GC
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Globeflex Capital’s HealthStream HSTM Stock Holding History

Globeflex Capital’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 		$1.51M Hold
72,988
– – 0.23% 120
2025
Q4 		$1.68M Hold
72,988
– – 0.26% 103
2025
Q3 		$2.06M Hold
72,988
– – 0.32% 92
2025
Q2 		$2.02M Sell
72,988
-18,984
-21% -$561K 0.17% 118
2025
Q1 		$2.96M Hold
91,972
– – 0.27% 84
2024
Q4 		$2.92M Hold
91,972
– – 0.25% 96
2024
Q3 		$2.65M Hold
91,972
– – 0.25% 91
2024
Q2 		$2.57M Buy
91,972
+33,630
+58% +$897K 0.27% 85
2024
Q1 		$1.56M Sell
58,342
-7,976
-12% -$213K 0.15% 145
2023
Q4 		$1.79M Buy
66,318
+6,900
+12% +$171K 0.18% 132
2023
Q3 		$1.28M Sell
59,418
-584
-1% -$12.9K 0.15% 146
2023
Q2 		$1.47M Buy
60,002
+4,585
+8% +$114K 0.16% 138
2023
Q1 		$1.5M Buy
55,417
+42
+0.1% +$1.05K 0.18% 136
2022
Q4 		$1.38M Buy
55,375
+29,149
+111% +$699K 0.17% 143
2022
Q3 		$558K Buy
+26,226
New +$596K 0.1% 240
2021
Q1 		– Sell
-45,459
Closed -$993K – 470
2020
Q4 		$993K Buy
45,459
+2,956
+7% +$59.4K 0.21% 166
2020
Q3 		$853K Buy
42,503
+1,695
+4% +$36K 0.23% 156
2020
Q2 		$903K Buy
40,808
+3,638
+10% +$84.3K 0.23% 141
2020
Q1 		$890K Buy
+37,170
New +$934K 0.27% 122
2015
Q1 		– Sell
-29,800
Closed -$879K – 563
2014
Q4 		$879K Buy
+29,800
New +$846K 0.17% 249

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

Globeflex Capital's HSTM Position: Q1 2026 in Review

Globeflex Capital held its HealthStream (HSTM) position steady in Q1 2026 at 72,988 shares worth $1.51M. The position accounts for 0.23% of the portfolio, ranked #120.

Globeflex Capital first reported a position in HSTM in Q4 2014 and has held it in 20 quarters since. The position peaked at $2.96M in Q1 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Globeflex Capital held 72,988 shares of HealthStream worth $1.51M as of Q1 2026.
  • Globeflex Capital left its HealthStream share count unchanged in Q1 2026.
  • HealthStream made up 0.23% of Globeflex Capital's portfolio in Q1 2026, its #120 holding.
  • Globeflex Capital first reported a position in HealthStream in Q4 2014 and has held it in 20 quarters since.
  • Globeflex Capital's HealthStream position peaked at $2.96M in Q1 2025.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.