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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 42,735 | $1.13M | 0.02% | +727+1.7% | Added |
| Wells Fargo & Company | 43,692 | $1.15M | 0.00% | −62,632−58.9% | Reduced |
| Martingale Asset Management L P | 44,847 | $1.18M | 0.02% | +10,327+29.9% | Added |
| Summit Global Investments | 45,700 | $1.21M | 0.08% | +1,100+2.5% | Added |
| Capital Impact Advisors, LLC | 46,764 | $1.23M | 0.85% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 50,681 | $1.34M | 0.02% | −324,831−86.5% | Reduced |
| Public Sector Pension Investment Board | 51,579 | $1.36M | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 52,642 | $1.39M | 0.01% | −230.0% | Reduced |
| Swiss National Bank | 55,900 | $1.47M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 58,509 | $1.54M | 0.00% | +3,765+6.9% | Added |
| Gsa Capital Partners LLP | 62,145 | $1.64M | 0.21% | +12,497+25.2% | Added |
| AQR Capital Management LLC | 65,508 | $1.73M | 0.00% | +10,885+19.9% | Added |
| Legal & General Group Plc | 66,391 | $1.75M | 0.00% | +2,009+3.1% | Added |
| Kornitzer Capital Management Inc | 67,100 | $1.77M | 0.03% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 67,468 | $1.78M | 0.43% | −2,725−3.9% | Reduced |
| Oberweis Asset Management Inc | 67,500 | $1.78M | 0.32% | +21,700+47.4% | Added |
| JPMorgan Chase & Co | 74,556 | $1.97M | 0.00% | +10,117+15.7% | Added |
| New York State Common Retirement Fund | 75,038 | $1.98M | 0.00% | −46−0.1% | Reduced |
| Rhumbline Advisers | 75,493 | $1.99M | 0.00% | −1,122−1.5% | Reduced |
| Goldman Sachs Group Inc | 79,834 | $2.10M | 0.00% | +13,747+20.8% | Added |
| Pinnacle Financial Partners Inc | 83,181 | $2.19M | 0.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 90,161 | $2.38M | 0.00% | −7,169−7.4% | Reduced |
| Heartland Advisors Inc | 95,399 | $2.52M | 0.15% | −35,559−27.2% | Reduced |
| Parametric Portfolio Associates LLC | 95,938 | $2.53M | 0.00% | −11,500−10.7% | Reduced |
| Two Sigma Advisers, LP | 97,200 | $2.56M | 0.01% | +7,700+8.6% | Added |
| Cambiar Investors LLC | 100,218 | $2.64M | 0.09% | +100,218 | New |
| Allspring Global Investments Holdings, LLC | 101,313 | $2.67M | 0.00% | +101,313 | New |
| Victory Capital Management Inc | 108,112 | $2.85M | 0.00% | +68,047+169.8% | Added |
| Assenagon Asset Management S.A. | 136,138 | $3.59M | 0.01% | −49,217−26.6% | Reduced |
| Herald Investment Management Ltd | 150,000 | $3.95M | 0.64% | +100,000+200.0% | Added |
| McKinley Capital Management LLC /Delaware | 150,510 | $3.97M | 0.35% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 157,975 | $4.16M | 0.03% | −9,925−5.9% | Reduced |
| D. E. Shaw & Co., Inc. | 169,899 | $4.48M | 0.01% | +19,017+12.6% | Added |
| Connors Investor Services Inc | 174,352 | $4.60M | 0.45% | +7,849+4.7% | Added |
| Charles Schwab Investment Management Inc | 178,230 | $4.70M | 0.00% | +3,711+2.1% | Added |
| Panagora Asset Management Inc | 180,810 | $4.77M | 0.03% | +9,592+5.6% | Added |
| Morgan Stanley | 181,491 | $4.78M | 0.00% | −91,614−33.5% | Reduced |
| Deutsche Bank AG | 183,572 | $4.84M | 0.00% | +815+0.4% | Added |
| Principal Financial Group Inc | 188,754 | $4.98M | 0.00% | −15,184−7.4% | Reduced |
| Nuveen Asset Management, LLC | 244,072 | $6.11M | 0.00% | −9,173−3.6% | Reduced |
| Kennedy Capital Management, Inc. | 234,420 | $6.18M | 0.13% | −23,693−9.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 239,933 | $6.33M | 0.01% | −82,354−25.6% | Reduced |
| Bank of New York Mellon Corp | 293,318 | $7.73M | 0.00% | −10,420−3.4% | Reduced |
| Ameriprise Financial Inc | 350,916 | $9.25M | 0.00% | +201,467+134.8% | Added |
| Geode Capital Management, LLC | 472,915 | $12.5M | 0.00% | +2,385+0.5% | Added |
| Stephens Investment Management Group LLC | 496,215 | $13.1M | 0.17% | +32,379+7.0% | Added |
| Invesco Ltd. | 520,159 | $13.7M | 0.00% | +39,748+8.3% | Added |
| Trigran Investments, Inc. | 530,929 | $14.0M | 1.34% | +4,000+0.8% | Added |
| Acadian Asset Management LLC | 539,606 | $14.2M | 0.05% | +29,254+5.7% | Added |
| Punch & Associates Investment Management, Inc. | 601,060 | $15.8M | 0.83% | +60,665+11.2% | Added |
| Northern Trust Corp | 621,294 | $16.4M | 0.00% | +10,503+1.7% | Added |
| Renaissance Technologies LLC | 732,426 | $19.3M | 0.02% | −9,174−1.2% | Reduced |
| Granite Investment Partners, LLC | 822,183 | $21.7M | 0.63% | +32,851+4.2% | Added |
| State Street Corp | 988,614 | $26.1M | 0.00% | +5,772+0.6% | Added |
| Dimensional Fund Advisors LP | 1,425,426 | $37.6M | 0.01% | +901+0.1% | Added |
| Brown Brothers Harriman & Co | 1,437,584 | $37.9M | 0.21% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,737,692 | $72.2M | 0.00% | −19,874−0.7% | Reduced |
| BlackRock Inc. | 4,134,695 | $109.0M | 0.00% | +53,748+1.3% | Added |
| Sofos Investments, Inc. | 78 | – | – | +71+1,014.3% | Added |
| Bank of Montreal | 0 | $0 | 0.00% | −422,903−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −193,413−100.0% | Sold out |
| Eversept Partners, LP | 0 | $0 | 0.00% | −77,812−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −11,603−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −10,647−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,158−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −7,835−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −7,253−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |