ENVESTNET ASSET MANAGEMENT INC

Position in HSTM — Healthstream Inc

CIK 1407543 Berwyn, PA

Position in HSTM

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$4,134,358

+$1,416,343 QoQ

Shares Held

199,631

+69.4% QoQ

Ownership

0.683%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $125,172,745 across 16 Health Information Services names. HSTM ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	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

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,134,358	199,631	+69.4%	Shares	Sole	2026-05-04
2025-12-31	$2,718,015	117,816	-4.4%	Shares	Sole	2026-02-10
2025-09-30	$3,479,055	123,196	-5.3%	Shares	Sole	2025-11-05
2025-06-30	$3,599,590	130,090	+3.7%	Shares	Sole	2025-08-01
2025-03-31	$4,037,206	125,457	+186.3%	Shares	Sole	2025-04-29
2024-12-31	$1,393,253	43,813	+169.2%	Shares	Sole	2025-02-13
2020-09-30	$326,599	16,273	-5.8%	Shares	Sole	2020-10-09
2020-06-30	$382,295	17,275	-21.2%	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.