Simplex Trading
HSTM icon

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
2022
Q4 		– Sell
-100
Closed -$2K – 9690
2022
Q3 		$2K Hold
100
– – ﹤0.01% 9287
2022
Q2 		$2K Buy
+100
New +$1.99K ﹤0.01% 9358
2021
Q1 		– Sell
-1
Closed -$2K – 9307
2020
Q4 		$2K Buy
+1
New +$20 ﹤0.01% 7977
2016
Q2 		– Sell
-18
Closed -$1K – 6058
2016
Q1 		$1K Buy
+18
New +$370 ﹤0.01% 5109

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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.