Smartleaf Asset Management’s HealthStream HSTM Stock Holding History

Smartleaf Asset Management’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 Q1	$527	Sell	25 -232	-90%	-$4.94K	﹤0.01%	3221
2025 Q4	$5.98K	Sell	257 -292	-53%	-$7.34K	﹤0.01%	2629
2025 Q3	$15.9K	Buy	549 +270	+97%	+$7.42K	﹤0.01%	1906
2025 Q2	$7.69K	Hold	279	–	–	﹤0.01%	1914
2025 Q1	$8.94K	Hold	279	–	–	﹤0.01%	1970
2024 Q4	$8.87K	Buy	279 +204	+272%	+$6.29K	﹤0.01%	2037
2024 Q3	$2.13K	Sell	75 -93	-55%	-$2.66K	﹤0.01%	2450
2024 Q2	$4.68K	Buy	168 +153	+1,020%	+$4.08K	﹤0.01%	1843
2024 Q1	$389	Buy	+15	New	+$401	﹤0.01%	1779

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Smartleaf Asset Management's HSTM Position: Q1 2026 in Review

Smartleaf Asset Management reduced its HealthStream (HSTM) stake by 90% in Q1 2026, selling an estimated $4.94K and leaving 25 shares worth $527. The position accounts for ﹤0.01% of the portfolio, ranked #3221.

Smartleaf Asset Management first reported a position in HSTM in Q1 2024 and has held it in 9 quarters since. The position peaked at $15.9K in Q3 2025. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

Smartleaf Asset Management held 25 shares of HealthStream worth $527 as of Q1 2026.
Smartleaf Asset Management sold 232 HealthStream shares in Q1 2026, an estimated $4.94K.
HealthStream made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3221 holding.
Smartleaf Asset Management first reported a position in HealthStream in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's HealthStream position peaked at $15.9K in Q3 2025.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.