Sterling Capital Management’s HealthStream HSTM Stock Holding History

Sterling Capital 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 Q2	$13.1K	Sell	482 -41	-8%	-$960	﹤0.01%	2082
2026 Q1	$10.8K	Sell	523 -336	-39%	-$7.16K	﹤0.01%	2329
2025 Q4	$19.8K	Sell	859 -14,093	-94%	-$354K	﹤0.01%	2234
2025 Q3	$422K	Buy	14,952 +595	+4%	+$16.4K	0.01%	1023
2025 Q2	$397K	Buy	14,357 +121	+0.8%	+$3.58K	0.01%	1027
2025 Q1	$458K	Sell	14,236 -1,578	-10%	-$51.2K	0.01%	879
2024 Q4	$503K	Buy	15,814 +459	+3%	+$14.2K	0.01%	905
2024 Q3	$443K	Buy	+15,355	New	+$440K	0.01%	918

Other funds holding HSTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sterling Capital Management's HSTM Position: Q2 2026 in Review

Sterling Capital Management reduced its HealthStream (HSTM) stake by 7.8% in Q2 2026, selling an estimated $960 and leaving 482 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Sterling Capital Management first reported a position in HSTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $503K in Q4 2024. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Sterling Capital Management held 482 shares of HealthStream worth $13.1K as of Q2 2026.
Sterling Capital Management sold 41 HealthStream shares in Q2 2026, an estimated $960.
HealthStream made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2082 holding.
Sterling Capital Management first reported a position in HealthStream in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's HealthStream position peaked at $503K in Q4 2024.
219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.