Susquehanna Fundamental Investments’s HealthStream HSTM Stock Holding History

Susquehanna Fundamental 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
2025 Q3	–	Sell	-10,462	Closed	-$289K	–	660
2025 Q2	$289K	Sell	10,462 -24,380	-70%	-$721K	0.01%	626
2025 Q1	$1.12M	Buy	34,842 +10,961	+46%	+$355K	0.02%	662
2024 Q4	$759K	Buy	+23,881	New	+$737K	0.01%	779
2024 Q2	$497K	Buy	+17,810	New	+$475K	0.01%	693
2021 Q4	–	Sell	-11,603	Closed	-$332K	–	1582
2021 Q3	$332K	Sell	11,603 -7,279	-39%	-$213K	0.01%	1370
2021 Q2	$528K	Sell	18,882 -2,331	-11%	-$58.6K	0.01%	1140
2021 Q1	$474K	Sell	21,213 -9,779	-32%	-$233K	0.01%	1156
2020 Q4	$677K	Buy	30,992 +9,103	+42%	+$183K	0.01%	990
2020 Q3	$439K	Buy	21,889 +7,489	+52%	+$159K	0.01%	924
2020 Q2	$319K	Buy	+14,400	New	+$334K	0.02%	724

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna Fundamental Investments's HSTM Position: Q3 2025 in Review

Susquehanna Fundamental Investments sold out of HealthStream (HSTM) in Q3 2025, closing a stake of 10,462 shares — an estimated $289K sold.

Susquehanna Fundamental Investments first reported a position in HSTM in Q2 2020 and held it in 10 quarters. The position peaked at $1.12M in Q1 2025. 200 funds tracked by Wall St. Rank hold HSTM as of Q3 2025.

Susquehanna Fundamental Investments reported no remaining HealthStream position as of Q3 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 10,462 HealthStream shares in Q3 2025, an estimated $289K.
Susquehanna Fundamental Investments first reported a position in HealthStream in Q2 2020 and held it in 10 quarters.
Susquehanna Fundamental Investments's HealthStream position peaked at $1.12M in Q1 2025.
200 funds tracked by Wall St. Rank held HealthStream as of Q3 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2025, filed 14 Nov 2025.