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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 59,153 | $1.65M | 0.00% | −17,852−23.2% | Reduced |
| New York State Common Retirement Fund | 66,431 | $1.86M | 0.00% | +2,596+4.1% | Added |
| Kornitzer Capital Management Inc | 67,100 | $1.88M | 0.03% | +4,400+7.0% | Added |
| Am Investment Strategies LLC | 71,693 | $2.00M | 0.52% | −70,055−49.4% | Reduced |
| Eversept Partners, LP | 77,812 | $2.17M | 0.20% | +77,812 | New |
| Pinnacle Financial Partners Inc | 83,181 | $2.32M | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Advisors | 83,181 | $2.32M | 0.09% | +83,181 | New |
| Rhumbline Advisers | 85,916 | $2.40M | 0.00% | −6,015−6.5% | Reduced |
| Two Sigma Advisers, LP | 89,900 | $2.51M | 0.01% | +48,600+117.7% | Added |
| Russell Investments Group, Ltd. | 90,461 | $2.52M | 0.00% | −36,584−28.8% | Reduced |
| Parametric Portfolio Associates LLC | 99,009 | $2.77M | 0.00% | −6,461−6.1% | Reduced |
| Citadel Advisors LLC | 109,380 | $3.06M | 0.00% | +41,276+60.6% | Added |
| Goldman Sachs Group Inc | 121,408 | $3.39M | 0.00% | +32,740+36.9% | Added |
| Heartland Advisors Inc | 144,339 | $4.03M | 0.23% | +89,281+162.2% | Added |
| McKinley Capital Management LLC /Delaware | 150,510 | $4.21M | 0.29% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 152,246 | $4.25M | 0.00% | +13,655+9.9% | Added |
| Connors Investor Services Inc | 160,758 | $4.49M | 0.47% | +54,286+51.0% | Added |
| Panagora Asset Management Inc | 172,406 | $4.82M | 0.03% | −35,261−17.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 173,592 | $4.85M | 0.03% | +8,740+5.3% | Added |
| Charles Schwab Investment Management Inc | 175,835 | $4.91M | 0.00% | +2,324+1.3% | Added |
| Deutsche Bank AG | 187,484 | $5.24M | 0.00% | +2,745+1.5% | Added |
| D. E. Shaw & Co., Inc. | 188,755 | $5.27M | 0.01% | +24,185+14.7% | Added |
| Principal Financial Group Inc | 206,811 | $5.78M | 0.00% | +2,330+1.1% | Added |
| Assenagon Asset Management S.A. | 209,593 | $5.86M | 0.03% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 256,524 | $7.17M | 0.00% | −14,959−5.5% | Reduced |
| Kennedy Capital Management, Inc. | 286,396 | $8.00M | 0.17% | −43,877−13.3% | Reduced |
| Bank of New York Mellon Corp | 286,562 | $8.01M | 0.00% | −29,516−9.3% | Reduced |
| Morgan Stanley | 300,837 | $8.40M | 0.00% | −103,347−25.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 336,077 | $9.39M | 0.01% | +2,683+0.8% | Added |
| Polar Asset Management Partners Inc. | 375,512 | $10.5M | 0.13% | −167,415−30.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 391,920 | $10.9M | 0.05% | −5,877−1.5% | Reduced |
| Stephens Investment Management Group LLC | 431,489 | $12.1M | 0.17% | −7,888−1.8% | Reduced |
| Bank of Montreal | 440,940 | $12.4M | 0.01% | +201,344+84.0% | Added |
| Acadian Asset Management LLC | 454,606 | $12.7M | 0.05% | +48,941+12.1% | Added |
| Geode Capital Management, LLC | 465,535 | $13.0M | 0.00% | +7,922+1.7% | Added |
| Punch & Associates Investment Management, Inc. | 537,105 | $15.0M | 0.85% | +17,725+3.4% | Added |
| Trigran Investments, Inc. | 555,342 | $15.5M | 1.71% | +5,000+0.9% | Added |
| Invesco Ltd. | 581,311 | $16.2M | 0.00% | −89,511−13.3% | Reduced |
| Granite Investment Partners, LLC | 598,331 | $16.7M | 0.52% | +21,133+3.7% | Added |
| Northern Trust Corp | 614,946 | $17.2M | 0.00% | +134,828+28.1% | Added |
| Renaissance Technologies LLC | 755,700 | $21.1M | 0.03% | −50,918−6.3% | Reduced |
| State Street Corp | 970,692 | $27.1M | 0.00% | +19,325+2.0% | Added |
| Dimensional Fund Advisors LP | 1,425,144 | $39.8M | 0.01% | +9,739+0.7% | Added |
| Brown Brothers Harriman & Co | 1,437,584 | $40.2M | 0.24% | −232,400−13.9% | Reduced |
| Vanguard Group Inc | 2,757,767 | $77.1M | 0.00% | +2,793+0.1% | Added |
| BlackRock Inc. | 4,188,795 | $117.0M | 0.00% | −176,807−4.1% | Reduced |
| Sofos Investments, Inc. | 7 | – | – | 00.0% | Unchanged |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −18,394−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −15,171−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,218−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,709−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −100−100.0% | Sold out |