Question 1

How many shares of HSTM does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 285,852 shares of HSTM (HEALTHSTREAM INC).

Question 2

What is Creative Planning's HSTM position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's HSTM position is worth $7.8M.

Question 3

Is Creative Planning buying or selling HSTM?

Accepted Answer

In 2026-Q2, Creative Planning increased their HSTM position (+31.0% change in shares).

Question 4

When did Creative Planning first buy HSTM?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in HSTM in 2023-Q4. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	285,852	+31.0%	$7.8M	0.0%	$27.22	35
2026-Q1	Increased	218,186	+268.2%	$4.5M	0.0%	$20.65	43
2025-Q4	Increased	59,262	+73.9%	$1.4M	0.0%	$22.97	38
2025-Q3	Increased	34,077	+170.2%	$962,334	0.0%	$28.08	40
2025-Q2	Decreased	12,611	-45.9%	$348,946	0.0%	$27.48	0
2025-Q1	Decreased	23,325	-8.8%	$750,587	0.0%	$31.93	0
2024-Q4	Increased	25,561	+61.3%	$812,840	0.0%	$31.52	36
2024-Q3	Increased	15,844	+51.2%	$456,941	0.0%	$28.56	33
2024-Q2	Increased	10,476	+21.4%	$292,280	0.0%	$27.60	28
2024-Q1	Increased	8,627	+9.3%	$229,996	0.0%	$26.35	25
2023-Q4	New	7,891	-	$213,293	0.0%	$26.69	32

HSTM11 quarters

HSTM
11 quarters