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Susquehanna Portfolio Strategies’s HealthStream HSTM Stock Holding History

Susquehanna Portfolio Strategies’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 		$967K Sell
35,480
-22,564
-39% -$528K 0.02% 562
2026
Q1 		$1.2M Buy
58,044
+26,793
+86% +$571K 0.02% 598
2025
Q4 		$721K Buy
+31,251
New +$786K 0.01% 699

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

Susquehanna Portfolio Strategies's HSTM Position: Q2 2026 in Review

Susquehanna Portfolio Strategies reduced its HealthStream (HSTM) stake by 39% in Q2 2026, selling an estimated $528K and leaving 35,480 shares worth $967K. The position accounts for 0.02% of the portfolio, ranked #562.

Susquehanna Portfolio Strategies first reported a position in HSTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q1 2026. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Susquehanna Portfolio Strategies held 35,480 shares of HealthStream worth $967K as of Q2 2026.
  • Susquehanna Portfolio Strategies sold 22,564 HealthStream shares in Q2 2026, an estimated $528K.
  • HealthStream made up 0.02% of Susquehanna Portfolio Strategies's portfolio in Q2 2026, its #562 holding.
  • Susquehanna Portfolio Strategies first reported a position in HealthStream in Q4 2025 and has held it in 3 quarters since.
  • Susquehanna Portfolio Strategies's HealthStream position peaked at $1.2M in Q1 2026.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.