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David Shaw’s HealthStream HSTM Stock Holding History

David Shaw’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
2014
Q1 		– Sell
-8,400
Closed -$275K – 4420
2013
Q4 		$275K Hold
8,400
– – ﹤0.01% 4104
2013
Q3 		$318K Buy
+8,400
New +$274K ﹤0.01% 3869

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

David Shaw's HSTM Position: Q2 2026 in Review

David Shaw reduced its HealthStream (HSTM) stake by 31% in Q2 2026, selling an estimated $99K and leaving 9,404 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #4469.

David Shaw first reported a position in HSTM in Q4 2013 and has held it in 49 quarters since. The position peaked at $9.31M in Q2 2020. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • David Shaw held 9,404 shares of HealthStream worth $256K as of Q2 2026.
  • David Shaw sold 4,230 HealthStream shares in Q2 2026, an estimated $99K.
  • HealthStream made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4469 holding.
  • David Shaw first reported a position in HealthStream in Q4 2013 and has held it in 49 quarters since.
  • David Shaw's HealthStream position peaked at $9.31M in Q2 2020.
  • 218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.