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Stephens Investment Management Group’s HealthStream HSTM Stock Holding History

Stephens Investment Management Group’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 		– Sell
-315,291
Closed -$7.27M – 177
2025
Q4 		$7.27M Sell
315,291
-1,149
-0.4% -$28.9K 0.09% 155
2025
Q3 		$8.94M Sell
316,440
-2,861
-0.9% -$78.6K 0.12% 155
2025
Q2 		$8.84M Buy
319,301
+960
+0.3% +$28.4K 0.12% 150
2025
Q1 		$10.2M Sell
318,341
-12,880
-4% -$418K 0.15% 145
2024
Q4 		$10.5M Sell
331,221
-24,252
-7% -$748K 0.14% 149
2024
Q3 		$10.3M Sell
355,473
-64,435
-15% -$1.85M 0.14% 138
2024
Q2 		$11.7M Sell
419,908
-83,541
-17% -$2.23M 0.16% 132
2024
Q1 		$13.4M Sell
503,449
-1,663
-0.3% -$44.5K 0.18% 122
2023
Q4 		$13.7M Sell
505,112
-315
-0.1% -$7.83K 0.2% 117
2023
Q3 		$10.9M Sell
505,427
-601
-0.1% -$13.3K 0.18% 118
2023
Q2 		$12.4M Buy
506,028
+18,975
+4% +$471K 0.19% 122
2023
Q1 		$13.2M Buy
487,053
+12,090
+3% +$302K 0.22% 117
2022
Q4 		$11.8M Sell
474,963
-11,992
-2% -$288K 0.21% 117
2022
Q3 		$10.4M Sell
486,955
-8,568
-2% -$195K 0.2% 122
2022
Q2 		$10.8M Hold
495,523
– – 0.2% 121
2022
Q1 		$9.87M Sell
495,523
-692
-0.1% -$15.6K 0.14% 131
2021
Q4 		$13.1M Buy
496,215
+32,379
+7% +$857K 0.17% 133
2021
Q3 		$13.3M Buy
463,836
+32,347
+7% +$945K 0.18% 131
2021
Q2 		$12.1M Sell
431,489
-7,888
-2% -$198K 0.17% 140
2021
Q1 		$9.82M Buy
439,377
+52,737
+14% +$1.26M 0.14% 139
2020
Q4 		$8.44M Sell
386,640
-20,457
-5% -$411K 0.13% 142
2020
Q3 		$8.17M Buy
407,097
+41,254
+11% +$876K 0.14% 135
2020
Q2 		$8.1M Sell
365,843
-52,553
-13% -$1.22M 0.15% 132
2020
Q1 		$10M Buy
418,396
+34,918
+9% +$877K 0.24% 110
2019
Q4 		$10.4M Sell
383,478
-8,687
-2% -$239K 0.2% 124
2019
Q3 		$10.2M Sell
392,165
-31,343
-7% -$841K 0.2% 122
2019
Q2 		$11M Buy
423,508
+12,684
+3% +$333K 0.21% 126
2019
Q1 		$11.5M Sell
410,824
-2,711
-0.7% -$71.2K 0.23% 123
2018
Q4 		$9.99M Sell
413,535
-8,025
-2% -$208K 0.24% 124
2018
Q3 		$13.1M Sell
421,560
-34,301
-8% -$1.03M 0.24% 124
2018
Q2 		$12.5M Sell
455,861
-32,335
-7% -$858K 0.25% 124
2018
Q1 		$12.1M Sell
488,196
-8,685
-2% -$209K 0.26% 124
2017
Q4 		$11.5M Sell
496,881
-73,989
-13% -$1.74M 0.26% 121
2017
Q3 		$13.3M Buy
570,870
+13,192
+2% +$314K 0.31% 117
2017
Q2 		$14.7M Sell
557,678
-4,274
-0.8% -$117K 0.35% 105
2017
Q1 		$13.6M Buy
561,952
+9,492
+2% +$221K 0.34% 109
2016
Q4 		$13.8M Buy
552,460
+15,285
+3% +$394K 0.39% 106
2016
Q3 		$14.8M Sell
537,175
-3,285
-0.6% -$84.9K 0.44% 100
2016
Q2 		$14.3M Sell
540,460
-4,568
-0.8% -$107K 0.47% 93
2016
Q1 		$12M Sell
545,028
-45,494
-8% -$936K 0.42% 102
2015
Q4 		$13M Sell
590,522
-26,980
-4% -$630K 0.46% 98
2015
Q3 		$13.5M Sell
617,502
-94,831
-13% -$2.52M 0.48% 94
2015
Q2 		$21.7M Sell
712,333
-20,060
-3% -$574K 0.64% 62
2015
Q1 		$18.5M Sell
732,393
-30,994
-4% -$844K 0.55% 71
2014
Q4 		$22.5M Buy
763,387
+2,712
+0.4% +$77K 0.67% 59
2014
Q3 		$18.3M Sell
760,675
-1,800
-0.2% -$45.4K 0.55% 70
2014
Q2 		$18.5M Buy
762,475
+760
+0.1% +$18.9K 0.57% 71
2014
Q1 		$20.3M Buy
761,715
+194,900
+34% +$5.79M 0.62% 63
2013
Q4 		$18.6M Buy
566,815
+191,521
+51% +$6.55M 0.62% 64
2013
Q3 		$14.2M Buy
+375,294
New +$12.2M 0.49% 97

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stephens Investment Management Group's HSTM Position: Q1 2026 in Review

Stephens Investment Management Group sold out of HealthStream (HSTM) in Q1 2026, closing a stake of 315,291 shares — an estimated $7.27M sold.

Stephens Investment Management Group first reported a position in HSTM in Q3 2013 and held it in 50 quarters. The position peaked at $22.5M in Q4 2014. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Stephens Investment Management Group reported no remaining HealthStream position as of Q1 2026 after selling out during the quarter.
  • Stephens Investment Management Group sold 315,291 HealthStream shares in Q1 2026, an estimated $7.27M.
  • Stephens Investment Management Group first reported a position in HealthStream in Q3 2013 and held it in 50 quarters.
  • Stephens Investment Management Group's HealthStream position peaked at $22.5M in Q4 2014.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Stephens Investment Management Group's 13F filing for Q1 2026, filed 28 Apr 2026.