EGM
HSTM icon

Engineers Gate Manager’s HealthStream HSTM Stock Holding History

Engineers Gate Manager’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 		$1.84M Buy
88,758
+61,627
+227% +$1.31M 0.02% 750
2025
Q4 		$626K Buy
27,131
+5,267
+24% +$132K 0.01% 1255
2025
Q3 		$617K Buy
21,864
+7,870
+56% +$216K 0.01% 1426
2025
Q2 		$387K Buy
+13,994
New +$414K ﹤0.01% 1602
2025
Q1 		– Sell
-18,357
Closed -$584K – 2335
2024
Q4 		$584K Sell
18,357
-441
-2% -$13.6K 0.01% 1326
2024
Q3 		$542K Buy
18,798
+8,068
+75% +$231K 0.01% 1339
2024
Q2 		$299K Sell
10,730
-1,079
-9% -$28.8K 0.01% 1470
2024
Q1 		$315K Sell
11,809
-1,338
-10% -$35.8K 0.01% 1437
2023
Q4 		$355K Buy
13,147
+2,925
+29% +$72.7K 0.01% 1358
2023
Q3 		$221K Buy
+10,222
New +$226K 0.01% 1453
2023
Q2 		– Sell
-9,791
Closed -$265K – 1862
2023
Q1 		$265K Buy
+9,791
New +$244K 0.01% 1317
2022
Q3 		– Sell
-38,970
Closed -$846K – 1817
2022
Q2 		$846K Sell
38,970
-16,577
-30% -$331K 0.03% 815
2022
Q1 		$1.11M Buy
55,547
+41,452
+294% +$937K 0.04% 601
2021
Q4 		$372K Buy
+14,095
New +$373K 0.02% 1260
2021
Q2 		– Sell
-18,394
Closed -$411K – 1782
2021
Q1 		$411K Sell
18,394
-29,288
-61% -$698K 0.02% 1116
2020
Q4 		$1.04M Buy
47,682
+8,502
+22% +$171K 0.05% 582
2020
Q3 		$786K Sell
39,180
-12,711
-24% -$270K 0.04% 751
2020
Q2 		$1.15M Buy
51,891
+32,301
+165% +$748K 0.06% 542
2020
Q1 		$469K Buy
19,590
+12,170
+164% +$306K 0.03% 798
2019
Q4 		$202K Buy
+7,420
New +$204K 0.01% 1470
2019
Q3 		– Sell
-16,317
Closed -$422K – 1484
2019
Q2 		$422K Buy
+16,317
New +$429K 0.02% 770

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

Engineers Gate Manager's HSTM Position: Q1 2026 in Review

Engineers Gate Manager increased its HealthStream (HSTM) stake by 227% in Q1 2026, buying an estimated $1.31M and bringing the position to 88,758 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #750.

Engineers Gate Manager first reported a position in HSTM in Q2 2019 and has held it in 21 quarters since. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Engineers Gate Manager held 88,758 shares of HealthStream worth $1.84M as of Q1 2026.
  • Engineers Gate Manager bought 61,627 HealthStream shares in Q1 2026, an estimated $1.31M.
  • HealthStream made up 0.02% of Engineers Gate Manager's portfolio in Q1 2026, its #750 holding.
  • Engineers Gate Manager first reported a position in HealthStream in Q2 2019 and has held it in 21 quarters since.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.