Position in HSTM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$42,454,980
+$12,300,331 QoQ
Shares Held
1,557,981
+7.0% QoQ
Ownership
5.33%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 218 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in HSTM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $926,888,993 across 26 Health Information Services names. HSTM ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
2,738,751 | $191,000,492 | |
| 2 | HQY |
Healthequity, Inc.
|
1,869,036 | $168,811,328 | |
| 3 | VEEV |
Veeva Systems Inc
|
722,431 | $128,209,827 | |
| 4 | OMCL |
Omnicell, Inc.
|
2,452,443 | $101,825,431 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
2,551,861 | $65,659,381 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
7,371,699 | $62,512,006 | |
| 7 | WAY |
Waystar Holding Corp.
|
2,660,854 | $54,627,330 | |
| 8 | HSTM |
Healthstream Inc
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|
1,557,981 | $42,454,980 |
All Filings in HSTM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,454,980 | 1,557,981 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||