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, Q3 2022
Institutional positions in Healthstream Inc as of Sep 30, 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
- 159
- +7 vs. Q2 2022
- Shares held
- 21.6M
- −61.1K (−0.3%) vs. Q2 2022
- Total value
- $458.4M
- −$11.0M (−2.3%) vs. Q2 2022
- New holders
- 19
- 44 more added
- Sold out
- 12
- 74 more reduced
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 9 | $0 | 0.00% | −258−96.6% | Reduced |
| Huntington National Bank | 34 | $0 | 0.00% | −14−29.2% | Reduced |
| Parkside Financial Bank & Trust | 14 | $0 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $0 | 0.00% | +16 | New |
| Covestor Ltd | 15 | $0 | 0.00% | +15 | New |
| US Bancorp | 59 | $1.00K | 0.00% | −29−33.0% | Reduced |
| Meeder Asset Management Inc | 58 | $1.00K | 0.00% | +15+34.9% | Added |
| MCF Advisors LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 37 | $1.00K | 0.00% | +37 | New |
| Wipfli Financial Advisors LLC, | 42 | $1.00K | 0.00% | +42 | New |
| Raleigh Capital Management Inc. | 49 | $1.00K | 0.00% | +49 | New |
| Versant Capital Management, Inc | 88 | $2.00K | 0.00% | −1−1.1% | Reduced |
| Signaturefd, LLC | 75 | $2.00K | 0.00% | +37+97.4% | Added |
| CWM, LLC | 85 | $2.00K | 0.00% | +52+157.6% | Added |
| IFP Advisors, Inc | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 177 | $4.00K | 0.00% | +60+51.3% | Added |
| Beacon Capital Management, LLC | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 232 | $5.00K | 0.00% | +232 | New |
| Macquarie Group Ltd | 0 | $6.00K | 0.00% | −292−100.0% | Reduced |
| Bessemer Group Inc | 318 | $7.00K | 0.00% | +142+80.7% | Added |
| Sutton Wealth Advisors Inc. | 422 | $8.97K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 482 | $10.0K | 0.00% | −66−12.0% | Reduced |
| Advisor Group Holdings, Inc. | 799 | $17.0K | 0.00% | −7−0.9% | Reduced |
| Royal Bank of Canada | 863 | $18.0K | 0.00% | +160+22.8% | Added |
| Point72 Hong Kong Ltd | 850 | $18.0K | 0.00% | +282+49.6% | Added |
| Aquatic Capital Management LLC | 900 | $19.0K | 0.00% | +900 | New |
| HighMark Wealth Management LLC | 1,000 | $21.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 984 | $21.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,287 | $26.0K | 0.00% | +126+10.9% | Added |
| Altshuler Shaham Ltd | 1,201 | $26.0K | 0.00% | +1,201 | New |
| Allspring Global Investments Holdings, LLC | 1,377 | $29.0K | 0.00% | −66,602−98.0% | Reduced |
| Metropolitan Life Insurance Co | 1,368 | $29.1K | 0.00% | −526−27.8% | Reduced |
| Wells Fargo & Company | 1,536 | $32.0K | 0.00% | −192−11.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,939 | $41.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,126 | $45.0K | 0.00% | −863−28.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,795 | $59.0K | 0.00% | −8,632−75.5% | Reduced |
| UBS Group AG | 3,110 | $66.0K | 0.00% | +2,495+405.7% | Added |
| State of Wyoming | 3,313 | $70.0K | 0.03% | −2,548−43.5% | Reduced |
| Lazard Asset Management LLC | 3,447 | $73.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $90.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,805 | $102.0K | 0.00% | +722+17.7% | Added |
| Teachers Retirement System of the State of Kentucky | 5,877 | $125.0K | 0.00% | +5,877 | New |
| Oregon Public Employees Retirement Fund | 7,976 | $170.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 8,691 | $185.0K | 0.00% | −33,208−79.3% | Reduced |
| Vestcor Inc | 9,008 | $192.0K | 0.01% | +9,008 | New |
| CWM Advisors, LLC | 9,712 | $206.0K | 0.03% | −71−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 9,894 | $210.3K | 0.00% | −180−1.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $213.0K | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,722 | $227.9K | 0.00% | −637−5.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,872 | $231.0K | 0.00% | +10,872 | New |
| Amalgamated Bank | 11,001 | $234.0K | 0.00% | +40.0% | Added |
| Public Employees Retirement System of Ohio | 11,160 | $237.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 11,300 | $240.2K | 0.00% | +11,300 | New |
| Dynamic Technology Lab Private Ltd | 11,390 | $242.0K | 0.02% | +11,390 | New |
| Louisiana State Employees Retirement System | 11,500 | $244.0K | 0.01% | −300−2.5% | Reduced |
| Jane Street Group, LLC | 11,777 | $250.0K | 0.00% | −4,846−29.2% | Reduced |
| Citigroup Inc | 11,794 | $251.0K | 0.00% | +232+2.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 12,919 | $275.0K | 0.00% | −2,331−15.3% | Reduced |
| Price T Rowe Associates Inc | 13,062 | $278.0K | 0.00% | +1,379+11.8% | Added |
| Campbell & CO Investment Adviser LLC | 13,173 | $280.0K | 0.06% | −9,231−41.2% | Reduced |
| American International Group, Inc. | 13,239 | $281.0K | 0.00% | +133+1.0% | Added |
| Los Angeles Capital Management LLC | 13,450 | $286.0K | 0.00% | −800−5.6% | Reduced |
| Woodmont Investment Counsel LLC | 13,475 | $286.0K | 0.04% | +13,475 | New |
| BNP Paribas Arbitrage, SA | 13,494 | $286.9K | 0.00% | +4,944+57.8% | Added |
| MetLife Investment Management | 13,575 | $288.6K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 13,600 | $289.0K | 0.03% | 00.0% | Unchanged |
| Man Group plc | 14,200 | $302.0K | 0.00% | +14,200 | New |
| Trexquant Investment LP | 14,491 | $308.0K | 0.01% | +14,491 | New |
| Diversified Trust Co | 14,543 | $309.0K | 0.01% | −1,439−9.0% | Reduced |
| New York State Teachers Retirement System | 15,927 | $339.0K | 0.00% | +100+0.6% | Added |
| State of Tennessee, Treasury Department | 16,044 | $341.0K | 0.00% | +6,478+67.7% | Added |
| Truist Financial Corp | 16,117 | $343.0K | 0.00% | −9,890−38.0% | Reduced |
| Ensign Peak Advisors, Inc | 16,360 | $348.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 16,712 | $355.0K | 0.00% | −1,676−9.1% | Reduced |
| Shell Asset Management Co | 17,247 | $367.0K | 0.01% | −4,516−20.8% | Reduced |
| Texas Permanent School Fund | 17,373 | $369.0K | 0.01% | −310−1.8% | Reduced |
| Putnam Investments LLC | 17,419 | $371.0K | 0.00% | −2,075−10.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,400 | $391.0K | 0.00% | −14,900−44.7% | Reduced |
| Credit Suisse AG | 19,100 | $406.0K | 0.00% | +121+0.6% | Added |
| Comerica Bank | 18,717 | $407.0K | 0.00% | −2,040−9.8% | Reduced |
| HSBC Holdings PLC | 19,503 | $420.0K | 0.00% | −1,920−9.0% | Reduced |
| Yousif Capital Management, LLC | 19,894 | $423.0K | 0.01% | −318−1.6% | Reduced |
| Barclays PLC | 20,398 | $434.0K | 0.00% | −1,032−4.8% | Reduced |
| Capital Impact Advisors, LLC | 18,266 | $456.0K | 0.45% | −13,300−42.1% | Reduced |
| HRT Financial LP | 21,852 | $464.0K | 0.01% | −7,687−26.0% | Reduced |
| UBS Asset Management Americas Inc | 21,957 | $466.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,004 | $468.0K | 0.00% | −160−0.7% | Reduced |
| Great West Life Assurance Co | 23,679 | $504.0K | 0.00% | −1,402−5.6% | Reduced |
| Prudential Financial Inc | 24,797 | $527.0K | 0.00% | −415−1.6% | Reduced |
| Thrivent Financial for Lutherans | 24,965 | $531.0K | 0.00% | −4,095−14.1% | Reduced |
| Exchange Traded Concepts, LLC | 25,102 | $534.0K | 0.02% | −32,318−56.3% | Reduced |
| New York Life Investment Management LLC | 25,422 | $540.0K | 0.01% | +2,011+8.6% | Added |
| Bank of America Corp | 25,543 | $543.0K | 0.00% | +10,171+66.2% | Added |
| Globeflex Capital L P | 26,226 | $558.0K | 0.10% | +26,226 | New |
| ExodusPoint Capital Management, LP | 26,822 | $570.0K | 0.01% | −29,402−52.3% | Reduced |
| Alliancebernstein L.P. | 28,583 | $608.0K | 0.00% | +80.0% | Added |
| Teacher Retirement System of Texas | 28,646 | $609.0K | 0.00% | +28,646 | New |
| Gsa Capital Partners LLP | 30,261 | $643.0K | 0.09% | −16,622−35.5% | Reduced |
| STRS Ohio | 30,500 | $648.0K | 0.00% | −1,600−5.0% | Reduced |