Lindbrook Capital’s HealthStream HSTM Stock Holding History

Lindbrook Capital’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 Q1	$7.95K	Hold	247	–	–	﹤0.01%	1748
2024 Q4	$7.86K	Hold	247	–	–	﹤0.01%	1782
2024 Q3	$7.12K	Hold	247	–	–	﹤0.01%	1846
2024 Q2	$6.89K	Buy	247 +97	+65%	+$2.59K	﹤0.01%	1837
2024 Q1	$4K	Buy	150 +20	+15%	+$535	﹤0.01%	1997
2023 Q4	$3.51K	Buy	130 +82	+171%	+$2.04K	﹤0.01%	2062
2023 Q3	$1.04K	Buy	+48	New	+$1.06K	﹤0.01%	2347
2023 Q2	–	Sell	-20	Closed	-$542	–	2787
2023 Q1	$542	Buy	+20	New	+$499	﹤0.01%	2587
2022 Q2	–	Sell	-85	Closed	-$2K	–	2597
2022 Q1	$2K	Buy	+85	New	+$1.92K	﹤0.01%	2008
2020 Q4	–	Sell	-32	Closed	-$1K	–	1823
2020 Q3	$1K	Buy	+32	New	+$680	﹤0.01%	1571

Other funds holding HSTM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

CCM

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PAIM

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

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

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

Lindbrook Capital's HSTM Position: Q1 2025 in Review

Lindbrook Capital held its HealthStream (HSTM) position steady in Q1 2025 at 247 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Lindbrook Capital first reported a position in HSTM in Q3 2020 and has held it in 10 quarters since. 211 funds tracked by Wall St. Rank hold HSTM as of Q1 2025.

Lindbrook Capital held 247 shares of HealthStream worth $7.95K as of Q1 2025.
Lindbrook Capital left its HealthStream share count unchanged in Q1 2025.
HealthStream made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1748 holding.
Lindbrook Capital first reported a position in HealthStream in Q3 2020 and has held it in 10 quarters since.
211 funds tracked by Wall St. Rank held HealthStream as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.