HSTM · Healthstream Inc
$29.53
+0.68 (+2.36%)
At close · Jul 29
Market Cap
$862.72M
Shares
29.22M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding HSTM
253 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | — | 1,423,639 | $29,483,564 | 0.03% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 751,138 | $15,556,068 | 0.00% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 588,450 | $12,186,800 | 0.02% | Long | 2026-03-31 | |
| First Eagle Small Cap Opportunity Fund | — | 375,020 | $7,785,415 | 0.35% | Long | 2026-04-30 | |
| U.S. Targeted Value Portfolio | — | 296,976 | $6,165,222 | 0.04% | Long | 2026-04-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 271,291 | $5,618,437 | 0.01% | Long | 2026-03-31 | |
| Fidelity Small Cap Index Fund | — | 234,105 | $4,860,020 | 0.01% | Long | 2026-04-30 | |
| JPMorgan Small & Mid Cap Enhanced Equity ETF | — | 230,533 | $4,774,338 | 0.20% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | — | 218,953 | $4,534,517 | 0.03% | Long | 2026-03-31 | |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND | — | 215,462 | $4,462,218 | 0.18% | Long | 2026-03-31 | |
| Dimensional U.S. Targeted Value ETF | — | 188,220 | $3,907,447 | 0.03% | Long | 2026-04-30 | |
| VANGUARD TAX-MANAGED SMALL-CAP FUND | — | 158,901 | $3,290,840 | 0.03% | Long | 2026-03-31 | |
| U.S. SMALL CAP PORTFOLIO | — | 157,793 | $3,275,783 | 0.02% | Long | 2026-04-30 | |
| Fidelity Extended Market Index Fund | — | 129,643 | $3,237,186 | 0.01% | Long | 2026-05-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 122,021 | $3,046,864 | 0.02% | Long | 2026-05-31 | |
| Fidelity Enhanced Small Cap ETF | — | 138,013 | $2,858,249 | 0.07% | Long | 2026-03-31 | |
| U.S. SMALL CAP VALUE PORTFOLIO | — | 136,853 | $2,841,068 | 0.02% | Long | 2026-04-30 | |
| Schwab U.S. Small-Cap ETF | — | 113,606 | $2,836,742 | 0.01% | Long | 2026-05-31 | |
| U.S. MICRO CAP PORTFOLIO | — | 133,302 | $2,767,350 | 0.04% | Long | 2026-04-30 | |
| iShares Russell 2000 Value ETF | — | 123,536 | $2,558,431 | 0.02% | Long | 2026-03-31 | |
| iShares S&P Small-Cap 600 Value ETF | — | 114,947 | $2,380,552 | 0.03% | Long | 2026-03-31 | |
| iShares S&P Small-Cap 600 Growth ETF | — | 105,132 | $2,177,284 | 0.03% | Long | 2026-03-31 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 82,697 | $2,064,944 | 0.04% | Long | 2026-05-31 | |
| Invenomic Fund | — | 94,474 | $1,961,280 | 0.20% | Long | 2026-04-30 | |
| Dimensional U.S. Small Cap ETF | — | 94,367 | $1,959,059 | 0.01% | Long | 2026-04-30 | |
| Dimensional US Small Cap Value ETF | — | 90,137 | $1,871,244 | 0.02% | Long | 2026-04-30 | |
| Strategic Advisers Fidelity U.S. Total Stock Fund | — | 72,884 | $1,819,913 | 0.00% | Long | 2026-05-31 | |
| VANGUARD HEALTH CARE INDEX FUND | — | 71,524 | $1,785,954 | 0.01% | Long | 2026-05-31 | |
| iShares Russell 2000 Growth ETF | — | 84,157 | $1,742,891 | 0.01% | Long | 2026-03-31 | |
| SMALL COMPANY GROWTH PORTFOLIO | — | 83,183 | $1,722,720 | 0.13% | Long | 2026-03-31 | |
| WisdomTree U.S. SmallCap Dividend Fund | — | 75,203 | $1,557,454 | 0.08% | Long | 2026-03-31 | |
| VANGUARD EXPLORER FUND | — | 71,509 | $1,484,527 | 0.01% | Long | 2026-04-30 | |
| Dimensional U.S. Core Equity 2 ETF | — | 66,176 | $1,373,814 | 0.00% | Long | 2026-04-30 | |
| Strategic Advisers U.S. Total Stock Fund | — | 54,133 | $1,351,701 | 0.00% | Long | 2026-05-31 | |
| Cambiar Small Cap Fund | — | 63,900 | $1,326,564 | 1.91% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | — | 63,894 | $1,323,245 | 0.03% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | — | 63,637 | $1,317,922 | 0.03% | Long | 2026-03-31 | |
| iShares Micro-Cap ETF | — | 60,018 | $1,242,973 | 0.10% | Long | 2026-03-31 | |
| SIIT U.S. MANAGED VOLATILITY FUND | — | 47,462 | $1,185,126 | 0.31% | Long | 2026-05-31 | |
| Avantis U.S. Small Cap Equity ETF | — | 47,301 | $1,181,106 | 0.04% | Long | 2026-05-31 | |
| Buffalo Early Stage Growth Fund | — | 55,711 | $1,153,775 | 1.88% | Long | 2026-03-31 | |
| Fidelity Total Market Index Fund | — | 45,170 | $1,127,895 | 0.00% | Long | 2026-05-31 | |
| iShares U.S. Small-Cap Equity Factor ETF | — | 52,637 | $1,092,744 | 0.03% | Long | 2026-04-30 | |
| JPMorgan U.S. Small Company Fund | — | 52,510 | $1,087,482 | 0.12% | Long | 2026-03-31 | |
| Schwab Small-Cap Index Fund | — | 51,369 | $1,066,420 | 0.01% | Long | 2026-04-30 | |
| Fidelity Series Total Market Index Fund | — | 35,890 | $896,173 | 0.00% | Long | 2026-05-31 | |
| Columbia Small Cap Index Fund | — | 35,430 | $884,687 | 0.03% | Long | 2026-05-31 | |
| U.S. CORE EQUITY 2 PORTFOLIO | — | 38,482 | $798,886 | 0.00% | Long | 2026-04-30 | |
| Horizon Multi-Factor Small/Mid Cap Fund | — | 31,799 | $794,021 | 0.11% | Long | 2026-05-31 | |
| JNL Small Cap Index Fund | — | 37,706 | $780,891 | 0.03% | Long | 2026-03-31 |
Showing 1–50 of 253 positions
Key facts
CIK
1095565
CUSIP
42222N103
13F (30d)
43 filings
43 filers
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