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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bare Financial Services's HSTM Position: Q1 2026 in Review

Bare Financial Services opened a new position in HealthStream (HSTM) in Q1 2026: 121 shares worth $2.51K. The stake represents ﹤0.01% of the portfolio and ranks #907 among its holdings. This is a return to the name: Bare Financial Services previously reported a position in HSTM as recently as Q3 2025.

Bare Financial Services first reported a position in HSTM in Q3 2025 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Bare Financial Services held 121 shares of HealthStream worth $2.51K as of Q1 2026.
  • HealthStream was a new Bare Financial Services position in Q1 2026.
  • HealthStream made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #907 holding.
  • Bare Financial Services first reported a position in HealthStream in Q3 2025 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.