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, Q4 2022
Institutional positions in Healthstream Inc as of Dec 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
- 167
- +9 vs. Q3 2022
- Shares held
- 21.3M
- −211.9K (−1.0%) vs. Q3 2022
- Total value
- $530.2M
- +$71.8M (+15.7%) vs. Q3 2022
- New holders
- 16
- 73 more added
- Sold out
- 7
- 48 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,234,423 | $105.2M | 0.00% | +157,451+3.9% | Added |
| Vanguard Group Inc | 2,771,909 | $68.9M | 0.00% | +51,709+1.9% | Added |
| Dimensional Fund Advisors LP | 1,518,631 | $37.7M | 0.01% | −90.0% | Reduced |
| Acadian Asset Management LLC | 947,610 | $23.5M | 0.12% | +136,136+16.8% | Added |
| State Street Corp | 923,584 | $22.9M | 0.00% | +20,029+2.2% | Added |
| Punch & Associates Investment Management, Inc. | 714,972 | $17.8M | 1.15% | +89,068+14.2% | Added |
| Renaissance Technologies LLC | 564,500 | $14.0M | 0.02% | −53,500−8.7% | Reduced |
| Stephens Investment Management Group LLC | 474,963 | $11.8M | 0.21% | −11,992−2.5% | Reduced |
| Geode Capital Management, LLC | 470,007 | $11.7M | 0.00% | +16,260+3.6% | Added |
| Heartland Advisors Inc | 449,574 | $11.2M | 0.71% | +8,813+2.0% | Added |
| Brown Brothers Harriman & Co | 413,389 | $10.3M | 0.09% | −905,500−68.7% | Reduced |
| Northern Trust Corp | 398,444 | $9.90M | 0.00% | −162,815−29.0% | Reduced |
| Granite Investment Partners, LLC | 334,044 | $8.30M | 0.34% | −422,992−55.9% | Reduced |
| Morgan Stanley | 333,982 | $8.30M | 0.00% | +23,243+7.5% | Added |
| Ameriprise Financial Inc | 308,484 | $7.66M | 0.00% | −20,669−6.3% | Reduced |
| Millennium Management LLC | 305,618 | $7.59M | 0.01% | +65,948+27.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 282,751 | $7.02M | 0.02% | +271,879+2,500.7% | Added |
| Bank of New York Mellon Corp | 281,912 | $7.00M | 0.00% | −34,101−10.8% | Reduced |
| Hillsdale Investment Management Inc. | 228,200 | $5.67M | 0.48% | +194,400+575.1% | Added |
| Nuveen Asset Management, LLC | 219,082 | $5.44M | 0.00% | −9,786−4.3% | Reduced |
| Panagora Asset Management Inc | 202,577 | $5.03M | 0.03% | +7,604+3.9% | Added |
| Kennedy Capital Management, Inc. | 199,928 | $4.97M | 0.14% | −171−0.1% | Reduced |
| Goldman Sachs Group Inc | 198,780 | $4.94M | 0.00% | +84,873+74.5% | Added |
| Western Standard LLC | 195,231 | $4.85M | 4.27% | +43,695+28.8% | Added |
| Jacobs Levy Equity Management, Inc | 193,353 | $4.80M | 0.03% | −2,464−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 179,798 | $4.47M | 0.00% | +4,004+2.3% | Added |
| Herald Investment Management Ltd | 175,000 | $4.34M | 1.07% | +25,000+16.7% | Added |
| Connors Investor Services Inc | 173,653 | $4.31M | 0.54% | +262+0.2% | Added |
| SEI Investments Co | 159,356 | $3.96M | 0.01% | +2,787+1.8% | Added |
| D. E. Shaw & Co., Inc. | 150,549 | $3.74M | 0.01% | −14,255−8.6% | Reduced |
| McKinley Capital Management LLC /Delaware | 150,510 | $3.74M | 0.50% | 00.0% | Unchanged |
| Deutsche Bank AG | 148,555 | $3.69M | 0.00% | +160+0.1% | Added |
| Principal Financial Group Inc | 147,595 | $3.67M | 0.00% | −4,639−3.0% | Reduced |
| Invesco Ltd. | 147,412 | $3.66M | 0.00% | +11,589+8.5% | Added |
| Two Sigma Advisers, LP | 107,700 | $2.68M | 0.01% | +25,500+31.0% | Added |
| Cambiar Investors LLC | 102,204 | $2.54M | 0.12% | +3,290+3.3% | Added |
| State Board of Administration of Florida Retirement System | 83,760 | $2.08M | 0.01% | −9,655−10.3% | Reduced |
| First Eagle Investment Management, LLC | 83,461 | $2.07M | 0.01% | +6,500+8.4% | Added |
| Pinnacle Financial Partners Inc | 83,181 | $2.07M | 0.06% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 77,982 | $1.94M | 0.00% | +16,035+25.9% | Added |
| Martingale Asset Management L P | 76,707 | $1.91M | 0.04% | +1,108+1.5% | Added |
| Two Sigma Investments, LP | 76,706 | $1.91M | 0.01% | +30,145+64.7% | Added |
| Rhumbline Advisers | 74,172 | $1.84M | 0.00% | +176+0.2% | Added |
| AQR Capital Management LLC | 71,292 | $1.77M | 0.00% | +853+1.2% | Added |
| Am Investment Strategies LLC | 68,144 | $1.69M | 0.60% | −300−0.4% | Reduced |
| Kornitzer Capital Management Inc | 67,100 | $1.67M | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 67,001 | $1.66M | 0.00% | +10,594+18.8% | Added |
| Swiss National Bank | 59,000 | $1.47M | 0.00% | +1,300+2.3% | Added |
| Legal & General Group Plc | 58,957 | $1.46M | 0.00% | +1,338+2.3% | Added |
| Globeflex Capital L P | 55,375 | $1.38M | 0.17% | +29,149+111.1% | Added |
| Victory Capital Management Inc | 49,621 | $1.23M | 0.00% | −34,202−40.8% | Reduced |
| Zacks Investment Management | 46,226 | $1.15M | 0.02% | +10,382+29.0% | Added |
| Public Sector Pension Investment Board | 44,268 | $1.10M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 43,399 | $1.08M | 0.00% | +6,998+19.2% | Added |
| JPMorgan Chase & Co | 43,084 | $1.07M | 0.00% | +2,422+6.0% | Added |
| FMR LLC | 43,095 | $1.07M | 0.00% | +10,607+32.6% | Added |
| New York State Common Retirement Fund | 42,477 | $1.06M | 0.00% | −31,264−42.4% | Reduced |
| Cubist Systematic Strategies, LLC | 40,411 | $1.00M | 0.01% | +31,720+365.0% | Added |
| Assenagon Asset Management S.A. | 36,211 | $899.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 35,080 | $871.0K | 0.01% | +8,258+30.8% | Added |
| Campbell & CO Investment Adviser LLC | 33,693 | $836.9K | 0.20% | +20,520+155.8% | Added |
| Algert Global LLC | 31,012 | $770.3K | 0.04% | −7,770−20.0% | Reduced |
| California State Teachers Retirement System | 30,931 | $768.3K | 0.00% | +470+1.5% | Added |
| Teacher Retirement System of Texas | 30,867 | $767.0K | 0.01% | +2,221+7.8% | Added |
| Truist Financial Corp | 30,226 | $750.8K | 0.00% | +14,109+87.5% | Added |
| Barclays PLC | 29,025 | $721.0K | 0.00% | +8,627+42.3% | Added |
| Alliancebernstein L.P. | 28,604 | $710.5K | 0.00% | +21+0.1% | Added |
| New York Life Investment Management LLC | 28,478 | $707.4K | 0.01% | +3,056+12.0% | Added |
| Bank of America Corp | 28,300 | $703.0K | 0.00% | +2,757+10.8% | Added |
| HSBC Holdings PLC | 26,865 | $668.7K | 0.00% | +7,362+37.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,849 | $642.0K | 0.01% | +3,845+17.5% | Added |
| Exchange Traded Concepts, LLC | 25,807 | $641.0K | 0.02% | +705+2.8% | Added |
| STRS Ohio | 25,100 | $623.0K | 0.00% | −5,400−17.7% | Reduced |
| Seizert Capital Partners, LLC | 24,798 | $616.0K | 0.03% | +24,798 | New |
| Thrivent Financial for Lutherans | 24,775 | $615.0K | 0.00% | −190−0.8% | Reduced |
| Prudential Financial Inc | 24,597 | $611.0K | 0.00% | −200−0.8% | Reduced |
| State of Tennessee, Treasury Department | 23,054 | $573.0K | 0.00% | +7,010+43.7% | Added |
| Great West Life Assurance Co | 22,440 | $557.0K | 0.00% | −1,239−5.2% | Reduced |
| Credit Suisse AG | 20,911 | $519.4K | 0.00% | +1,811+9.5% | Added |
| Trexquant Investment LP | 19,402 | $481.9K | 0.01% | +4,911+33.9% | Added |
| Putnam Investments LLC | 18,966 | $471.1K | 0.00% | +1,547+8.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,400 | $457.1K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 18,266 | $453.7K | 0.44% | 00.0% | Unchanged |
| Man Group plc | 18,100 | $449.6K | 0.00% | +3,900+27.5% | Added |
| Westwood Holdings Group Inc. | 18,021 | $448.0K | 0.00% | +18,021 | New |
| Ensign Peak Advisors, Inc | 17,310 | $430.0K | 0.00% | +950+5.8% | Added |
| State of Alaska, Department of Revenue | 16,818 | $417.0K | 0.01% | +106+0.6% | Added |
| Texas Permanent School Fund | 16,238 | $403.0K | 0.01% | −1,135−6.5% | Reduced |
| New York State Teachers Retirement System | 15,927 | $396.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 15,722 | $391.0K | 0.01% | +15,722 | New |
| Yousif Capital Management, LLC | 15,509 | $385.2K | 0.01% | −4,385−22.0% | Reduced |
| Citigroup Inc | 15,023 | $373.2K | 0.00% | +3,229+27.4% | Added |
| Diversified Trust Co | 14,543 | $361.0K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 14,258 | $354.0K | 0.02% | −2,989−17.3% | Reduced |
| Comerica Bank | 14,382 | $345.0K | 0.00% | −4,335−23.2% | Reduced |
| Lee Danner & Bass Inc | 13,600 | $338.0K | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 13,575 | $337.2K | 0.00% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 13,475 | $334.7K | 0.04% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 13,450 | $334.0K | 0.00% | +388+3.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 13,247 | $329.1K | 0.00% | +328+2.5% | Added |