Diversified Trust Co

Bank

Position in HSTM — Healthstream Inc

CIK 1479844 MEMPHIS, TN

Position in HSTM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$459,653

+$175,574 QoQ

Shares Held

16,868

+23.0% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 41 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Diversified Trust Co holds $5,466,949 across 5 Health Information Services names. HSTM ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	18,746	$3,326,852
2	OMCL	Omnicell, Inc.	18,412	$764,466
3	HTFL	Heartflow, Inc.	24,525	$719,563
4	HSTM	Healthstream Inc This page	16,868	$459,653
5	PHR	Phreesia, Inc.	19,088	$196,415

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459,653	16,868	+23.0%	Shares	Sole	2026-07-17
2026-03-31	$284,079	13,717	+12.1%	Shares	Sole	2026-04-16
2025-12-31	$282,307	12,237	+12.2%	Shares	Sole	2026-01-09
2025-09-30	$307,872	10,902	+0.0%	Shares	Sole	2025-10-20
2025-06-30	$301,603	10,900	+18.8%	Shares	Sole	2025-07-11
2025-03-31	$295,219	9,174	+5.0%	Shares	Sole	2025-04-24
2024-12-31	$277,709	8,733	+20.5%	Shares	Sole	2025-01-07
2024-09-30	$209,003	7,247	0.0%	Shares	Sole	2024-10-07
2024-06-30	$202,191	7,247	-9.4%	Shares	Sole	2024-07-16
2024-03-31	$213,200	7,997	-50.1%	Shares	Sole	2024-04-18
2023-06-30	$393,819	16,035	0.0%	Shares	Sole	2023-07-18
2023-03-31	$434,548	16,035	+10.3%	Shares	Sole	2023-04-07
2022-12-31	$361,248	14,543	0.0%	Shares	Sole	2023-01-17
2022-09-30	$309,184	14,543	-9.0%	Shares	Sole	2022-10-14
2022-06-30	$346,969	15,982	-0.1%	Shares	Sole	2022-07-12
2022-03-31	$318,839	16,006	0.0%	Shares	Sole	2022-04-07
2021-12-31	$421,918	16,006	+15.7%	Shares	Sole	2022-01-13
2021-09-30	$395,461	13,837	+11.0%	Shares	Sole	2022-01-13
2021-06-30	$348,439	12,471	+27.3%	Shares	Sole	2021-07-20
2021-03-31	$218,775	9,793	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.