HSBC Holdings
HSTM icon

HSBC Holdings’s HealthStream HSTM Stock Holding History

HSBC Holdings’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
-47,824
Closed -$1.53M – 3114
2025
Q1 		$1.53M Buy
47,824
+5,803
+14% +$188K ﹤0.01% 1573
2024
Q4 		$1.34M Buy
42,021
+65
+0.2% +$2.01K ﹤0.01% 1657
2024
Q3 		$1.2M Sell
41,956
-2,046
-5% -$58.6K ﹤0.01% 1610
2024
Q2 		$1.22M Buy
44,002
+9,796
+29% +$261K ﹤0.01% 1583
2024
Q1 		$912K Buy
34,206
+4,401
+15% +$118K ﹤0.01% 1816
2023
Q4 		$808K Sell
29,805
-1,529
-5% -$38K ﹤0.01% 1863
2023
Q3 		$678K Buy
31,334
+2,936
+10% +$64.8K ﹤0.01% 1869
2023
Q2 		$702K Sell
28,398
-3,701
-12% -$91.8K ﹤0.01% 1854
2023
Q1 		$869K Buy
32,099
+5,234
+19% +$131K ﹤0.01% 1832
2022
Q4 		$669K Buy
26,865
+7,362
+38% +$177K ﹤0.01% 2157
2022
Q3 		$420K Sell
19,503
-1,920
-9% -$43.7K ﹤0.01% 2250
2022
Q2 		$463K Buy
21,423
+9,089
+74% +$181K ﹤0.01% 2366
2022
Q1 		$247K Buy
+12,334
New +$279K ﹤0.01% 2881
2021
Q1 		– Sell
-14,478
Closed -$314K – 2915
2020
Q4 		$314K Buy
14,478
+2,971
+26% +$59.7K ﹤0.01% 2541
2020
Q3 		$234K Buy
11,507
+1,158
+11% +$24.6K ﹤0.01% 2384
2020
Q2 		$229K Buy
10,349
+1,085
+12% +$25.1K ﹤0.01% 2281
2020
Q1 		$220K Buy
+9,264
New +$233K ﹤0.01% 2240
2019
Q4 		– Sell
-11,589
Closed -$300K – 3102
2019
Q3 		$300K Buy
+11,589
New +$311K ﹤0.01% 2621

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

HSBC Holdings's HSTM Position: Q2 2025 in Review

HSBC Holdings sold out of HealthStream (HSTM) in Q2 2025, closing a stake of 47,824 shares — an estimated $1.53M sold.

HSBC Holdings first reported a position in HSTM in Q3 2019 and held it in 18 quarters. The position peaked at $1.53M in Q1 2025. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

  • HSBC Holdings reported no remaining HealthStream position as of Q2 2025 after selling out during the quarter.
  • HSBC Holdings sold 47,824 HealthStream shares in Q2 2025, an estimated $1.53M.
  • HSBC Holdings first reported a position in HealthStream in Q3 2019 and held it in 18 quarters.
  • HSBC Holdings's HealthStream position peaked at $1.53M in Q1 2025.
  • 201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on HSBC Holdings's 13F filing for Q2 2025, filed 13 Aug 2025.