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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 47,650 | $1.36M | 0.00% | +11,276+31.0% | Added |
| Gsa Capital Partners LLP | 49,648 | $1.42M | 0.14% | +15,405+45.0% | Added |
| Herald Investment Management Ltd | 50,000 | $1.43M | 0.23% | +50,000 | New |
| Public Sector Pension Investment Board | 51,579 | $1.47M | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 52,665 | $1.50M | 0.01% | −3,020−5.4% | Reduced |
| AQR Capital Management LLC | 54,623 | $1.56M | 0.00% | −4,503−7.6% | Reduced |
| Two Sigma Investments, LP | 54,744 | $1.56M | 0.00% | +12,757+30.4% | Added |
| Swiss National Bank | 55,900 | $1.60M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 62,138 | $1.77M | 0.00% | −28,323−31.3% | Reduced |
| Legal & General Group Plc | 64,382 | $1.84M | 0.00% | +5,229+8.8% | Added |
| JPMorgan Chase & Co | 64,439 | $1.84M | 0.00% | +13,702+27.0% | Added |
| Goldman Sachs Group Inc | 66,087 | $1.89M | 0.00% | −55,321−45.6% | Reduced |
| Kornitzer Capital Management Inc | 67,100 | $1.92M | 0.03% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 70,193 | $2.01M | 0.53% | −1,500−2.1% | Reduced |
| New York State Common Retirement Fund | 75,084 | $2.15M | 0.00% | +8,653+13.0% | Added |
| Rhumbline Advisers | 76,615 | $2.19M | 0.00% | −9,301−10.8% | Reduced |
| Eversept Partners, LP | 77,812 | $2.22M | 0.18% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 83,181 | $2.38M | 0.08% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 89,500 | $2.56M | 0.01% | −400−0.4% | Reduced |
| Citadel Advisors LLC | 97,330 | $2.78M | 0.00% | −12,050−11.0% | Reduced |
| Wells Fargo & Company | 106,324 | $3.04M | 0.00% | +60,215+130.6% | Added |
| Parametric Portfolio Associates LLC | 107,438 | $3.07M | 0.00% | +8,429+8.5% | Added |
| Heartland Advisors Inc | 130,958 | $3.74M | 0.23% | −13,381−9.3% | Reduced |
| Ameriprise Financial Inc | 149,449 | $4.27M | 0.00% | −2,797−1.8% | Reduced |
| McKinley Capital Management LLC /Delaware | 150,510 | $4.30M | 0.40% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 150,882 | $4.31M | 0.01% | −37,873−20.1% | Reduced |
| Connors Investor Services Inc | 166,503 | $4.76M | 0.50% | +5,745+3.6% | Added |
| Jacobs Levy Equity Management, Inc | 167,900 | $4.80M | 0.03% | −5,692−3.3% | Reduced |
| Panagora Asset Management Inc | 171,218 | $4.89M | 0.03% | −1,188−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 174,519 | $4.99M | 0.00% | −1,316−0.7% | Reduced |
| Deutsche Bank AG | 182,757 | $5.22M | 0.00% | −4,727−2.5% | Reduced |
| Assenagon Asset Management S.A. | 185,355 | $5.30M | 0.02% | −24,238−11.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 193,413 | $5.53M | 0.03% | −198,507−50.6% | Reduced |
| Principal Financial Group Inc | 203,938 | $5.83M | 0.00% | −2,873−1.4% | Reduced |
| Kennedy Capital Management, Inc. | 258,113 | $7.38M | 0.17% | −28,283−9.9% | Reduced |
| Nuveen Asset Management, LLC | 253,245 | $7.42M | 0.00% | −3,279−1.3% | Reduced |
| Morgan Stanley | 273,105 | $7.81M | 0.00% | −27,732−9.2% | Reduced |
| Bank of New York Mellon Corp | 303,738 | $8.68M | 0.00% | +17,176+6.0% | Added |
| Arrowstreet Capital, Limited Partnership | 322,287 | $9.21M | 0.01% | −13,790−4.1% | Reduced |
| Polar Asset Management Partners Inc. | 375,512 | $10.7M | 0.13% | 00.0% | Unchanged |
| Bank of Montreal | 422,903 | $12.2M | 0.01% | −18,037−4.1% | Reduced |
| Stephens Investment Management Group LLC | 463,836 | $13.3M | 0.18% | +32,347+7.5% | Added |
| Geode Capital Management, LLC | 470,530 | $13.4M | 0.00% | +4,995+1.1% | Added |
| Invesco Ltd. | 480,411 | $13.7M | 0.00% | −100,900−17.4% | Reduced |
| Acadian Asset Management LLC | 510,352 | $14.6M | 0.06% | +55,746+12.3% | Added |
| Trigran Investments, Inc. | 526,929 | $15.1M | 1.66% | −28,413−5.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 540,395 | $15.4M | 0.88% | +3,290+0.6% | Added |
| Northern Trust Corp | 610,791 | $17.5M | 0.00% | −4,155−0.7% | Reduced |
| Renaissance Technologies LLC | 741,600 | $21.2M | 0.03% | −14,100−1.9% | Reduced |
| Granite Investment Partners, LLC | 789,332 | $22.6M | 0.70% | +191,001+31.9% | Added |
| State Street Corp | 982,842 | $28.1M | 0.00% | +12,150+1.3% | Added |
| Dimensional Fund Advisors LP | 1,424,525 | $40.7M | 0.01% | −6190.0% | Reduced |
| Brown Brothers Harriman & Co | 1,437,584 | $41.1M | 0.24% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,757,566 | $78.8M | 0.00% | −2010.0% | Reduced |
| BlackRock Inc. | 4,080,947 | $116.6M | 0.00% | −107,848−2.6% | Reduced |
| Sofos Investments, Inc. | 7 | – | – | 00.0% | Unchanged |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −18,917−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,126−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −8,675−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −7,247−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Pinnacle Wealth Advisors | – | – | – | – | Not filed |
| Smith Asset Management Group LP | – | – | – | – | Not filed |