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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $0 | 0.00% | +1+6.7% | Added |
| Parkside Financial Bank & Trust | 14 | $348 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $397 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $522 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 24 | $596 | 0.00% | +24 | New |
| Huntington National Bank | 32 | $795 | 0.00% | −2−5.9% | Reduced |
| Accurate Wealth Management, LLC | 35 | $832 | 0.00% | +35 | New |
| Glassman Wealth Services | 34 | $845 | 0.00% | −3−8.1% | Reduced |
| Sofos Investments, Inc. | 25 | $848 | 0.01% | −38−60.3% | Reduced |
| Massmutual Trust Co FSB | 21 | $1.00K | 0.00% | +21 | New |
| MCF Advisors LLC | 41 | $1.02K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 88 | $2.00K | 0.00% | +3+3.5% | Added |
| Versant Capital Management, Inc | 88 | $2.19K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 91 | $2.26K | 0.00% | +91 | New |
| Raleigh Capital Management Inc. | 92 | $2.29K | 0.00% | +43+87.8% | Added |
| Signaturefd, LLC | 94 | $2.33K | 0.00% | +19+25.3% | Added |
| US Bancorp | 110 | $2.73K | 0.00% | +51+86.4% | Added |
| Bessemer Group Inc | 173 | $4.00K | 0.00% | −145−45.6% | Reduced |
| Parallel Advisors, LLC | 232 | $5.76K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 250 | $6.21K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 298 | $7.40K | 0.00% | +121+68.4% | Added |
| IFP Advisors, Inc | 215 | $9.00K | 0.00% | +125+138.9% | Added |
| Tower Research Capital LLC (TRC) | 406 | $10.0K | 0.00% | −2,389−85.5% | Reduced |
| Sutton Wealth Advisors Inc. | 422 | $10.5K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 480 | $12.0K | 0.00% | −2−0.4% | Reduced |
| Wells Fargo & Company | 733 | $18.2K | 0.00% | −803−52.3% | Reduced |
| Advisor Group Holdings, Inc. | 787 | $19.0K | 0.00% | −12−1.5% | Reduced |
| Harbour Investments, Inc. | 894 | $22.2K | 0.00% | −90−9.1% | Reduced |
| HighMark Wealth Management LLC | 1,000 | $24.8K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,199 | $29.8K | 0.01% | −2,114−63.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,287 | $32.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,347 | $33.5K | 0.00% | −30−2.2% | Reduced |
| Metropolitan Life Insurance Co | 1,368 | $34.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,400 | $34.8K | 0.00% | +1,400 | New |
| Advisory Services Network, LLC | 1,623 | $40.3K | 0.00% | +1,623 | New |
| Ameritas Investment Partners, Inc. | 1,939 | $46.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,126 | $53.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,426 | $60.3K | 0.00% | +1,225+102.0% | Added |
| AXS Investments LLC | 2,897 | $72.0K | 0.03% | +2,897 | New |
| Vestcor Inc | 3,895 | $97.0K | 0.00% | −5,113−56.8% | Reduced |
| Royal Bank of Canada | 4,235 | $105.0K | 0.00% | +3,372+390.7% | Added |
| Lazard Asset Management LLC | 4,724 | $117.0K | 0.00% | +1,277+37.0% | Added |
| Virtus Investment Advisers, Inc. | 5,187 | $128.8K | 0.09% | +5,187 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,423 | $134.7K | 0.00% | +1,191+28.1% | Added |
| Teachers Retirement System of the State of Kentucky | 5,877 | $146.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,011 | $199.0K | 0.00% | +35+0.4% | Added |
| HighTower Advisors, LLC | 7,872 | $201.0K | 0.00% | +7,872 | New |
| Advisor Partners II, LLC | 8,137 | $202.1K | 0.01% | +8,137 | New |
| Ergoteles LLC | 8,505 | $211.3K | 0.01% | +8,505 | New |
| BNP Paribas Arbitrage, SA | 8,691 | $215.9K | 0.00% | −4,803−35.6% | Reduced |
| Public Employees Retirement System of Ohio | 9,096 | $226.0K | 0.00% | −2,064−18.5% | Reduced |
| UBS Group AG | 9,236 | $229.4K | 0.00% | +6,126+197.0% | Added |
| Bailard, Inc. | 9,294 | $230.9K | 0.01% | +9,294 | New |
| Gsa Capital Partners LLP | 9,304 | $231.0K | 0.03% | −20,957−69.3% | Reduced |
| CWM Advisors, LLC | 9,442 | $234.5K | 0.03% | −270−2.8% | Reduced |
| Manufacturers Life Insurance Company, The | 9,583 | $238.0K | 0.00% | −311−3.1% | Reduced |
| Maryland State Retirement & Pension System | 9,852 | $244.7K | 0.01% | +9,852 | New |
| NJ State Employees Deferred Compensation Plan | 10,000 | $248.4K | 0.04% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 10,139 | $251.9K | 0.00% | −11,818−53.8% | Reduced |
| Amalgamated Bank | 10,515 | $261.0K | 0.00% | −486−4.4% | Reduced |
| Voya Investment Management LLC | 10,599 | $263.3K | 0.00% | −123−1.1% | Reduced |
| Virginia Retirement Systems Et Al | 11,300 | $280.7K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,500 | $286.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 11,700 | $290.0K | 0.02% | +10,800+1,200.0% | Added |
| Los Angeles Capital Management LLC | 12,881 | $320.0K | 0.00% | −569−4.2% | Reduced |
| American International Group, Inc. | 13,136 | $326.3K | 0.00% | −103−0.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,247 | $329.1K | 0.00% | +328+2.5% | Added |
| Price T Rowe Associates Inc | 13,450 | $334.0K | 0.00% | +388+3.0% | Added |
| Woodmont Investment Counsel LLC | 13,475 | $334.7K | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 13,575 | $337.2K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 13,600 | $338.0K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 14,382 | $345.0K | 0.00% | −4,335−23.2% | Reduced |
| Shell Asset Management Co | 14,258 | $354.0K | 0.02% | −2,989−17.3% | Reduced |
| Diversified Trust Co | 14,543 | $361.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 15,023 | $373.2K | 0.00% | +3,229+27.4% | Added |
| Yousif Capital Management, LLC | 15,509 | $385.2K | 0.01% | −4,385−22.0% | Reduced |
| Tudor Investment Corp Et Al | 15,722 | $391.0K | 0.01% | +15,722 | New |
| New York State Teachers Retirement System | 15,927 | $396.0K | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 16,238 | $403.0K | 0.01% | −1,135−6.5% | Reduced |
| State of Alaska, Department of Revenue | 16,818 | $417.0K | 0.01% | +106+0.6% | Added |
| Ensign Peak Advisors, Inc | 17,310 | $430.0K | 0.00% | +950+5.8% | Added |
| Westwood Holdings Group Inc. | 18,021 | $448.0K | 0.00% | +18,021 | New |
| Man Group plc | 18,100 | $449.6K | 0.00% | +3,900+27.5% | Added |
| Capital Impact Advisors, LLC | 18,266 | $453.7K | 0.44% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,400 | $457.1K | 0.00% | 00.0% | Unchanged |
| Putnam Investments LLC | 18,966 | $471.1K | 0.00% | +1,547+8.9% | Added |
| Trexquant Investment LP | 19,402 | $481.9K | 0.01% | +4,911+33.9% | Added |
| Credit Suisse AG | 20,911 | $519.4K | 0.00% | +1,811+9.5% | Added |
| Great West Life Assurance Co | 22,440 | $557.0K | 0.00% | −1,239−5.2% | Reduced |
| State of Tennessee, Treasury Department | 23,054 | $573.0K | 0.00% | +7,010+43.7% | Added |
| Prudential Financial Inc | 24,597 | $611.0K | 0.00% | −200−0.8% | Reduced |
| Thrivent Financial for Lutherans | 24,775 | $615.0K | 0.00% | −190−0.8% | Reduced |
| Seizert Capital Partners, LLC | 24,798 | $616.0K | 0.03% | +24,798 | New |
| STRS Ohio | 25,100 | $623.0K | 0.00% | −5,400−17.7% | Reduced |
| Exchange Traded Concepts, LLC | 25,807 | $641.0K | 0.02% | +705+2.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,849 | $642.0K | 0.01% | +3,845+17.5% | Added |
| HSBC Holdings PLC | 26,865 | $668.7K | 0.00% | +7,362+37.7% | Added |
| Bank of America Corp | 28,300 | $703.0K | 0.00% | +2,757+10.8% | Added |
| New York Life Investment Management LLC | 28,478 | $707.4K | 0.01% | +3,056+12.0% | Added |