Nebula Research & Development’s HealthStream HSTM Stock Holding History

Nebula Research & Development’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 Q3	–	Sell	-21,659	Closed	-$599K	–	408
2025 Q2	$599K	Buy	21,659 +2,767	+15%	+$81.8K	0.05%	575
2025 Q1	$608K	Buy	18,892 +1,314	+7%	+$42.6K	0.06%	543
2024 Q4	$559K	Buy	17,578 +5,518	+46%	+$170K	0.07%	514
2024 Q3	$348K	Buy	12,060 +696	+6%	+$19.9K	0.04%	669
2024 Q2	$317K	Buy	+11,364	New	+$303K	0.05%	592
2024 Q1	–	Sell	-8,939	Closed	-$242K	–	842
2023 Q4	$242K	Sell	8,939 -3,581	-29%	-$89K	0.07%	497
2023 Q3	$270K	Buy	+12,520	New	+$277K	0.14%	308

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

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

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

PAIM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nebula Research & Development's HSTM Position: Q3 2025 in Review

Nebula Research & Development sold out of HealthStream (HSTM) in Q3 2025, closing a stake of 21,659 shares — an estimated $599K sold.

Nebula Research & Development first reported a position in HSTM in Q3 2023 and held it in 7 quarters. The position peaked at $608K in Q1 2025. 200 funds tracked by Wall St. Rank hold HSTM as of Q3 2025.

Nebula Research & Development reported no remaining HealthStream position as of Q3 2025 after selling out during the quarter.
Nebula Research & Development sold 21,659 HealthStream shares in Q3 2025, an estimated $599K.
Nebula Research & Development first reported a position in HealthStream in Q3 2023 and held it in 7 quarters.
Nebula Research & Development's HealthStream position peaked at $608K in Q1 2025.
200 funds tracked by Wall St. Rank held HealthStream as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.