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Segall Bryant & Hamill’s HealthStream HSTM Stock Holding History

Segall Bryant & Hamill’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
2025
Q1 		– Sell
-110,007
Closed -$3.5M – 603
2024
Q4 		$3.5M Sell
110,007
-15,157
-12% -$468K 0.05% 382
2024
Q3 		$3.61M Buy
125,164
+2,020
+2% +$57.9K 0.05% 374
2024
Q2 		$3.44M Buy
+123,144
New +$3.28M 0.06% 335

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Segall Bryant & Hamill's HSTM Position: Q1 2025 in Review

Segall Bryant & Hamill sold out of HealthStream (HSTM) in Q1 2025, closing a stake of 110,007 shares — an estimated $3.5M sold.

Segall Bryant & Hamill first reported a position in HSTM in Q2 2024 and held it in 3 quarters. The position peaked at $3.61M in Q3 2024. 211 funds tracked by Wall St. Rank hold HSTM as of Q1 2025.

  • Segall Bryant & Hamill reported no remaining HealthStream position as of Q1 2025 after selling out during the quarter.
  • Segall Bryant & Hamill sold 110,007 HealthStream shares in Q1 2025, an estimated $3.5M.
  • Segall Bryant & Hamill first reported a position in HealthStream in Q2 2024 and held it in 3 quarters.
  • Segall Bryant & Hamill's HealthStream position peaked at $3.61M in Q3 2024.
  • 211 funds tracked by Wall St. Rank held HealthStream as of Q1 2025.

Based on Segall Bryant & Hamill's 13F filing for Q1 2025, filed 2 May 2025.