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Summit Global Investments’s HealthStream HSTM Stock Holding History

Summit Global Investments’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 		– Sell
-20,172
Closed -$465K – 505
2025
Q4 		$465K Buy
20,172
+142
+0.7% +$3.57K 0.03% 334
2025
Q3 		$566K Buy
+20,030
New +$551K 0.03% 278
2024
Q3 		– Sell
-10,131
Closed -$283K – 536
2024
Q2 		$283K Sell
10,131
-47
-0.5% -$1.25K 0.02% 427
2024
Q1 		$271K Sell
10,178
-2,200
-18% -$58.9K 0.02% 421
2023
Q4 		$335K Sell
12,378
-886
-7% -$22K 0.02% 407
2023
Q3 		$286K Buy
+13,264
New +$293K 0.02% 429
2022
Q2 		– Sell
-38,900
Closed -$775K – 491
2022
Q1 		$775K Sell
38,900
-6,800
-15% -$154K 0.06% 267
2021
Q4 		$1.21M Buy
45,700
+1,100
+2% +$29.1K 0.08% 210
2021
Q3 		$1.27M Buy
44,600
+5,400
+14% +$158K 0.1% 173
2021
Q2 		$1.09M Sell
39,200
-111
-0.3% -$2.79K 0.07% 221
2021
Q1 		$878K Sell
39,311
-13,376
-25% -$319K 0.06% 218
2020
Q4 		$1.15M Buy
52,687
+362
+0.7% +$7.27K 0.12% 138
2020
Q3 		$1.05M Sell
52,325
-15,295
-23% -$325K 0.11% 131
2020
Q2 		$1.5M Buy
67,620
+25,400
+60% +$588K 0.17% 81
2020
Q1 		$1.01M Buy
42,220
+7,300
+21% +$183K 0.15% 84
2019
Q4 		$950K Buy
34,920
+1,540
+5% +$42.4K 0.1% 137
2019
Q3 		$864K Buy
33,380
+3,380
+11% +$90.7K 0.1% 154
2019
Q2 		$776K Buy
30,000
+1,200
+4% +$31.5K 0.1% 145
2019
Q1 		$808K Buy
28,800
+1,600
+6% +$42K 0.1% 124
2018
Q4 		$657K Buy
+27,200
New +$705K 0.1% 163

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

Summit Global Investments's HSTM Position: Q1 2026 in Review

Summit Global Investments sold out of HealthStream (HSTM) in Q1 2026, closing a stake of 20,172 shares — an estimated $465K sold.

Summit Global Investments first reported a position in HSTM in Q4 2018 and held it in 20 quarters. The position peaked at $1.5M in Q2 2020. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

  • Summit Global Investments reported no remaining HealthStream position as of Q1 2026 after selling out during the quarter.
  • Summit Global Investments sold 20,172 HealthStream shares in Q1 2026, an estimated $465K.
  • Summit Global Investments first reported a position in HealthStream in Q4 2018 and held it in 20 quarters.
  • Summit Global Investments's HealthStream position peaked at $1.5M in Q2 2020.
  • 197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.