MM
HSTM icon

MQS Management’s HealthStream HSTM Stock Holding History

MQS 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
2026
Q1 		– Sell
-17,287
Closed -$399K – 484
2025
Q4 		$399K Buy
+17,287
New +$435K 0.24% 171
2025
Q3 		– Sell
-9,382
Closed -$260K – 516
2025
Q2 		$260K Sell
9,382
-1,938
-17% -$57.3K 0.14% 312
2025
Q1 		$364K Buy
+11,320
New +$367K 0.21% 209
2023
Q4 		– Sell
-12,450
Closed -$269K – 557
2023
Q3 		$269K Buy
+12,450
New +$275K 0.16% 278

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MQS Management's HSTM Position: Q1 2026 in Review

MQS Management sold out of HealthStream (HSTM) in Q1 2026, closing a stake of 17,287 shares — an estimated $399K sold.

MQS Management first reported a position in HSTM in Q3 2023 and held it in 4 quarters. The position peaked at $399K in Q4 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • MQS Management reported no remaining HealthStream position as of Q1 2026 after selling out during the quarter.
  • MQS Management sold 17,287 HealthStream shares in Q1 2026, an estimated $399K.
  • MQS Management first reported a position in HealthStream in Q3 2023 and held it in 4 quarters.
  • MQS Management's HealthStream position peaked at $399K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.