Position in HSTM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$30,154,649
-$1,425,086 QoQ
Shares Held
1,456,043
+6.4% QoQ
Ownership
4.98%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 5%
None 3%
Common Shares in HSTM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $801,470,879 across 29 Health Information Services names. HSTM ranks #11 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
1,627,039 | $135,971,647 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
2,892,779 | $123,261,310 | |
| 3 | VEEV |
Veeva Systems Inc
|
548,859 | $96,412,570 | |
| 4 | OMCL |
Omnicell, Inc.
|
2,450,385 | $81,793,850 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
2,406,717 | $49,506,166 | |
| 6 | WAY |
Waystar Holding Corp.
|
2,046,396 | $49,338,605 | |
| 7 | CERT |
Certara, Inc.
|
8,562,508 | $48,806,293 | |
| 8 | TXG |
10x Genomics, Inc.
|
2,042,950 | $43,371,826 |
All Filings in HSTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,454,982 | 1,557,981 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $30,154,649 | 1,456,043 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $31,579,735 | 1,368,866 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $39,844,746 | 1,410,933 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $39,425,902 | 1,424,861 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $46,813,595 | 1,454,742 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $48,906,396 | 1,537,937 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $45,187,606 | 1,566,838 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $43,823,504 | 1,570,735 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $41,465,789 | 1,555,356 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $42,095,032 | 1,557,345 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $33,678,437 | 1,560,632 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $37,816,012 | 1,539,740 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $41,492,970 | 1,531,106 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $37,722,791 | 1,518,631 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $32,286,285 | 1,518,640 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $32,585,427 | 1,500,941 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $29,225,548 | 1,467,146 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $37,574,229 | 1,425,426 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $40,712,924 | 1,424,525 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $39,818,523 | 1,425,144 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $31,620,147 | 1,415,405 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $30,717,217 | 1,406,466 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $28,581,807 | 1,424,106 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $32,373,246 | 1,462,867 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $35,637,791 | 1,488,008 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||