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, Q1 2022
Institutional positions in Healthstream Inc as of Mar 31, 2022. 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
- −1 vs. Q4 2021
- Shares held
- 21.8M
- −650.4K (−2.9%) vs. Q4 2021
- Total value
- $433.9M
- −$156.9M (−26.6%) vs. Q4 2021
- New holders
- 17
- 51 more added
- Sold out
- 18
- 64 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Western Standard LLC | 44,031 | $841.0K | 0.80% | +44,031 | New |
| Capital Impact Advisors, LLC | 46,764 | $932.0K | 0.68% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 46,918 | $935.0K | 0.00% | +14,920+46.6% | Added |
| Public Sector Pension Investment Board | 47,259 | $941.0K | 0.01% | −4,320−8.4% | Reduced |
| Trigran Investments, Inc. | 50,901 | $1.01M | 0.10% | −480,028−90.4% | Reduced |
| Engineers Gate Manager LP | 55,547 | $1.11M | 0.04% | +41,452+294.1% | Added |
| Exchange Traded Concepts, LLC | 55,714 | $1.11M | 0.02% | +12,979+30.4% | Added |
| Swiss National Bank | 59,700 | $1.19M | 0.00% | +3,800+6.8% | Added |
| Gsa Capital Partners LLP | 60,340 | $1.20M | 0.16% | −1,805−2.9% | Reduced |
| Martingale Asset Management L P | 64,751 | $1.29M | 0.02% | +19,904+44.4% | Added |
| Legal & General Group Plc | 65,411 | $1.30M | 0.00% | −980−1.5% | Reduced |
| Kornitzer Capital Management Inc | 67,100 | $1.34M | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 70,624 | $1.41M | 0.00% | +12,115+20.7% | Added |
| Parametric Portfolio Associates LLC | 71,919 | $1.43M | 0.00% | −24,019−25.0% | Reduced |
| Am Investment Strategies LLC | 72,368 | $1.44M | 0.38% | +4,900+7.3% | Added |
| Rhumbline Advisers | 74,672 | $1.49M | 0.00% | −821−1.1% | Reduced |
| AQR Capital Management LLC | 74,670 | $1.49M | 0.00% | +9,162+14.0% | Added |
| New York State Common Retirement Fund | 75,056 | $1.50M | 0.00% | +180.0% | Added |
| Pinnacle Financial Partners Inc | 83,181 | $1.66M | 0.05% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 83,785 | $1.67M | 0.01% | −52,353−38.5% | Reduced |
| Two Sigma Advisers, LP | 94,900 | $1.89M | 0.01% | −2,300−2.4% | Reduced |
| Victory Capital Management Inc | 99,794 | $1.94M | 0.00% | −8,318−7.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 98,382 | $1.96M | 0.00% | −2,931−2.9% | Reduced |
| SEI Investments Co | 102,894 | $2.03M | 0.00% | +64,073+165.0% | Added |
| Goldman Sachs Group Inc | 111,533 | $2.22M | 0.00% | +31,699+39.7% | Added |
| Heartland Advisors Inc | 122,700 | $2.44M | 0.15% | +27,301+28.6% | Added |
| Cambiar Investors LLC | 124,345 | $2.48M | 0.09% | +24,127+24.1% | Added |
| Morgan Stanley | 148,995 | $2.97M | 0.00% | −32,496−17.9% | Reduced |
| Herald Investment Management Ltd | 150,000 | $2.99M | 0.54% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 150,510 | $3.00M | 0.30% | 00.0% | Unchanged |
| Deutsche Bank AG | 151,455 | $3.02M | 0.00% | −32,117−17.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 155,671 | $3.10M | 0.02% | −2,304−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 177,550 | $3.54M | 0.00% | +7,651+4.5% | Added |
| Principal Financial Group Inc | 180,480 | $3.60M | 0.00% | −8,274−4.4% | Reduced |
| Connors Investor Services Inc | 182,102 | $3.63M | 0.38% | +7,750+4.4% | Added |
| Arrowstreet Capital, Limited Partnership | 183,172 | $3.65M | 0.00% | −56,761−23.7% | Reduced |
| Charles Schwab Investment Management Inc | 183,567 | $3.66M | 0.00% | +5,337+3.0% | Added |
| Kennedy Capital Management, Inc. | 202,517 | $4.03M | 0.10% | −31,903−13.6% | Reduced |
| Panagora Asset Management Inc | 217,880 | $4.34M | 0.02% | +37,070+20.5% | Added |
| Nuveen Asset Management, LLC | 243,582 | $5.01M | 0.00% | −490−0.2% | Reduced |
| Bank of New York Mellon Corp | 281,500 | $5.61M | 0.00% | −11,818−4.0% | Reduced |
| Ameriprise Financial Inc | 351,176 | $7.00M | 0.00% | +260+0.1% | Added |
| Geode Capital Management, LLC | 460,795 | $9.18M | 0.00% | −12,120−2.6% | Reduced |
| Invesco Ltd. | 474,427 | $9.45M | 0.00% | −45,732−8.8% | Reduced |
| Stephens Investment Management Group LLC | 495,523 | $9.87M | 0.14% | −692−0.1% | Reduced |
| Northern Trust Corp | 614,473 | $12.2M | 0.00% | −6,821−1.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 615,691 | $12.3M | 0.70% | +14,631+2.4% | Added |
| Acadian Asset Management LLC | 648,976 | $12.9M | 0.05% | +109,370+20.3% | Added |
| Renaissance Technologies LLC | 719,900 | $14.3M | 0.02% | −12,526−1.7% | Reduced |
| Granite Investment Partners, LLC | 757,254 | $15.1M | 0.51% | −64,929−7.9% | Reduced |
| State Street Corp | 905,661 | $18.0M | 0.00% | −82,953−8.4% | Reduced |
| Brown Brothers Harriman & Co | 1,437,584 | $28.6M | 0.20% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,467,146 | $29.2M | 0.01% | +41,720+2.9% | Added |
| Vanguard Group Inc | 2,751,207 | $54.8M | 0.00% | +13,515+0.5% | Added |
| BlackRock Inc. | 4,117,744 | $82.0M | 0.00% | −16,951−0.4% | Reduced |
| Sofos Investments, Inc. | 60 | – | – | −18−23.1% | Reduced |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −67,500−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −50,681−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −38,300−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −13,401−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −12,587−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −10,925−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −10,786−100.0% | Sold out |
| ARGI Investment Services, LLC | 0 | $0 | 0.00% | −8,349−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,295−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −4,924−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −2,929−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| 6 Meridian | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |