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Funds Holding HealthStream Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in HealthStream Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of HSTM →Funds holding
61
as of 2026-07-31
Reported value
$79.4M
summed across funds
Fund families
29
named trusts
Largest conviction
2.25%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Cambiar Small Cap FundADVISORS' INNER CIRCLE FUND55.6K sh$1.6M | 2.25% |
| First Eagle Small Cap Equity ETFFirst Eagle ETF Trust401 sh$11.2K | 0.60% |
| First Eagle Small Cap Opportunity FundFirst Eagle Funds537.5K sh$15.1M | 0.52% |
| Hartford Multifactor Small Cap ETFLattice Strategies Trust7.3K sh$204.9K | 0.33% |
| Eventide Small Cap ETFStrategy Shares4.1K sh$114.7K | 0.32% |
| Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust74K sh$2.1M | 0.21% |
| Pacer S&P SmallCap 600 Quality FCF Aristocrats ETFPacer Funds Trust121 sh$3.4K | 0.20% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust91.8K sh$2.6M | 0.19% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust5.9K sh$165.2K | 0.18% |
| Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST40.1K sh$1.1M | 0.17% |
| iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust10.2K sh$287.2K | 0.10% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust461 sh$12.9K | 0.07% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC297K sh$8.3M | 0.05% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC133.3K sh$3.7M | 0.05% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC9.4K sh$263.1K | 0.04% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC13.3K sh$372K | 0.04% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust58.2K sh$1.6M | 0.04% |
| SMALL-CAP GROWTH PROFUNDProFunds116 sh$3.3K | 0.04% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust188.8K sh$5.3M | 0.04% |
| SmallCap S&P 600 Index FundPrincipal Funds, Inc17.2K sh$482.8K | 0.04% |
| BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.10.7K sh$301.2K | 0.04% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust33.1K sh$927.8K | 0.03% |
| SMALL-CAP VALUE PROFUNDProFunds94 sh$2.6K | 0.03% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust95.6K sh$2.7M | 0.03% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC183.4K sh$5.1M | 0.03% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc1.7K sh$47.9K | 0.02% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust3.6K sh$100.9K | 0.02% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust100 sh$2.8K | 0.02% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC157.8K sh$4.4M | 0.02% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST58.1K sh$1.6M | 0.02% |
| Global X Russell 2000 ETFGLOBAL X FUNDS11.4K sh$320.5K | 0.02% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust259.8K sh$7.3M | 0.02% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds30.3K sh$850.3K | 0.02% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST2.6K sh$73.1K | 0.02% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust96.1K sh$2.7M | 0.02% |
| ULTRA SMALL CAP PROFUNDProFunds308 sh$8.6K | 0.01% |
| Fidelity MSCI Health Care Index ETFFIDELITY COVINGTON TRUST11.4K sh$319K | 0.01% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust8.7K sh$243.8K | 0.01% |
| Victory Extended Market Index FundVictory Portfolios III2.7K sh$75.2K | 0.01% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND71.5K sh$2M | 0.01% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds3.5K sh$98.3K | 0.01% |
| SMALL-CAP PROFUNDProFunds20 sh$560.8 | 0.01% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC11.3K sh$315.9K | 0.01% |
| Dimensional US Vector Equity ETFDimensional ETF Trust1.1K sh$30.7K | 0.01% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC14.9K sh$416.4K | 0.00% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust66.2K sh$1.9M | 0.00% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC3.4K sh$94.5K | 0.00% |
| SmallCap Value Fund IIPrincipal Funds, Inc1.6K sh$44K | 0.00% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC38.5K sh$1.1M | 0.00% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust1.8K sh$51.2K | 0.00% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust2.6K sh$71.8K | 0.00% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC28.2K sh$790.5K | 0.00% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust9.7K sh$272.9K | 0.00% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust5.5K sh$154.7K | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust8.9K sh$248.9K | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST16.8K sh$471.9K | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III133 sh$3.7K | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds1.6K sh$45.4K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds20.3K sh$570.3K | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust12.6K sh$354.7K | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust11 sh$308.4 | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on HSTM
Company overviewEverything on HSTM in one place, with the price.SEC filingsWhat HSTM's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat HSTM's own officers and directors buy and sell.Executive payWhat HSTM awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in HSTM.Who owns 5%Anyone crossing five per cent of HSTM.Federal contractsWhat federal agencies pay HSTM.PatentsWhat HSTM is filing at the patent office.