Stifel Financial
HSTM icon

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
Q2 		$2.16M Sell
79,196
-1,440
-2% -$33.7K ﹤0.01% 2017
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stifel Financial's HSTM Position: Q2 2026 in Review

Stifel Financial reduced its HealthStream (HSTM) stake by 1.8% in Q2 2026, selling an estimated $33.7K and leaving 79,196 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Stifel Financial first reported a position in HSTM in Q4 2024 and has held it in 7 quarters since. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Stifel Financial held 79,196 shares of HealthStream worth $2.16M as of Q2 2026.
  • Stifel Financial sold 1,440 HealthStream shares in Q2 2026, an estimated $33.7K.
  • HealthStream made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2017 holding.
  • Stifel Financial first reported a position in HealthStream in Q4 2024 and has held it in 7 quarters since.
  • 218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.