Jacobs Levy Equity Management’s HealthStream HSTM Stock Holding History

Jacobs Levy Equity Management’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	$5.97M	Buy	288,179 +84,076	+41%	+$1.79M	0.03%	385
2025 Q4	$4.71M	Sell	204,103 -5,965	-3%	-$150K	0.02%	421
2025 Q3	$5.93M	Sell	210,068 -46,391	-18%	-$1.28M	0.02%	394
2025 Q2	$7.1M	Buy	256,459 +39,553	+18%	+$1.17M	0.03%	367
2025 Q1	$6.98M	Buy	216,906 +51,070	+31%	+$1.66M	0.03%	397
2024 Q4	$5.27M	Sell	165,836 -15,812	-9%	-$488K	0.02%	422
2024 Q3	$5.24M	Sell	181,648 -7,718	-4%	-$221K	0.02%	439
2024 Q2	$5.28M	Buy	189,366 +40,956	+28%	+$1.09M	0.02%	445
2024 Q1	$3.96M	Sell	148,410 -3,344	-2%	-$89.5K	0.02%	471
2023 Q4	$4.1M	Sell	151,754 -43,234	-22%	-$1.07M	0.02%	461
2023 Q3	$4.21M	Buy	194,988 +4,717	+2%	+$104K	0.02%	408
2023 Q2	$4.67M	Sell	190,271 -6,670	-3%	-$165K	0.03%	405
2023 Q1	$5.34M	Buy	196,941 +3,588	+2%	+$89.5K	0.03%	387
2022 Q4	$4.8M	Sell	193,353 -2,464	-1%	-$59.1K	0.03%	402
2022 Q3	$4.16M	Sell	195,817 -7,360	-4%	-$167K	0.03%	428
2022 Q2	$4.41M	Buy	203,177 +47,506	+31%	+$947K	0.03%	440
2022 Q1	$3.1M	Sell	155,671 -2,304	-1%	-$52.1K	0.02%	518
2021 Q4	$4.16M	Sell	157,975 -9,925	-6%	-$263K	0.03%	470
2021 Q3	$4.8M	Sell	167,900 -5,692	-3%	-$166K	0.03%	443
2021 Q2	$4.85M	Buy	173,592 +8,740	+5%	+$220K	0.03%	438
2021 Q1	$3.68M	Sell	164,852 -21,951	-12%	-$523K	0.03%	480
2020 Q4	$4.08M	Buy	186,803 +61,832	+49%	+$1.24M	0.04%	432
2020 Q3	$2.51M	Sell	124,971 -1,604	-1%	-$34.1K	0.03%	479
2020 Q2	$2.8M	Sell	126,575 -82,818	-40%	-$1.92M	0.03%	458
2020 Q1	$5.01M	Sell	209,393 -12,538	-6%	-$315K	0.06%	292
2019 Q4	$6.04M	Buy	221,931 +27,931	+14%	+$768K	0.06%	337
2019 Q3	$5.02M	Buy	194,000 +21,300	+12%	+$572K	0.06%	339
2019 Q2	$4.47M	Buy	172,700 +5,320	+3%	+$140K	0.06%	370
2019 Q1	$4.7M	Buy	167,380 +48,450	+41%	+$1.27M	0.07%	346
2018 Q4	$2.87M	Buy	118,930 +27,070	+29%	+$702K	0.05%	376
2018 Q3	$2.85M	Sell	91,860 -13,309	-13%	-$398K	0.04%	446
2018 Q2	$2.87M	Buy	105,169 +80,237	+322%	+$2.13M	0.05%	429
2018 Q1	$619K	Buy	+24,932	New	+$599K	0.01%	742
2014 Q2	–	Sell	-11,994	Closed	-$320K	–	870
2014 Q1	$320K	Sell	11,994 -1,600	-12%	-$47.5K	0.01%	745
2013 Q4	$444K	Buy	13,594 +5,761	+74%	+$197K	0.01%	733
2013 Q3	$297K	Buy	+7,833	New	+$255K	0.01%	796

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jacobs Levy Equity Management's HSTM Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its HealthStream (HSTM) stake by 41% in Q1 2026, buying an estimated $1.79M and bringing the position to 288,179 shares worth $5.97M. The position accounts for 0.03% of the portfolio, ranked #385.

Jacobs Levy Equity Management first reported a position in HSTM in Q3 2013 and has held it in 36 quarters since. The position peaked at $7.1M in Q2 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

Jacobs Levy Equity Management held 288,179 shares of HealthStream worth $5.97M as of Q1 2026.
Jacobs Levy Equity Management bought 84,076 HealthStream shares in Q1 2026, an estimated $1.79M.
HealthStream made up 0.03% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #385 holding.
Jacobs Levy Equity Management first reported a position in HealthStream in Q3 2013 and has held it in 36 quarters since.
Jacobs Levy Equity Management's HealthStream position peaked at $7.1M in Q2 2025.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.