Steve Schonfeld’s HealthStream HSTM Stock Holding History

Steve Schonfeld’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	–	Sell	-12,672	Closed	-$262K	–	2780
2026 Q1	$262K	Buy	+12,672	New	+$270K	﹤0.01%	1634

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

Steve Schonfeld's HSTM Position: Q2 2026 in Review

Steve Schonfeld sold out of HealthStream (HSTM) in Q2 2026, closing a stake of 12,672 shares — an estimated $262K sold.

Steve Schonfeld first reported a position in HSTM in Q1 2026 and held it in 1 quarter. The position peaked at $262K in Q1 2026. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Steve Schonfeld reported no remaining HealthStream position as of Q2 2026 after selling out during the quarter.
Steve Schonfeld sold 12,672 HealthStream shares in Q2 2026, an estimated $262K.
Steve Schonfeld first reported a position in HealthStream in Q1 2026 and held it in 1 quarter.
Steve Schonfeld's HealthStream position peaked at $262K in Q1 2026.
218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.