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, Q1 2023
Institutional positions in Healthstream Inc as of Mar 31, 2023. 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
- 177
- +11 vs. Q4 2022
- Shares held
- 21.7M
- +339.1K (+1.6%) vs. Q4 2022
- Total value
- $587.7M
- +$57.8M (+10.9%) vs. Q4 2022
- New holders
- 22
- 68 more added
- Sold out
- 11
- 54 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,187,133 | $113.5M | 0.00% | −47,290−1.1% | Reduced |
| Vanguard Group Inc | 2,875,131 | $77.9M | 0.00% | +103,222+3.7% | Added |
| Dimensional Fund Advisors LP | 1,531,106 | $41.5M | 0.01% | +12,475+0.8% | Added |
| Acadian Asset Management LLC | 951,271 | $25.8M | 0.11% | +3,661+0.4% | Added |
| State Street Corp | 926,306 | $25.1M | 0.00% | +2,722+0.3% | Added |
| Punch & Associates Investment Management, Inc. | 781,333 | $21.2M | 1.36% | +66,361+9.3% | Added |
| Renaissance Technologies LLC | 584,700 | $15.8M | 0.02% | +20,200+3.6% | Added |
| Heartland Advisors Inc | 515,717 | $14.0M | 0.86% | +66,143+14.7% | Added |
| Stephens Investment Management Group LLC | 487,053 | $13.2M | 0.22% | +12,090+2.5% | Added |
| Geode Capital Management, LLC | 482,930 | $13.1M | 0.00% | +12,923+2.7% | Added |
| Ameriprise Financial Inc | 429,428 | $11.6M | 0.00% | +120,944+39.2% | Added |
| Millennium Management LLC | 390,819 | $10.6M | 0.01% | +85,201+27.9% | Added |
| Morgan Stanley | 369,125 | $10.0M | 0.00% | +35,143+10.5% | Added |
| Invesco Ltd. | 317,183 | $8.60M | 0.00% | +169,771+115.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 287,093 | $7.78M | 0.02% | +4,342+1.5% | Added |
| Bank of New York Mellon Corp | 267,091 | $7.24M | 0.00% | −14,821−5.3% | Reduced |
| Northern Trust Corp | 261,189 | $7.08M | 0.00% | −137,255−34.4% | Reduced |
| Hillsdale Investment Management Inc. | 228,200 | $6.18M | 0.53% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 225,815 | $6.12M | 0.02% | +189,604+523.6% | Added |
| Panagora Asset Management Inc | 215,053 | $5.83M | 0.04% | +12,476+6.2% | Added |
| Nuveen Asset Management, LLC | 203,608 | $5.52M | 0.00% | −15,474−7.1% | Reduced |
| Kennedy Capital Management, Inc. | 199,928 | $5.42M | 0.16% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 196,941 | $5.34M | 0.03% | +3,588+1.9% | Added |
| Goldman Sachs Group Inc | 196,128 | $5.32M | 0.00% | −2,652−1.3% | Reduced |
| Western Standard LLC | 188,731 | $5.11M | 5.19% | −6,500−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 185,146 | $5.02M | 0.00% | +5,348+3.0% | Added |
| Herald Investment Management Ltd | 175,000 | $4.74M | 1.05% | 00.0% | Unchanged |
| Connors Investor Services Inc | 174,610 | $4.73M | 0.56% | +957+0.6% | Added |
| SEI Investments Co | 172,599 | $4.68M | 0.01% | +13,243+8.3% | Added |
| Deutsche Bank AG | 152,734 | $4.14M | 0.00% | +4,179+2.8% | Added |
| McKinley Capital Management LLC /Delaware | 150,510 | $4.08M | 0.54% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 148,389 | $4.02M | 0.01% | −2,160−1.4% | Reduced |
| Principal Financial Group Inc | 146,119 | $3.96M | 0.00% | −1,476−1.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 134,260 | $3.64M | 0.00% | +56,278+72.2% | Added |
| Citadel Advisors LLC | 115,293 | $3.12M | 0.00% | +48,292+72.1% | Added |
| Cambiar Investors LLC | 102,062 | $2.77M | 0.12% | −142−0.1% | Reduced |
| Two Sigma Advisers, LP | 100,900 | $2.73M | 0.01% | −6,800−6.3% | Reduced |
| AQR Capital Management LLC | 97,094 | $2.63M | 0.01% | +25,802+36.2% | Added |
| Raymond James & Associates | 86,013 | $2.33M | 0.00% | +86,013 | New |
| First Eagle Investment Management, LLC | 85,461 | $2.32M | 0.01% | +2,000+2.4% | Added |
| Pinnacle Financial Partners Inc | 83,271 | $2.26M | 0.06% | +90+0.1% | Added |
| Two Sigma Investments, LP | 79,565 | $2.16M | 0.01% | +2,859+3.7% | Added |
| State Board of Administration of Florida Retirement System | 78,749 | $2.13M | 0.00% | −5,011−6.0% | Reduced |
| Rhumbline Advisers | 77,976 | $2.11M | 0.00% | +3,804+5.1% | Added |
| Martingale Asset Management L P | 76,910 | $2.08M | 0.04% | +203+0.3% | Added |
| FMR LLC | 72,667 | $1.97M | 0.00% | +29,572+68.6% | Added |
| Tudor Investment Corp Et Al | 69,774 | $1.89M | 0.04% | +54,052+343.8% | Added |
| Kornitzer Capital Management Inc | 67,100 | $1.82M | 0.04% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 64,144 | $1.74M | 0.59% | −4,000−5.9% | Reduced |
| Legal & General Group Plc | 57,919 | $1.57M | 0.00% | −1,038−1.8% | Reduced |
| Globeflex Capital L P | 55,417 | $1.50M | 0.18% | +42+0.1% | Added |
| Swiss National Bank | 52,800 | $1.43M | 0.00% | −6,200−10.5% | Reduced |
| JPMorgan Chase & Co | 49,153 | $1.33M | 0.00% | +6,069+14.1% | Added |
| Zacks Investment Management | 47,615 | $1.29M | 0.02% | +1,389+3.0% | Added |
| Russell Investments Group, Ltd. | 48,205 | $1.29M | 0.00% | +4,806+11.1% | Added |
| Los Angeles Capital Management LLC | 45,725 | $1.24M | 0.01% | +32,844+255.0% | Added |
| Victory Capital Management Inc | 45,350 | $1.23M | 0.00% | −4,271−8.6% | Reduced |
| Public Sector Pension Investment Board | 42,478 | $1.15M | 0.01% | −1,790−4.0% | Reduced |
| Barclays PLC | 41,757 | $1.13M | 0.00% | +12,732+43.9% | Added |
| Bank of America Corp | 35,273 | $955.9K | 0.00% | +6,973+24.6% | Added |
| Teacher Retirement System of Texas | 32,310 | $876.0K | 0.01% | +1,443+4.7% | Added |
| HSBC Holdings PLC | 32,099 | $868.7K | 0.00% | +5,234+19.5% | Added |
| Wakefield Asset Management LLLP | 31,007 | $840.3K | 0.35% | +31,007 | New |
| Cubist Systematic Strategies, LLC | 30,560 | $828.2K | 0.01% | −9,851−24.4% | Reduced |
| California State Teachers Retirement System | 30,473 | $825.8K | 0.00% | −458−1.5% | Reduced |
| CWM Advisors, LLC | 29,432 | $797.6K | 0.10% | +19,990+211.7% | Added |
| Alliancebernstein L.P. | 27,576 | $747.3K | 0.00% | −1,028−3.6% | Reduced |
| Exchange Traded Concepts, LLC | 26,658 | $722.4K | 0.02% | +851+3.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,573 | $693.0K | 0.01% | −276−1.1% | Reduced |
| Truist Financial Corp | 25,215 | $683.3K | 0.00% | −5,011−16.6% | Reduced |
| Thrivent Financial for Lutherans | 23,936 | $649.0K | 0.00% | −839−3.4% | Reduced |
| Great West Life Assurance Co | 23,960 | $649.0K | 0.00% | +1,520+6.8% | Added |
| STRS Ohio | 23,800 | $644.0K | 0.00% | −1,300−5.2% | Reduced |
| Prudential Financial Inc | 23,582 | $639.1K | 0.00% | −1,015−4.1% | Reduced |
| Texas Permanent School Fund | 21,660 | $587.0K | 0.01% | +5,422+33.4% | Added |
| Credit Suisse AG | 20,917 | $566.9K | 0.00% | +60.0% | Added |
| UBS Asset Management Americas Inc | 20,345 | $551.4K | 0.00% | +10,206+100.7% | Added |
| Seizert Capital Partners, LLC | 20,072 | $544.0K | 0.03% | −4,726−19.1% | Reduced |
| Cornercap Investment Counsel Inc | 19,868 | $538.4K | 0.09% | +19,868 | New |
| Man Group plc | – | $520.6K | 0.00% | – | – |
| Capital Impact Advisors, LLC | 19,184 | $519.9K | 0.64% | +918+5.0% | Added |
| UBS Group AG | 18,722 | $507.4K | 0.00% | +9,486+102.7% | Added |
| Putnam Investments LLC | 18,194 | $493.1K | 0.00% | −772−4.1% | Reduced |
| New York Life Investment Management LLC | 18,052 | $489.2K | 0.01% | −10,426−36.6% | Reduced |
| CM Wealth Advisors LLC | 18,886 | $477.0K | 0.09% | +18,886 | New |
| HRT Financial LP | 17,412 | $471.0K | 0.01% | +17,412 | New |
| Ensign Peak Advisors, Inc | 17,310 | $469.1K | 0.00% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 16,639 | $451.0K | 0.00% | −1,382−7.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,600 | $449.9K | 0.00% | −1,800−9.8% | Reduced |
| State of Alaska, Department of Revenue | 16,539 | $448.0K | 0.01% | −279−1.7% | Reduced |
| Diversified Trust Co | 16,035 | $434.5K | 0.02% | +1,492+10.3% | Added |
| New York State Teachers Retirement System | 15,527 | $421.0K | 0.00% | −400−2.5% | Reduced |
| State of New Jersey Common Pension Fund D | 15,028 | $407.3K | 0.00% | +15,028 | New |
| BNP Paribas Arbitrage, SA | 14,829 | $401.9K | 0.00% | +6,138+70.6% | Added |
| Shell Asset Management Co | 14,208 | $385.0K | 0.02% | −50−0.4% | Reduced |
| Price T Rowe Associates Inc | 13,850 | $376.0K | 0.00% | +400+3.0% | Added |
| Yousif Capital Management, LLC | 13,774 | $373.3K | 0.00% | −1,735−11.2% | Reduced |
| Lee Danner & Bass Inc | 13,600 | $369.0K | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 13,575 | $367.9K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 13,434 | $364.0K | 0.00% | −21,646−61.7% | Reduced |