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HealthStream
HSTM

197 hedge funds and large institutions have $445M invested in HealthStream in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 46 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 46

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

3% more funds holding

Funds holding: 191 → 197 (+6)

1.21% more ownership

Funds ownership: 71.26% → 72.47% (+1.2%)

9% less capital invested

Capital invested by funds: $488M → $445M (-$42.2M)

Holders
197
Holders Change
+6
Holders Change %
+3.14%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
82
Reduced
46
Closed
31
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$13.3M
2
CCM
Copeland Capital Management
Pennsylvania
+$8.29M
3
ICM
Invenomic Capital Management
Massachusetts
+$5.12M
4
BlackRock
BlackRock
New York
+$4.68M
5
Creative Planning
Creative Planning
Kansas
+$3.38M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$10.6M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$10.4M
3
SIMG
Stephens Investment Management Group
Texas
-$7.27M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$5.15M
5
BCM
Bridgeway Capital Management
Texas
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$79.8M +$4.68M +219,554 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$30.2M +$1.86M +87,177 +6%
CCM
3
Copeland Capital Management
Pennsylvania
$26.4M +$8.29M +389,186 +44%
VCM
4
Vanguard Capital Management
Pennsylvania
$21.7M +$22.3M +1,047,927 New
State Street
5
State Street
Massachusetts
$20.6M +$326K +15,289 +2%
VPM
6
Vanguard Portfolio Management
Pennsylvania
$19.1M +$19.6M +921,846 New
Two Sigma Investments
7
Two Sigma Investments
New York
$17.5M +$13.3M +624,865 +285%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$14.8M -$921K -43,256 -6%
Renaissance Technologies
9
Renaissance Technologies
New York
$9.9M +$50.7K +2,380 +0.5%
JP Morgan Chase
10
JP Morgan Chase
New York
$9.57M +$17.9K +841 +0.2%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$8.82M +$256K +12,000 +3%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$7.83M +$1.4M +65,806 +21%
Morgan Stanley
13
Morgan Stanley
New York
$7.64M +$2.45M +115,174 +45%
Northern Trust
14
Northern Trust
Illinois
$7.49M +$252K +11,824 +3%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$7.21M -$10.6M -498,774 -59%
Robeco Institutional Asset Management
16
Robeco Institutional Asset Management
Netherlands
$6.49M -$578K -27,152 -8%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$5.97M +$1.79M +84,076 +41%
Goldman Sachs
18
Goldman Sachs
New York
$5.68M +$2.56M +120,323 +78%
Charles Schwab
19
Charles Schwab
California
$5.5M +$529K +24,861 +10%
ICM
20
Invenomic Capital Management
Massachusetts
$4.98M +$5.12M +240,370 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.63M -$119K -5,596 -2%
Creative Planning
22
Creative Planning
Kansas
$4.52M +$3.38M +158,924 +268%
PAM
23
Panagora Asset Management
Massachusetts
$4.46M +$31.5K +1,480 +0.7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.13M +$1.74M +81,815 +69%
KCM
25
Kennedy Capital Management
Missouri
$4.04M +$75.2K +3,531 +2%
1
2 3 4 5

HSTM Hedge Fund Activity: Q1 2026 in Review

197 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2026, worth a combined $445M — down 8.7% from $488M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HSTM positions and 31 closed out — a net gain of 10 holders — while 82 added to existing stakes and 46 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $13.3M. The largest seller was Acadian Asset Management, cutting an estimated $10.6M.

  • 197 institutional investors held HealthStream (HSTM) as of Q1 2026, up from 191 in Q4 2025.
  • Funds reported $445M of HealthStream stock for Q1 2026, down 8.7% quarter-over-quarter.
  • 41 funds opened new HealthStream positions in Q1 2026 and 31 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q1 2026 was Two Sigma Investments, an estimated $13.3M added.
  • The largest HealthStream seller in Q1 2026 was Acadian Asset Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2026.