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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 12,334 | $247.0K | 0.00% | +12,334 | New |
| CWM Advisors, LLC | 11,792 | $235.0K | 0.03% | +2,349+24.9% | Added |
| Price T Rowe Associates Inc | 11,542 | $230.0K | 0.00% | +11,542 | New |
| Amalgamated Bank | 11,247 | $224.0K | 0.00% | −678−5.7% | Reduced |
| Amalgamated Financial Corp. | 11,247 | $224.0K | 0.00% | +11,247 | New |
| Allianz Asset Management GmbH | 10,747 | $214.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 10,500 | $209.2K | 0.00% | −2,532−19.4% | Reduced |
| Public Employees Retirement System of Ohio | 10,260 | $204.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,126 | $202.0K | 0.01% | +174+1.7% | Added |
| Campbell & CO Investment Adviser LLC | 10,102 | $201.0K | 0.05% | +2,100+26.2% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $199.0K | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,629 | $192.0K | 0.00% | −200−2.0% | Reduced |
| State of Tennessee, Treasury Department | 9,566 | $191.0K | 0.00% | +1,450+17.9% | Added |
| BNP Paribas Arbitrage, SA | 9,119 | $181.7K | 0.00% | −11,172−55.1% | Reduced |
| KBC Group NV | 7,845 | $156.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 6,248 | $126.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,076 | $121.0K | 0.00% | +6,076 | New |
| Teachers Retirement System of the State of Kentucky | 5,441 | $108.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,344 | $87.0K | 0.00% | +1,005+30.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $84.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,639 | $72.0K | 0.00% | +189+5.5% | Added |
| Lazard Asset Management LLC | 2,285 | $45.0K | 0.00% | +396+21.0% | Added |
| UBS Group AG | 2,184 | $44.0K | 0.00% | −16,438−88.3% | Reduced |
| Royal Bank of Canada | 2,121 | $42.0K | 0.00% | −2,477−53.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,939 | $39.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,894 | $37.7K | 0.00% | −6,429−77.2% | Reduced |
| Johnson Financial Group, Inc. | 1,700 | $34.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 980 | $18.0K | 0.00% | −116−10.6% | Reduced |
| Advisor Group Holdings, Inc. | 829 | $16.0K | 0.00% | +561+209.3% | Added |
| Aquatic Capital Management LLC | 800 | $16.0K | 0.02% | +800 | New |
| State of Wyoming | 637 | $13.0K | 0.01% | −926−59.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 617 | $12.0K | 0.00% | −135−18.0% | Reduced |
| Nisa Investment Advisors, LLC | 530 | $11.0K | 0.00% | −220−29.3% | Reduced |
| Federated Hermes, Inc. | 514 | $10.0K | 0.00% | −200−28.0% | Reduced |
| Sutton Wealth Advisors Inc. | 475 | $9.46K | 0.00% | +52+12.3% | Added |
| Parallel Advisors, LLC | 463 | $9.00K | 0.00% | −131−22.1% | Reduced |
| Point72 Hong Kong Ltd | 457 | $9.00K | 0.00% | +112+32.5% | Added |
| Tower Research Capital LLC (TRC) | 410 | $8.00K | 0.00% | −214−34.3% | Reduced |
| Macquarie Group Ltd | 292 | $6.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 250 | $5.00K | 0.00% | +250 | New |
| US Bancorp | 187 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 176 | $4.00K | 0.00% | +34+23.9% | Added |
| Meeder Asset Management Inc | 157 | $3.00K | 0.00% | +157 | New |
| IFP Advisors, Inc | 90 | $3.00K | 0.00% | +90 | New |
| Signaturefd, LLC | 122 | $2.00K | 0.00% | −349−74.1% | Reduced |
| Parkside Financial Bank & Trust | 84 | $2.00K | 0.00% | +79+1,580.0% | Added |
| Lindbrook Capital, LLC | 85 | $2.00K | 0.00% | +85 | New |
| Fifth Third Bancorp | 49 | $1.00K | 0.00% | −46−48.4% | Reduced |
| Versant Capital Management, Inc | 54 | $1.00K | 0.00% | −38−41.3% | Reduced |
| CWM, LLC | 40 | $1.00K | 0.00% | +40 | New |
| MCF Advisors LLC | 41 | $1.00K | 0.00% | +41 | New |
| Huntington National Bank | 48 | $0 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 17 | $0 | 0.00% | +17 | New |
| 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 |