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Yousif Capital Management’s HealthStream HSTM Stock Holding History

Yousif 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
2025
Q4 		– Sell
-7,541
Closed -$213K – 1896
2025
Q3 		$213K Sell
7,541
-1,618
-18% -$44.5K ﹤0.01% 1777
2025
Q2 		$253K Sell
9,159
-30
-0.3% -$887 ﹤0.01% 1741
2025
Q1 		$296K Sell
9,189
-173
-2% -$5.61K ﹤0.01% 1658
2024
Q4 		$298K Sell
9,362
-402
-4% -$12.4K ﹤0.01% 1691
2024
Q3 		$282K Hold
9,764
– – ﹤0.01% 1752
2024
Q2 		$272K Sell
9,764
-1,200
-11% -$32K ﹤0.01% 1724
2024
Q1 		$292K Sell
10,964
-1,020
-9% -$27.3K ﹤0.01% 1752
2023
Q4 		$324K Sell
11,984
-310
-3% -$7.7K ﹤0.01% 1727
2023
Q3 		$265K Sell
12,294
-670
-5% -$14.8K ﹤0.01% 1753
2023
Q2 		$318K Sell
12,964
-810
-6% -$20.1K ﹤0.01% 1689
2023
Q1 		$373K Sell
13,774
-1,735
-11% -$43.3K ﹤0.01% 1613
2022
Q4 		$385K Sell
15,509
-4,385
-22% -$105K 0.01% 1602
2022
Q3 		$423K Sell
19,894
-318
-2% -$7.23K 0.01% 1585
2022
Q2 		$439K Sell
20,212
-2,580
-11% -$51.4K 0.01% 1596
2022
Q1 		$454K Buy
22,792
+40
+0.2% +$904 ﹤0.01% 1685
2021
Q4 		$600K Buy
+22,752
New +$602K 0.01% 1598

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Yousif Capital Management's HSTM Position: Q4 2025 in Review

Yousif Capital Management sold out of HealthStream (HSTM) in Q4 2025, closing a stake of 7,541 shares — an estimated $213K sold.

Yousif Capital Management first reported a position in HSTM in Q4 2021 and held it in 16 quarters. The position peaked at $600K in Q4 2021. 191 funds tracked by Wall St. Rank hold HSTM as of Q4 2025.

  • Yousif Capital Management reported no remaining HealthStream position as of Q4 2025 after selling out during the quarter.
  • Yousif Capital Management sold 7,541 HealthStream shares in Q4 2025, an estimated $213K.
  • Yousif Capital Management first reported a position in HealthStream in Q4 2021 and held it in 16 quarters.
  • Yousif Capital Management's HealthStream position peaked at $600K in Q4 2021.
  • 191 funds tracked by Wall St. Rank held HealthStream as of Q4 2025.

Based on Yousif Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.