Jeff Yass’s HealthStream HSTM Stock Holding History

Jeff Yass’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
2020 Q2	–	Sell	-10,700	Closed	-$256K	–	10447
2020 Q1	$256K	Buy	+10,700	New	+$269K	﹤0.01%	8273
2019 Q1	–	Sell	-15,600	Closed	-$377K	–	9271
2018 Q4	$377K	Buy	15,600 +200	+1%	+$5.19K	﹤0.01%	6575
2018 Q3	$478K	Buy	+15,400	New	+$460K	﹤0.01%	6613
2018 Q2	–	Sell	-13,300	Closed	-$330K	–	9923
2018 Q1	$330K	Sell	13,300 -9,600	-42%	-$231K	﹤0.01%	7460
2017 Q4	$530K	Buy	+22,900	New	+$539K	﹤0.01%	6531
2016 Q3	–	Sell	-11,000	Closed	-$292K	–	8674
2016 Q2	$292K	Buy	+11,000	New	+$258K	﹤0.01%	7005
2015 Q3	–	Sell	-10,300	Closed	-$313K	–	9818
2015 Q2	$313K	Sell	10,300 -800	-7%	-$22.9K	﹤0.01%	8461
2015 Q1	$280K	Buy	+11,100	New	+$302K	﹤0.01%	8092

Other funds holding HSTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jeff Yass's HSTM Position: Q2 2026 in Review

Jeff Yass reduced its HealthStream (HSTM) stake by 45% in Q2 2026, selling an estimated $227K and leaving 12,049 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #10837.

Jeff Yass first reported a position in HSTM in Q4 2013 and has held it in 23 quarters since. The position peaked at $1.9M in Q2 2015. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Jeff Yass held 12,049 shares of HealthStream worth $328K as of Q2 2026.
Jeff Yass sold 9,714 HealthStream shares in Q2 2026, an estimated $227K.
HealthStream made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10837 holding.
Jeff Yass first reported a position in HealthStream in Q4 2013 and has held it in 23 quarters since.
Jeff Yass's HealthStream position peaked at $1.9M in Q2 2015.
218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.