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
Q3 		$2.3M Sell
77,267
-1,929
-2% -$55.4K ﹤0.01% 1957
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 $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Stifel Financial's HSTM Position: Q3 2026 in Review

Stifel Financial reduced its HealthStream (HSTM) stake by 2.4% in Q3 2026, selling an estimated $55.4K and leaving 77,267 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Stifel Financial first reported a position in HSTM in Q4 2024 and has held it in 8 quarters since. 171 funds tracked by Wall St. Rank hold HSTM as of Q3 2026.

  • Stifel Financial held 77,267 shares of HealthStream worth $2.3M as of Q3 2026.
  • Stifel Financial sold 1,929 HealthStream shares in Q3 2026, an estimated $55.4K.
  • HealthStream made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #1957 holding.
  • Stifel Financial first reported a position in HealthStream in Q4 2024 and has held it in 8 quarters since.
  • 171 funds tracked by Wall St. Rank held HealthStream as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.