Quantbot Technologies’s HealthStream HSTM Stock Holding History

Quantbot Technologies’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	–	Sell	-54,180	Closed	-$1.12M	–	2057
2026 Q1	$1.12M	Buy	54,180 +49,974	+1,188%	+$1.06M	0.05%	548
2025 Q4	$97K	Buy	+4,206	New	+$106K	﹤0.01%	1422
2024 Q3	–	Sell	-2,854	Closed	-$79.6K	–	1619
2024 Q2	$79.6K	Buy	2,854 +654	+30%	+$17.4K	﹤0.01%	1173
2024 Q1	$58.7K	Buy	+2,200	New	+$58.9K	﹤0.01%	1305
2023 Q4	–	Sell	-1,598	Closed	-$34.5K	–	1762
2023 Q3	$34.5K	Buy	+1,598	New	+$35.3K	﹤0.01%	1298
2022 Q3	–	Sell	-1,080	Closed	-$23K	–	1804
2022 Q2	$23K	Buy	+1,080	New	+$21.5K	﹤0.01%	1433
2021 Q3	–	Sell	-1,000	Closed	-$27K	–	1679
2021 Q2	$27K	Buy	+1,000	New	+$25.1K	﹤0.01%	1182
2020 Q3	–	Sell	-1,000	Closed	-$22K	–	1443
2020 Q2	$22K	Buy	+1,000	New	+$23.2K	﹤0.01%	832
2020 Q1	–	Sell	-2,304	Closed	-$62K	–	1107
2019 Q4	$62K	Buy	2,304 +130	+6%	+$3.58K	0.01%	919
2019 Q3	$56K	Buy	+2,174	New	+$58.3K	0.01%	944
2014 Q2	–	Sell	-2,600	Closed	-$69K	–	1259
2014 Q1	$69K	Buy	+2,600	New	+$77.2K	0.02%	694

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

Quantbot Technologies's HSTM Position: Q2 2026 in Review

Quantbot Technologies sold out of HealthStream (HSTM) in Q2 2026, closing a stake of 54,180 shares — an estimated $1.12M sold.

Quantbot Technologies first reported a position in HSTM in Q1 2014 and held it in 11 quarters. The position peaked at $1.12M in Q1 2026. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Quantbot Technologies reported no remaining HealthStream position as of Q2 2026 after selling out during the quarter.
Quantbot Technologies sold 54,180 HealthStream shares in Q2 2026, an estimated $1.12M.
Quantbot Technologies first reported a position in HealthStream in Q1 2014 and held it in 11 quarters.
Quantbot Technologies's HealthStream position peaked at $1.12M in Q1 2026.
219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Quantbot Technologies's 13F filing for Q2 2026, filed 12 Aug 2026.