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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 28,604 | $710.5K | 0.00% | +21+0.1% | Added |
| Barclays PLC | 29,025 | $721.0K | 0.00% | +8,627+42.3% | Added |
| Truist Financial Corp | 30,226 | $750.8K | 0.00% | +14,109+87.5% | Added |
| Teacher Retirement System of Texas | 30,867 | $767.0K | 0.01% | +2,221+7.8% | Added |
| California State Teachers Retirement System | 30,931 | $768.3K | 0.00% | +470+1.5% | Added |
| Algert Global LLC | 31,012 | $770.3K | 0.04% | −7,770−20.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 33,693 | $836.9K | 0.20% | +20,520+155.8% | Added |
| ExodusPoint Capital Management, LP | 35,080 | $871.0K | 0.01% | +8,258+30.8% | Added |
| Assenagon Asset Management S.A. | 36,211 | $899.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 40,411 | $1.00M | 0.01% | +31,720+365.0% | Added |
| New York State Common Retirement Fund | 42,477 | $1.06M | 0.00% | −31,264−42.4% | Reduced |
| FMR LLC | 43,095 | $1.07M | 0.00% | +10,607+32.6% | Added |
| JPMorgan Chase & Co | 43,084 | $1.07M | 0.00% | +2,422+6.0% | Added |
| Russell Investments Group, Ltd. | 43,399 | $1.08M | 0.00% | +6,998+19.2% | Added |
| Public Sector Pension Investment Board | 44,268 | $1.10M | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 46,226 | $1.15M | 0.02% | +10,382+29.0% | Added |
| Victory Capital Management Inc | 49,621 | $1.23M | 0.00% | −34,202−40.8% | Reduced |
| Globeflex Capital L P | 55,375 | $1.38M | 0.17% | +29,149+111.1% | Added |
| Legal & General Group Plc | 58,957 | $1.46M | 0.00% | +1,338+2.3% | Added |
| Swiss National Bank | 59,000 | $1.47M | 0.00% | +1,300+2.3% | Added |
| Citadel Advisors LLC | 67,001 | $1.66M | 0.00% | +10,594+18.8% | Added |
| Kornitzer Capital Management Inc | 67,100 | $1.67M | 0.03% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 68,144 | $1.69M | 0.60% | −300−0.4% | Reduced |
| AQR Capital Management LLC | 71,292 | $1.77M | 0.00% | +853+1.2% | Added |
| Rhumbline Advisers | 74,172 | $1.84M | 0.00% | +176+0.2% | Added |
| Two Sigma Investments, LP | 76,706 | $1.91M | 0.01% | +30,145+64.7% | Added |
| Martingale Asset Management L P | 76,707 | $1.91M | 0.04% | +1,108+1.5% | Added |
| Arrowstreet Capital, Limited Partnership | 77,982 | $1.94M | 0.00% | +16,035+25.9% | Added |
| Pinnacle Financial Partners Inc | 83,181 | $2.07M | 0.06% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 83,461 | $2.07M | 0.01% | +6,500+8.4% | Added |
| State Board of Administration of Florida Retirement System | 83,760 | $2.08M | 0.01% | −9,655−10.3% | Reduced |
| Cambiar Investors LLC | 102,204 | $2.54M | 0.12% | +3,290+3.3% | Added |
| Two Sigma Advisers, LP | 107,700 | $2.68M | 0.01% | +25,500+31.0% | Added |
| Invesco Ltd. | 147,412 | $3.66M | 0.00% | +11,589+8.5% | Added |
| Principal Financial Group Inc | 147,595 | $3.67M | 0.00% | −4,639−3.0% | Reduced |
| Deutsche Bank AG | 148,555 | $3.69M | 0.00% | +160+0.1% | Added |
| McKinley Capital Management LLC /Delaware | 150,510 | $3.74M | 0.50% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 150,549 | $3.74M | 0.01% | −14,255−8.6% | Reduced |
| SEI Investments Co | 159,356 | $3.96M | 0.01% | +2,787+1.8% | Added |
| Connors Investor Services Inc | 173,653 | $4.31M | 0.54% | +262+0.2% | Added |
| Herald Investment Management Ltd | 175,000 | $4.34M | 1.07% | +25,000+16.7% | Added |
| Charles Schwab Investment Management Inc | 179,798 | $4.47M | 0.00% | +4,004+2.3% | Added |
| Jacobs Levy Equity Management, Inc | 193,353 | $4.80M | 0.03% | −2,464−1.3% | Reduced |
| Western Standard LLC | 195,231 | $4.85M | 4.27% | +43,695+28.8% | Added |
| Goldman Sachs Group Inc | 198,780 | $4.94M | 0.00% | +84,873+74.5% | Added |
| Kennedy Capital Management, Inc. | 199,928 | $4.97M | 0.14% | −171−0.1% | Reduced |
| Panagora Asset Management Inc | 202,577 | $5.03M | 0.03% | +7,604+3.9% | Added |
| Nuveen Asset Management, LLC | 219,082 | $5.44M | 0.00% | −9,786−4.3% | Reduced |
| Hillsdale Investment Management Inc. | 228,200 | $5.67M | 0.48% | +194,400+575.1% | Added |
| Bank of New York Mellon Corp | 281,912 | $7.00M | 0.00% | −34,101−10.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 282,751 | $7.02M | 0.02% | +271,879+2,500.7% | Added |
| Millennium Management LLC | 305,618 | $7.59M | 0.01% | +65,948+27.5% | Added |
| Ameriprise Financial Inc | 308,484 | $7.66M | 0.00% | −20,669−6.3% | Reduced |
| Morgan Stanley | 333,982 | $8.30M | 0.00% | +23,243+7.5% | Added |
| Granite Investment Partners, LLC | 334,044 | $8.30M | 0.34% | −422,992−55.9% | Reduced |
| Northern Trust Corp | 398,444 | $9.90M | 0.00% | −162,815−29.0% | Reduced |
| Brown Brothers Harriman & Co | 413,389 | $10.3M | 0.09% | −905,500−68.7% | Reduced |
| Heartland Advisors Inc | 449,574 | $11.2M | 0.71% | +8,813+2.0% | Added |
| Geode Capital Management, LLC | 470,007 | $11.7M | 0.00% | +16,260+3.6% | Added |
| Stephens Investment Management Group LLC | 474,963 | $11.8M | 0.21% | −11,992−2.5% | Reduced |
| Renaissance Technologies LLC | 564,500 | $14.0M | 0.02% | −53,500−8.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 714,972 | $17.8M | 1.15% | +89,068+14.2% | Added |
| State Street Corp | 923,584 | $22.9M | 0.00% | +20,029+2.2% | Added |
| Acadian Asset Management LLC | 947,610 | $23.5M | 0.12% | +136,136+16.8% | Added |
| Dimensional Fund Advisors LP | 1,518,631 | $37.7M | 0.01% | −90.0% | Reduced |
| Vanguard Group Inc | 2,771,909 | $68.9M | 0.00% | +51,709+1.9% | Added |
| BlackRock Inc. | 4,234,423 | $105.2M | 0.00% | +157,451+3.9% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −21,852−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,777−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,390−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −4,805−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |