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Hillsdale Investment Management’s HealthStream HSTM Stock Holding History

Hillsdale Investment 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
2025
Q2 		– Sell
-161,651
Closed -$5.2M – 665
2025
Q1 		$5.2M Buy
161,651
+5,400
+3% +$175K 0.26% 64
2024
Q4 		$4.97M Sell
156,251
-25,930
-14% -$800K 0.25% 81
2024
Q3 		$5.25M Buy
182,181
+1,300
+0.7% +$37.2K 0.4% 64
2024
Q2 		$5.05M Sell
180,881
-8,000
-4% -$213K 0.4% 61
2024
Q1 		$5.04M Buy
188,881
+15,150
+9% +$405K 0.4% 72
2023
Q4 		$4.7M Sell
173,731
-600
-0.3% -$14.9K 0.38% 70
2023
Q3 		$3.76M Buy
174,331
+13,691
+9% +$302K 0.34% 106
2023
Q2 		$3.95M Sell
160,640
-67,560
-30% -$1.68M 0.36% 113
2023
Q1 		$6.18M Hold
228,200
– – 0.53% 44
2022
Q4 		$5.67M Buy
228,200
+194,400
+575% +$4.66M 0.48% 52
2022
Q3 		$719K Buy
+33,800
New +$769K 0.07% 234
2020
Q4 		– Sell
-81,399
Closed -$1.63M – 623
2020
Q3 		$1.63M Sell
81,399
-13,701
-14% -$291K 0.16% 158
2020
Q2 		$2.1M Hold
95,100
– – 0.19% 159
2020
Q1 		$2.28M Buy
+95,100
New +$2.39M 0.27% 114

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Hillsdale Investment Management's HSTM Position: Q2 2025 in Review

Hillsdale Investment Management sold out of HealthStream (HSTM) in Q2 2025, closing a stake of 161,651 shares — an estimated $5.2M sold.

Hillsdale Investment Management first reported a position in HSTM in Q1 2020 and held it in 14 quarters. The position peaked at $6.18M in Q1 2023. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

  • Hillsdale Investment Management reported no remaining HealthStream position as of Q2 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 161,651 HealthStream shares in Q2 2025, an estimated $5.2M.
  • Hillsdale Investment Management first reported a position in HealthStream in Q1 2020 and held it in 14 quarters.
  • Hillsdale Investment Management's HealthStream position peaked at $6.18M in Q1 2023.
  • 201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on Hillsdale Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.