Harbor Capital Advisors
HSTM icon

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
Q3 		$3K Sell
100
-6
-6% -$172 ﹤0.01% 1412
2026
Q2 		$3K Sell
106
-62
-37% -$1.45K ﹤0.01% 1179
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 		$1.48M 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Harbor Capital Advisors's HSTM Position: Q3 2026 in Review

Harbor Capital Advisors reduced its HealthStream (HSTM) stake by 5.7% in Q3 2026, selling an estimated $172 and leaving 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Harbor Capital Advisors first reported a position in HSTM in Q2 2023 and has held it in 14 quarters since. The position peaked at $13.7M in Q1 2025. 134 funds tracked by Wall St. Rank hold HSTM as of Q3 2026.

  • Harbor Capital Advisors held 100 shares of HealthStream worth $3K as of Q3 2026.
  • Harbor Capital Advisors sold 6 HealthStream shares in Q3 2026, an estimated $172.
  • HealthStream made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q3 2026, its #1412 holding.
  • Harbor Capital Advisors first reported a position in HealthStream in Q2 2023 and has held it in 14 quarters since.
  • Harbor Capital Advisors's HealthStream position peaked at $13.7M in Q1 2025.
  • 134 funds tracked by Wall St. Rank held HealthStream as of Q3 2026.

Based on Harbor Capital Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.