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 |
|---|---|---|---|---|---|
| Woodmont Investment Counsel LLC | 10,925 | $288.0K | 0.04% | +10,925 | New |
| Zebra Capital Management LLC | 10,786 | $284.0K | 0.45% | −1,992−15.6% | Reduced |
| Allianz Asset Management GmbH | 10,747 | $283.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 10,260 | $270.0K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $264.0K | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,952 | $262.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,829 | $259.0K | 0.00% | −400−3.9% | Reduced |
| CWM Advisors, LLC | 9,443 | $249.0K | 0.03% | +1,391+17.3% | Added |
| Putnam Investments LLC | 9,271 | $244.0K | 0.00% | +9,271 | New |
| Ensign Peak Advisors, Inc | 9,200 | $243.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 9,080 | $239.3K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 8,554 | $225.0K | 0.01% | +8,554 | New |
| ARGI Investment Services, LLC | 8,349 | $220.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,323 | $219.4K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 8,295 | $218.0K | 0.00% | −8,563−50.8% | Reduced |
| State of Tennessee, Treasury Department | 8,116 | $214.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 8,002 | $211.0K | 0.07% | +8,002 | New |
| KBC Group NV | 7,845 | $207.0K | 0.00% | +7,845 | New |
| Canada Pension Plan Investment Board | 7,000 | $185.0K | 0.00% | +7,000 | New |
| Amundi | 6,248 | $157.0K | 0.00% | +6,248 | New |
| Teachers Retirement System of the State of Kentucky | 5,441 | $143.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 4,924 | $130.0K | 0.00% | +34+0.7% | Added |
| Royal Bank of Canada | 4,598 | $121.0K | 0.00% | +1,313+40.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $112.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,450 | $91.0K | 0.00% | +84+2.5% | Added |
| Captrust Financial Advisors | 3,339 | $88.0K | 0.00% | +147+4.6% | Added |
| Robeco Institutional Asset Management B.V. | 2,929 | $78.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,939 | $51.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,889 | $49.0K | 0.00% | +138+7.9% | Added |
| Johnson Financial Group, Inc. | 1,700 | $45.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,563 | $41.0K | 0.02% | +1,563 | New |
| Delta Asset Management LLC | 1,400 | $37.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,096 | $29.0K | 0.00% | −66−5.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 752 | $20.0K | 0.00% | −1,077−58.9% | Reduced |
| Federated Hermes, Inc. | 714 | $19.0K | 0.00% | −296−29.3% | 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 |
| 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 |
| Signaturefd, LLC | 471 | $12.0K | 0.00% | −75−13.7% | Reduced |
| Sutton Wealth Advisors Inc. | 423 | $11.2K | 0.00% | +7+1.7% | Added |
| Allworth Financial LP | 344 | $9.00K | 0.00% | +344 | New |
| Point72 Hong Kong Ltd | 345 | $9.00K | 0.00% | +345 | New |
| Macquarie Group Ltd | 292 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| US Bancorp | 187 | $5.00K | 0.00% | −127−40.4% | Reduced |
| Bessemer Group Inc | 142 | $4.00K | 0.00% | +142 | New |
| PEAK6 Investments LLC | 166 | $4.00K | 0.00% | +166 | New |
| Fifth Third Bancorp | 95 | $3.00K | 0.00% | +95 | New |
| Versant Capital Management, Inc | 92 | $2.00K | 0.00% | −13−12.4% | Reduced |
| 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 |
| 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 |
| 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 |