Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s HealthStream HSTM Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q3 		– Sell
-33,289
Closed -$921K – 1599
2025
Q2 		$921K Sell
33,289
-5,709
-15% -$169K ﹤0.01% 1073
2025
Q1 		$1.25M Buy
38,998
+10,382
+36% +$337K 0.01% 876
2024
Q4 		$910K Sell
28,616
-9,999
-26% -$309K ﹤0.01% 970
2024
Q3 		$1.11M Buy
38,615
+17,286
+81% +$495K 0.01% 850
2024
Q2 		$595K Sell
21,329
-6,555
-24% -$175K ﹤0.01% 1008
2024
Q1 		$743K Sell
27,884
-4,560
-14% -$122K ﹤0.01% 978
2023
Q4 		$877K Buy
32,444
+3,505
+12% +$87.1K ﹤0.01% 895
2023
Q3 		$625K Buy
28,939
+4,450
+18% +$98.3K ﹤0.01% 962
2023
Q2 		$601K Buy
24,489
+11,596
+90% +$288K ﹤0.01% 936
2023
Q1 		$349K Sell
12,893
-354
-3% -$8.83K ﹤0.01% 974
2022
Q4 		$329K Buy
13,247
+328
+3% +$7.87K ﹤0.01% 966
2022
Q3 		$275K Sell
12,919
-2,331
-15% -$53K ﹤0.01% 936
2022
Q2 		$331K Buy
+15,250
New +$304K ﹤0.01% 848
2021
Q4 		– Sell
-10,647
Closed -$304K – 1132
2021
Q3 		$304K Buy
+10,647
New +$311K ﹤0.01% 872
2019
Q2 		– Sell
-11,023
Closed -$309K – 1018
2019
Q1 		$309K Sell
11,023
-19,575
-64% -$514K ﹤0.01% 747
2018
Q4 		$739K Sell
30,598
-3,577
-10% -$92.8K 0.01% 617
2018
Q3 		$1.06M Buy
34,175
+12,175
+55% +$364K 0.01% 558
2018
Q2 		$601K Buy
+22,000
New +$584K ﹤0.01% 733

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s HSTM Position: Q3 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of HealthStream (HSTM) in Q3 2025, closing a stake of 33,289 shares — an estimated $921K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in HSTM in Q2 2018 and held it in 18 quarters. The position peaked at $1.25M in Q1 2025. 200 funds tracked by Wall St. Rank hold HSTM as of Q3 2025.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining HealthStream position as of Q3 2025 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 33,289 HealthStream shares in Q3 2025, an estimated $921K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in HealthStream in Q2 2018 and held it in 18 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s HealthStream position peaked at $1.25M in Q1 2025.
  • 200 funds tracked by Wall St. Rank held HealthStream as of Q3 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2025, filed 13 Nov 2025.