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 Q2	$2.1M	Sell	77,048 -11,710	-13%	-$274K	0.03%	663
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Engineers Gate Manager's HSTM Position: Q2 2026 in Review

Engineers Gate Manager reduced its HealthStream (HSTM) stake by 13% in Q2 2026, selling an estimated $274K and leaving 77,048 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #663.

Engineers Gate Manager first reported a position in HSTM in Q2 2019 and has held it in 22 quarters since. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Engineers Gate Manager held 77,048 shares of HealthStream worth $2.1M as of Q2 2026.
Engineers Gate Manager sold 11,710 HealthStream shares in Q2 2026, an estimated $274K.
HealthStream made up 0.03% of Engineers Gate Manager's portfolio in Q2 2026, its #663 holding.
Engineers Gate Manager first reported a position in HealthStream in Q2 2019 and has held it in 22 quarters since.
219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.