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, Q3 2021
Institutional positions in Healthstream Inc as of Sep 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
- 156
- +11 vs. Q2 2021
- Shares held
- 22.8M
- −163.8K (−0.7%) vs. Q2 2021
- Total value
- $651.7M
- +$9.95M (+1.5%) vs. Q2 2021
- New holders
- 17
- 42 more added
- Sold out
- 6
- 63 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,080,947 | $116.6M | 0.00% | −107,848−2.6% | Reduced |
| Vanguard Group Inc | 2,757,566 | $78.8M | 0.00% | −2010.0% | Reduced |
| Brown Brothers Harriman & Co | 1,437,584 | $41.1M | 0.24% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,424,525 | $40.7M | 0.01% | −6190.0% | Reduced |
| State Street Corp | 982,842 | $28.1M | 0.00% | +12,150+1.3% | Added |
| Granite Investment Partners, LLC | 789,332 | $22.6M | 0.70% | +191,001+31.9% | Added |
| Renaissance Technologies LLC | 741,600 | $21.2M | 0.03% | −14,100−1.9% | Reduced |
| Northern Trust Corp | 610,791 | $17.5M | 0.00% | −4,155−0.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 540,395 | $15.4M | 0.88% | +3,290+0.6% | Added |
| Trigran Investments, Inc. | 526,929 | $15.1M | 1.66% | −28,413−5.1% | Reduced |
| Acadian Asset Management LLC | 510,352 | $14.6M | 0.06% | +55,746+12.3% | Added |
| Invesco Ltd. | 480,411 | $13.7M | 0.00% | −100,900−17.4% | Reduced |
| Geode Capital Management, LLC | 470,530 | $13.4M | 0.00% | +4,995+1.1% | Added |
| Stephens Investment Management Group LLC | 463,836 | $13.3M | 0.18% | +32,347+7.5% | Added |
| Bank of Montreal | 422,903 | $12.2M | 0.01% | −18,037−4.1% | Reduced |
| Polar Asset Management Partners Inc. | 375,512 | $10.7M | 0.13% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 322,287 | $9.21M | 0.01% | −13,790−4.1% | Reduced |
| Bank of New York Mellon Corp | 303,738 | $8.68M | 0.00% | +17,176+6.0% | Added |
| Morgan Stanley | 273,105 | $7.81M | 0.00% | −27,732−9.2% | Reduced |
| Nuveen Asset Management, LLC | 253,245 | $7.42M | 0.00% | −3,279−1.3% | Reduced |
| Kennedy Capital Management, Inc. | 258,113 | $7.38M | 0.17% | −28,283−9.9% | Reduced |
| Principal Financial Group Inc | 203,938 | $5.83M | 0.00% | −2,873−1.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 193,413 | $5.53M | 0.03% | −198,507−50.6% | Reduced |
| Assenagon Asset Management S.A. | 185,355 | $5.30M | 0.02% | −24,238−11.6% | Reduced |
| Deutsche Bank AG | 182,757 | $5.22M | 0.00% | −4,727−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 174,519 | $4.99M | 0.00% | −1,316−0.7% | Reduced |
| Panagora Asset Management Inc | 171,218 | $4.89M | 0.03% | −1,188−0.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 167,900 | $4.80M | 0.03% | −5,692−3.3% | Reduced |
| Connors Investor Services Inc | 166,503 | $4.76M | 0.50% | +5,745+3.6% | Added |
| D. E. Shaw & Co., Inc. | 150,882 | $4.31M | 0.01% | −37,873−20.1% | Reduced |
| McKinley Capital Management LLC /Delaware | 150,510 | $4.30M | 0.40% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 149,449 | $4.27M | 0.00% | −2,797−1.8% | Reduced |
| Heartland Advisors Inc | 130,958 | $3.74M | 0.23% | −13,381−9.3% | Reduced |
| Parametric Portfolio Associates LLC | 107,438 | $3.07M | 0.00% | +8,429+8.5% | Added |
| Wells Fargo & Company | 106,324 | $3.04M | 0.00% | +60,215+130.6% | Added |
| Citadel Advisors LLC | 97,330 | $2.78M | 0.00% | −12,050−11.0% | Reduced |
| Two Sigma Advisers, LP | 89,500 | $2.56M | 0.01% | −400−0.4% | Reduced |
| Pinnacle Financial Partners Inc | 83,181 | $2.38M | 0.08% | 00.0% | Unchanged |
| Eversept Partners, LP | 77,812 | $2.22M | 0.18% | 00.0% | Unchanged |
| Rhumbline Advisers | 76,615 | $2.19M | 0.00% | −9,301−10.8% | Reduced |
| New York State Common Retirement Fund | 75,084 | $2.15M | 0.00% | +8,653+13.0% | Added |
| Am Investment Strategies LLC | 70,193 | $2.01M | 0.53% | −1,500−2.1% | Reduced |
| Kornitzer Capital Management Inc | 67,100 | $1.92M | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 66,087 | $1.89M | 0.00% | −55,321−45.6% | Reduced |
| JPMorgan Chase & Co | 64,439 | $1.84M | 0.00% | +13,702+27.0% | Added |
| Legal & General Group Plc | 64,382 | $1.84M | 0.00% | +5,229+8.8% | Added |
| Russell Investments Group, Ltd. | 62,138 | $1.77M | 0.00% | −28,323−31.3% | Reduced |
| Swiss National Bank | 55,900 | $1.60M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 54,744 | $1.56M | 0.00% | +12,757+30.4% | Added |
| AQR Capital Management LLC | 54,623 | $1.56M | 0.00% | −4,503−7.6% | Reduced |
| Los Angeles Capital Management LLC | 52,665 | $1.50M | 0.01% | −3,020−5.4% | Reduced |
| Public Sector Pension Investment Board | 51,579 | $1.47M | 0.01% | 00.0% | Unchanged |
| Herald Investment Management Ltd | 50,000 | $1.43M | 0.23% | +50,000 | New |
| Gsa Capital Partners LLP | 49,648 | $1.42M | 0.14% | +15,405+45.0% | Added |
| Prudential Financial Inc | 47,650 | $1.36M | 0.00% | +11,276+31.0% | Added |
| Capital Impact Advisors, LLC | 46,764 | $1.34M | 0.53% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 45,800 | $1.31M | 0.27% | +13,200+40.5% | Added |
| Summit Global Investments | 44,600 | $1.27M | 0.10% | +5,400+13.8% | Added |
| Exchange Traded Concepts, LLC | 42,008 | $1.20M | 0.03% | −1,931−4.4% | Reduced |
| Zacks Investment Management | 40,192 | $1.15M | 0.02% | +40,192 | New |
| Victory Capital Management Inc | 40,065 | $1.15M | 0.00% | +14,155+54.6% | Added |
| First Quadrant L P | 38,000 | $1.09M | 0.13% | 00.0% | Unchanged |
| Martingale Asset Management L P | 34,520 | $988.0K | 0.01% | +18,308+112.9% | Added |
| California State Teachers Retirement System | 34,307 | $980.0K | 0.00% | −609−1.7% | Reduced |
| Tudor Investment Corp Et Al | 32,255 | $922.0K | 0.02% | −7,216−18.3% | Reduced |
| Bank of America Corp | 30,947 | $884.0K | 0.00% | +319+1.0% | Added |
| STRS Ohio | 29,400 | $840.0K | 0.00% | +5,700+24.1% | Added |
| Alliancebernstein L.P. | 28,580 | $817.0K | 0.00% | −1,210−4.1% | Reduced |
| Barclays PLC | 26,890 | $767.0K | 0.00% | −6,563−19.6% | Reduced |
| BNP Paribas Arbitrage, SA | 26,294 | $751.5K | 0.00% | +14,763+128.0% | Added |
| UBS Asset Management Americas Inc | 23,306 | $666.1K | 0.00% | −3,552−13.2% | Reduced |
| Truist Financial Corp | 22,887 | $655.0K | 0.00% | −2,351−9.3% | Reduced |
| Comerica Bank | 22,938 | $649.0K | 0.00% | −692−2.9% | Reduced |
| Great West Life Assurance Co | 22,543 | $649.0K | 0.00% | +1,337+6.3% | Added |
| SEI Investments Co | 23,164 | $645.0K | 0.00% | +23,164 | New |
| Shell Asset Management Co | 22,533 | $644.0K | 0.01% | −980−4.2% | Reduced |
| Credit Suisse AG | 21,943 | $627.0K | 0.00% | −2,751−11.1% | Reduced |
| Millennium Management LLC | 21,197 | $606.0K | 0.00% | +6,282+42.1% | Added |
| Thrivent Financial for Lutherans | 20,404 | $583.0K | 0.00% | −229−1.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,140 | $547.0K | 0.01% | −229−1.2% | Reduced |
| Texas Permanent School Fund | 18,673 | $534.0K | 0.01% | −136−0.7% | Reduced |
| State of Alaska, Department of Revenue | 18,418 | $526.0K | 0.01% | +955+5.5% | Added |
| State Board of Administration of Florida Retirement System | 17,234 | $493.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 16,858 | $481.0K | 0.00% | +2,863+20.5% | Added |
| New York State Teachers Retirement System | 16,327 | $467.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 15,868 | $454.0K | 0.00% | −549−3.3% | Reduced |
| Voya Investment Management LLC | 15,616 | $446.0K | 0.00% | −606−3.7% | Reduced |
| Citigroup Inc | 15,039 | $430.0K | 0.00% | +727+5.1% | Added |
| Royce & Associates LP | 14,572 | $416.0K | 0.00% | −4,689−24.3% | Reduced |
| 6 Meridian | 14,095 | $403.0K | 0.03% | −1,846−11.6% | Reduced |
| Diversified Trust Co | 13,837 | $395.0K | 0.01% | +1,366+11.0% | Added |
| Lee Danner & Bass Inc | 13,600 | $389.0K | 0.04% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,923 | $369.0K | 0.00% | −1,992−13.4% | Reduced |
| Zebra Capital Management LLC | 12,778 | $365.0K | 0.44% | −7,668−37.5% | Reduced |
| Amalgamated Bank | 12,269 | $351.0K | 0.00% | −195−1.6% | Reduced |
| Louisiana State Employees Retirement System | 12,200 | $349.0K | 0.01% | +800+7.0% | Added |
| Susquehanna Fundamental Investments, LLC | 11,603 | $332.0K | 0.01% | −7,279−38.5% | Reduced |
| Allianz Asset Management GmbH | 10,747 | $307.0K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 10,647 | $304.0K | 0.00% | +10,647 | New |
| Public Employees Retirement System of Ohio | 10,260 | $293.0K | 0.00% | 00.0% | Unchanged |