Position in HSTM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$614,797
+$400,685 QoQ
Shares Held
29,686
+219.9% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HSTM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Cetera Investment Advisers holds $21,028,109 across 14 Health Information Services names. HSTM ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
71,329 | $12,529,652 | |
| 2 | HQY |
Healthequity, Inc.
|
26,251 | $2,193,796 | |
| 3 | TEM |
Tempus AI, Inc.
|
42,424 | $1,918,413 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
69,737 | $1,434,490 | |
| 5 | HSTM |
Healthstream Inc
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|
29,686 | $614,797 | |
| 6 | TXG |
10x Genomics, Inc.
|
28,191 | $598,494 | |
| 7 | BTSG |
BrightSpring Health Services, Inc.
|
9,765 | $416,086 | |
| 8 | DOCS |
Doximity, Inc.
|
14,018 | $326,619 |
All Filings in HSTM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $614,797 | 29,686 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $214,112 | 9,281 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $271,132 | 9,601 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||