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	–	Sell	-100	Closed	-$2.07K	–	9708
2026 Q1	$2.07K	Buy	+100	New	+$2.13K	﹤0.01%	8362
2023 Q2	–	Sell	-200	Closed	-$5K	–	9374
2023 Q1	$5K	Hold	200	–	–	﹤0.01%	8043
2022 Q4	$4K	Buy	+200	New	+$4.8K	﹤0.01%	8209
2020 Q2	–	Sell	-1	Closed	-$2K	–	7908
2020 Q1	$2K	Hold	1	–	–	﹤0.01%	7191
2019 Q4	$2K	Buy	+1	New	+$28	﹤0.01%	6971
2019 Q1	–	Sell	-31	Closed	-$74K	–	7401
2018 Q4	$74K	Buy	31 +30	+3,000%	+$778	﹤0.01%	4148
2018 Q3	$3K	Buy	+1	New	+$30	﹤0.01%	6958
2017 Q3	–	Sell	-30	Closed	-$5K	–	6189
2017 Q2	$5K	Buy	+30	New	+$824	﹤0.01%	4579
2016 Q4	–	Sell	-19	Closed	-$6K	–	6118
2016 Q3	$6K	Sell	19 -1	-5%	-$26	﹤0.01%	4111
2016 Q2	$7K	Buy	+20	New	+$470	﹤0.01%	3929

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

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. 219 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.
219 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.