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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 20,917 | $566.9K | 0.00% | +60.0% | Added |
| Texas Permanent School Fund | 21,660 | $587.0K | 0.01% | +5,422+33.4% | Added |
| Prudential Financial Inc | 23,582 | $639.1K | 0.00% | −1,015−4.1% | Reduced |
| STRS Ohio | 23,800 | $644.0K | 0.00% | −1,300−5.2% | 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 |
| Truist Financial Corp | 25,215 | $683.3K | 0.00% | −5,011−16.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,573 | $693.0K | 0.01% | −276−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 26,658 | $722.4K | 0.02% | +851+3.3% | Added |
| Alliancebernstein L.P. | 27,576 | $747.3K | 0.00% | −1,028−3.6% | Reduced |
| CWM Advisors, LLC | 29,432 | $797.6K | 0.10% | +19,990+211.7% | Added |
| California State Teachers Retirement System | 30,473 | $825.8K | 0.00% | −458−1.5% | Reduced |
| Cubist Systematic Strategies, LLC | 30,560 | $828.2K | 0.01% | −9,851−24.4% | Reduced |
| Wakefield Asset Management LLLP | 31,007 | $840.3K | 0.35% | +31,007 | New |
| HSBC Holdings PLC | 32,099 | $868.7K | 0.00% | +5,234+19.5% | Added |
| Teacher Retirement System of Texas | 32,310 | $876.0K | 0.01% | +1,443+4.7% | Added |
| Bank of America Corp | 35,273 | $955.9K | 0.00% | +6,973+24.6% | Added |
| Barclays PLC | 41,757 | $1.13M | 0.00% | +12,732+43.9% | Added |
| Public Sector Pension Investment Board | 42,478 | $1.15M | 0.01% | −1,790−4.0% | Reduced |
| Victory Capital Management Inc | 45,350 | $1.23M | 0.00% | −4,271−8.6% | Reduced |
| Los Angeles Capital Management LLC | 45,725 | $1.24M | 0.01% | +32,844+255.0% | Added |
| Russell Investments Group, Ltd. | 48,205 | $1.29M | 0.00% | +4,806+11.1% | Added |
| Zacks Investment Management | 47,615 | $1.29M | 0.02% | +1,389+3.0% | Added |
| JPMorgan Chase & Co | 49,153 | $1.33M | 0.00% | +6,069+14.1% | Added |
| Swiss National Bank | 52,800 | $1.43M | 0.00% | −6,200−10.5% | Reduced |
| Globeflex Capital L P | 55,417 | $1.50M | 0.18% | +42+0.1% | Added |
| Legal & General Group Plc | 57,919 | $1.57M | 0.00% | −1,038−1.8% | Reduced |
| Am Investment Strategies LLC | 64,144 | $1.74M | 0.59% | −4,000−5.9% | Reduced |
| Kornitzer Capital Management Inc | 67,100 | $1.82M | 0.04% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 69,774 | $1.89M | 0.04% | +54,052+343.8% | Added |
| FMR LLC | 72,667 | $1.97M | 0.00% | +29,572+68.6% | Added |
| Martingale Asset Management L P | 76,910 | $2.08M | 0.04% | +203+0.3% | Added |
| Rhumbline Advisers | 77,976 | $2.11M | 0.00% | +3,804+5.1% | Added |
| State Board of Administration of Florida Retirement System | 78,749 | $2.13M | 0.00% | −5,011−6.0% | Reduced |
| Two Sigma Investments, LP | 79,565 | $2.16M | 0.01% | +2,859+3.7% | Added |
| Pinnacle Financial Partners Inc | 83,271 | $2.26M | 0.06% | +90+0.1% | Added |
| First Eagle Investment Management, LLC | 85,461 | $2.32M | 0.01% | +2,000+2.4% | Added |
| Raymond James & Associates | 86,013 | $2.33M | 0.00% | +86,013 | New |
| AQR Capital Management LLC | 97,094 | $2.63M | 0.01% | +25,802+36.2% | Added |
| Two Sigma Advisers, LP | 100,900 | $2.73M | 0.01% | −6,800−6.3% | Reduced |
| Cambiar Investors LLC | 102,062 | $2.77M | 0.12% | −142−0.1% | Reduced |
| Citadel Advisors LLC | 115,293 | $3.12M | 0.00% | +48,292+72.1% | Added |
| Arrowstreet Capital, Limited Partnership | 134,260 | $3.64M | 0.00% | +56,278+72.2% | Added |
| Principal Financial Group Inc | 146,119 | $3.96M | 0.00% | −1,476−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 148,389 | $4.02M | 0.01% | −2,160−1.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 150,510 | $4.08M | 0.54% | 00.0% | Unchanged |
| Deutsche Bank AG | 152,734 | $4.14M | 0.00% | +4,179+2.8% | Added |
| SEI Investments Co | 172,599 | $4.68M | 0.01% | +13,243+8.3% | Added |
| Connors Investor Services Inc | 174,610 | $4.73M | 0.56% | +957+0.6% | Added |
| Herald Investment Management Ltd | 175,000 | $4.74M | 1.05% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 185,146 | $5.02M | 0.00% | +5,348+3.0% | Added |
| Western Standard LLC | 188,731 | $5.11M | 5.19% | −6,500−3.3% | Reduced |
| Goldman Sachs Group Inc | 196,128 | $5.32M | 0.00% | −2,652−1.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 196,941 | $5.34M | 0.03% | +3,588+1.9% | Added |
| Kennedy Capital Management, Inc. | 199,928 | $5.42M | 0.16% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 203,608 | $5.52M | 0.00% | −15,474−7.1% | Reduced |
| Panagora Asset Management Inc | 215,053 | $5.83M | 0.04% | +12,476+6.2% | Added |
| Assenagon Asset Management S.A. | 225,815 | $6.12M | 0.02% | +189,604+523.6% | Added |
| Hillsdale Investment Management Inc. | 228,200 | $6.18M | 0.53% | 00.0% | Unchanged |
| Northern Trust Corp | 261,189 | $7.08M | 0.00% | −137,255−34.4% | Reduced |
| Bank of New York Mellon Corp | 267,091 | $7.24M | 0.00% | −14,821−5.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 287,093 | $7.78M | 0.02% | +4,342+1.5% | Added |
| Invesco Ltd. | 317,183 | $8.60M | 0.00% | +169,771+115.2% | Added |
| Morgan Stanley | 369,125 | $10.0M | 0.00% | +35,143+10.5% | Added |
| Millennium Management LLC | 390,819 | $10.6M | 0.01% | +85,201+27.9% | Added |
| Ameriprise Financial Inc | 429,428 | $11.6M | 0.00% | +120,944+39.2% | Added |
| Geode Capital Management, LLC | 482,930 | $13.1M | 0.00% | +12,923+2.7% | Added |
| Stephens Investment Management Group LLC | 487,053 | $13.2M | 0.22% | +12,090+2.5% | Added |
| Heartland Advisors Inc | 515,717 | $14.0M | 0.86% | +66,143+14.7% | Added |
| Renaissance Technologies LLC | 584,700 | $15.8M | 0.02% | +20,200+3.6% | Added |
| Punch & Associates Investment Management, Inc. | 781,333 | $21.2M | 1.36% | +66,361+9.3% | Added |
| State Street Corp | 926,306 | $25.1M | 0.00% | +2,722+0.3% | Added |
| Acadian Asset Management LLC | 951,271 | $25.8M | 0.11% | +3,661+0.4% | Added |
| Dimensional Fund Advisors LP | 1,531,106 | $41.5M | 0.01% | +12,475+0.8% | Added |
| Vanguard Group Inc | 2,875,131 | $77.9M | 0.00% | +103,222+3.7% | Added |
| BlackRock Inc. | 4,187,133 | $113.5M | 0.00% | −47,290−1.1% | Reduced |
| Sofos Investments, Inc. | 28 | – | – | +3+12.0% | Added |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −334,044−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −19,402−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −13,475−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,304−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −8,505−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −2,897−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |