UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in HSTM — Healthstream Inc
CIK 861177
NEW YORK, NY
Position in HSTM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$697,654
+$113,944 QoQ
Shares Held
25,602
-9.2% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 218 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in HSTM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $520,798,005 across 26 Health Information Services names. HSTM ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,446,761 | $256,756,669 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
1,948,021 | $50,122,576 | |
| 3 | TEM |
Tempus AI, Inc.
|
858,529 | $49,734,579 | |
| 4 | HTFL |
Heartflow, Inc.
|
1,465,650 | $43,002,168 | |
| 5 | SDGR |
Schrodinger, Inc.
|
2,221,485 | $36,099,129 | |
| 6 | DOCS |
Doximity, Inc.
|
1,227,267 | $25,453,514 | |
| 7 | BTSG |
BrightSpring Health Services, Inc.
|
296,020 | $20,644,430 | |
| 8 | HQY |
Healthequity, Inc.
|
193,492 | $17,476,192 |
All Filings in HSTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,654 | 25,602 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $583,710 | 28,185 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $639,845 | 27,735 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $986,082 | 34,918 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,084,960 | 75,351 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,749,109 | 54,354 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $1,499,147 | 47,143 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,357,642 | 47,075 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,483,023 | 53,155 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $687,638 | 25,793 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $697,183 | 25,793 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $439,043 | 20,345 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $499,671 | 20,345 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $551,348 | 20,345 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $251,852 | 10,139 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $466,803 | 21,957 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $476,684 | 21,957 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $273,819 | 13,746 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $614,344 | 23,306 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $666,083 | 23,306 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $750,411 | 26,858 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $557,850 | 24,971 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $545,366 | 24,971 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $309,298 | 15,411 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $552,605 | 24,971 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $472,771 | 19,740 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||