Aquatic Capital Management’s HealthStream HSTM Stock Holding History

Aquatic Capital Management’s Portfolio HSTM Stock Details HSTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$210K	Buy	+10,160	New	+$216K	0.01%	971
2025 Q4	–	Sell	-1,415	Closed	-$40K	–	1558
2025 Q3	$40K	Buy	+1,415	New	+$38.9K	﹤0.01%	1294
2024 Q3	–	Sell	-500	Closed	-$13.9K	–	1325
2024 Q2	$13.9K	Buy	+500	New	+$13.3K	﹤0.01%	1118
2023 Q4	–	Sell	-2,300	Closed	-$50K	–	1460
2023 Q3	$50K	Buy	2,300 +200	+10%	+$4.42K	﹤0.01%	946
2023 Q2	$52K	Sell	2,100 -900	-30%	-$22.3K	﹤0.01%	982
2023 Q1	$81K	Sell	3,000 -8,700	-74%	-$217K	0.01%	794
2022 Q4	$290K	Buy	11,700 +10,800	+1,200%	+$259K	0.02%	659
2022 Q3	$19K	Buy	+900	New	+$20.5K	﹤0.01%	999
2022 Q2	–	Sell	-800	Closed	-$16K	–	1364
2022 Q1	$16K	Buy	+800	New	+$18.1K	0.02%	550

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aquatic Capital Management's HSTM Position: Q1 2026 in Review

Aquatic Capital Management opened a new position in HealthStream (HSTM) in Q1 2026: 10,160 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #971 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in HSTM as recently as Q3 2025.

Aquatic Capital Management first reported a position in HSTM in Q1 2022 and has held it in 9 quarters since. The position peaked at $290K in Q4 2022. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

Aquatic Capital Management held 10,160 shares of HealthStream worth $210K as of Q1 2026.
HealthStream was a new Aquatic Capital Management position in Q1 2026.
HealthStream made up 0.01% of Aquatic Capital Management's portfolio in Q1 2026, its #971 holding.
Aquatic Capital Management first reported a position in HealthStream in Q1 2022 and has held it in 9 quarters since.
Aquatic Capital Management's HealthStream position peaked at $290K in Q4 2022.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.