Summit Global Investments

Position in HSTM — Healthstream Inc

CIK 1697953 BOUNTIFUL, UT

Position in HSTM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$372,616

-$92,752 QoQ

Shares Held

13,674

-32.2% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#101

of 218 holders

Holding Since

Mar 2020

16 quarters on record

Healthcare · as of Jun 30, 2026

Summit Global Investments holds $1,455,936 across 3 Health Information Services names. HSTM ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRVA	Privia Health Group, Inc.	30,919	$795,545
2	HSTM	Healthstream Inc This page	13,674	$372,616
3	OMCL	Omnicell, Inc.	6,931	$287,775

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,616	13,674	-32.2%	Shares	Sole	2026-08-03
2025-12-31	$465,368	20,172	+0.7%	Shares	Sole	2026-02-18
2025-09-30	$565,647	20,030	+97.7%	Shares	Sole	2025-11-03
2024-06-30	$282,654	10,131	-0.5%	Shares	Sole	2024-07-22
2024-03-31	$271,345	10,178	-17.8%	Shares	Sole	2024-04-29
2023-12-31	$334,577	12,378	-6.7%	Shares	Sole	2024-02-06
2023-09-30	$286,237	13,264	-65.9%	Shares	Sole	2023-10-16
2022-03-31	$774,888	38,900	-14.9%	Shares	Sole	2022-04-29
2021-12-31	$1,204,652	45,700	+2.5%	Shares	Sole	2022-02-14
2021-09-30	$1,274,668	44,600	+13.8%	Shares	Sole	2021-11-08
2021-06-30	$1,095,248	39,200	-0.3%	Shares	Sole	2022-01-28
2021-03-31	$878,207	39,311	-25.4%	Shares	Sole	2022-01-27
2020-12-31	$1,150,684	52,687	+0.7%	Shares	Sole	2021-02-11
2020-09-30	$1,050,162	52,325	-22.6%	Shares	Sole	2020-11-16
2020-06-30	$1,496,430	67,620	+60.2%	Shares	Sole	2020-08-11
2020-03-31	$1,011,169	42,220	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.