
|
68,699 | $3,979,733 | |
| 7 | TXG |
10x Genomics, Inc.
|
79,314 | $3,040,898 | |
| 8 | SLP |
Simulations Plus, Inc.
|
130,749 | $2,394,014 |
All Filings in HSTM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,164,937 | 189,539 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,134,358 | 199,631 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,718,015 | 117,816 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,479,055 | 123,196 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,599,590 | 130,090 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,037,206 | 125,457 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,393,253 | 43,813 | Shares | Sole | 2025-02-13 | |
| 2020-09-30 | $326,599 | 16,273 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $382,295 | 17,275 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $524,768 | 21,911 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||