Skip to main content
Equibles
HSTM logo

HSTM · Healthstream Inc · Held by Funds

Track HSTM — free

Use HSTM with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research HSTM.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$33.63 -0.55 (-1.60%) Q2 2026 earnings call transcript
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$999.42M
Shares
29.24M
Volume · Oct 28 175.71K Avg daily vol (3M) 195.33K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of HSTM by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 20.64% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.06% 1,185,693
Index ETFs 16.58% 4,848,109
Active ETFs 3.24% 948,037
Active funds 8.99% 2,628,329
Unclassified 0.31% 89,981
All registered funds 33.17% 9,700,149
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding HSTM

260 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 1,408,411 $38,379,200 0.03%
VANGUARD TOTAL STOCK MARKET INDEX FUND 751,138 $20,468,511 0.00%
iShares Russell 2000 ETF 628,061 $17,114,662 0.02%
First Eagle Small Cap Opportunity Fund 537,456 $15,070,266 0.52%
U.S. Targeted Value Portfolio 296,976 $8,327,207 0.05%
VANGUARD EXTENDED MARKET INDEX FUND 268,944 $7,328,724 0.01%
Fidelity Small Cap Index Fund 259,837 $7,285,829 0.02%
JPMorgan Small & Mid Cap Enhanced Equity ETF 240,090 $6,542,453 0.23%
iShares Russell 2000 Value ETF 223,769 $6,097,705 0.04%
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND 215,462 $5,871,340 0.19%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 210,330 $5,731,493 0.03%
Dimensional U.S. Targeted Value ETF 188,817 $5,294,429 0.04%
U.S. SMALL CAP VALUE PORTFOLIO 183,383 $5,142,059 0.03%
U.S. SMALL CAP PORTFOLIO 157,793 $4,424,516 0.02%
VANGUARD TAX-MANAGED SMALL-CAP FUND 158,901 $4,330,052 0.04%
Fidelity Enhanced Small Cap Core ETF 138,170 $3,765,133 0.07%
U.S. MICRO CAP PORTFOLIO 133,302 $3,737,788 0.05%
Fidelity Extended Market Index Fund 117,518 $3,413,898 0.01%
JPMorgan U.S. Small Company Fund 120,421 $3,281,472 0.29%
Schwab U.S. Small-Cap ETF 112,184 $3,258,945 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 122,021 $3,046,864 0.02%
iShares S&P Small-Cap 600 Growth ETF 107,587 $2,931,746 0.04%
iShares S&P Small-Cap 600 Value ETF 99,253 $2,704,644 0.03%
Dimensional U.S. Small Cap ETF 96,088 $2,694,308 0.02%
Dimensional US Small Cap Value ETF 95,567 $2,679,699 0.03%
Goldman Sachs Small Cap Value Insights Fund 91,816 $2,574,521 0.19%
Strategic Advisers Fidelity U.S. Total Stock Fund 86,622 $2,516,369 0.00%
CRAWFORD SMALL CAP DIVIDEND FUND 89,353 $2,434,869 0.64%
iShares Micro-Cap ETF 79,958 $2,178,856 0.14%
Goldman Sachs Small Cap Equity Insights Fund 74,038 $2,076,026 0.21%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 82,697 $2,064,944 0.04%
WisdomTree U.S. SmallCap Dividend Fund 74,853 $2,039,744 0.09%
VANGUARD EXPLORER FUND 71,509 $2,005,112 0.01%
Strategic Advisers U.S. Total Stock Fund 67,443 $1,959,219 0.00%
Dimensional U.S. Core Equity 2 ETF 66,176 $1,855,575 0.00%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 65,567 $1,786,701 0.04%
VANGUARD HEALTH CARE INDEX FUND 71,524 $1,785,954 0.01%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF 64,054 $1,745,472 0.03%
iShares U.S. Small-Cap Equity Factor ETF 58,219 $1,632,461 0.04%
Schwab Small-Cap Index Fund 58,092 $1,628,900 0.02%
Cambiar Small Cap Fund 55,600 $1,559,024 2.25%
SMALL COMPANY GROWTH PORTFOLIO 56,019 $1,526,518 0.09%
Buffalo Early Stage Growth Fund 53,886 $1,468,394 1.95%
Fidelity Total Market Index Fund 45,134 $1,311,143 0.00%
SPDR(R) S & P 600 Small Cap ETF 45,303 $1,227,711 0.07%
SIIT U.S. MANAGED VOLATILITY FUND 47,462 $1,185,126 0.31%
Avantis U.S. Small Cap Equity ETF 47,301 $1,181,106 0.04%
Master Small Cap Index Series 42,266 $1,151,749 0.02%
iShares U.S. Healthcare Providers ETF 41,529 $1,131,665 0.10%
Schwab Small-Cap Equity Fund 40,085 $1,123,983 0.17%
Showing 1–50 of 260 positions
Key facts CIK 1095565 CUSIP 42222N103 13F (30d) 44 filings 39 filers Visit website Investor relations