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Parallel Advisors’s HealthStream HSTM Stock Holding History

Parallel Advisors’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 		$4.64K Sell
224
-472
-68% -$10.1K ﹤0.01% 3059
2025
Q4 		$16.1K Sell
696
-140
-17% -$3.52K ﹤0.01% 2408
2025
Q3 		$23.6K Sell
836
-815
-49% -$22.4K ﹤0.01% 2166
2025
Q2 		$45.7K Sell
1,651
-870
-35% -$25.7K ﹤0.01% 1775
2025
Q1 		$81.1K Buy
2,521
+106
+4% +$3.44K ﹤0.01% 1376
2024
Q4 		$76.8K Sell
2,415
-505
-17% -$15.6K ﹤0.01% 1402
2024
Q3 		$84.2K Buy
2,920
+1,092
+60% +$31.3K ﹤0.01% 1351
2024
Q2 		$51K Buy
1,828
+50
+3% +$1.33K ﹤0.01% 1508
2024
Q1 		$47.4K Buy
1,778
+646
+57% +$17.3K ﹤0.01% 1522
2023
Q4 		$30.6K Buy
1,132
+501
+79% +$12.4K ﹤0.01% 1678
2023
Q3 		$13.6K Sell
631
-460
-42% -$10.2K ﹤0.01% 2050
2023
Q2 		$26.8K Buy
1,091
+269
+33% +$6.67K ﹤0.01% 1709
2023
Q1 		$22.3K Buy
822
+590
+254% +$14.7K ﹤0.01% 1783
2022
Q4 		$5.76K Hold
232
– – ﹤0.01% 2271
2022
Q3 		$5K Buy
+232
New +$5.28K ﹤0.01% 2295
2022
Q2 		– Sell
-463
Closed -$9K – 3137
2022
Q1 		$9K Sell
463
-131
-22% -$2.96K ﹤0.01% 2068
2021
Q4 		$16K Sell
594
-271
-31% -$7.17K ﹤0.01% 1895
2021
Q3 		$25K Buy
865
+291
+51% +$8.5K ﹤0.01% 1614
2021
Q2 		$16K Buy
574
+111
+24% +$2.79K ﹤0.01% 1794
2021
Q1 		$10K Sell
463
-225
-33% -$5.36K ﹤0.01% 1920
2020
Q4 		$15K Buy
688
+172
+33% +$3.46K ﹤0.01% 1613
2020
Q3 		$10K Buy
516
+160
+45% +$3.4K ﹤0.01% 1737
2020
Q2 		$7K Sell
356
-277
-44% -$6.42K ﹤0.01% 1844
2020
Q1 		$15K Buy
+633
New +$15.9K ﹤0.01% 1422
2017
Q2 		– Sell
-200
Closed -$6K – 2145
2017
Q1 		$6K Hold
200
– – ﹤0.01% 1412
2016
Q4 		$5K Buy
+200
New +$5.15K ﹤0.01% 1362

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parallel Advisors's HSTM Position: Q1 2026 in Review

Parallel Advisors reduced its HealthStream (HSTM) stake by 68% in Q1 2026, selling an estimated $10.1K and leaving 224 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #3059.

Parallel Advisors first reported a position in HSTM in Q4 2016 and has held it in 26 quarters since. The position peaked at $84.2K in Q3 2024. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Parallel Advisors held 224 shares of HealthStream worth $4.64K as of Q1 2026.
  • Parallel Advisors sold 472 HealthStream shares in Q1 2026, an estimated $10.1K.
  • HealthStream made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #3059 holding.
  • Parallel Advisors first reported a position in HealthStream in Q4 2016 and has held it in 26 quarters since.
  • Parallel Advisors's HealthStream position peaked at $84.2K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.