Baird Financial Group
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Baird Financial Group’s HealthStream HSTM Stock Holding History

Baird Financial Group’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
2025
Q1 		– Sell
-6,947
Closed -$221K – 1792
2024
Q4 		$221K Hold
6,947
– – ﹤0.01% 1650
2024
Q3 		$200K Buy
+6,947
New +$199K ﹤0.01% 1659
2024
Q1 		– Sell
-7,909
Closed -$214K – 1772
2023
Q4 		$214K Buy
+7,909
New +$197K ﹤0.01% 1625

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Baird Financial Group's HSTM Position: Q1 2025 in Review

Baird Financial Group sold out of HealthStream (HSTM) in Q1 2025, closing a stake of 6,947 shares — an estimated $221K sold.

Baird Financial Group first reported a position in HSTM in Q4 2023 and held it in 3 quarters. The position peaked at $221K in Q4 2024. 211 funds tracked by Wall St. Rank hold HSTM as of Q1 2025.

  • Baird Financial Group reported no remaining HealthStream position as of Q1 2025 after selling out during the quarter.
  • Baird Financial Group sold 6,947 HealthStream shares in Q1 2025, an estimated $221K.
  • Baird Financial Group first reported a position in HealthStream in Q4 2023 and held it in 3 quarters.
  • Baird Financial Group's HealthStream position peaked at $221K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held HealthStream as of Q1 2025.

Based on Baird Financial Group's 13F filing for Q1 2025, filed 15 May 2025.