Stifel Financial
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Stifel Financial’s HealthStream HSTM Stock Holding History

Stifel Financial’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 		$1.67M Buy
80,636
+25,162
+45% +$536K ﹤0.01% 2094
2025
Q4 		$1.28M Buy
55,474
+1,763
+3% +$44.3K ﹤0.01% 2273
2025
Q3 		$1.52M Sell
53,711
-1,606
-3% -$44.1K ﹤0.01% 2106
2025
Q2 		$1.53M Buy
55,317
+8,213
+17% +$243K ﹤0.01% 2036
2025
Q1 		$1.52M Buy
47,104
+33,043
+235% +$1.07M ﹤0.01% 1957
2024
Q4 		$447K Buy
+14,061
New +$434K ﹤0.01% 2745

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

Stifel Financial's HSTM Position: Q1 2026 in Review

Stifel Financial increased its HealthStream (HSTM) stake by 45% in Q1 2026, buying an estimated $536K and bringing the position to 80,636 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Stifel Financial first reported a position in HSTM in Q4 2024 and has held it in 6 quarters since. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Stifel Financial held 80,636 shares of HealthStream worth $1.67M as of Q1 2026.
  • Stifel Financial bought 25,162 HealthStream shares in Q1 2026, an estimated $536K.
  • HealthStream made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2094 holding.
  • Stifel Financial first reported a position in HealthStream in Q4 2024 and has held it in 6 quarters since.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.