Verition Fund Management
HSTM icon

Verition Fund Management’s HealthStream HSTM Stock Holding History

Verition Fund Management’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 		– Sell
-22,501
Closed -$466K – 2277
2026
Q1 		$466K Sell
22,501
-27,449
-55% -$584K ﹤0.01% 1614
2025
Q4 		$1.15M Buy
+49,950
New +$1.26M ﹤0.01% 2051
2025
Q3 		– Sell
-20,464
Closed -$566K – 3870
2025
Q2 		$566K Buy
20,464
+10,119
+98% +$299K ﹤0.01% 2860
2025
Q1 		$333K Buy
+10,345
New +$336K ﹤0.01% 2816
2024
Q3 		– Sell
-8,920
Closed -$249K – 3331
2024
Q2 		$249K Buy
+8,920
New +$238K ﹤0.01% 2463
2014
Q4 		– Sell
-10,226
Closed -$246K – 487
2014
Q3 		$246K Buy
+10,226
New +$258K 0.03% 477

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

Verition Fund Management's HSTM Position: Q2 2026 in Review

Verition Fund Management sold out of HealthStream (HSTM) in Q2 2026, closing a stake of 22,501 shares — an estimated $466K sold.

Verition Fund Management first reported a position in HSTM in Q3 2014 and held it in 6 quarters. The position peaked at $1.15M in Q4 2025. 218 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Verition Fund Management reported no remaining HealthStream position as of Q2 2026 after selling out during the quarter.
  • Verition Fund Management sold 22,501 HealthStream shares in Q2 2026, an estimated $466K.
  • Verition Fund Management first reported a position in HealthStream in Q3 2014 and held it in 6 quarters.
  • Verition Fund Management's HealthStream position peaked at $1.15M in Q4 2025.
  • 218 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Verition Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.