Position in HSTM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$221,678
New position
Shares Held
8,135
first reported quarter
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#135
of 219 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Health Information Services
Healthcare · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $6,058,039 across 7 Health Information Services names. HSTM ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
28,344 | $5,030,209 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
3,683 | $256,852 | |
| 3 | HSTM |
Healthstream Inc
This page
|
8,135 | $221,678 | |
| 4 | WEAV |
Weave Communications, Inc.
|
32,662 | $195,645 | |
| 5 | PHR |
Phreesia, Inc.
|
15,432 | $158,795 | |
| 6 | CERT |
Certara, Inc.
|
17,906 | $117,284 | |
| 7 | EVH |
Evolent Health, Inc.
|
14,313 | $77,576 |
All Filings in HSTM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,678 | 8,135 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||