Position in HSTM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,724,669
-$250,322 QoQ
Shares Held
131,563
+2.0% QoQ
Ownership
0.450%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HSTM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $628,884,691 across 31 Health Information Services names. HSTM ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,469,469 | $258,126,921 | |
| 2 | HQY |
Healthequity, Inc.
|
862,008 | $72,038,007 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
1,534,154 | $65,370,299 | |
| 4 | WAY |
Waystar Holding Corp.
|
2,065,258 | $49,793,368 | |
| 5 | DOCS |
Doximity, Inc.
|
1,142,530 | $26,620,946 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
1,256,178 | $25,839,580 | |
| 7 | HNGE |
Hinge Health, Inc.
|
617,237 | $23,800,657 | |
| 8 | TXG |
10x Genomics, Inc.
|
964,579 | $20,478,010 |
All Filings in HSTM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,724,669 | 131,563 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $2,974,991 | 128,955 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,576,234 | 162,048 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $3,909,271 | 141,282 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,910,035 | 90,430 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,566,499 | 49,261 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,266,969 | 43,931 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,140,495 | 40,878 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $747,385 | 28,034 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,156,397 | 42,782 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $729,164 | 33,789 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $419,557 | 17,083 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $955,897 | 35,273 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $702,971 | 28,300 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $543,043 | 25,543 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $333,724 | 15,372 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $686,083 | 34,442 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,064,073 | 40,367 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $884,464 | 30,947 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $855,745 | 30,628 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $1,757,085 | 78,652 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,796,950 | 82,278 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $8,640,313 | 430,509 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $9,055,793 | 409,209 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,960,333 | 457,634 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||