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Jefferies Financial Group’s HealthStream HSTM Stock Holding History

Jefferies Financial Group’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
Q3 		– Sell
-36,300
Closed -$1M – 1555
2025
Q2 		$1M Sell
36,300
-5,900
-14% -$174K 0.01% 737
2025
Q1 		$1.36M Sell
42,200
-15,100
-26% -$490K 0.01% 698
2024
Q4 		$1.82M Buy
+57,300
New +$1.77M 0.01% 702

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jefferies Financial Group's HSTM Position: Q3 2025 in Review

Jefferies Financial Group sold out of HealthStream (HSTM) in Q3 2025, closing a stake of 36,300 shares — an estimated $1M sold.

Jefferies Financial Group first reported a position in HSTM in Q4 2024 and held it in 3 quarters. The position peaked at $1.82M in Q4 2024. 200 funds tracked by Wall St. Rank hold HSTM as of Q3 2025.

  • Jefferies Financial Group reported no remaining HealthStream position as of Q3 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 36,300 HealthStream shares in Q3 2025, an estimated $1M.
  • Jefferies Financial Group first reported a position in HealthStream in Q4 2024 and held it in 3 quarters.
  • Jefferies Financial Group's HealthStream position peaked at $1.82M in Q4 2024.
  • 200 funds tracked by Wall St. Rank held HealthStream as of Q3 2025.

Based on Jefferies Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.