GI
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GAMMA Investing’s HealthStream HSTM Stock Holding History

GAMMA Investing’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 		$562K Buy
20,610
+3,809
+23% +$89.2K 0.02% 600
2026
Q1 		$348K Buy
16,801
+13,152
+360% +$280K 0.02% 756
2025
Q4 		$84.2K Buy
3,649
+2,072
+131% +$52.1K ﹤0.01% 1698
2025
Q3 		$44.5K Buy
1,577
+338
+27% +$9.29K ﹤0.01% 2067
2025
Q2 		$34.3K Sell
1,239
-843
-40% -$24.9K ﹤0.01% 2159
2025
Q1 		$67K Buy
2,082
+490
+31% +$15.9K 0.01% 1577
2024
Q4 		$50.6K Buy
1,592
+237
+17% +$7.31K ﹤0.01% 1648
2024
Q3 		$39.1K Buy
1,355
+359
+36% +$10.3K ﹤0.01% 1673
2024
Q2 		$27.8K Buy
996
+630
+172% +$16.8K ﹤0.01% 1640
2024
Q1 		$9.76K Buy
366
+273
+294% +$7.3K ﹤0.01% 2080
2023
Q4 		$2.48K Buy
+93
New +$2.31K ﹤0.01% 2511

Other funds holding HSTM

AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GAMMA Investing's HSTM Position: Q2 2026 in Review

GAMMA Investing increased its HealthStream (HSTM) stake by 23% in Q2 2026, buying an estimated $89.2K and bringing the position to 20,610 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #600.

GAMMA Investing first reported a position in HSTM in Q4 2023 and has held it in 11 quarters since. 12 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • GAMMA Investing held 20,610 shares of HealthStream worth $562K as of Q2 2026.
  • GAMMA Investing bought 3,809 HealthStream shares in Q2 2026, an estimated $89.2K.
  • HealthStream made up 0.02% of GAMMA Investing's portfolio in Q2 2026, its #600 holding.
  • GAMMA Investing first reported a position in HealthStream in Q4 2023 and has held it in 11 quarters since.
  • 12 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.