Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2021: 147 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 heldQ2 2021: $644.1M
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, Q2 2021

Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q1 2021.

Institutions holding HSTM in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Allianz Asset Management GmbH10,747$300.0K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund10,329$289.0K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio10,260$287.0K0.00%00.0%Unchanged
NJ State Employees Deferred Compensation Plan10,000$279.0K0.04%00.0%Unchanged
Eaton Vance Management9,648$270.0K0.00%+8,681+897.7%Added
Ensign Peak Advisors, Inc9,200$257.0K0.00%00.0%Unchanged
Aigen Investment Management, LP9,126$255.0K0.04%−1,877−17.1%Reduced
State of Tennessee, Treasury Department8,981$251.0K0.00%00.0%Unchanged
Man Group plc8,675$242.0K0.00%−3,678−29.8%Reduced
ARGI Investment Services, LLC8,349$233.0K0.01%+8,349New
Metropolitan Life Insurance Co8,323$232.5K0.00%+489+6.2%Added
ProShare Advisors LLC7,247$202.0K0.00%+7,247New
Teachers Retirement System of the State of Kentucky5,441$152.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)4,232$118.0K0.00%00.0%Unchanged
Altshuler Shaham Ltd4,106$115.0K0.00%+4,106New
Mutual of America Capital Management LLC3,588$100.0K0.00%+223+6.6%Added
Captrust Financial Advisors3,179$89.0K0.00%−5,584−63.7%Reduced
Harel Insurance Investments & Financial Services Ltd.2,751$77.0K0.00%−2,767−50.1%Reduced
Ameritas Investment Partners, Inc.2,289$64.0K0.00%00.0%Unchanged
Royal Bank of Canada2,016$56.0K0.00%+1,706+550.3%Added
Johnson Financial Group, Inc.1,700$47.0K0.00%00.0%Unchanged
Delta Asset Management LLC1,400$39.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,140$33.0K0.00%+18+1.6%Added
Nisa Investment Advisors, LLC950$27.0K0.00%−520−35.4%Reduced
Quantbot Technologies LP1,000$27.0K0.00%+1,000New
Lazard Asset Management LLC878$24.0K0.00%−1,105−55.7%Reduced
Tower Research Capital LLC (TRC)818$23.0K0.00%−2,612−76.2%Reduced
Berman Capital Advisors, LLC857$23.0K0.00%+363+73.5%Added
Parallel Advisors, LLC574$16.0K0.00%+111+24.0%Added
Signaturefd, LLC522$15.0K0.00%+12+2.4%Added
Sutton Wealth Advisors Inc.416$11.6K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.283$8.00K0.00%−61−17.7%Reduced
Macquarie Group Ltd292$8.00K0.00%00.0%Unchanged
Smith Asset Management Group LP270$8.00K0.00%00.0%Unchanged
US Bancorp291$8.00K0.00%+127+77.4%Added
Advisor Group Holdings, Inc.211$6.00K0.00%00.0%Unchanged
Sterling Financial Planning, Inc.200$6.00K0.00%00.0%Unchanged
Harbour Investments, Inc.110$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc105$3.00K0.00%+13+14.1%Added
Simplex Trading, LLC138$3.00K0.00%+100+263.2%Added
Federated Hermes, Inc.112$3.00K0.00%+112New
Meeder Asset Management Inc35$1.00K0.00%+7+25.0%Added
MCF Advisors LLC41$1.00K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC21$1.00K0.00%00.0%Unchanged
FMR LLC14$00.00%+14New
Parkside Financial Bank & Trust6$00.00%+6New
Sofos Investments, Inc.7––00.0%Unchanged
Engineers Gate Manager LP0$00.00%−18,394−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−15,200−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−14,700−100.0%Sold out
SEI Investments Co0$00.00%−15,171−100.0%Sold out
Marshall Wace, LLP0$00.00%−13,218−100.0%Sold out
SG Americas Securities, LLC0$00.00%−4,709−100.0%Sold out
KBC Group NV0$00.00%−2,630−100.0%Sold out
American Portfolios Advisors0$00.00%−100−100.0%Sold out