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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
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 $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

Horizon Investments's HSTM Position: Q1 2026 in Review

Horizon Investments opened a new position in HealthStream (HSTM) in Q1 2026: 31,872 shares worth $660K. The stake represents 0.01% of the portfolio and ranks #824 among its holdings. This is a return to the name: Horizon Investments previously reported a position in HSTM as recently as Q3 2025.

Horizon Investments first reported a position in HSTM in Q2 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Horizon Investments held 31,872 shares of HealthStream worth $660K as of Q1 2026.
  • HealthStream was a new Horizon Investments position in Q1 2026.
  • HealthStream made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #824 holding.
  • Horizon Investments first reported a position in HealthStream in Q2 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.