Simplex Trading’s HealthStream HSTM Stock Holding History

Simplex Trading’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	$111K	Buy	+4,087	New	+$95.7K	﹤0.01%	5420
2021 Q4	–	Sell	-138	Closed	-$3K	–	10861
2021 Q3	$3K	Hold	138	–	–	﹤0.01%	9430
2021 Q2	$3K	Buy	138 +100	+263%	+$2.52K	﹤0.01%	9616
2021 Q1	$0	Buy	+38	New	+$906	﹤0.01%	9306
2020 Q2	–	Sell	-92	Closed	-$2K	–	7909
2020 Q1	$2K	Sell	92 -584	-86%	-$14.7K	﹤0.01%	7192
2019 Q4	$18K	Buy	676 +626	+1,252%	+$17.2K	﹤0.01%	6022
2019 Q3	$1K	Buy	+50	New	+$1.34K	﹤0.01%	7038
2019 Q2	–	Sell	-440	Closed	-$12K	–	7393
2019 Q1	$12K	Buy	+440	New	+$11.6K	﹤0.01%	6045
2018 Q2	–	Sell	-152	Closed	-$3K	–	7561
2018 Q1	$3K	Buy	+152	New	+$3.65K	﹤0.01%	4983
2016 Q2	–	Sell	-1,150	Closed	-$27K	–	6057
2016 Q1	$25K	Buy	+1,150	New	+$23.7K	﹤0.01%	2598
2015 Q3	–	Sell	-375	Closed	-$11K	–	5787
2015 Q2	$11K	Buy	+375	New	+$10.7K	﹤0.01%	2975

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 $3.38T AUM 44.17% 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

Simplex Trading's HSTM Position: Q2 2026 in Review

Simplex Trading opened a new position in HealthStream (HSTM) in Q2 2026: 4,087 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #5420 among its holdings. This is a return to the name: Simplex Trading previously reported a position in HSTM as recently as Q3 2021.

Simplex Trading first reported a position in HSTM in Q2 2015 and has held it in 11 quarters since. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Simplex Trading held 4,087 shares of HealthStream worth $111K as of Q2 2026.
HealthStream was a new Simplex Trading position in Q2 2026.
HealthStream made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5420 holding.
Simplex Trading first reported a position in HealthStream in Q2 2015 and has held it in 11 quarters since.
218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.