Position in HSTM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$34,018,464
+$7,577,200 QoQ
Shares Held
1,248,384
-2.2% QoQ
Ownership
4.27%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#3
of 218 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in HSTM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Copeland Capital Management, LLC holds $34,096,461 across 2 Health Information Services names. HSTM ranks #1 (99.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HSTM |
Healthstream Inc
This page
|
1,248,384 | $34,018,464 | |
| 2 | NRC |
Nrc Health
|
3,616 | $77,997 |
All Filings in HSTM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,018,464 | 1,248,384 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $26,441,264 | 1,276,739 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,475,847 | 887,553 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $23,610,983 | 836,083 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $24,431,226 | 882,950 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $24,575,544 | 763,690 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $12,061,930 | 379,306 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $62,640 | 2,172 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $39,190 | 1,470 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $39,220 | 1,451 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $31,312 | 1,451 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $25,738 | 1,048 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||