Versant Capital Management
HSTM icon

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
Q3 		$131K Hold
4,401
– – 0.01% 803
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 		$2.3K 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

Dimensional Fund Advisors
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Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return

Versant Capital Management's HSTM Position: Q3 2026 in Review

Versant Capital Management held its HealthStream (HSTM) position steady in Q3 2026 at 4,401 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #803.

Versant Capital Management first reported a position in HSTM in Q2 2019 and has held it in 30 quarters since. 84 funds tracked by Wall St. Rank hold HSTM as of Q3 2026.

  • Versant Capital Management held 4,401 shares of HealthStream worth $131K as of Q3 2026.
  • Versant Capital Management left its HealthStream share count unchanged in Q3 2026.
  • HealthStream made up 0.01% of Versant Capital Management's portfolio in Q3 2026, its #803 holding.
  • Versant Capital Management first reported a position in HealthStream in Q2 2019 and has held it in 30 quarters since.
  • 84 funds tracked by Wall St. Rank held HealthStream as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.