Position in HSTM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,659
+$2,154 QoQ
Shares Held
171
+41.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#180
of 219 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSTM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Bare Financial Services, Inc holds $50,860 across 8 Health Information Services names. HSTM ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
258 | $17,992 | |
| 2 | WAY |
Waystar Holding Corp.
|
741 | $15,212 | |
| 3 | TXG |
10x Genomics, Inc.
|
148 | $5,673 | |
| 4 | HSTM |
Healthstream Inc
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|
171 | $4,659 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
146 | $3,756 | |
| 6 | EVH |
Evolent Health, Inc.
|
287 | $1,555 | |
| 7 | OMCL |
Omnicell, Inc.
|
30 | $1,245 | |
| 8 | GDRX |
GoodRx Holdings, Inc.
|
267 | $768 |
All Filings in HSTM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,659 | 171 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,505 | 121 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $508 | 18 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||