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Bare Financial Services’s HealthStream HSTM Stock Holding History

Bare Financial Services’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 		$4.66K Buy
171
+50
+41% +$1.17K ﹤0.01% 886
2026
Q1 		$2.51K Buy
+121
New +$2.58K ﹤0.01% 907
2025
Q4 		– Sell
-18
Closed -$508 – 1614
2025
Q3 		$508 Buy
+18
New +$495 ﹤0.01% 1280

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

Bare Financial Services's HSTM Position: Q2 2026 in Review

Bare Financial Services increased its HealthStream (HSTM) stake by 41% in Q2 2026, buying an estimated $1.17K and bringing the position to 171 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Bare Financial Services first reported a position in HSTM in Q3 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Bare Financial Services held 171 shares of HealthStream worth $4.66K as of Q2 2026.
  • Bare Financial Services bought 50 HealthStream shares in Q2 2026, an estimated $1.17K.
  • HealthStream made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #886 holding.
  • Bare Financial Services first reported a position in HealthStream in Q3 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.