HA
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Heartland Advisors’s HealthStream HSTM Stock Holding History

Heartland 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 		– Sell
-50,906
Closed -$1.17M – 250
2025
Q4 		$1.17M Sell
50,906
-13,079
-20% -$329K 0.06% 211
2025
Q3 		$1.81M Sell
63,985
-709
-1% -$19.5K 0.1% 186
2025
Q2 		$1.79M Sell
64,694
-170,890
-73% -$5.05M 0.1% 179
2025
Q1 		$7.58M Sell
235,584
-51,812
-18% -$1.68M 0.44% 95
2024
Q4 		$9.14M Sell
287,396
-30,996
-10% -$957K 0.5% 82
2024
Q3 		$9.18M Sell
318,392
-65,603
-17% -$1.88M 0.48% 84
2024
Q2 		$10.7M Sell
383,995
-133,435
-26% -$3.56M 0.6% 63
2024
Q1 		$13.8M Sell
517,430
-123,295
-19% -$3.3M 0.72% 53
2023
Q4 		$18.5M Buy
640,725
+5,593
+0.9% +$139K 0.96% 23
2023
Q3 		$14.9M Buy
635,132
+19,361
+3% +$428K 0.84% 33
2023
Q2 		$15.1M Buy
615,771
+100,054
+19% +$2.48M 0.87% 31
2023
Q1 		$14M Buy
515,717
+66,143
+15% +$1.65M 0.86% 31
2022
Q4 		$11.2M Buy
449,574
+8,813
+2% +$211K 0.71% 51
2022
Q3 		$9.37M Buy
440,761
+60,643
+16% +$1.38M 0.7% 54
2022
Q2 		$8.25M Buy
380,118
+257,418
+210% +$5.13M 0.57% 68
2022
Q1 		$2.44M Buy
122,700
+27,301
+29% +$617K 0.15% 168
2021
Q4 		$2.52M Sell
95,399
-35,559
-27% -$941K 0.15% 176
2021
Q3 		$3.74M Sell
130,958
-13,381
-9% -$391K 0.23% 158
2021
Q2 		$4.03M Buy
144,339
+89,281
+162% +$2.25M 0.23% 155
2021
Q1 		$1.23M Buy
55,058
+10,407
+23% +$248K 0.08% 215
2020
Q4 		$975K Sell
44,651
-3,816
-8% -$76.7K 0.07% 212
2020
Q3 		$973K Buy
+48,467
New +$1.03M 0.08% 196

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

Heartland Advisors's HSTM Position: Q1 2026 in Review

Heartland Advisors sold out of HealthStream (HSTM) in Q1 2026, closing a stake of 50,906 shares — an estimated $1.17M sold.

Heartland Advisors first reported a position in HSTM in Q3 2020 and held it in 22 quarters. The position peaked at $18.5M in Q4 2023. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Heartland Advisors reported no remaining HealthStream position as of Q1 2026 after selling out during the quarter.
  • Heartland Advisors sold 50,906 HealthStream shares in Q1 2026, an estimated $1.17M.
  • Heartland Advisors first reported a position in HealthStream in Q3 2020 and held it in 22 quarters.
  • Heartland Advisors's HealthStream position peaked at $18.5M in Q4 2023.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.