Squarepoint’s HealthStream HSTM Stock Holding History

Squarepoint’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
2025 Q1	–	Sell	-11,257	Closed	-$358K	–	4945
2024 Q4	$358K	Buy	11,257 +1,316	+13%	+$40.6K	﹤0.01%	4027
2024 Q3	$287K	Sell	9,941 -14,535	-59%	-$416K	﹤0.01%	3473
2024 Q2	$683K	Buy	+24,476	New	+$653K	﹤0.01%	2843
2024 Q1	–	Sell	-19,500	Closed	-$527K	–	4256
2023 Q4	$527K	Buy	19,500 +4,107	+27%	+$102K	﹤0.01%	2971
2023 Q3	$332K	Buy	15,393 +3,390	+28%	+$74.9K	﹤0.01%	3093
2023 Q2	$295K	Buy	+12,003	New	+$298K	﹤0.01%	2983
2020 Q2	–	Sell	-27,104	Closed	-$649K	–	2350
2020 Q1	$649K	Buy	27,104 +15,710	+138%	+$395K	0.02%	904
2019 Q4	$310K	Buy	+11,394	New	+$313K	﹤0.01%	2018
2018 Q3	–	Sell	-21,702	Closed	-$593K	–	2077
2018 Q2	$593K	Buy	21,702 +7,876	+57%	+$209K	0.01%	1109
2018 Q1	$343K	Buy	+13,826	New	+$332K	0.01%	1254
2017 Q4	–	Sell	-10,195	Closed	-$238K	–	2190
2017 Q3	$238K	Buy	+10,195	New	+$242K	﹤0.01%	1295

Other funds holding HSTM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CCM

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Squarepoint's HSTM Position: Q1 2025 in Review

Squarepoint sold out of HealthStream (HSTM) in Q1 2025, closing a stake of 11,257 shares — an estimated $358K sold.

Squarepoint first reported a position in HSTM in Q3 2017 and held it in 11 quarters. The position peaked at $683K in Q2 2024. 211 funds tracked by Wall St. Rank hold HSTM as of Q1 2025.

Squarepoint reported no remaining HealthStream position as of Q1 2025 after selling out during the quarter.
Squarepoint sold 11,257 HealthStream shares in Q1 2025, an estimated $358K.
Squarepoint first reported a position in HealthStream in Q3 2017 and held it in 11 quarters.
Squarepoint's HealthStream position peaked at $683K in Q2 2024.
211 funds tracked by Wall St. Rank held HealthStream as of Q1 2025.

Based on Squarepoint's 13F filing for Q1 2025, filed 15 May 2025.