Virtus Investment Advisers’s HealthStream HSTM Stock Holding History

Virtus Investment Advisers’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 Q1	–	Sell	-5,015	Closed	-$159K	–	567
2024 Q4	$159K	Hold	5,015	–	–	0.13%	217
2024 Q3	$145K	Hold	5,015	–	–	0.11%	222
2024 Q2	$140K	Hold	5,015	–	–	0.12%	213
2024 Q1	$134K	Hold	5,015	–	–	0.1%	224
2023 Q4	$136K	Hold	5,015	–	–	0.1%	223
2023 Q3	$108K	Hold	5,015	–	–	0.07%	217
2023 Q2	$123K	Hold	5,015	–	–	0.08%	230
2023 Q1	$136K	Sell	5,015 -172	-3%	-$4.29K	0.1%	227
2022 Q4	$129K	Buy	+5,187	New	+$124K	0.09%	252

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

PAIM

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

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

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Virtus Investment Advisers's HSTM Position: Q1 2025 in Review

Virtus Investment Advisers sold out of HealthStream (HSTM) in Q1 2025, closing a stake of 5,015 shares — an estimated $159K sold.

Virtus Investment Advisers first reported a position in HSTM in Q4 2022 and held it in 9 quarters. The position peaked at $159K in Q4 2024. 211 funds tracked by Wall St. Rank hold HSTM as of Q1 2025.

Virtus Investment Advisers reported no remaining HealthStream position as of Q1 2025 after selling out during the quarter.
Virtus Investment Advisers sold 5,015 HealthStream shares in Q1 2025, an estimated $159K.
Virtus Investment Advisers first reported a position in HealthStream in Q4 2022 and held it in 9 quarters.
Virtus Investment Advisers's HealthStream position peaked at $159K in Q4 2024.
211 funds tracked by Wall St. Rank held HealthStream as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.