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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 4,890 | $0 | 0.00% | −4,758−49.3% | Reduced |
| Harbour Investments, Inc. | 10 | $0 | 0.00% | −100−90.9% | Reduced |
| FMR LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Rockefeller Capital Management L.P. | 10 | $0 | 0.00% | +10 | New |
| MCF Advisors LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 48 | $1.00K | 0.00% | +48 | New |
| Carroll Financial Associates, Inc. | 66 | $1.00K | 0.00% | +66 | New |
| Kowal Investment Group, LLC | 62 | $2.00K | 0.00% | +62 | New |
| Simplex Trading, LLC | 138 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 105 | $3.00K | 0.00% | +70+200.0% | Added |
| O'Shaughnessy Asset Management, LLC | 115 | $3.00K | 0.00% | +115 | New |
| Sterling Financial Planning, Inc. | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 292 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 283 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 270 | $8.00K | 0.00% | +270 | New |
| US Bancorp | 314 | $9.00K | 0.00% | +23+7.9% | Added |
| Advisor Group Holdings, Inc. | 369 | $10.0K | 0.00% | +158+74.9% | Added |
| Sutton Wealth Advisors Inc. | 416 | $11.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 546 | $16.0K | 0.00% | +24+4.6% | Added |
| Parallel Advisors, LLC | 865 | $25.0K | 0.00% | +291+50.7% | Added |
| Nisa Investment Advisors, LLC | 950 | $27.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,023 | $29.0K | 0.00% | +166+19.4% | Added |
| Federated Hermes, Inc. | 1,010 | $29.0K | 0.00% | +898+801.8% | Added |
| The PNC Financial Services Group, Inc. | 1,162 | $34.0K | 0.00% | +22+1.9% | Added |
| Delta Asset Management LLC | 1,400 | $40.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,700 | $49.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,751 | $50.0K | 0.00% | +873+99.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,829 | $52.0K | 0.00% | −922−33.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,939 | $55.0K | 0.00% | −350−15.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,929 | $84.0K | 0.00% | +2,929 | New |
| Captrust Financial Advisors | 3,192 | $91.0K | 0.00% | +13+0.4% | Added |
| Tower Research Capital LLC (TRC) | 3,192 | $91.0K | 0.00% | +2,374+290.2% | Added |
| Royal Bank of Canada | 3,285 | $95.0K | 0.00% | +1,269+62.9% | Added |
| Mutual of America Capital Management LLC | 3,366 | $96.0K | 0.00% | −222−6.2% | Reduced |
| UBS Group AG | 3,563 | $102.0K | 0.00% | −8,502−70.5% | Reduced |
| Altshuler Shaham Ltd | 4,008 | $115.0K | 0.00% | −98−2.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $121.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,441 | $156.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 7,253 | $207.0K | 0.00% | −9,101−55.6% | Reduced |
| Lido Advisors, LLC | 7,447 | $212.0K | 0.00% | +7,447 | New |
| DCM Advisors, LLC | 7,835 | $224.0K | 0.09% | +7,835 | New |
| CWM Advisors, LLC | 8,052 | $230.0K | 0.03% | +8,052 | New |
| State of Tennessee, Treasury Department | 8,116 | $232.0K | 0.00% | −865−9.6% | Reduced |
| Metropolitan Life Insurance Co | 8,323 | $237.9K | 0.00% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 8,349 | $239.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 9,080 | $259.5K | 0.00% | −2,936−24.4% | Reduced |
| ExodusPoint Capital Management, LP | 9,158 | $262.0K | 0.00% | +9,158 | New |
| Ensign Peak Advisors, Inc | 9,200 | $263.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 9,286 | $265.0K | 0.00% | +9,286 | New |
| NJ State Employees Deferred Compensation Plan | 10,000 | $286.0K | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,952 | $289.0K | 0.01% | +9,952 | New |
| Oregon Public Employees Retirement Fund | 10,229 | $292.0K | 0.00% | −100−1.0% | Reduced |
| Public Employees Retirement System of Ohio | 10,260 | $293.0K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 10,647 | $304.0K | 0.00% | +10,647 | New |
| Allianz Asset Management GmbH | 10,747 | $307.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 11,603 | $332.0K | 0.01% | −7,279−38.5% | Reduced |
| Louisiana State Employees Retirement System | 12,200 | $349.0K | 0.01% | +800+7.0% | Added |
| Amalgamated Bank | 12,269 | $351.0K | 0.00% | −195−1.6% | Reduced |
| Zebra Capital Management LLC | 12,778 | $365.0K | 0.44% | −7,668−37.5% | Reduced |
| Manufacturers Life Insurance Company, The | 12,923 | $369.0K | 0.00% | −1,992−13.4% | Reduced |
| Lee Danner & Bass Inc | 13,600 | $389.0K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 13,837 | $395.0K | 0.01% | +1,366+11.0% | Added |
| 6 Meridian | 14,095 | $403.0K | 0.03% | −1,846−11.6% | Reduced |
| Royce & Associates LP | 14,572 | $416.0K | 0.00% | −4,689−24.3% | Reduced |
| Citigroup Inc | 15,039 | $430.0K | 0.00% | +727+5.1% | Added |
| Voya Investment Management LLC | 15,616 | $446.0K | 0.00% | −606−3.7% | Reduced |
| American International Group, Inc. | 15,868 | $454.0K | 0.00% | −549−3.3% | Reduced |
| New York State Teachers Retirement System | 16,327 | $467.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 16,858 | $481.0K | 0.00% | +2,863+20.5% | Added |
| State Board of Administration of Florida Retirement System | 17,234 | $493.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 18,418 | $526.0K | 0.01% | +955+5.5% | Added |
| Texas Permanent School Fund | 18,673 | $534.0K | 0.01% | −136−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,140 | $547.0K | 0.01% | −229−1.2% | Reduced |
| Thrivent Financial for Lutherans | 20,404 | $583.0K | 0.00% | −229−1.1% | Reduced |
| Millennium Management LLC | 21,197 | $606.0K | 0.00% | +6,282+42.1% | Added |
| Credit Suisse AG | 21,943 | $627.0K | 0.00% | −2,751−11.1% | Reduced |
| Shell Asset Management Co | 22,533 | $644.0K | 0.01% | −980−4.2% | Reduced |
| SEI Investments Co | 23,164 | $645.0K | 0.00% | +23,164 | New |
| 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 |
| Truist Financial Corp | 22,887 | $655.0K | 0.00% | −2,351−9.3% | Reduced |
| UBS Asset Management Americas Inc | 23,306 | $666.1K | 0.00% | −3,552−13.2% | Reduced |
| BNP Paribas Arbitrage, SA | 26,294 | $751.5K | 0.00% | +14,763+128.0% | Added |
| Barclays PLC | 26,890 | $767.0K | 0.00% | −6,563−19.6% | Reduced |
| Alliancebernstein L.P. | 28,580 | $817.0K | 0.00% | −1,210−4.1% | Reduced |
| STRS Ohio | 29,400 | $840.0K | 0.00% | +5,700+24.1% | Added |
| Bank of America Corp | 30,947 | $884.0K | 0.00% | +319+1.0% | Added |
| Tudor Investment Corp Et Al | 32,255 | $922.0K | 0.02% | −7,216−18.3% | Reduced |
| California State Teachers Retirement System | 34,307 | $980.0K | 0.00% | −609−1.7% | Reduced |
| Martingale Asset Management L P | 34,520 | $988.0K | 0.01% | +18,308+112.9% | Added |
| First Quadrant L P | 38,000 | $1.09M | 0.13% | 00.0% | Unchanged |
| Victory Capital Management Inc | 40,065 | $1.15M | 0.00% | +14,155+54.6% | Added |
| Zacks Investment Management | 40,192 | $1.15M | 0.02% | +40,192 | New |
| Exchange Traded Concepts, LLC | 42,008 | $1.20M | 0.03% | −1,931−4.4% | Reduced |
| Summit Global Investments | 44,600 | $1.27M | 0.10% | +5,400+13.8% | Added |
| Oberweis Asset Management Inc | 45,800 | $1.31M | 0.27% | +13,200+40.5% | Added |
| Capital Impact Advisors, LLC | 46,764 | $1.34M | 0.53% | 00.0% | Unchanged |