Position in HSTM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,349,405
+$624,736 QoQ
Shares Held
122,914
-6.6% QoQ
Ownership
0.420%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 218 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $844,523,911 across 32 Health Information Services names. HSTM ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,225,875 | $217,556,032 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
1,827,855 | $127,474,606 | |
| 3 | TEM |
Tempus AI, Inc.
|
1,917,772 | $111,096,528 | |
| 4 | HQY |
Healthequity, Inc.
|
1,146,735 | $103,573,102 | |
| 5 | HNGE |
Hinge Health, Inc.
|
705,449 | $58,552,267 | |
| 6 | WAY |
Waystar Holding Corp.
|
2,583,119 | $53,031,432 | |
| 7 | OMCL |
Omnicell, Inc.
|
900,777 | $37,400,258 | |
| 8 | PRVA |
Privia Health Group, Inc.
|
1,432,117 | $36,848,368 |
All Filings in HSTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,349,405 | 122,914 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||