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
2021 Q2	–	Sell	-9,700	Closed	-$217K	–	12844
2021 Q1	$217K	Buy	+9,700	New	+$231K	﹤0.01%	11263
2018 Q4	–	Sell	-8,900	Closed	-$276K	–	9353
2018 Q3	$276K	Buy	+8,900	New	+$266K	﹤0.01%	7637
2018 Q1	–	Sell	-24,800	Closed	-$574K	–	9678
2017 Q4	$574K	Buy	+24,800	New	+$584K	﹤0.01%	6384
2017 Q3	–	Sell	-27,500	Closed	-$724K	–	9151
2017 Q2	$724K	Buy	+27,500	New	+$756K	﹤0.01%	5934
2016 Q4	–	Sell	-40,700	Closed	-$1.12M	–	9805
2016 Q3	$1.12M	Buy	+40,700	New	+$1.05M	﹤0.01%	4591
2015 Q2	–	Sell	-12,500	Closed	-$315K	–	10232
2015 Q1	$315K	Sell	12,500 -3,100	-20%	-$84.4K	﹤0.01%	7897
2014 Q4	$460K	Sell	15,600 -800	-5%	-$22.7K	﹤0.01%	7372
2014 Q3	$394K	Sell	16,400 -16,400	-50%	-$413K	﹤0.01%	7615
2014 Q2	$797K	Buy	+32,800	New	+$817K	﹤0.01%	6535

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.