Versant Capital Management’s HealthStream HSTM Stock Holding History

Versant Capital 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	$120K	Buy	4,401 +3,619	+463%	+$84.7K	0.01%	833
2026 Q1	$16.2K	Buy	782 +594	+316%	+$12.6K	﹤0.01%	1917
2025 Q4	$4.34K	Sell	188 -886	-82%	-$22.3K	﹤0.01%	2299
2025 Q3	$30.3K	Sell	1,074 -277	-21%	-$7.61K	﹤0.01%	1330
2025 Q2	$37.4K	Buy	1,351 +1,222	+947%	+$36.1K	0.01%	1145
2025 Q1	$4.15K	Buy	129 +116	+892%	+$3.76K	﹤0.01%	2092
2024 Q4	$413	Hold	13	–	–	﹤0.01%	2289
2024 Q3	$375	Hold	13	–	–	﹤0.01%	1903
2024 Q2	$363	Hold	13	–	–	﹤0.01%	1836
2024 Q1	$347	Hold	13	–	–	﹤0.01%	1764
2023 Q4	$351	Sell	13 -75	-85%	-$1.86K	﹤0.01%	1758
2023 Q3	$1.9K	Hold	88	–	–	﹤0.01%	1328
2023 Q2	$2.16K	Hold	88	–	–	﹤0.01%	1353
2023 Q1	$2.31K	Hold	88	–	–	﹤0.01%	1234
2022 Q4	$2.19K	Hold	88	–	–	﹤0.01%	1120
2022 Q3	$2K	Sell	88 -1	-1%	-$23	﹤0.01%	1080
2022 Q2	$2K	Buy	89 +35	+65%	+$698	﹤0.01%	1100
2022 Q1	$1K	Sell	54 -38	-41%	-$859	﹤0.01%	1285
2021 Q4	$2K	Sell	92 -13	-12%	-$344	﹤0.01%	1128
2021 Q3	$3K	Hold	105	–	–	﹤0.01%	1042
2021 Q2	$3K	Buy	105 +13	+14%	+$327	﹤0.01%	1048
2021 Q1	$2K	Hold	92	–	–	﹤0.01%	1239
2020 Q4	$2K	Hold	92	–	–	﹤0.01%	1124
2020 Q3	$1K	Buy	92 +48	+109%	+$1.02K	﹤0.01%	1180
2020 Q2	$0	Sell	44 -75	-63%	-$1.74K	﹤0.01%	1404
2020 Q1	$2K	Buy	119 +112	+1,600%	+$2.81K	﹤0.01%	1006
2019 Q4	$0	Hold	7	–	–	﹤0.01%	1450
2019 Q3	$0	Hold	7	–	–	﹤0.01%	1457
2019 Q2	$0	Buy	+7	New	+$184	﹤0.01%	1530

Other funds holding HSTM

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Versant Capital Management's HSTM Position: Q2 2026 in Review

Versant Capital Management increased its HealthStream (HSTM) stake by 463% in Q2 2026, buying an estimated $84.7K and bringing the position to 4,401 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #833.

Versant Capital Management first reported a position in HSTM in Q2 2019 and has held it in 29 quarters since. 13 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

Versant Capital Management held 4,401 shares of HealthStream worth $120K as of Q2 2026.
Versant Capital Management bought 3,619 HealthStream shares in Q2 2026, an estimated $84.7K.
HealthStream made up 0.01% of Versant Capital Management's portfolio in Q2 2026, its #833 holding.
Versant Capital Management first reported a position in HealthStream in Q2 2019 and has held it in 29 quarters since.
13 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.