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 Q3	$7.52K	Buy	253 +228	+912%	+$6.55K	﹤0.01%	2546
2026 Q2	$678	Hold	25	–	–	﹤0.01%	3159
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%	+$6.3K	﹤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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Smartleaf Asset Management's HSTM Position: Q3 2026 in Review

Smartleaf Asset Management increased its HealthStream (HSTM) stake by 912% in Q3 2026, buying an estimated $6.55K and bringing the position to 253 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

Smartleaf Asset Management first reported a position in HSTM in Q1 2024 and has held it in 11 quarters since. The position peaked at $15.9K in Q3 2025. 112 funds tracked by Wall St. Rank hold HSTM as of Q3 2026.

Smartleaf Asset Management held 253 shares of HealthStream worth $7.52K as of Q3 2026.
Smartleaf Asset Management bought 228 HealthStream shares in Q3 2026, an estimated $6.55K.
HealthStream made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2546 holding.
Smartleaf Asset Management first reported a position in HealthStream in Q1 2024 and has held it in 11 quarters since.
Smartleaf Asset Management's HealthStream position peaked at $15.9K in Q3 2025.
112 funds tracked by Wall St. Rank held HealthStream as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.