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Horizon Investments’s HealthStream HSTM Stock Holding History

Horizon Investments’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
Q2 		$879K Buy
32,254
+382
+1% +$8.94K 0.01% 775
2026
Q1 		$660K Buy
+31,872
New +$679K 0.01% 824
2025
Q4 		– Sell
-20,266
Closed -$572K – 1341
2025
Q3 		$572K Buy
20,266
+6,748
+50% +$185K 0.01% 769
2025
Q2 		$374K Buy
+13,518
New +$400K 0.01% 846

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horizon Investments's HSTM Position: Q2 2026 in Review

Horizon Investments increased its HealthStream (HSTM) stake by 1.2% in Q2 2026, buying an estimated $8.94K and bringing the position to 32,254 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #775.

Horizon Investments first reported a position in HSTM in Q2 2025 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Horizon Investments held 32,254 shares of HealthStream worth $879K as of Q2 2026.
  • Horizon Investments bought 382 HealthStream shares in Q2 2026, an estimated $8.94K.
  • HealthStream made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #775 holding.
  • Horizon Investments first reported a position in HealthStream in Q2 2025 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.