Gotham Asset Management’s HealthStream HSTM Stock Holding History

Gotham Asset Management’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	–	Sell	-14,778	Closed	-$341K	–	1806
2025 Q4	$341K	Buy	+14,778	New	+$372K	﹤0.01%	1535
2019 Q2	–	Sell	-8,628	Closed	-$242K	–	1201
2019 Q1	$242K	Sell	8,628 -7,676	-47%	-$202K	﹤0.01%	1057
2018 Q4	$394K	Buy	+16,304	New	+$423K	0.01%	810
2018 Q3	–	Sell	-7,734	Closed	-$211K	–	974
2018 Q2	$211K	Buy	+7,734	New	+$205K	﹤0.01%	837
2016 Q1	–	Sell	-17,740	Closed	-$390K	–	1025
2015 Q4	$390K	Sell	17,740 -7,654	-30%	-$179K	﹤0.01%	728
2015 Q3	$554K	Buy	+25,394	New	+$675K	0.01%	709

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gotham Asset Management's HSTM Position: Q1 2026 in Review

Gotham Asset Management sold out of HealthStream (HSTM) in Q1 2026, closing a stake of 14,778 shares — an estimated $341K sold.

Gotham Asset Management first reported a position in HSTM in Q3 2015 and held it in 6 quarters. The position peaked at $554K in Q3 2015. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

Gotham Asset Management reported no remaining HealthStream position as of Q1 2026 after selling out during the quarter.
Gotham Asset Management sold 14,778 HealthStream shares in Q1 2026, an estimated $341K.
Gotham Asset Management first reported a position in HealthStream in Q3 2015 and held it in 6 quarters.
Gotham Asset Management's HealthStream position peaked at $554K in Q3 2015.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.