ZIM
HSTM icon

Zacks Investment Management’s HealthStream HSTM Stock Holding History

Zacks Investment 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
Q2 		– Sell
-68,419
Closed -$2.2M – 734
2025
Q1 		$2.2M Sell
68,419
-1,826
-3% -$59.2K 0.02% 310
2024
Q4 		$2.23M Buy
70,245
+11,628
+20% +$359K 0.02% 317
2024
Q3 		$1.69M Buy
58,617
+3,694
+7% +$106K 0.01% 364
2024
Q2 		$1.53M Buy
54,923
+3,007
+6% +$80.2K 0.02% 328
2024
Q1 		$1.38M Buy
51,916
+5,773
+13% +$154K 0.01% 363
2023
Q4 		$1.25M Sell
46,143
-1,609
-3% -$40K 0.02% 358
2023
Q3 		$1.03M Sell
47,752
-1,840
-4% -$40.6K 0.01% 370
2023
Q2 		$1.22M Buy
49,592
+1,977
+4% +$49.1K 0.02% 347
2023
Q1 		$1.29M Buy
47,615
+1,389
+3% +$34.6K 0.02% 331
2022
Q4 		$1.15M Buy
46,226
+10,382
+29% +$249K 0.02% 339
2022
Q3 		$762K Sell
35,844
-2,919
-8% -$66.4K 0.01% 378
2022
Q2 		$842K Buy
38,763
+1,288
+3% +$25.7K 0.01% 361
2022
Q1 		$746K Buy
37,475
+6,307
+20% +$143K 0.01% 398
2021
Q4 		$822K Sell
31,168
-9,024
-22% -$239K 0.01% 402
2021
Q3 		$1.15M Buy
+40,192
New +$1.17M 0.02% 358

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Zacks Investment Management's HSTM Position: Q2 2025 in Review

Zacks Investment Management sold out of HealthStream (HSTM) in Q2 2025, closing a stake of 68,419 shares — an estimated $2.2M sold.

Zacks Investment Management first reported a position in HSTM in Q3 2021 and held it in 15 quarters. The position peaked at $2.23M in Q4 2024. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

  • Zacks Investment Management reported no remaining HealthStream position as of Q2 2025 after selling out during the quarter.
  • Zacks Investment Management sold 68,419 HealthStream shares in Q2 2025, an estimated $2.2M.
  • Zacks Investment Management first reported a position in HealthStream in Q3 2021 and held it in 15 quarters.
  • Zacks Investment Management's HealthStream position peaked at $2.23M in Q4 2024.
  • 201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on Zacks Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.