Marshall Wace’s HealthStream HSTM Stock Holding History

Marshall Wace’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
2026 Q2	$882K	Hold	32,376	–	–	﹤0.01%	2258
2026 Q1	$671K	Buy	+32,376	New	+$689K	﹤0.01%	2321
2024 Q2	–	Sell	-13,323	Closed	-$355K	–	2715
2024 Q1	$355K	Buy	+13,323	New	+$356K	﹤0.01%	2051
2021 Q2	–	Sell	-13,218	Closed	-$295K	–	2822
2021 Q1	$295K	Sell	13,218 -142,078	-91%	-$3.39M	﹤0.01%	2135
2020 Q4	$3.39M	Sell	155,296 -69,049	-31%	-$1.39M	0.02%	714
2020 Q3	$4.5M	Buy	224,345 +11,928	+6%	+$253K	0.03%	546
2020 Q2	$4.7M	Buy	212,417 +55,200	+35%	+$1.28M	0.03%	489
2020 Q1	$3.77M	Buy	157,217 +81,964	+109%	+$2.06M	0.04%	454
2019 Q4	$2.05M	Sell	75,253 -41,316	-35%	-$1.14M	0.01%	810
2019 Q3	$3.02M	Buy	116,569 +32,436	+39%	+$871K	0.02%	644
2019 Q2	$2.18M	Buy	84,133 +11,796	+16%	+$310K	0.02%	744
2019 Q1	$2.03M	Sell	72,337 -126,167	-64%	-$3.32M	0.02%	734
2018 Q4	$4.79M	Buy	+198,504	New	+$5.15M	0.05%	456
2015 Q4	–	Sell	-25,084	Closed	-$547K	–	1040
2015 Q3	$547K	Buy	+25,084	New	+$666K	0.01%	726
2014 Q3	–	Sell	-14,043	Closed	-$341K	–	944
2014 Q2	$341K	Sell	14,043 -81,973	-85%	-$2.04M	0.01%	733
2014 Q1	$2.56M	Buy	+96,016	New	+$2.85M	0.05%	322

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

Marshall Wace's HSTM Position: Q2 2026 in Review

Marshall Wace held its HealthStream (HSTM) position steady in Q2 2026 at 32,376 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #2258.

Marshall Wace first reported a position in HSTM in Q1 2014 and has held it in 16 quarters since. The position peaked at $4.79M in Q4 2018. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Marshall Wace held 32,376 shares of HealthStream worth $882K as of Q2 2026.
Marshall Wace left its HealthStream share count unchanged in Q2 2026.
HealthStream made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2258 holding.
Marshall Wace first reported a position in HealthStream in Q1 2014 and has held it in 16 quarters since.
Marshall Wace's HealthStream position peaked at $4.79M in Q4 2018.
219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.