Michael Gelband’s HealthStream HSTM Stock Holding History

Michael Gelband’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 Q2	–	Sell	-21,900	Closed	-$705K	–	1684
2025 Q1	$705K	Buy	+21,900	New	+$710K	0.01%	1017
2024 Q4	–	Sell	-22,727	Closed	-$655K	–	1740
2024 Q3	$655K	Sell	22,727 -25,320	-53%	-$725K	﹤0.01%	1103
2024 Q2	$1.34M	Buy	48,047 +31,191	+185%	+$832K	0.01%	921
2024 Q1	$449K	Sell	16,856 -4,096	-20%	-$110K	﹤0.01%	1163
2023 Q4	$566K	Sell	20,952 -45,511	-68%	-$1.13M	﹤0.01%	1003
2023 Q3	$1.43M	Buy	66,463 +52,251	+368%	+$1.15M	0.01%	819
2023 Q2	$349K	Buy	14,212 +778	+6%	+$19.3K	﹤0.01%	1481
2023 Q1	$364K	Sell	13,434 -21,646	-62%	-$540K	﹤0.01%	1424
2022 Q4	$871K	Buy	35,080 +8,258	+31%	+$198K	0.01%	995
2022 Q3	$570K	Sell	26,822 -29,402	-52%	-$669K	0.01%	1321
2022 Q2	$1.22M	Buy	56,224 +21,388	+61%	+$426K	0.02%	990
2022 Q1	$694K	Buy	+34,836	New	+$788K	0.01%	1353
2021 Q4	–	Sell	-9,158	Closed	-$262K	–	2359
2021 Q3	$262K	Buy	+9,158	New	+$267K	﹤0.01%	1670
2021 Q2	–	Sell	-15,200	Closed	-$340K	–	2548
2021 Q1	$340K	Buy	+15,200	New	+$362K	0.01%	1586

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 $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Michael Gelband's HSTM Position: Q2 2025 in Review

Michael Gelband sold out of HealthStream (HSTM) in Q2 2025, closing a stake of 21,900 shares — an estimated $705K sold.

Michael Gelband first reported a position in HSTM in Q1 2021 and held it in 14 quarters. The position peaked at $1.43M in Q3 2023. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

Michael Gelband reported no remaining HealthStream position as of Q2 2025 after selling out during the quarter.
Michael Gelband sold 21,900 HealthStream shares in Q2 2025, an estimated $705K.
Michael Gelband first reported a position in HealthStream in Q1 2021 and held it in 14 quarters.
Michael Gelband's HealthStream position peaked at $1.43M in Q3 2023.
201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on ExodusPoint Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.