Inspire Investing
HSTM icon

Inspire Investing’s HealthStream HSTM Stock Holding History

Inspire Investing’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
Q3 		$631K Sell
21,233
-3,817
-15% -$110K 0.03% 846
2026
Q2 		$683K Buy
25,050
+248
+1% +$5.8K 0.03% 633
2026
Q1 		$514K Sell
24,802
-47,720
-66% -$1.02M 0.03% 698
2025
Q4 		$1.67M Buy
72,522
+56,487
+352% +$1.42M 0.15% 152
2025
Q3 		$453K Buy
16,035
+1,903
+13% +$52.3K 0.04% 630
2025
Q2 		$391K Sell
14,132
-20,839
-60% -$616K 0.04% 470
2025
Q1 		$1.13M Sell
34,971
-4,069
-10% -$132K 0.13% 166
2024
Q4 		$1.24M Sell
39,040
-5,032
-11% -$155K 0.14% 161
2024
Q3 		$1.27M Buy
44,072
+15,606
+55% +$447K 0.13% 164
2024
Q2 		$794K Sell
28,466
-4,878
-15% -$130K 0.09% 246
2024
Q1 		$889K Buy
33,344
+4,769
+17% +$128K 0.09% 241
2023
Q4 		$772K Buy
+28,575
New +$710K 0.08% 259
2023
Q3 		– Sell
-12,764
Closed -$313K – 844
2023
Q2 		$313K Sell
12,764
-16,668
-57% -$414K 0.04% 636
2023
Q1 		$798K Buy
29,432
+19,990
+212% +$499K 0.1% 173
2022
Q4 		$235K Sell
9,442
-270
-3% -$6.48K 0.03% 692
2022
Q3 		$206K Sell
9,712
-71
-0.7% -$1.61K 0.03% 629
2022
Q2 		$212K Sell
9,783
-2,009
-17% -$40.1K 0.03% 531
2022
Q1 		$235K Buy
11,792
+2,349
+25% +$53.1K 0.03% 597
2021
Q4 		$249K Buy
9,443
+1,391
+17% +$36.8K 0.03% 505
2021
Q3 		$230K Buy
+8,052
New +$235K 0.03% 593

Other funds holding HSTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Inspire Investing's HSTM Position: Q3 2026 in Review

Inspire Investing reduced its HealthStream (HSTM) stake by 15% in Q3 2026, selling an estimated $110K and leaving 21,233 shares worth $631K. The position accounts for 0.03% of the portfolio, ranked #846.

Inspire Investing first reported a position in HSTM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.67M in Q4 2025. 112 funds tracked by Wall St. Rank hold HSTM as of Q3 2026.

  • Inspire Investing held 21,233 shares of HealthStream worth $631K as of Q3 2026.
  • Inspire Investing sold 3,817 HealthStream shares in Q3 2026, an estimated $110K.
  • HealthStream made up 0.03% of Inspire Investing's portfolio in Q3 2026, its #846 holding.
  • Inspire Investing first reported a position in HealthStream in Q3 2021 and has held it in 20 quarters since.
  • Inspire Investing's HealthStream position peaked at $1.67M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held HealthStream as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.