SEI Investments’s HealthStream HSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.3M | Buy |
157,794
+11,394
| +8% | +$267K | ﹤0.01% | 1574 |
|
|
2026
Q1 | $3.03M | Sell |
146,400
-48,466
| -25% | -$1.03M | ﹤0.01% | 1805 |
|
|
2025
Q4 | $4.5M | Buy |
194,866
+7,544
| +4% | +$190K | ﹤0.01% | 1423 |
|
|
2025
Q3 | $5.29M | Sell |
187,322
-16,268
| -8% | -$447K | 0.01% | 1275 |
|
|
2025
Q2 | $5.63M | Sell |
203,590
-23,542
| -10% | -$696K | 0.01% | 1224 |
|
|
2025
Q1 | $7.31M | Sell |
227,132
-7,078
| -3% | -$230K | 0.01% | 1113 |
|
|
2024
Q4 | $7.45M | Buy |
234,210
+35,075
| +18% | +$1.08M | 0.01% | 1116 |
|
|
2024
Q3 | $5.74M | Buy |
199,135
+21,116
| +12% | +$605K | 0.01% | 1223 |
|
|
2024
Q2 | $4.97M | Buy |
178,019
+6,592
| +4% | +$176K | 0.01% | 1218 |
|
|
2024
Q1 | $4.57M | Buy |
171,427
+3,926
| +2% | +$105K | 0.01% | 1247 |
|
|
2023
Q4 | $4.53M | Sell |
167,501
-235
| -0.1% | -$5.84K | 0.01% | 1231 |
|
|
2023
Q3 | $3.62M | Sell |
167,736
-4,370
| -3% | -$96.5K | 0.01% | 1318 |
|
|
2023
Q2 | $4.23M | Sell |
172,106
-493
| -0.3% | -$12.2K | 0.01% | 1270 |
|
|
2023
Q1 | $4.68M | Buy |
172,599
+13,243
| +8% | +$330K | 0.01% | 1221 |
|
|
2022
Q4 | $3.96M | Buy |
159,356
+2,787
| +2% | +$66.9K | 0.01% | 1155 |
|
|
2022
Q3 | $3.33M | Buy |
156,569
+23,373
| +18% | +$531K | 0.01% | 1290 |
|
|
2022
Q2 | $2.87M | Buy |
133,196
+30,302
| +29% | +$604K | 0.01% | 1375 |
|
|
2022
Q1 | $2.03M | Buy |
102,894
+64,073
| +165% | +$1.45M | ﹤0.01% | 1534 |
|
|
2021
Q4 | $1M | Buy |
38,821
+15,657
| +68% | +$414K | ﹤0.01% | 1846 |
|
|
2021
Q3 | $645K | Buy |
+23,164
| New | +$677K | ﹤0.01% | 1953 |
|
|
2021
Q2 | – | Sell |
-15,171
| Closed | -$308K | – | 2584 |
|
|
2021
Q1 | $308K | Buy |
+15,171
| New | +$362K | ﹤0.01% | 2236 |
|
|
2020
Q4 | – | Sell |
-15,222
| Closed | -$278K | – | 2489 |
|
|
2020
Q3 | $278K | Buy |
15,222
+543
| +4% | +$11.5K | ﹤0.01% | 2128 |
|
|
2020
Q2 | $321K | Buy |
+14,679
| New | +$340K | ﹤0.01% | 2054 |
|
|
2019
Q2 | – | Sell |
-1,696
| Closed | -$48K | – | 2562 |
|
|
2019
Q1 | $48K | Sell |
1,696
-19,961
| -92% | -$525K | ﹤0.01% | 2629 |
|
|
2018
Q4 | $639K | Sell |
21,657
-98
| -0.5% | -$2.54K | ﹤0.01% | 1691 |
|
|
2018
Q3 | $658K | Buy |
21,755
+19,875
| +1,057% | +$594K | ﹤0.01% | 1590 |
|
|
2018
Q2 | $51K | Buy |
+1,880
| New | +$49.9K | ﹤0.01% | 2506 |
|
|
2015
Q4 | – | Sell |
-16,286
| Closed | -$355K | – | 2597 |
|
|
2015
Q3 | $355K | Buy |
+16,286
| New | +$433K | ﹤0.01% | 1417 |
|
Other funds holding HSTM
CCM
SEI Investments's HSTM Position: Q2 2026 in Review
SEI Investments increased its HealthStream (HSTM) stake by 7.8% in Q2 2026, buying an estimated $267K and bringing the position to 157,794 shares worth $4.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1574.
SEI Investments first reported a position in HSTM in Q3 2015 and has held it in 28 quarters since. The position peaked at $7.45M in Q4 2024. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.
- SEI Investments held 157,794 shares of HealthStream worth $4.3M as of Q2 2026.
- SEI Investments bought 11,394 HealthStream shares in Q2 2026, an estimated $267K.
- HealthStream made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #1574 holding.
- SEI Investments first reported a position in HealthStream in Q3 2015 and has held it in 28 quarters since.
- SEI Investments's HealthStream position peaked at $7.45M in Q4 2024.
- 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.
Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.