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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 $604.4M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Healthstream Inc as of Mar 31, 2021. 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
140
No complete 13F data for Q4 2020
Shares held
23.3M
No complete 13F data for Q4 2020
Total value
$520.1M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 140 institutions
Q1 2021: 140 institutionsQ2 2021: 147 institutionsQ3 2021: 156 institutionsQ4 2021: 159 institutionsQ1 2022: 156 institutionsQ2 2022: 152 institutionsQ3 2022: 159 institutionsQ4 2022: 167 institutionsQ1 2023: 177 institutionsQ2 2023: 172 institutionsQ3 2023: 179 institutionsQ4 2023: 188 institutionsQ1 2024: 190 institutionsQ2 2024: 200 institutionsQ3 2024: 206 institutionsQ4 2024: 206 institutionsQ1 2025: 211 institutionsQ2 2025: 203 institutionsQ3 2025: 201 institutionsQ4 2025: 193 institutionsQ1 2026: 198 institutionsQ2 2026: 219 institutions
Value heldQ1 2021: $520.1M
Q1 2021: $520.1MQ2 2021: $644.1MQ3 2021: $651.7MQ4 2021: $591.2MQ1 2022: $433.9MQ2 2022: $469.4MQ3 2022: $458.4MQ4 2022: $530.2MQ1 2023: $587.7MQ2 2023: $529.6MQ3 2023: $461.5MQ4 2023: $570.4MQ1 2024: $564.6MQ2 2024: $597.1MQ3 2024: $627.8MQ4 2024: $718.6MQ1 2025: $720.1MQ2 2025: $611.1MQ3 2025: $602.0MQ4 2025: $487.7MQ1 2026: $445.5MQ2 2026: $604.4M
Institutions holding HSTM and their total value by quarter
QuarterHoldersValue
Q2 2026219$604.4M
Q1 2026198$445.5M
Q4 2025193$487.7M
Q3 2025201$602.0M
Q2 2025203$611.1M
Q1 2025211$720.1M
Q4 2024206$718.6M
Q3 2024206$627.8M
Q2 2024200$597.1M
Q1 2024190$564.6M
Q4 2023188$570.4M
Q3 2023179$461.5M
Q2 2023172$529.6M
Q1 2023177$587.7M
Q4 2022167$530.2M
Q3 2022159$458.4M
Q2 2022152$469.4M
Q1 2022156$433.9M
Q4 2021159$591.2M
Q3 2021156$651.7M
Q2 2021147$644.1M
Q1 2021140$520.1M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Healthstream Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HSTM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Simplex Trading, LLC38$00.00%––
HHM Wealth Advisors, LLC21$00.00%––
Sofos Investments, Inc.7$1630.00%––
Meeder Asset Management Inc28$1.00K0.00%––
MCF Advisors LLC41$1.00K0.00%––
Harbour Investments, Inc.110$2.00K0.00%––
Versant Capital Management, Inc92$2.00K0.00%––
American Portfolios Advisors100$2.23K0.00%––
US Bancorp164$4.00K0.00%––
Advisor Group Holdings, Inc.211$4.00K0.00%––
Sterling Financial Planning, Inc.200$4.00K0.00%––
Smith Asset Management Group LP270$6.00K0.00%––
Macquarie Group Ltd292$7.00K0.00%––
Royal Bank of Canada310$8.00K0.00%––
TCI Wealth Advisors, Inc.344$8.00K0.00%––
Sutton Wealth Advisors Inc.416$9.29K0.00%––
Parallel Advisors, LLC463$10.0K0.00%––
Signaturefd, LLC510$11.0K0.00%––
Berman Capital Advisors, LLC494$11.0K0.00%––
Eaton Vance Management967$22.0K0.00%––
The PNC Financial Services Group, Inc.1,122$25.0K0.00%––
Delta Asset Management LLC1,400$31.0K0.00%––
Nisa Investment Advisors, LLC1,470$33.0K0.00%––
Johnson Financial Group, Inc.1,700$38.0K0.00%––
Lazard Asset Management LLC1,983$44.0K0.00%––
Ameritas Investment Partners, Inc.2,289$51.0K0.00%––
KBC Group NV2,630$59.0K0.00%––
Citigroup Inc3,269$73.0K0.00%––
Mutual of America Capital Management LLC3,365$75.0K0.00%––
Tower Research Capital LLC (TRC)3,430$76.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)4,232$95.0K0.00%––
SG Americas Securities, LLC4,709$105.0K0.00%––
Teachers Retirement System of the State of Kentucky5,441$122.0K0.00%––
Metropolitan Life Insurance Co7,834$175.0K0.00%––
Captrust Financial Advisors8,763$196.0K0.00%––
State of Tennessee, Treasury Department8,981$201.0K0.00%––
Ensign Peak Advisors, Inc9,200$206.0K0.00%––
Truist Financial Corp9,492$212.0K0.00%––
Diversified Trust Co9,793$219.0K0.01%––
NJ State Employees Deferred Compensation Plan10,000$223.0K0.03%––
Public Employees Retirement System of Ohio10,260$229.0K0.00%––
Oregon Public Employees Retirement Fund10,329$231.0K0.00%––
Allianz Asset Management GmbH10,747$240.0K0.00%––
Aigen Investment Management, LP11,003$246.0K0.03%––
Louisiana State Employees Retirement System11,400$255.0K0.01%––
Harel Insurance Investments & Financial Services Ltd.5,518$268.0K0.01%––
MetLife Investment Management12,016$268.4K0.00%––
Man Group plc12,353$276.0K0.00%––
BNP Paribas Arbitrage, SA12,882$287.8K0.00%––
Marshall Wace, LLP13,218$295.0K0.00%––
Lee Danner & Bass Inc13,600$304.0K0.03%––
SEI Investments Co15,171$308.0K0.00%––
Bridgeway Capital Management, LLC14,700$328.0K0.01%––
Voya Investment Management LLC15,088$337.0K0.00%––
ExodusPoint Capital Management, LP15,200$340.0K0.01%––
Manufacturers Life Insurance Company, The15,380$344.0K0.00%––
6 Meridian16,136$360.0K0.03%––
New York State Teachers Retirement System16,327$365.0K0.00%––
Martingale Asset Management L P16,912$379.0K0.00%––
State of Alaska, Department of Revenue17,057$381.0K0.00%––
American International Group, Inc.17,126$383.0K0.00%––
State Board of Administration of Florida Retirement System17,234$385.0K0.00%––
Engineers Gate Manager LP18,394$411.0K0.02%––
Texas Permanent School Fund18,823$421.0K0.01%––
DuPont Capital Management Corp18,917$423.0K0.01%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys19,431$434.0K0.01%––
Thrivent Financial for Lutherans20,697$462.0K0.00%––
Royce & Associates LP21,057$470.0K0.00%––
Susquehanna Fundamental Investments, LLC21,213$474.0K0.01%––
Zebra Capital Management LLC22,166$495.0K0.54%––
Shell Asset Management Co22,243$497.0K0.01%––
Victory Capital Management Inc22,305$499.0K0.00%––
UBS Group AG22,547$503.0K0.00%––
Price T Rowe Associates Inc22,614$505.0K0.00%––
Great West Life Assurance Co22,823$509.0K0.00%––
UBS Asset Management Americas Inc24,971$557.9K0.00%––
Comerica Bank25,829$578.0K0.00%––
Tudor Investment Corp Et Al26,700$596.0K0.01%––
Two Sigma Investments, LP27,307$610.0K0.00%––
Prudential Financial Inc29,304$655.0K0.00%––
Alliancebernstein L.P.29,790$666.0K0.00%––
JPMorgan Chase & Co30,413$681.0K0.00%––
Credit Suisse AG34,391$768.0K0.00%––
California State Teachers Retirement System38,893$869.0K0.00%––
Summit Global Investments39,311$878.0K0.06%––
Exchange Traded Concepts, LLC39,751$888.0K0.03%––
Two Sigma Advisers, LP41,300$923.0K0.00%––
Capital Impact Advisors, LLC46,764$1.04M0.37%––
Public Sector Pension Investment Board52,249$1.17M0.01%––
California Public Employees Retirement System52,800$1.18M0.00%––
Wells Fargo & Company55,066$1.23M0.00%––
Heartland Advisors Inc55,058$1.23M0.08%––
Barclays PLC57,678$1.29M0.00%––
First Quadrant L P61,424$1.37M0.15%––
Swiss National Bank61,500$1.37M0.00%––
Kornitzer Capital Management Inc62,700$1.40M0.02%––
New York State Common Retirement Fund63,835$1.43M0.00%––
Citadel Advisors LLC68,104$1.52M0.00%––
Legal & General Group Plc77,005$1.72M0.00%––
Bank of America Corp78,652$1.76M0.00%––