Healthstream Inc
HSTM- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001095565
In the last 90 days, Healthstream Inc insiders filed 0 open-market purchases and 2 sales; 219 institutions reported holding it in 13F filings for Q2 2026, worth $620.6M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Healthstream Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 219
- +24 vs. Q1 2026
- Shares held
- 22.8M
- +1.31M (+6.1%) vs. Q1 2026
- Total value
- $620.6M
- +$175.5M (+39.4%) vs. Q1 2026
- New holders
- 44
- 79 more added
- Sold out
- 20
- 62 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HSTM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 219 | $620.6M |
| Q1 2026 | 198 | $445.5M |
| Q4 2025 | 193 | $487.7M |
| Q3 2025 | 201 | $615.7M |
| Q2 2025 | 203 | $612.6M |
| Q1 2025 | 211 | $721.0M |
| Q4 2024 | 206 | $718.8M |
| Q3 2024 | 206 | $629.4M |
| Q2 2024 | 200 | $598.4M |
| Q1 2024 | 190 | $584.9M |
| Q4 2023 | 188 | $584.7M |
| Q3 2023 | 179 | $464.6M |
| Q2 2023 | 172 | $529.6M |
| Q1 2023 | 177 | $591.0M |
| Q4 2022 | 167 | $530.2M |
| Q3 2022 | 159 | $458.6M |
| Q2 2022 | 152 | $469.5M |
| Q1 2022 | 156 | $434.0M |
| Q4 2021 | 159 | $592.5M |
| Q3 2021 | 156 | $651.7M |
| Q2 2021 | 147 | $644.1M |
| Q1 2021 | 140 | $520.2M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,080,144 | $111.2M | 0.00% | +228,215+5.9% | Added |
| Dimensional Fund Advisors LP | 1,557,981 | $42.5M | 0.01% | +101,938+7.0% | Added |
| Copeland Capital Management, LLC | 1,248,384 | $34.0M | 0.70% | −28,355−2.2% | Reduced |
| First Eagle Investment Management, LLC | 1,183,796 | $32.3M | 0.03% | +758,098+178.1% | Added |
| Vanguard Capital Management LLC | 1,045,298 | $28.5M | 0.00% | −2,629−0.3% | Reduced |
| State Street Corp | 1,004,170 | $27.4M | 0.00% | +8,613+0.9% | Added |
| Vanguard Portfolio Management LLC | 880,543 | $24.0M | 0.00% | −41,303−4.5% | Reduced |
| Two Sigma Investments, LP | 805,584 | $22.0M | 0.02% | −38,836−4.6% | Reduced |
| Geode Capital Management, LLC | 779,219 | $21.2M | 0.00% | +64,472+9.0% | Added |
| Goldman Sachs Group Inc | 665,917 | $18.1M | 0.00% | +391,459+142.6% | Added |
| JPMorgan Chase & Co | 635,565 | $17.2M | 0.00% | +181,827+40.1% | Added |
| Acadian Asset Management LLC | 571,823 | $15.6M | 0.02% | +223,093+64.0% | Added |
| Arrowstreet Capital, Limited Partnership | 433,651 | $11.8M | 0.01% | +55,706+14.7% | Added |
| Renaissance Technologies LLC | 423,000 | $11.5M | 0.02% | −54,848−11.5% | Reduced |
| Morgan Stanley | 382,954 | $10.4M | 0.00% | +13,968+3.8% | Added |
| Northern Trust Corp | 379,711 | $10.3M | 0.00% | +18,034+5.0% | Added |
| Creative Planning | 285,852 | $7.79M | 0.00% | +67,666+31.0% | Added |
| Lazard Asset Management LLC | 240,950 | $6.57M | 0.01% | +83,742+53.3% | Added |
| AQR Capital Management LLC | 240,232 | $6.55M | 0.00% | +181,390+308.3% | Added |
| Charles Schwab Investment Management Inc | 237,710 | $6.48M | 0.00% | −27,934−10.5% | Reduced |
| Bank of New York Mellon Corp | 227,493 | $6.20M | 0.00% | +3,856+1.7% | Added |
| Kennedy Capital Management, Inc. | 191,504 | $5.22M | 0.09% | −3,737−1.9% | Reduced |
| Nuveen, LLC | 189,904 | $5.17M | 0.00% | +138,153+267.0% | Added |
| Envestnet Asset Management Inc | 189,539 | $5.16M | 0.00% | −10,092−5.1% | Reduced |
| FMR LLC | 166,812 | $4.55M | 0.00% | −8,338−4.8% | Reduced |
| SEI Investments Co | 157,794 | $4.30M | 0.00% | +11,394+7.8% | Added |
| Vanguard Fiduciary Trust Co | 156,225 | $4.26M | 0.00% | −5,069−3.1% | Reduced |
| Principal Financial Group Inc | 152,870 | $4.17M | 0.00% | +488+0.3% | Added |
| UBS Group AG | 150,118 | $4.09M | 0.00% | +38,298+34.2% | Added |
| Herald Investment Management Ltd | 150,000 | $4.08M | 0.55% | 00.0% | Unchanged |
| Man Group plc | 142,907 | $3.89M | 0.01% | +132,015+1,212.0% | Added |
| Jacobs Levy Equity Management, Inc | 136,688 | $3.72M | 0.01% | −151,491−52.6% | Reduced |
| Crawford Investment Counsel Inc | 127,003 | $3.46M | 0.06% | +127,003 | New |
| Bank of America Corp | 122,914 | $3.35M | 0.00% | −8,649−6.6% | Reduced |
| Millennium Management LLC | 121,342 | $3.31M | 0.00% | −54,288−30.9% | Reduced |
| Public Sector Pension Investment Board | 104,374 | $2.84M | 0.01% | −3,062−2.9% | Reduced |
| Panagora Asset Management Inc | 98,152 | $2.67M | 0.01% | −117,077−54.4% | Reduced |
| Connors Investor Services Inc | 97,391 | $2.65M | 0.23% | −728−0.7% | Reduced |
| Ameriprise Financial Inc | 95,127 | $2.59M | 0.00% | −1,852−1.9% | Reduced |
| Invesco Ltd. | 84,476 | $2.30M | 0.00% | −93,203−52.5% | Reduced |
| Pinnacle Financial Partners, Inc. | 83,597 | $2.28M | 0.02% | +600+0.7% | Added |
| Russell Investments Group, Ltd. | 82,156 | $2.24M | 0.00% | +26,093+46.5% | Added |
| Royal Bank of Canada | 80,925 | $2.21M | 0.00% | +660+0.8% | Added |
| Stifel Financial Corp | 79,196 | $2.16M | 0.00% | −1,440−1.8% | Reduced |
| Engineers Gate Manager LP | 77,048 | $2.10M | 0.03% | −11,710−13.2% | Reduced |
| Quantinno Capital Management LP | 75,514 | $2.06M | 0.00% | +25,345+50.5% | Added |
| Cerity Partners LLC | 73,617 | $2.01M | 0.00% | +2,912+4.1% | Added |
| Globeflex Capital L P | 72,988 | $1.99M | 0.25% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 72,818 | $1.98M | 0.01% | −78,365−51.8% | Reduced |
| Numerai GP LLC | 69,534 | $1.89M | 0.15% | −54,093−43.8% | Reduced |
| Cambiar Investors LLC | 67,694 | $1.84M | 0.08% | +465+0.7% | Added |
| Campbell & CO Investment Adviser LLC | 66,601 | $1.81M | 0.10% | +3,368+5.3% | Added |
| Victory Capital Management Inc | 63,400 | $1.73M | 0.00% | +26,100+70.0% | Added |
| Legal & General Group Plc | 58,272 | $1.59M | 0.00% | −715−1.2% | Reduced |
| Rhumbline Advisers | 57,487 | $1.57M | 0.00% | −8,869−13.4% | Reduced |
| Kornitzer Capital Management Inc | 54,132 | $1.48M | 0.03% | −1,825−3.3% | Reduced |
| American Century Companies Inc | 53,037 | $1.45M | 0.00% | +6,826+14.8% | Added |
| Am Investment Strategies LLC | 52,738 | $1.44M | 0.28% | −5,000−8.7% | Reduced |
| Bridge City Capital, LLC | 51,765 | $1.41M | 0.32% | −1,684−3.2% | Reduced |
| KLP Kapitalforvaltning AS | 50,100 | $1.37M | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 48,727 | $1.33M | 0.00% | +5,995+14.0% | Added |
| Swiss National Bank | 47,200 | $1.29M | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 43,839 | $1.19M | 0.03% | +43,839 | New |
| Martingale Asset Management L P | 37,703 | $1.03M | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 36,903 | $1.01M | 0.00% | −6,482−14.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 35,480 | $966.8K | 0.02% | −22,564−38.9% | Reduced |
| Price T Rowe Associates Inc | 32,836 | $895.0K | 0.00% | +3,300+11.2% | Added |
| Marshall Wace, LLP | 32,376 | $882.2K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 32,254 | $878.9K | 0.01% | +382+1.2% | Added |
| Prudential Financial Inc | 29,533 | $804.8K | 0.00% | +5,080+20.8% | Added |
| SG Americas Securities, LLC | 28,185 | $768.0K | 0.00% | −11,613−29.2% | Reduced |
| Cetera Investment Advisers | 26,701 | $727.6K | 0.00% | −2,985−10.1% | Reduced |
| EntryPoint Capital, LLC | 26,218 | $714.4K | 0.17% | +5,436+26.2% | Added |
| Neuberger Berman Group LLC | 26,001 | $708.5K | 0.00% | +5,675+27.9% | Added |
| UBS Asset Management Americas Inc | 25,602 | $697.7K | 0.00% | −2,583−9.2% | Reduced |
| Deutsche Bank AG | 25,506 | $695.0K | 0.00% | +4,598+22.0% | Added |
| Pathstone Holdings, LLC | 25,160 | $685.6K | 0.00% | +25,160 | New |
| CWM Advisors, LLC | 25,050 | $682.6K | 0.03% | +248+1.0% | Added |
| California State Teachers Retirement System | 21,764 | $593.1K | 0.00% | +833+4.0% | Added |
| Toroso Investments, LLC | 21,084 | $574.5K | 0.00% | +21,084 | New |
| GAMMA Investing LLC | 20,610 | $561.6K | 0.02% | +3,809+22.7% | Added |
| New York State Common Retirement Fund | 20,506 | $558.8K | 0.00% | 00.0% | Unchanged |
| Amundi | 20,371 | $555.1K | 0.00% | +4,680+29.8% | Added |
| Wells Fargo & Company | 20,292 | $553.0K | 0.00% | +11,341+126.7% | Added |
| Callan Family Office, LLC | 20,272 | $552.4K | 0.01% | +6,397+46.1% | Added |
| Formidable Asset Management, LLC | 19,479 | $530.8K | 0.08% | +19,479 | New |
| Graham Capital Management, L.P. | 19,410 | $528.9K | 0.01% | +19,410 | New |
| VARCOV Co. | 18,956 | $516.6K | 0.20% | +18,956 | New |
| Voya Investment Management LLC | 18,120 | $493.8K | 0.00% | −3,133−14.7% | Reduced |
| Alliancebernstein L.P. | 23,300 | $482.5K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 17,361 | $473.1K | 0.00% | +5,542+46.9% | Added |
| Diversified Trust Co | 16,868 | $459.7K | 0.01% | +3,151+23.0% | Added |
| STRS Ohio | 16,700 | $455.1K | 0.00% | +3,000+21.9% | Added |
| Los Angeles Capital Management LLC | 16,025 | $436.7K | 0.00% | +15,815+7,531.0% | Added |
| Thrivent Financial for Lutherans | 15,348 | $418.0K | 0.00% | −494−3.1% | Reduced |
| Vanguard Asset Management, Ltd | 14,885 | $405.6K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,705 | $400.7K | 0.00% | +2,018+15.9% | Added |
| MetLife Investment Management | 14,577 | $397.2K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 14,489 | $394.8K | 0.00% | +2,118+17.1% | Added |
| Great West Life Assurance Co | 14,360 | $391.0K | 0.00% | −4,653−24.5% | Reduced |