Pathstone Holdings
HSTM icon

Pathstone Holdings’s HealthStream HSTM Stock Holding History

Pathstone Holdings’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 		$686K Buy
+25,160
New +$589K ﹤0.01% 1705
2025
Q4 		– Sell
-9,686
Closed -$274K – 2302
2025
Q3 		$274K Buy
+9,686
New +$266K ﹤0.01% 2065
2025
Q1 		– Sell
-6,335
Closed -$201K – 2315
2024
Q4 		$201K Buy
+6,335
New +$195K ﹤0.01% 2167

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pathstone Holdings's HSTM Position: Q2 2026 in Review

Pathstone Holdings opened a new position in HealthStream (HSTM) in Q2 2026: 25,160 shares worth $686K. The stake represents ﹤0.01% of the portfolio and ranks #1705 among its holdings. This is a return to the name: Pathstone Holdings previously reported a position in HSTM as recently as Q3 2025.

Pathstone Holdings first reported a position in HSTM in Q4 2024 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Pathstone Holdings held 25,160 shares of HealthStream worth $686K as of Q2 2026.
  • HealthStream was a new Pathstone Holdings position in Q2 2026.
  • HealthStream made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1705 holding.
  • Pathstone Holdings first reported a position in HealthStream in Q4 2024 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.