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 |
|---|---|---|---|---|---|
| Covestor Ltd | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 8 | $217 | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 14 | $380 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $434 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20 | $542 | 0.00% | +20 | New |
| Massmutual Trust Co FSB | 21 | $569 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $570 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 24 | $650 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 28 | $759 | 0.00% | −4−12.5% | Reduced |
| Glassman Wealth Services | 34 | $921 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 41 | $1.11K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 43 | $1.17K | 0.00% | +43 | New |
| Versant Capital Management, Inc | 88 | $2.31K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 97 | $3.00K | 0.00% | +9+10.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 115 | $3.12K | 0.00% | +115 | New |
| Raleigh Capital Management Inc. | 115 | $3.12K | 0.00% | +23+25.0% | Added |
| Advisory Services Network, LLC | 123 | $3.33K | 0.00% | −1,500−92.4% | Reduced |
| US Bancorp | 155 | $4.20K | 0.00% | +45+40.9% | Added |
| TCI Wealth Advisors, Inc. | 180 | $4.88K | 0.00% | +180 | New |
| Bessemer Group Inc | 173 | $5.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 250 | $6.78K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 310 | $8.40K | 0.00% | +310 | New |
| Quadrant Capital Group LLC | 335 | $9.08K | 0.00% | +37+12.4% | Added |
| Brown Brothers Harriman & Co | 389 | $10.5K | 0.00% | −413,000−99.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 503 | $14.0K | 0.00% | +23+4.8% | Added |
| Point72 Asset Management, L.P. | 546 | $14.8K | 0.00% | +546 | New |
| Tower Research Capital LLC (TRC) | 613 | $17.0K | 0.00% | +207+51.0% | Added |
| Signaturefd, LLC | 805 | $21.8K | 0.00% | +711+756.4% | Added |
| Parallel Advisors, LLC | 822 | $22.3K | 0.00% | +590+254.3% | Added |
| Harbour Investments, Inc. | 894 | $24.2K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,000 | $27.1K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,099 | $29.8K | 0.00% | +312+39.6% | Added |
| Altshuler Shaham Ltd | 1,181 | $32.0K | 0.00% | −1,245−51.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,297 | $35.1K | 0.00% | +10+0.8% | Added |
| Metropolitan Life Insurance Co | 1,368 | $37.1K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,400 | $37.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,905 | $51.6K | 0.02% | +706+58.9% | Added |
| Ameritas Investment Partners, Inc. | 1,939 | $52.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,126 | $58.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,660 | $72.0K | 0.00% | −1,575−37.2% | Reduced |
| Aquatic Capital Management LLC | 3,000 | $81.0K | 0.01% | −8,700−74.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,332 | $90.3K | 0.00% | +1,985+147.4% | Added |
| Vestcor Inc | 3,895 | $106.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,849 | $131.0K | 0.00% | +125+2.6% | Added |
| Virtus Investment Advisers, Inc. | 5,015 | $135.9K | 0.10% | −172−3.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,423 | $147.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,729 | $155.3K | 0.00% | +4,996+681.6% | Added |
| Teachers Retirement System of the State of Kentucky | 5,877 | $159.0K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 7,594 | $205.8K | 0.04% | +7,594 | New |
| Algert Global LLC | 7,884 | $213.7K | 0.01% | −23,128−74.6% | Reduced |
| Oregon Public Employees Retirement Fund | 7,991 | $216.6K | 0.00% | −20−0.2% | Reduced |
| Advisor Partners II, LLC | 8,073 | $218.8K | 0.01% | −64−0.8% | Reduced |
| HighTower Advisors, LLC | 7,757 | $220.0K | 0.00% | −115−1.5% | Reduced |
| TD Asset Management Inc | 8,200 | $222.2K | 0.00% | +8,200 | New |
| State of Tennessee, Treasury Department | 8,207 | $222.4K | 0.00% | −14,847−64.4% | Reduced |
| Qube Research & Technologies Ltd | 8,644 | $234.3K | 0.00% | +8,644 | New |
| Public Employees Retirement System of Ohio | 9,096 | $247.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 9,583 | $259.7K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 9,694 | $262.7K | 0.01% | +400+4.3% | Added |
| Engineers Gate Manager LP | 9,791 | $265.3K | 0.01% | +9,791 | New |
| Maryland State Retirement & Pension System | 9,852 | $267.0K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $271.0K | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 10,228 | $277.0K | 0.00% | −287−2.7% | Reduced |
| Ziegler Capital Management, LLC | 10,278 | $278.5K | 0.01% | +10,278 | New |
| Voya Investment Management LLC | 10,457 | $283.4K | 0.00% | −142−1.3% | Reduced |
| Jump Financial, LLC | 10,500 | $284.6K | 0.01% | +10,500 | New |
| Virginia Retirement Systems Et Al | 10,800 | $292.7K | 0.00% | −500−4.4% | Reduced |
| Janus Henderson Group PLC | 11,102 | $300.7K | 0.00% | +11,102 | New |
| Louisiana State Employees Retirement System | 11,300 | $306.2K | 0.01% | −200−1.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,491 | $311.4K | 0.06% | −22,202−65.9% | Reduced |
| SG Americas Securities, LLC | 11,924 | $323.0K | 0.00% | +11,924 | New |
| New York State Common Retirement Fund | 12,318 | $333.8K | 0.00% | −30,159−71.0% | Reduced |
| Susquehanna International Group, LLP | 12,670 | $343.4K | 0.00% | +12,670 | New |
| Citigroup Inc | 12,778 | $346.3K | 0.00% | −2,245−14.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,893 | $349.4K | 0.00% | −354−2.7% | Reduced |
| American International Group, Inc. | 13,194 | $357.6K | 0.00% | +58+0.4% | Added |
| ExodusPoint Capital Management, LP | 13,434 | $364.0K | 0.00% | −21,646−61.7% | Reduced |
| MetLife Investment Management | 13,575 | $367.9K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 13,600 | $369.0K | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 13,774 | $373.3K | 0.00% | −1,735−11.2% | Reduced |
| Price T Rowe Associates Inc | 13,850 | $376.0K | 0.00% | +400+3.0% | Added |
| Shell Asset Management Co | 14,208 | $385.0K | 0.02% | −50−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 14,829 | $401.9K | 0.00% | +6,138+70.6% | Added |
| State of New Jersey Common Pension Fund D | 15,028 | $407.3K | 0.00% | +15,028 | New |
| New York State Teachers Retirement System | 15,527 | $421.0K | 0.00% | −400−2.5% | Reduced |
| Diversified Trust Co | 16,035 | $434.5K | 0.02% | +1,492+10.3% | Added |
| State of Alaska, Department of Revenue | 16,539 | $448.0K | 0.01% | −279−1.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,600 | $449.9K | 0.00% | −1,800−9.8% | Reduced |
| Westwood Holdings Group Inc. | 16,639 | $451.0K | 0.00% | −1,382−7.7% | Reduced |
| Ensign Peak Advisors, Inc | 17,310 | $469.1K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 17,412 | $471.0K | 0.01% | +17,412 | New |
| CM Wealth Advisors LLC | 18,886 | $477.0K | 0.09% | +18,886 | New |
| New York Life Investment Management LLC | 18,052 | $489.2K | 0.01% | −10,426−36.6% | Reduced |
| Putnam Investments LLC | 18,194 | $493.1K | 0.00% | −772−4.1% | Reduced |
| UBS Group AG | 18,722 | $507.4K | 0.00% | +9,486+102.7% | Added |
| Capital Impact Advisors, LLC | 19,184 | $519.9K | 0.64% | +918+5.0% | Added |
| Man Group plc | – | $520.6K | 0.00% | – | – |
| Cornercap Investment Counsel Inc | 19,868 | $538.4K | 0.09% | +19,868 | New |
| Seizert Capital Partners, LLC | 20,072 | $544.0K | 0.03% | −4,726−19.1% | Reduced |
| UBS Asset Management Americas Inc | 20,345 | $551.4K | 0.00% | +10,206+100.7% | Added |