HealthStream, Inc. (HSTM)Copeland Capital Management, LLC added to its stake +51K shares

888K

Shares reported · +51K vs prior quarter

0.46%

Disclosed portfolio weight

$20.5M

Reported value

Holdings as of

Dec 31, 2025

Filed

Jan 29, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

What came next

1. Feb 23, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors (and 1 more item)
2. Mar 13, 2026Company filing · Form 8-K · Material agreement, Other newsSigned an important agreement, and reported other company news
3. May 4, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors (and 1 more item)
4. May 4, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“of Certain Officers Promotion of Michael M. Collier As disclosed by HealthStream, Inc. (the “Company”) in a press release issued on May 4, 2026, announcing the Company’s results of operations for the three months ended March 31, 2026, Michael M. Collier has been promoted to the Company’s Chief Operating Officer and Executive Vice President from his prior role as the Company’s EVP, Corporate Strategy, Development &…”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for HealthStream, Inc.

For HealthStream, Inc., OQRO holds 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its HSTM page.

How this filing works

• SEC Form 13F

Other disclosures at HealthStream, Inc.

• SEC Form 13F-HRAug 4, 2026
• SEC Form 13F-HRMay 6, 2026
• SEC Form 13F-HROct 17, 2025
• SEC Form 4Aug 27, 2025
• SEC Form 13F-HRAug 12, 2025
• SEC Form 13F-HRJul 21, 2025

Everything OQRO holds on this company is on its HSTM page.