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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, Q4 2021

Institutional positions in Healthstream Inc as of Dec 31, 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
159
+4 vs. Q3 2021
Shares held
22.4M
−356.2K (−1.6%) vs. Q3 2021
Total value
$591.2M
−$60.5M (−9.3%) vs. Q3 2021
New holders
21
61 more added
Sold out
17
44 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 159 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 heldQ4 2021: $591.2M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q3 2021.

Institutions holding HSTM in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,134,695$109.0M0.00%+53,748+1.3%Added
Vanguard Group Inc2,737,692$72.2M0.00%−19,874−0.7%Reduced
Brown Brothers Harriman & Co1,437,584$37.9M0.21%00.0%Unchanged
Dimensional Fund Advisors LP1,425,426$37.6M0.01%+901+0.1%Added
State Street Corp988,614$26.1M0.00%+5,772+0.6%Added
Granite Investment Partners, LLC822,183$21.7M0.63%+32,851+4.2%Added
Renaissance Technologies LLC732,426$19.3M0.02%−9,174−1.2%Reduced
Northern Trust Corp621,294$16.4M0.00%+10,503+1.7%Added
Punch & Associates Investment Management, Inc.601,060$15.8M0.83%+60,665+11.2%Added
Acadian Asset Management LLC539,606$14.2M0.05%+29,254+5.7%Added
Trigran Investments, Inc.530,929$14.0M1.34%+4,000+0.8%Added
Invesco Ltd.520,159$13.7M0.00%+39,748+8.3%Added
Stephens Investment Management Group LLC496,215$13.1M0.17%+32,379+7.0%Added
Geode Capital Management, LLC472,915$12.5M0.00%+2,385+0.5%Added
Ameriprise Financial Inc350,916$9.25M0.00%+201,467+134.8%Added
Bank of New York Mellon Corp293,318$7.73M0.00%−10,420−3.4%Reduced
Arrowstreet Capital, Limited Partnership239,933$6.33M0.01%−82,354−25.6%Reduced
Kennedy Capital Management, Inc.234,420$6.18M0.13%−23,693−9.2%Reduced
Nuveen Asset Management, LLC244,072$6.11M0.00%−9,173−3.6%Reduced
Principal Financial Group Inc188,754$4.98M0.00%−15,184−7.4%Reduced
Deutsche Bank AG183,572$4.84M0.00%+815+0.4%Added
Morgan Stanley181,491$4.78M0.00%−91,614−33.5%Reduced
Panagora Asset Management Inc180,810$4.77M0.03%+9,592+5.6%Added
Charles Schwab Investment Management Inc178,230$4.70M0.00%+3,711+2.1%Added
Connors Investor Services Inc174,352$4.60M0.45%+7,849+4.7%Added
D. E. Shaw & Co., Inc.169,899$4.48M0.01%+19,017+12.6%Added
Jacobs Levy Equity Management, Inc157,975$4.16M0.03%−9,925−5.9%Reduced
McKinley Capital Management LLC /Delaware150,510$3.97M0.35%00.0%Unchanged
Herald Investment Management Ltd150,000$3.95M0.64%+100,000+200.0%Added
Assenagon Asset Management S.A.136,138$3.59M0.01%−49,217−26.6%Reduced
Victory Capital Management Inc108,112$2.85M0.00%+68,047+169.8%Added
Allspring Global Investments Holdings, LLC101,313$2.67M0.00%+101,313New
Cambiar Investors LLC100,218$2.64M0.09%+100,218New
Two Sigma Advisers, LP97,200$2.56M0.01%+7,700+8.6%Added
Parametric Portfolio Associates LLC95,938$2.53M0.00%−11,500−10.7%Reduced
Heartland Advisors Inc95,399$2.52M0.15%−35,559−27.2%Reduced
Citadel Advisors LLC90,161$2.38M0.00%−7,169−7.4%Reduced
Pinnacle Financial Partners Inc83,181$2.19M0.07%00.0%Unchanged
Goldman Sachs Group Inc79,834$2.10M0.00%+13,747+20.8%Added
Rhumbline Advisers75,493$1.99M0.00%−1,122−1.5%Reduced
New York State Common Retirement Fund75,038$1.98M0.00%−46−0.1%Reduced
JPMorgan Chase & Co74,556$1.97M0.00%+10,117+15.7%Added
Oberweis Asset Management Inc67,500$1.78M0.32%+21,700+47.4%Added
Am Investment Strategies LLC67,468$1.78M0.43%−2,725−3.9%Reduced
Kornitzer Capital Management Inc67,100$1.77M0.03%00.0%Unchanged
Legal & General Group Plc66,391$1.75M0.00%+2,009+3.1%Added
AQR Capital Management LLC65,508$1.73M0.00%+10,885+19.9%Added
Gsa Capital Partners LLP62,145$1.64M0.21%+12,497+25.2%Added
Two Sigma Investments, LP58,509$1.54M0.00%+3,765+6.9%Added
Swiss National Bank55,900$1.47M0.00%00.0%Unchanged
Los Angeles Capital Management LLC52,642$1.39M0.01%−230.0%Reduced
Public Sector Pension Investment Board51,579$1.36M0.01%00.0%Unchanged
Polar Asset Management Partners Inc.50,681$1.34M0.02%−324,831−86.5%Reduced
Capital Impact Advisors, LLC46,764$1.23M0.85%00.0%Unchanged
Summit Global Investments45,700$1.21M0.08%+1,100+2.5%Added
Martingale Asset Management L P44,847$1.18M0.02%+10,327+29.9%Added
Wells Fargo & Company43,692$1.15M0.00%−62,632−58.9%Reduced
Exchange Traded Concepts, LLC42,735$1.13M0.02%+727+1.7%Added
Barclays PLC42,058$1.11M0.00%+15,168+56.4%Added
Bank of America Corp40,367$1.06M0.00%+9,420+30.4%Added
Russell Investments Group, Ltd.38,624$1.02M0.00%−23,514−37.8%Reduced
First Quadrant L P38,300$1.01M0.11%+300+0.8%Added
SEI Investments Co38,821$1.00M0.00%+15,657+67.6%Added
California State Teachers Retirement System35,091$925.0K0.00%+784+2.3%Added
Tudor Investment Corp Et Al33,492$883.0K0.02%+1,237+3.8%Added
STRS Ohio32,400$854.0K0.00%+3,000+10.2%Added
State Board of Administration of Florida Retirement System31,998$843.0K0.00%+14,764+85.7%Added
Zacks Investment Management31,168$822.0K0.01%−9,024−22.5%Reduced
Prudential Financial Inc30,547$805.0K0.00%−17,103−35.9%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC28,800$759.0K0.00%+28,800New
Alliancebernstein L.P.28,640$755.0K0.00%+60+0.2%Added
Millennium Management LLC26,269$692.0K0.00%+5,072+23.9%Added
UBS Asset Management Americas Inc23,306$614.3K0.00%00.0%Unchanged
Truist Financial Corp22,897$603.0K0.00%+100.0%Added
Yousif Capital Management, LLC22,752$600.0K0.01%+22,752New
Shell Asset Management Co22,630$597.0K0.01%+97+0.4%Added
Great West Life Assurance Co22,624$595.0K0.00%+81+0.4%Added
Credit Suisse AG21,496$567.0K0.00%−447−2.0%Reduced
Citigroup Inc21,463$566.0K0.00%+6,424+42.7%Added
Thrivent Financial for Lutherans20,548$542.0K0.00%+144+0.7%Added
BNP Paribas Arbitrage, SA20,291$534.9K0.00%−6,003−22.8%Reduced
Alberta Investment Management Corp19,978$527.0K0.00%+19,978New
Comerica Bank21,342$526.0K0.00%−1,596−7.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys19,084$503.0K0.01%−56−0.3%Reduced
UBS Group AG18,622$491.0K0.00%+15,059+422.6%Added
Texas Permanent School Fund18,204$480.0K0.01%−469−2.5%Reduced
State of Alaska, Department of Revenue17,878$471.0K0.00%−540−2.9%Reduced
Cubist Systematic Strategies, LLC17,248$455.0K0.00%+7,962+85.7%Added
New York State Teachers Retirement System16,327$430.0K0.00%00.0%Unchanged
Diversified Trust Co16,006$422.0K0.01%+2,169+15.7%Added
Voya Investment Management LLC15,849$418.0K0.00%+233+1.5%Added
American International Group, Inc.15,374$405.0K0.00%−494−3.1%Reduced
6 Meridian14,296$377.0K0.03%+201+1.4%Added
Engineers Gate Manager LP14,095$372.0K0.02%+14,095New
Lee Danner & Bass Inc13,600$358.0K0.03%00.0%Unchanged
Royce & Associates LP13,401$353.0K0.00%−1,171−8.0%Reduced
Manufacturers Life Insurance Company, The13,032$344.0K0.00%+109+0.8%Added
Lido Advisors, LLC12,587$331.0K0.01%+5,140+69.0%Added
Louisiana State Employees Retirement System12,200$322.0K0.01%00.0%Unchanged
Amalgamated Bank11,925$314.0K0.00%−344−2.8%Reduced