Citadel Advisors’s HealthStream HSTM Stock Holding History

Citadel Advisors’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 Q2	–	Sell	-200	Closed	-$6.44K	–	13607
2025 Q1	$6.44K	Hold	200	–	–	﹤0.01%	13756
2024 Q4	$6.36K	Buy	+200	New	+$6.17K	﹤0.01%	13800
2024 Q3	–	Sell	-300	Closed	-$8.37K	–	14638
2024 Q2	$8.37K	Sell	300 -100	-25%	-$2.67K	﹤0.01%	13193
2024 Q1	$10.7K	Buy	400 +200	+100%	+$5.35K	﹤0.01%	13450
2023 Q4	$5.41K	Sell	200 -400	-67%	-$9.94K	﹤0.01%	13430
2023 Q3	$12.9K	Buy	+600	New	+$13.3K	﹤0.01%	12944
2023 Q1	–	Sell	-700	Closed	-$17.4K	–	15037
2022 Q4	$17.4K	Buy	+700	New	+$16.8K	﹤0.01%	13251
2022 Q3	–	Sell	-10,700	Closed	-$232K	–	13036
2022 Q2	$232K	Sell	10,700 -11,200	-51%	-$223K	﹤0.01%	10385
2022 Q1	$436K	Buy	+21,900	New	+$495K	﹤0.01%	9715

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

Citadel Advisors's HSTM Position: Q1 2026 in Review

Citadel Advisors increased its HealthStream (HSTM) stake by 205% in Q1 2026, buying an estimated $1.13M and bringing the position to 78,765 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #6543.

Citadel Advisors first reported a position in HSTM in Q4 2013 and has held it in 49 quarters since. The position peaked at $4.92M in Q2 2024. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

Citadel Advisors held 78,765 shares of HealthStream worth $1.63M as of Q1 2026.
Citadel Advisors bought 52,974 HealthStream shares in Q1 2026, an estimated $1.13M.
HealthStream made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #6543 holding.
Citadel Advisors first reported a position in HealthStream in Q4 2013 and has held it in 49 quarters since.
Citadel Advisors's HealthStream position peaked at $4.92M in Q2 2024.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.