B
HSTM icon

Bailard’s HealthStream HSTM Stock Holding History

Bailard’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
Q2 		$259K Buy
+9,500
New +$222K 0.01% 681
2024
Q4 		– Sell
-9,180
Closed -$265K – 776
2024
Q3 		$265K Hold
9,180
– – 0.01% 630
2024
Q2 		$256K Sell
9,180
-400
-4% -$10.7K 0.01% 598
2024
Q1 		$255K Buy
+9,580
New +$256K 0.01% 612
2023
Q2 		– Sell
-9,694
Closed -$263K – 728
2023
Q1 		$263K Buy
9,694
+400
+4% +$9.98K 0.01% 551
2022
Q4 		$231K Buy
+9,294
New +$223K 0.01% 607

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bailard's HSTM Position: Q2 2026 in Review

Bailard opened a new position in HealthStream (HSTM) in Q2 2026: 9,500 shares worth $259K. The stake represents 0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Bailard previously reported a position in HSTM as recently as Q3 2024.

Bailard first reported a position in HSTM in Q4 2022 and has held it in 6 quarters since. The position peaked at $265K in Q3 2024. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Bailard held 9,500 shares of HealthStream worth $259K as of Q2 2026.
  • HealthStream was a new Bailard position in Q2 2026.
  • HealthStream made up 0.01% of Bailard's portfolio in Q2 2026, its #681 holding.
  • Bailard first reported a position in HealthStream in Q4 2022 and has held it in 6 quarters since.
  • Bailard's HealthStream position peaked at $265K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.