Legato Capital Management’s HealthStream HSTM Stock Holding History

Legato Capital 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
2025 Q4	–	Sell	-13,703	Closed	-$387K	–	788
2025 Q3	$387K	Hold	13,703	–	–	0.04%	474
2025 Q2	$379K	Hold	13,703	–	–	0.05%	476
2025 Q1	$441K	Sell	13,703 -178	-1%	-$5.77K	0.06%	441
2024 Q4	$441K	Hold	13,881	–	–	0.06%	456
2024 Q3	$400K	Buy	+13,881	New	+$398K	0.05%	471
2023 Q2	–	Sell	-7,594	Closed	-$206K	–	596
2023 Q1	$206K	Buy	+7,594	New	+$189K	0.04%	446

Other funds holding HSTM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $70.5B AUM 36% 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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Legato Capital Management's HSTM Position: Q4 2025 in Review

Legato Capital Management sold out of HealthStream (HSTM) in Q4 2025, closing a stake of 13,703 shares — an estimated $387K sold.

Legato Capital Management first reported a position in HSTM in Q1 2023 and held it in 6 quarters. The position peaked at $441K in Q4 2024. 191 funds tracked by Wall St. Rank hold HSTM as of Q4 2025.

Legato Capital Management reported no remaining HealthStream position as of Q4 2025 after selling out during the quarter.
Legato Capital Management sold 13,703 HealthStream shares in Q4 2025, an estimated $387K.
Legato Capital Management first reported a position in HealthStream in Q1 2023 and held it in 6 quarters.
Legato Capital Management's HealthStream position peaked at $441K in Q4 2024.
191 funds tracked by Wall St. Rank held HealthStream as of Q4 2025.

Based on Legato Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.