Ohio Public Employees Retirement System (OPERS)’s HealthStream HSTM Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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	$172K	Sell	6,307 -2,100	-25%	-$49.2K	﹤0.01%	1685
2026 Q1	$174K	Buy	8,407 +2,000	+31%	+$42.6K	﹤0.01%	1694
2025 Q4	$148K	Hold	6,407	–	–	﹤0.01%	1734
2025 Q3	$181K	Hold	6,407	–	–	﹤0.01%	1696
2025 Q2	$177K	Buy	6,407 +4,958	+342%	+$147K	﹤0.01%	1683
2025 Q1	$46.6K	Buy	+1,449	New	+$47K	﹤0.01%	1929
2024 Q4	–	Sell	-4,499	Closed	-$130K	–	2384
2024 Q3	$130K	Hold	4,499	–	–	﹤0.01%	1605
2024 Q2	$126K	Sell	4,499 -272	-6%	-$7.25K	﹤0.01%	1406
2024 Q1	$127K	Sell	4,771 -1,207	-20%	-$32.3K	﹤0.01%	1402
2023 Q4	$162K	Sell	5,978 -3,118	-34%	-$77.5K	﹤0.01%	1401
2023 Q3	$196K	Hold	9,096	–	–	﹤0.01%	1361
2023 Q2	$223K	Hold	9,096	–	–	﹤0.01%	1373
2023 Q1	$247K	Hold	9,096	–	–	﹤0.01%	1370
2022 Q4	$226K	Sell	9,096 -2,064	-18%	-$49.5K	﹤0.01%	1386
2022 Q3	$237K	Hold	11,160	–	–	﹤0.01%	1435
2022 Q2	$242K	Buy	11,160 +900	+9%	+$17.9K	﹤0.01%	1447
2022 Q1	$204K	Hold	10,260	–	–	﹤0.01%	1515
2021 Q4	$270K	Hold	10,260	–	–	﹤0.01%	1439
2021 Q3	$293K	Hold	10,260	–	–	﹤0.01%	1424
2021 Q2	$287K	Hold	10,260	–	–	﹤0.01%	1432
2021 Q1	$229K	Hold	10,260	–	–	﹤0.01%	1448
2020 Q4	$224K	Buy	+10,260	New	+$206K	﹤0.01%	1391
2019 Q4	–	Sell	-10,535	Closed	-$273K	–	1902
2019 Q3	$273K	Hold	10,535	–	–	﹤0.01%	1457
2019 Q2	$272K	Hold	10,535	–	–	﹤0.01%	1458
2019 Q1	$296K	Sell	10,535 -2,818	-21%	-$74.1K	﹤0.01%	1461
2018 Q4	$322K	Buy	13,353 +7,457	+126%	+$193K	﹤0.01%	1362
2018 Q3	$183K	Buy	+5,896	New	+$176K	﹤0.01%	1519
2014 Q1	–	Sell	-161,039	Closed	-$5.28M	–	1747
2013 Q4	$5.28M	Hold	161,039	–	–	0.03%	581
2013 Q3	$6.1M	Hold	161,039	–	–	0.03%	526
2013 Q2	$4.08M	Buy	+161,039	New	+$3.89M	0.02%	617

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

Ohio Public Employees Retirement System (OPERS)'s HSTM Position: Q2 2026 in Review

Ohio Public Employees Retirement System (OPERS) reduced its HealthStream (HSTM) stake by 25% in Q2 2026, selling an estimated $49.2K and leaving 6,307 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Ohio Public Employees Retirement System (OPERS) first reported a position in HSTM in Q2 2013 and has held it in 30 quarters since. The position peaked at $6.1M in Q3 2013. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Ohio Public Employees Retirement System (OPERS) held 6,307 shares of HealthStream worth $172K as of Q2 2026.
Ohio Public Employees Retirement System (OPERS) sold 2,100 HealthStream shares in Q2 2026, an estimated $49.2K.
HealthStream made up ﹤0.01% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q2 2026, its #1685 holding.
Ohio Public Employees Retirement System (OPERS) first reported a position in HealthStream in Q2 2013 and has held it in 30 quarters since.
Ohio Public Employees Retirement System (OPERS)'s HealthStream position peaked at $6.1M in Q3 2013.
219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q2 2026, filed 17 Aug 2026.