Creative Planning

Position in HSTM — Healthstream Inc

CIK 1540235 OVERLAND PARK, KS

Position in HSTM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$4,518,632

+$3,151,458 QoQ

Shares Held

218,186

+268.2% QoQ

Ownership

0.747%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.5632808704499831.ToString("F0")% Shared 0.ToString("F0")% None 99.43671912955003.ToString("F0")%

Healthcare · as of Mar 31, 2026

Creative Planning holds $41,457,073 across 23 Health Information Services names. HSTM ranks #3 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	64,797	$11,382,241
2	HQY	Healthequity, Inc.	65,089	$5,439,487
3	HSTM	Healthstream Inc This page	218,186	$4,518,632
4	WAY	Waystar Holding Corp.	133,688	$3,223,217
5	DOCS	Doximity, Inc.	129,961	$3,028,091
6	PRVA	Privia Health Group, Inc.	113,314	$2,330,868
7	TXG	10x Genomics, Inc.	91,311	$1,938,532
8	BTSG	BrightSpring Health Services, Inc.	35,708	$1,521,517

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,518,632	218,186	+268.2%	Shares	Sole	2026-05-12
2025-12-31	$1,367,174	59,262	+73.9%	Shares	Sole	2026-02-17
2025-09-30	$962,334	34,077	+170.2%	Shares	Sole	2025-11-14
2025-06-30	$348,946	12,611	-45.9%	Shares	Sole	2025-08-08
2025-03-31	$750,598	23,325	-8.7%	Shares	Sole	2025-05-15
2024-12-31	$812,839	25,561	+61.3%	Shares	Defined	2025-02-14
2024-09-30	$456,940	15,844	+51.2%	Shares	Defined	2024-10-11
2024-06-30	$292,279	10,476	+21.4%	Shares	Defined	2024-08-15
2024-03-31	$229,995	8,627	+9.3%	Shares	Defined	2024-05-13
2023-12-31	$213,293	7,891	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.