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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 13,136 | $326.3K | 0.00% | −103−0.8% | Reduced |
| Los Angeles Capital Management LLC | 12,881 | $320.0K | 0.00% | −569−4.2% | Reduced |
| Aquatic Capital Management LLC | 11,700 | $290.0K | 0.02% | +10,800+1,200.0% | Added |
| Louisiana State Employees Retirement System | 11,500 | $286.0K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 11,300 | $280.7K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,599 | $263.3K | 0.00% | −123−1.1% | Reduced |
| Amalgamated Bank | 10,515 | $261.0K | 0.00% | −486−4.4% | Reduced |
| UBS Asset Management Americas Inc | 10,139 | $251.9K | 0.00% | −11,818−53.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $248.4K | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,852 | $244.7K | 0.01% | +9,852 | New |
| Manufacturers Life Insurance Company, The | 9,583 | $238.0K | 0.00% | −311−3.1% | Reduced |
| CWM Advisors, LLC | 9,442 | $234.5K | 0.03% | −270−2.8% | Reduced |
| Gsa Capital Partners LLP | 9,304 | $231.0K | 0.03% | −20,957−69.3% | Reduced |
| Bailard, Inc. | 9,294 | $230.9K | 0.01% | +9,294 | New |
| UBS Group AG | 9,236 | $229.4K | 0.00% | +6,126+197.0% | Added |
| Public Employees Retirement System of Ohio | 9,096 | $226.0K | 0.00% | −2,064−18.5% | Reduced |
| BNP Paribas Arbitrage, SA | 8,691 | $215.9K | 0.00% | −4,803−35.6% | Reduced |
| Ergoteles LLC | 8,505 | $211.3K | 0.01% | +8,505 | New |
| Advisor Partners II, LLC | 8,137 | $202.1K | 0.01% | +8,137 | New |
| HighTower Advisors, LLC | 7,872 | $201.0K | 0.00% | +7,872 | New |
| Oregon Public Employees Retirement Fund | 8,011 | $199.0K | 0.00% | +35+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 5,877 | $146.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,423 | $134.7K | 0.00% | +1,191+28.1% | Added |
| Virtus Investment Advisers, Inc. | 5,187 | $128.8K | 0.09% | +5,187 | New |
| Lazard Asset Management LLC | 4,724 | $117.0K | 0.00% | +1,277+37.0% | Added |
| Royal Bank of Canada | 4,235 | $105.0K | 0.00% | +3,372+390.7% | Added |
| Vestcor Inc | 3,895 | $97.0K | 0.00% | −5,113−56.8% | Reduced |
| AXS Investments LLC | 2,897 | $72.0K | 0.03% | +2,897 | New |
| Altshuler Shaham Ltd | 2,426 | $60.3K | 0.00% | +1,225+102.0% | Added |
| KBC Group NV | 2,126 | $53.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,939 | $46.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,623 | $40.3K | 0.00% | +1,623 | New |
| Delta Asset Management LLC | 1,400 | $34.8K | 0.00% | +1,400 | New |
| Metropolitan Life Insurance Co | 1,368 | $34.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,347 | $33.5K | 0.00% | −30−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,287 | $32.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,199 | $29.8K | 0.01% | −2,114−63.8% | Reduced |
| HighMark Wealth Management LLC | 1,000 | $24.8K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 894 | $22.2K | 0.00% | −90−9.1% | Reduced |
| Advisor Group Holdings, Inc. | 787 | $19.0K | 0.00% | −12−1.5% | Reduced |
| Wells Fargo & Company | 733 | $18.2K | 0.00% | −803−52.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 480 | $12.0K | 0.00% | −2−0.4% | Reduced |
| Sutton Wealth Advisors Inc. | 422 | $10.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 406 | $10.0K | 0.00% | −2,389−85.5% | Reduced |
| IFP Advisors, Inc | 215 | $9.00K | 0.00% | +125+138.9% | Added |
| Quadrant Capital Group LLC | 298 | $7.40K | 0.00% | +121+68.4% | Added |
| Beacon Capital Management, LLC | 250 | $6.21K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 232 | $5.76K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 173 | $4.00K | 0.00% | −145−45.6% | Reduced |
| US Bancorp | 110 | $2.73K | 0.00% | +51+86.4% | Added |
| Signaturefd, LLC | 94 | $2.33K | 0.00% | +19+25.3% | Added |
| Raleigh Capital Management Inc. | 92 | $2.29K | 0.00% | +43+87.8% | Added |
| Truvestments Capital LLC | 91 | $2.26K | 0.00% | +91 | New |
| Versant Capital Management, Inc | 88 | $2.19K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 88 | $2.00K | 0.00% | +3+3.5% | Added |
| MCF Advisors LLC | 41 | $1.02K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $1.00K | 0.00% | +21 | New |
| Sofos Investments, Inc. | 25 | $848 | 0.01% | −38−60.3% | Reduced |
| Glassman Wealth Services | 34 | $845 | 0.00% | −3−8.1% | Reduced |
| Accurate Wealth Management, LLC | 35 | $832 | 0.00% | +35 | New |
| Huntington National Bank | 32 | $795 | 0.00% | −2−5.9% | Reduced |
| Hollencrest Capital Management | 24 | $596 | 0.00% | +24 | New |
| HHM Wealth Advisors, LLC | 21 | $522 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $397 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $348 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $0 | 0.00% | +1+6.7% | 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 |