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Punch & Associates Investment Management’s HealthStream HSTM Stock Holding History

Punch & Associates Investment 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
-451,794
Closed -$10.4M – 170
2025
Q4 		$10.4M Sell
451,794
-590
-0.1% -$14.8K 0.61% 67
2025
Q3 		$12.8M Sell
452,384
-93,598
-17% -$2.57M 0.74% 51
2025
Q2 		$15.1M Sell
545,982
-67,989
-11% -$2.01M 0.93% 39
2025
Q1 		$19.8M Sell
613,971
-180,723
-23% -$5.86M 1.29% 17
2024
Q4 		$25.3M Sell
794,694
-66,015
-8% -$2.04M 1.38% 16
2024
Q3 		$24.8M Buy
860,709
+8,344
+1% +$239K 1.37% 14
2024
Q2 		$23.8M Sell
852,365
-16,666
-2% -$444K 1.39% 12
2024
Q1 		$23.2M Buy
869,031
+27,129
+3% +$726K 1.32% 12
2023
Q4 		$22.8M Sell
841,902
-2,554
-0.3% -$63.5K 1.33% 11
2023
Q3 		$18.2M Buy
844,456
+926
+0.1% +$20.5K 1.17% 15
2023
Q2 		$20.7M Buy
843,530
+62,197
+8% +$1.54M 1.26% 14
2023
Q1 		$21.2M Buy
781,333
+66,361
+9% +$1.65M 1.36% 11
2022
Q4 		$17.8M Buy
714,972
+89,068
+14% +$2.14M 1.15% 15
2022
Q3 		$13.3M Buy
625,904
+8,357
+1% +$190K 0.93% 26
2022
Q2 		$13.4M Buy
617,547
+1,856
+0.3% +$37K 0.94% 20
2022
Q1 		$12.3M Buy
615,691
+14,631
+2% +$331K 0.7% 38
2021
Q4 		$15.8M Buy
601,060
+60,665
+11% +$1.6M 0.83% 27
2021
Q3 		$15.4M Buy
540,395
+3,290
+0.6% +$96.1K 0.88% 26
2021
Q2 		$15M Buy
537,105
+17,725
+3% +$446K 0.85% 28
2021
Q1 		$11.6M Buy
519,380
+495,643
+2,088% +$11.8M 0.7% 42
2020
Q4 		$518K Buy
+23,737
New +$477K 0.04% 188
2013
Q3 		– Sell
-50,161
Closed -$1.27M – 206
2013
Q2 		$1.27M Buy
+50,161
New +$1.21M 0.22% 147

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

Punch & Associates Investment Management's HSTM Position: Q1 2026 in Review

Punch & Associates Investment Management sold out of HealthStream (HSTM) in Q1 2026, closing a stake of 451,794 shares — an estimated $10.4M sold.

Punch & Associates Investment Management first reported a position in HSTM in Q2 2013 and held it in 22 quarters. The position peaked at $25.3M in Q4 2024. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Punch & Associates Investment Management reported no remaining HealthStream position as of Q1 2026 after selling out during the quarter.
  • Punch & Associates Investment Management sold 451,794 HealthStream shares in Q1 2026, an estimated $10.4M.
  • Punch & Associates Investment Management first reported a position in HealthStream in Q2 2013 and held it in 22 quarters.
  • Punch & Associates Investment Management's HealthStream position peaked at $25.3M in Q4 2024.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.