Harbor Capital Advisors’s HealthStream HSTM Stock Holding History

Harbor Capital Advisors’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	$3K	Sell	168 -80,594	-100%	-$1.72M	﹤0.01%	1183
2025 Q4	$1.86M	Sell	80,762 -5,840	-7%	-$147K	0.14%	192
2025 Q3	$2.45M	Sell	86,602 -256,522	-75%	-$7.05M	0.19%	140
2025 Q2	$9.49M	Sell	343,124 -81,666	-19%	-$2.41M	0.4%	71
2025 Q1	$13.7M	Buy	424,790 +10,003	+2%	+$324K	0.62%	22
2024 Q4	$13.2M	Buy	414,787 +14,754	+4%	+$455K	0.58%	34
2024 Q3	$11.5M	Buy	400,033 +234,148	+141%	+$6.71M	0.5%	46
2024 Q2	$4.63M	Buy	165,885 +110,189	+198%	+$2.94M	0.35%	67
2024 Q1	$1.49M	Buy	55,696 +50,275	+927%	+$1.35M	0.19%	130
2023 Q4	$147K	Buy	5,421 +951	+21%	+$23.6K	0.03%	394
2023 Q3	$96.5K	Sell	4,470 -82	-2%	-$1.81K	0.02%	419
2023 Q2	$112K	Buy	+4,552	New	+$113K	0.02%	424

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

Harbor Capital Advisors's HSTM Position: Q1 2026 in Review

Harbor Capital Advisors reduced its HealthStream (HSTM) stake by 100% in Q1 2026, selling an estimated $1.72M and leaving 168 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Harbor Capital Advisors first reported a position in HSTM in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.7M in Q1 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

Harbor Capital Advisors held 168 shares of HealthStream worth $3K as of Q1 2026.
Harbor Capital Advisors sold 80,594 HealthStream shares in Q1 2026, an estimated $1.72M.
HealthStream made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q1 2026, its #1183 holding.
Harbor Capital Advisors first reported a position in HealthStream in Q2 2023 and has held it in 12 quarters since.
Harbor Capital Advisors's HealthStream position peaked at $13.7M in Q1 2025.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.