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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 10,229 | $292.0K | 0.00% | −100−1.0% | Reduced |
| Maryland State Retirement & Pension System | 9,952 | $289.0K | 0.01% | +9,952 | New |
| NJ State Employees Deferred Compensation Plan | 10,000 | $286.0K | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 9,286 | $265.0K | 0.00% | +9,286 | New |
| Ensign Peak Advisors, Inc | 9,200 | $263.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 9,158 | $262.0K | 0.00% | +9,158 | New |
| MetLife Investment Management | 9,080 | $259.5K | 0.00% | −2,936−24.4% | Reduced |
| ARGI Investment Services, LLC | 8,349 | $239.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,323 | $237.9K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 8,116 | $232.0K | 0.00% | −865−9.6% | Reduced |
| CWM Advisors, LLC | 8,052 | $230.0K | 0.03% | +8,052 | New |
| DCM Advisors, LLC | 7,835 | $224.0K | 0.09% | +7,835 | New |
| Lido Advisors, LLC | 7,447 | $212.0K | 0.00% | +7,447 | New |
| Price T Rowe Associates Inc | 7,253 | $207.0K | 0.00% | −9,101−55.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,441 | $156.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $121.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 4,008 | $115.0K | 0.00% | −98−2.4% | Reduced |
| UBS Group AG | 3,563 | $102.0K | 0.00% | −8,502−70.5% | Reduced |
| Mutual of America Capital Management LLC | 3,366 | $96.0K | 0.00% | −222−6.2% | Reduced |
| Royal Bank of Canada | 3,285 | $95.0K | 0.00% | +1,269+62.9% | Added |
| 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 |
| Robeco Institutional Asset Management B.V. | 2,929 | $84.0K | 0.00% | +2,929 | New |
| Ameritas Investment Partners, Inc. | 1,939 | $55.0K | 0.00% | −350−15.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,829 | $52.0K | 0.00% | −922−33.5% | Reduced |
| Lazard Asset Management LLC | 1,751 | $50.0K | 0.00% | +873+99.4% | Added |
| Johnson Financial Group, Inc. | 1,700 | $49.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,400 | $40.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,162 | $34.0K | 0.00% | +22+1.9% | Added |
| 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 |
| Nisa Investment Advisors, LLC | 950 | $27.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 865 | $25.0K | 0.00% | +291+50.7% | Added |
| Signaturefd, LLC | 546 | $16.0K | 0.00% | +24+4.6% | Added |
| Sutton Wealth Advisors Inc. | 416 | $11.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 369 | $10.0K | 0.00% | +158+74.9% | Added |
| US Bancorp | 314 | $9.00K | 0.00% | +23+7.9% | Added |
| 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 |
| Sterling Financial Planning, Inc. | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Kowal Investment Group, LLC | 62 | $2.00K | 0.00% | +62 | 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 |
| 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 |
| 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 |