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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 3 | $0 | 0.00% | +3 | New |
| Huntington National Bank | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $1.00K | 0.00% | +33 | New |
| Versant Capital Management, Inc | 92 | $2.00K | 0.00% | −13−12.4% | Reduced |
| Fifth Third Bancorp | 95 | $3.00K | 0.00% | +95 | New |
| Bessemer Group Inc | 142 | $4.00K | 0.00% | +142 | New |
| PEAK6 Investments LLC | 166 | $4.00K | 0.00% | +166 | New |
| US Bancorp | 187 | $5.00K | 0.00% | −127−40.4% | Reduced |
| Advisor Group Holdings, Inc. | 268 | $7.00K | 0.00% | −101−27.4% | Reduced |
| TCI Wealth Advisors, Inc. | 283 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 270 | $7.00K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 292 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 344 | $9.00K | 0.00% | +344 | New |
| Point72 Hong Kong Ltd | 345 | $9.00K | 0.00% | +345 | New |
| Sutton Wealth Advisors Inc. | 423 | $11.2K | 0.00% | +7+1.7% | Added |
| Signaturefd, LLC | 471 | $12.0K | 0.00% | −75−13.7% | Reduced |
| Tower Research Capital LLC (TRC) | 624 | $16.0K | 0.00% | −2,568−80.5% | Reduced |
| Parallel Advisors, LLC | 594 | $16.0K | 0.00% | −271−31.3% | Reduced |
| Nisa Investment Advisors, LLC | 750 | $18.0K | 0.00% | −200−21.1% | Reduced |
| Harbour Investments, Inc. | 675 | $18.0K | 0.00% | +665+6,650.0% | Added |
| Federated Hermes, Inc. | 714 | $19.0K | 0.00% | −296−29.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 752 | $20.0K | 0.00% | −1,077−58.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,096 | $29.0K | 0.00% | −66−5.7% | Reduced |
| Delta Asset Management LLC | 1,400 | $37.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,563 | $41.0K | 0.02% | +1,563 | New |
| Johnson Financial Group, Inc. | 1,700 | $45.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,889 | $49.0K | 0.00% | +138+7.9% | Added |
| Ameritas Investment Partners, Inc. | 1,939 | $51.0K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 2,929 | $78.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,339 | $88.0K | 0.00% | +147+4.6% | Added |
| Mutual of America Capital Management LLC | 3,450 | $91.0K | 0.00% | +84+2.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $112.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,598 | $121.0K | 0.00% | +1,313+40.0% | Added |
| Eaton Vance Management | 4,924 | $130.0K | 0.00% | +34+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 5,441 | $143.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 6,248 | $157.0K | 0.00% | +6,248 | New |
| Canada Pension Plan Investment Board | 7,000 | $185.0K | 0.00% | +7,000 | New |
| KBC Group NV | 7,845 | $207.0K | 0.00% | +7,845 | New |
| Campbell & CO Investment Adviser LLC | 8,002 | $211.0K | 0.07% | +8,002 | New |
| State of Tennessee, Treasury Department | 8,116 | $214.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 8,295 | $218.0K | 0.00% | −8,563−50.8% | Reduced |
| Metropolitan Life Insurance Co | 8,323 | $219.4K | 0.00% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 8,349 | $220.0K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 8,554 | $225.0K | 0.01% | +8,554 | New |
| MetLife Investment Management | 9,080 | $239.3K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,200 | $243.0K | 0.00% | 00.0% | Unchanged |
| Putnam Investments LLC | 9,271 | $244.0K | 0.00% | +9,271 | New |
| CWM Advisors, LLC | 9,443 | $249.0K | 0.03% | +1,391+17.3% | Added |
| Oregon Public Employees Retirement Fund | 9,829 | $259.0K | 0.00% | −400−3.9% | Reduced |
| Maryland State Retirement & Pension System | 9,952 | $262.0K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $264.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 10,260 | $270.0K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,747 | $283.0K | 0.00% | 00.0% | Unchanged |
| Zebra Capital Management LLC | 10,786 | $284.0K | 0.45% | −1,992−15.6% | Reduced |
| Woodmont Investment Counsel LLC | 10,925 | $288.0K | 0.04% | +10,925 | New |
| Amalgamated Bank | 11,925 | $314.0K | 0.00% | −344−2.8% | Reduced |
| Louisiana State Employees Retirement System | 12,200 | $322.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 12,587 | $331.0K | 0.01% | +5,140+69.0% | Added |
| Manufacturers Life Insurance Company, The | 13,032 | $344.0K | 0.00% | +109+0.8% | Added |
| Royce & Associates LP | 13,401 | $353.0K | 0.00% | −1,171−8.0% | Reduced |
| Lee Danner & Bass Inc | 13,600 | $358.0K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 14,095 | $372.0K | 0.02% | +14,095 | New |
| 6 Meridian | 14,296 | $377.0K | 0.03% | +201+1.4% | Added |
| American International Group, Inc. | 15,374 | $405.0K | 0.00% | −494−3.1% | Reduced |
| Voya Investment Management LLC | 15,849 | $418.0K | 0.00% | +233+1.5% | Added |
| Diversified Trust Co | 16,006 | $422.0K | 0.01% | +2,169+15.7% | Added |
| New York State Teachers Retirement System | 16,327 | $430.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 17,248 | $455.0K | 0.00% | +7,962+85.7% | Added |
| State of Alaska, Department of Revenue | 17,878 | $471.0K | 0.00% | −540−2.9% | Reduced |
| Texas Permanent School Fund | 18,204 | $480.0K | 0.01% | −469−2.5% | Reduced |
| UBS Group AG | 18,622 | $491.0K | 0.00% | +15,059+422.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,084 | $503.0K | 0.01% | −56−0.3% | Reduced |
| Comerica Bank | 21,342 | $526.0K | 0.00% | −1,596−7.0% | Reduced |
| Alberta Investment Management Corp | 19,978 | $527.0K | 0.00% | +19,978 | New |
| BNP Paribas Arbitrage, SA | 20,291 | $534.9K | 0.00% | −6,003−22.8% | Reduced |
| Thrivent Financial for Lutherans | 20,548 | $542.0K | 0.00% | +144+0.7% | Added |
| Citigroup Inc | 21,463 | $566.0K | 0.00% | +6,424+42.7% | Added |
| Credit Suisse AG | 21,496 | $567.0K | 0.00% | −447−2.0% | Reduced |
| Great West Life Assurance Co | 22,624 | $595.0K | 0.00% | +81+0.4% | Added |
| Shell Asset Management Co | 22,630 | $597.0K | 0.01% | +97+0.4% | Added |
| Yousif Capital Management, LLC | 22,752 | $600.0K | 0.01% | +22,752 | New |
| Truist Financial Corp | 22,897 | $603.0K | 0.00% | +100.0% | Added |
| UBS Asset Management Americas Inc | 23,306 | $614.3K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 26,269 | $692.0K | 0.00% | +5,072+23.9% | Added |
| Alliancebernstein L.P. | 28,640 | $755.0K | 0.00% | +60+0.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 28,800 | $759.0K | 0.00% | +28,800 | New |
| Prudential Financial Inc | 30,547 | $805.0K | 0.00% | −17,103−35.9% | Reduced |
| Zacks Investment Management | 31,168 | $822.0K | 0.01% | −9,024−22.5% | Reduced |
| State Board of Administration of Florida Retirement System | 31,998 | $843.0K | 0.00% | +14,764+85.7% | Added |
| STRS Ohio | 32,400 | $854.0K | 0.00% | +3,000+10.2% | Added |
| Tudor Investment Corp Et Al | 33,492 | $883.0K | 0.02% | +1,237+3.8% | Added |
| California State Teachers Retirement System | 35,091 | $925.0K | 0.00% | +784+2.3% | Added |
| SEI Investments Co | 38,821 | $1.00M | 0.00% | +15,657+67.6% | Added |
| First Quadrant L P | 38,300 | $1.01M | 0.11% | +300+0.8% | Added |
| Russell Investments Group, Ltd. | 38,624 | $1.02M | 0.00% | −23,514−37.8% | Reduced |
| Bank of America Corp | 40,367 | $1.06M | 0.00% | +9,420+30.4% | Added |
| Barclays PLC | 42,058 | $1.11M | 0.00% | +15,168+56.4% | Added |