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Integrated Quantitative Investments’s HealthStream HSTM Stock Holding History

Integrated Quantitative 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
2025
Q4 		– Sell
-10,200
Closed -$288K – 450
2025
Q3 		$288K Sell
10,200
-31,226
-75% -$858K 0.08% 272
2025
Q2 		$1.15M Buy
41,426
+4,895
+13% +$145K 0.34% 94
2025
Q1 		$1.18M Sell
36,531
-3,701
-9% -$120K 0.58% 42
2024
Q4 		$1.28M Buy
+40,232
New +$1.24M 0.63% 38

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Integrated Quantitative Investments's HSTM Position: Q4 2025 in Review

Integrated Quantitative Investments sold out of HealthStream (HSTM) in Q4 2025, closing a stake of 10,200 shares — an estimated $288K sold.

Integrated Quantitative Investments first reported a position in HSTM in Q4 2024 and held it in 4 quarters. The position peaked at $1.28M in Q4 2024. 191 funds tracked by Wall St. Rank hold HSTM as of Q4 2025.

  • Integrated Quantitative Investments reported no remaining HealthStream position as of Q4 2025 after selling out during the quarter.
  • Integrated Quantitative Investments sold 10,200 HealthStream shares in Q4 2025, an estimated $288K.
  • Integrated Quantitative Investments first reported a position in HealthStream in Q4 2024 and held it in 4 quarters.
  • Integrated Quantitative Investments's HealthStream position peaked at $1.28M in Q4 2024.
  • 191 funds tracked by Wall St. Rank held HealthStream as of Q4 2025.

Based on Integrated Quantitative Investments's 13F filing for Q4 2025, filed 12 Feb 2026.