Position in HSTM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,789,466
+$3,270,834 QoQ
Shares Held
285,852
+31.0% QoQ
Ownership
0.978%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 219 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSTM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Creative Planning holds $60,946,086 across 25 Health Information Services names. HSTM ranks #2 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
110,043 | $19,529,330 | |
| 2 | HSTM |
Healthstream Inc
This page
|
285,852 | $7,789,466 | |
| 3 | HQY |
Healthequity, Inc.
|
79,363 | $7,168,065 | |
| 4 | TXG |
10x Genomics, Inc.
|
106,351 | $4,077,496 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
51,960 | $3,623,689 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
108,033 | $2,779,688 | |
| 7 | DOCS |
Doximity, Inc.
|
119,957 | $2,487,907 | |
| 8 | EVH |
Evolent Health, Inc.
|
330,017 | $1,788,692 |
All Filings in HSTM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,789,466 | 285,852 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,518,632 | 218,186 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,367,174 | 59,262 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $962,334 | 34,077 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $348,946 | 12,611 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $750,598 | 23,325 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $812,839 | 25,561 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $456,940 | 15,844 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $292,279 | 10,476 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $229,995 | 8,627 | 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. | ||||||