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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 30,461 | $648.0K | 0.00% | −1,032−3.3% | Reduced |
| FMR LLC | 32,488 | $691.0K | 0.00% | +57+0.2% | Added |
| Hillsdale Investment Management Inc. | 33,800 | $719.0K | 0.06% | +33,800 | New |
| Zacks Investment Management | 35,844 | $762.0K | 0.01% | −2,919−7.5% | Reduced |
| Assenagon Asset Management S.A. | 36,211 | $770.0K | 0.00% | −3,550−8.9% | Reduced |
| Russell Investments Group, Ltd. | 36,401 | $772.0K | 0.00% | −2,488−6.4% | Reduced |
| Algert Global LLC | 38,782 | $825.0K | 0.05% | +7,862+25.4% | Added |
| JPMorgan Chase & Co | 40,662 | $864.0K | 0.00% | −60−0.1% | Reduced |
| Public Sector Pension Investment Board | 44,268 | $941.0K | 0.01% | −740−1.6% | Reduced |
| Two Sigma Investments, LP | 46,561 | $990.0K | 0.00% | −11,772−20.2% | Reduced |
| Citadel Advisors LLC | 56,407 | $1.20M | 0.00% | +17,060+43.4% | Added |
| Legal & General Group Plc | 57,619 | $1.23M | 0.00% | −6,199−9.7% | Reduced |
| Swiss National Bank | 57,700 | $1.23M | 0.00% | −2,000−3.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 61,947 | $1.32M | 0.00% | −21,552−25.8% | Reduced |
| Kornitzer Capital Management Inc | 67,100 | $1.43M | 0.03% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 68,444 | $1.46M | 0.53% | −3,924−5.4% | Reduced |
| AQR Capital Management LLC | 70,439 | $1.50M | 0.00% | +9,202+15.0% | Added |
| New York State Common Retirement Fund | 73,741 | $1.57M | 0.00% | +3,546+5.1% | Added |
| Rhumbline Advisers | 73,996 | $1.57M | 0.00% | +2,055+2.9% | Added |
| Martingale Asset Management L P | 75,599 | $1.61M | 0.03% | +2,531+3.5% | Added |
| First Eagle Investment Management, LLC | 76,961 | $1.64M | 0.00% | +65,905+596.1% | Added |
| Two Sigma Advisers, LP | 82,200 | $1.75M | 0.01% | −13,500−14.1% | Reduced |
| Pinnacle Financial Partners Inc | 83,181 | $1.77M | 0.06% | 00.0% | Unchanged |
| Victory Capital Management Inc | 83,823 | $1.78M | 0.00% | −7,747−8.5% | Reduced |
| State Board of Administration of Florida Retirement System | 93,415 | $1.99M | 0.01% | +12,187+15.0% | Added |
| Cambiar Investors LLC | 98,914 | $2.10M | 0.11% | −2,333−2.3% | Reduced |
| Goldman Sachs Group Inc | 113,907 | $2.42M | 0.00% | −24,681−17.8% | Reduced |
| Invesco Ltd. | 135,823 | $2.89M | 0.00% | −3,758−2.7% | Reduced |
| Deutsche Bank AG | 148,395 | $3.15M | 0.00% | −763−0.5% | Reduced |
| Herald Investment Management Ltd | 150,000 | $3.19M | 0.79% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 150,510 | $3.20M | 0.43% | 00.0% | Unchanged |
| Western Standard LLC | 151,536 | $3.22M | 3.68% | +17,900+13.4% | Added |
| Principal Financial Group Inc | 152,234 | $3.24M | 0.00% | −6,897−4.3% | Reduced |
| SEI Investments Co | 156,569 | $3.33M | 0.01% | +23,373+17.5% | Added |
| D. E. Shaw & Co., Inc. | 164,804 | $3.50M | 0.01% | −14,144−7.9% | Reduced |
| Connors Investor Services Inc | 173,391 | $3.69M | 0.48% | −233−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 175,794 | $3.74M | 0.00% | +5,020+2.9% | Added |
| Panagora Asset Management Inc | 194,973 | $4.14M | 0.03% | −25,287−11.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 195,817 | $4.16M | 0.03% | −7,360−3.6% | Reduced |
| Kennedy Capital Management, Inc. | 200,099 | $4.25M | 0.13% | −397−0.2% | Reduced |
| Nuveen Asset Management, LLC | 228,868 | $4.87M | 0.00% | +316+0.1% | Added |
| Millennium Management LLC | 239,670 | $5.09M | 0.01% | +186,317+349.2% | Added |
| Morgan Stanley | 310,739 | $6.61M | 0.00% | +48,521+18.5% | Added |
| Bank of New York Mellon Corp | 316,013 | $6.72M | 0.00% | +8,048+2.6% | Added |
| Ameriprise Financial Inc | 329,153 | $7.00M | 0.00% | −15,855−4.6% | Reduced |
| Heartland Advisors Inc | 440,761 | $9.37M | 0.70% | +60,643+16.0% | Added |
| Geode Capital Management, LLC | 453,747 | $9.65M | 0.00% | +7,477+1.7% | Added |
| Stephens Investment Management Group LLC | 486,955 | $10.4M | 0.20% | −8,568−1.7% | Reduced |
| Northern Trust Corp | 561,259 | $11.9M | 0.00% | −5,680−1.0% | Reduced |
| Renaissance Technologies LLC | 618,000 | $13.1M | 0.02% | −108,500−14.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 625,904 | $13.3M | 0.93% | +8,357+1.4% | Added |
| Granite Investment Partners, LLC | 757,036 | $16.1M | 0.70% | +41,543+5.8% | Added |
| Acadian Asset Management LLC | 811,474 | $17.2M | 0.09% | +46,228+6.0% | Added |
| State Street Corp | 903,555 | $19.2M | 0.00% | −7,613−0.8% | Reduced |
| Brown Brothers Harriman & Co | 1,318,889 | $28.0M | 0.26% | −119,084−8.3% | Reduced |
| Dimensional Fund Advisors LP | 1,518,640 | $32.3M | 0.01% | +17,699+1.2% | Added |
| Vanguard Group Inc | 2,720,200 | $57.8M | 0.00% | +10,370+0.4% | Added |
| BlackRock Inc. | 4,076,972 | $86.7M | 0.00% | −17,106−0.4% | Reduced |
| Sofos Investments, Inc. | 63 | – | – | −4−6.0% | Reduced |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −38,970−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −21,312−100.0% | Sold out |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −17,352−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −16,803−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −15,837−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −10,908−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −9,852−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −9,672−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,778−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,232−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −514−100.0% | Sold out |