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 |
|---|---|---|---|---|---|
| Citigroup Inc | 11,794 | $251.0K | 0.00% | +232+2.0% | Added |
| Jane Street Group, LLC | 11,777 | $250.0K | 0.00% | −4,846−29.2% | Reduced |
| Louisiana State Employees Retirement System | 11,500 | $244.0K | 0.01% | −300−2.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,390 | $242.0K | 0.02% | +11,390 | New |
| Virginia Retirement Systems Et Al | 11,300 | $240.2K | 0.00% | +11,300 | New |
| Public Employees Retirement System of Ohio | 11,160 | $237.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 11,001 | $234.0K | 0.00% | +40.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,872 | $231.0K | 0.00% | +10,872 | New |
| Voya Investment Management LLC | 10,722 | $227.9K | 0.00% | −637−5.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $213.0K | 0.04% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 9,894 | $210.3K | 0.00% | −180−1.8% | Reduced |
| CWM Advisors, LLC | 9,712 | $206.0K | 0.03% | −71−0.7% | Reduced |
| Vestcor Inc | 9,008 | $192.0K | 0.01% | +9,008 | New |
| Cubist Systematic Strategies, LLC | 8,691 | $185.0K | 0.00% | −33,208−79.3% | Reduced |
| Oregon Public Employees Retirement Fund | 7,976 | $170.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,877 | $125.0K | 0.00% | +5,877 | New |
| Mutual of America Capital Management LLC | 4,805 | $102.0K | 0.00% | +722+17.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $90.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,447 | $73.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,313 | $70.0K | 0.03% | −2,548−43.5% | Reduced |
| UBS Group AG | 3,110 | $66.0K | 0.00% | +2,495+405.7% | Added |
| Tower Research Capital LLC (TRC) | 2,795 | $59.0K | 0.00% | −8,632−75.5% | Reduced |
| KBC Group NV | 2,126 | $45.0K | 0.00% | −863−28.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,939 | $41.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,536 | $32.0K | 0.00% | −192−11.1% | Reduced |
| Metropolitan Life Insurance Co | 1,368 | $29.1K | 0.00% | −526−27.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,377 | $29.0K | 0.00% | −66,602−98.0% | Reduced |
| 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 |
| HighMark Wealth Management LLC | 1,000 | $21.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 984 | $21.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $19.0K | 0.00% | +900 | New |
| 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 |
| Advisor Group Holdings, Inc. | 799 | $17.0K | 0.00% | −7−0.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 482 | $10.0K | 0.00% | −66−12.0% | Reduced |
| Sutton Wealth Advisors Inc. | 422 | $8.97K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 318 | $7.00K | 0.00% | +142+80.7% | Added |
| Macquarie Group Ltd | 0 | $6.00K | 0.00% | −292−100.0% | Reduced |
| Beacon Capital Management, LLC | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 232 | $5.00K | 0.00% | +232 | New |
| Quadrant Capital Group LLC | 177 | $4.00K | 0.00% | +60+51.3% | Added |
| IFP Advisors, Inc | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |