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, Q2 2021
Institutional positions in Healthstream Inc as of Jun 30, 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
- 147
- +7 vs. Q1 2021
- Shares held
- 23.0M
- −232.8K (−1.0%) vs. Q1 2021
- Total value
- $644.1M
- +$124.0M (+23.8%) vs. Q1 2021
- New holders
- 15
- 49 more added
- Sold out
- 8
- 52 more reduced
Compare with Q1 2021: 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 | $604.4M |
| Q1 2026 | 198 | $445.5M |
| Q4 2025 | 193 | $487.7M |
| Q3 2025 | 201 | $602.0M |
| Q2 2025 | 203 | $611.1M |
| Q1 2025 | 211 | $720.1M |
| Q4 2024 | 206 | $718.6M |
| Q3 2024 | 206 | $627.8M |
| Q2 2024 | 200 | $597.1M |
| Q1 2024 | 190 | $564.6M |
| Q4 2023 | 188 | $570.4M |
| Q3 2023 | 179 | $461.5M |
| Q2 2023 | 172 | $529.6M |
| Q1 2023 | 177 | $587.7M |
| Q4 2022 | 167 | $530.2M |
| Q3 2022 | 159 | $458.4M |
| Q2 2022 | 152 | $469.4M |
| Q1 2022 | 156 | $433.9M |
| Q4 2021 | 159 | $591.2M |
| Q3 2021 | 156 | $651.7M |
| Q2 2021 | 147 | $644.1M |
| Q1 2021 | 140 | $520.1M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 14 | $0 | 0.00% | +14 | New |
| Parkside Financial Bank & Trust | 6 | $0 | 0.00% | +6 | New |
| Meeder Asset Management Inc | 35 | $1.00K | 0.00% | +7+25.0% | Added |
| MCF Advisors LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 105 | $3.00K | 0.00% | +13+14.1% | Added |
| Simplex Trading, LLC | 138 | $3.00K | 0.00% | +100+263.2% | Added |
| Federated Hermes, Inc. | 112 | $3.00K | 0.00% | +112 | New |
| Advisor Group Holdings, Inc. | 211 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 283 | $8.00K | 0.00% | −61−17.7% | Reduced |
| Macquarie Group Ltd | 292 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 270 | $8.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 291 | $8.00K | 0.00% | +127+77.4% | Added |
| Sutton Wealth Advisors Inc. | 416 | $11.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 522 | $15.0K | 0.00% | +12+2.4% | Added |
| Parallel Advisors, LLC | 574 | $16.0K | 0.00% | +111+24.0% | Added |
| Tower Research Capital LLC (TRC) | 818 | $23.0K | 0.00% | −2,612−76.2% | Reduced |
| Berman Capital Advisors, LLC | 857 | $23.0K | 0.00% | +363+73.5% | Added |
| Lazard Asset Management LLC | 878 | $24.0K | 0.00% | −1,105−55.7% | Reduced |
| Nisa Investment Advisors, LLC | 950 | $27.0K | 0.00% | −520−35.4% | Reduced |
| Quantbot Technologies LP | 1,000 | $27.0K | 0.00% | +1,000 | New |
| The PNC Financial Services Group, Inc. | 1,140 | $33.0K | 0.00% | +18+1.6% | Added |
| Delta Asset Management LLC | 1,400 | $39.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,700 | $47.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,016 | $56.0K | 0.00% | +1,706+550.3% | Added |
| Ameritas Investment Partners, Inc. | 2,289 | $64.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,751 | $77.0K | 0.00% | −2,767−50.1% | Reduced |
| Captrust Financial Advisors | 3,179 | $89.0K | 0.00% | −5,584−63.7% | Reduced |
| Mutual of America Capital Management LLC | 3,588 | $100.0K | 0.00% | +223+6.6% | Added |
| Altshuler Shaham Ltd | 4,106 | $115.0K | 0.00% | +4,106 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $118.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,441 | $152.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,247 | $202.0K | 0.00% | +7,247 | New |
| Metropolitan Life Insurance Co | 8,323 | $232.5K | 0.00% | +489+6.2% | Added |
| ARGI Investment Services, LLC | 8,349 | $233.0K | 0.01% | +8,349 | New |
| Man Group plc | 8,675 | $242.0K | 0.00% | −3,678−29.8% | Reduced |
| State of Tennessee, Treasury Department | 8,981 | $251.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 9,126 | $255.0K | 0.04% | −1,877−17.1% | Reduced |
| Ensign Peak Advisors, Inc | 9,200 | $257.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 9,648 | $270.0K | 0.00% | +8,681+897.7% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $279.0K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 10,260 | $287.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 10,329 | $289.0K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,747 | $300.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,400 | $319.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 11,531 | $322.2K | 0.00% | −1,351−10.5% | Reduced |
| MetLife Investment Management | 12,016 | $335.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 12,065 | $337.0K | 0.00% | −10,482−46.5% | Reduced |
| Diversified Trust Co | 12,471 | $348.0K | 0.01% | +2,678+27.3% | Added |
| Amalgamated Bank | 12,464 | $348.0K | 0.00% | +12,464 | New |
| California Public Employees Retirement System | 12,900 | $360.0K | 0.00% | −39,900−75.6% | Reduced |
| Lee Danner & Bass Inc | 13,600 | $380.0K | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 13,995 | $391.0K | 0.00% | +13,995 | New |
| Citigroup Inc | 14,312 | $400.0K | 0.00% | +11,043+337.8% | Added |
| Manufacturers Life Insurance Company, The | 14,915 | $417.0K | 0.00% | −465−3.0% | Reduced |
| Millennium Management LLC | 14,915 | $417.0K | 0.00% | +14,915 | New |
| 6 Meridian | 15,941 | $445.0K | 0.04% | −195−1.2% | Reduced |
| Voya Investment Management LLC | 16,222 | $453.0K | 0.00% | +1,134+7.5% | Added |
| Martingale Asset Management L P | 16,212 | $454.0K | 0.01% | −700−4.1% | Reduced |
| New York State Teachers Retirement System | 16,327 | $456.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 16,354 | $457.0K | 0.00% | −6,260−27.7% | Reduced |
| American International Group, Inc. | 16,417 | $459.0K | 0.00% | −709−4.1% | Reduced |
| State Board of Administration of Florida Retirement System | 17,234 | $482.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 17,463 | $487.0K | 0.00% | +406+2.4% | Added |
| Texas Permanent School Fund | 18,809 | $526.0K | 0.01% | −14−0.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 18,882 | $528.0K | 0.01% | −2,331−11.0% | Reduced |
| DuPont Capital Management Corp | 18,917 | $529.0K | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 19,261 | $538.0K | 0.00% | −1,796−8.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,369 | $541.0K | 0.01% | −62−0.3% | Reduced |
| Zebra Capital Management LLC | 20,446 | $571.0K | 0.67% | −1,720−7.8% | Reduced |
| Thrivent Financial for Lutherans | 20,633 | $576.0K | 0.00% | −64−0.3% | Reduced |
| Great West Life Assurance Co | 21,206 | $592.0K | 0.00% | −1,617−7.1% | Reduced |
| Shell Asset Management Co | 23,513 | $657.0K | 0.01% | +1,270+5.7% | Added |
| STRS Ohio | 23,700 | $662.0K | 0.00% | +23,700 | New |
| Credit Suisse AG | 24,694 | $690.0K | 0.00% | −9,697−28.2% | Reduced |
| Comerica Bank | 23,630 | $701.0K | 0.00% | −2,199−8.5% | Reduced |
| Truist Financial Corp | 25,238 | $704.0K | 0.00% | +15,746+165.9% | Added |
| Victory Capital Management Inc | 25,910 | $724.0K | 0.00% | +3,605+16.2% | Added |
| UBS Asset Management Americas Inc | 26,858 | $750.4K | 0.00% | +1,887+7.6% | Added |
| Alliancebernstein L.P. | 29,790 | $832.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 30,628 | $856.0K | 0.00% | −48,024−61.1% | Reduced |
| Oberweis Asset Management Inc | 32,600 | $911.0K | 0.20% | +32,600 | New |
| Barclays PLC | 33,453 | $934.0K | 0.00% | −24,225−42.0% | Reduced |
| Gsa Capital Partners LLP | 34,243 | $957.0K | 0.11% | +34,243 | New |
| California State Teachers Retirement System | 34,916 | $976.0K | 0.00% | −3,977−10.2% | Reduced |
| Prudential Financial Inc | 36,374 | $1.02M | 0.00% | +7,070+24.1% | Added |
| First Quadrant L P | 38,000 | $1.06M | 0.12% | −23,424−38.1% | Reduced |
| Summit Global Investments | 39,200 | $1.09M | 0.07% | −111−0.3% | Reduced |
| Tudor Investment Corp Et Al | 39,471 | $1.10M | 0.02% | +12,771+47.8% | Added |
| Two Sigma Investments, LP | 41,987 | $1.17M | 0.00% | +14,680+53.8% | Added |
| Exchange Traded Concepts, LLC | 43,939 | $1.23M | 0.04% | +4,188+10.5% | Added |
| Wells Fargo & Company | 46,109 | $1.29M | 0.00% | −8,957−16.3% | Reduced |
| Capital Impact Advisors, LLC | 46,764 | $1.31M | 0.42% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 50,737 | $1.42M | 0.00% | +20,324+66.8% | Added |
| Public Sector Pension Investment Board | 51,579 | $1.44M | 0.01% | −670−1.3% | Reduced |
| Los Angeles Capital Management LLC | 55,685 | $1.56M | 0.01% | −28,662−34.0% | Reduced |
| Swiss National Bank | 55,900 | $1.56M | 0.00% | −5,600−9.1% | Reduced |
| AQR Capital Management LLC | 59,126 | $1.65M | 0.00% | −33,535−36.2% | Reduced |