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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.

Institutional holdersQ1 2023: 177 institutions
Q1 2021: 140 institutionsQ2 2021: 147 institutionsQ3 2021: 156 institutionsQ4 2021: 159 institutionsQ1 2022: 156 institutionsQ2 2022: 152 institutionsQ3 2022: 159 institutionsQ4 2022: 167 institutionsQ1 2023: 177 institutionsQ2 2023: 172 institutionsQ3 2023: 179 institutionsQ4 2023: 188 institutionsQ1 2024: 190 institutionsQ2 2024: 200 institutionsQ3 2024: 206 institutionsQ4 2024: 206 institutionsQ1 2025: 211 institutionsQ2 2025: 203 institutionsQ3 2025: 201 institutionsQ4 2025: 193 institutionsQ1 2026: 198 institutionsQ2 2026: 219 institutions
Value heldQ1 2023: $587.7M
Q1 2021: $520.1MQ2 2021: $644.1MQ3 2021: $651.7MQ4 2021: $591.2MQ1 2022: $433.9MQ2 2022: $469.4MQ3 2022: $458.4MQ4 2022: $530.2MQ1 2023: $587.7MQ2 2023: $529.6MQ3 2023: $461.5MQ4 2023: $570.4MQ1 2024: $564.6MQ2 2024: $597.1MQ3 2024: $627.8MQ4 2024: $718.6MQ1 2025: $720.1MQ2 2025: $611.1MQ3 2025: $602.0MQ4 2025: $487.7MQ1 2026: $445.5MQ2 2026: $604.4M
Institutions holding HSTM and their total value by quarter
QuarterHoldersValue
Q2 2026219$604.4M
Q1 2026198$445.5M
Q4 2025193$487.7M
Q3 2025201$602.0M
Q2 2025203$611.1M
Q1 2025211$720.1M
Q4 2024206$718.6M
Q3 2024206$627.8M
Q2 2024200$597.1M
Q1 2024190$564.6M
Q4 2023188$570.4M
Q3 2023179$461.5M
Q2 2023172$529.6M
Q1 2023177$587.7M
Q4 2022167$530.2M
Q3 2022159$458.4M
Q2 2022152$469.4M
Q1 2022156$433.9M
Q4 2021159$591.2M
Q3 2021156$651.7M
Q2 2021147$644.1M
Q1 2021140$520.1M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q4 2022.

Institutions holding HSTM in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
American International Group, Inc.13,194$357.6K0.00%+58+0.4%Added
Connor, Clark & Lunn Investment Management Ltd.12,893$349.4K0.00%−354−2.7%Reduced
Citigroup Inc12,778$346.3K0.00%−2,245−14.9%Reduced
Susquehanna International Group, LLP12,670$343.4K0.00%+12,670New
New York State Common Retirement Fund12,318$333.8K0.00%−30,159−71.0%Reduced
SG Americas Securities, LLC11,924$323.0K0.00%+11,924New
Campbell & CO Investment Adviser LLC11,491$311.4K0.06%−22,202−65.9%Reduced
Louisiana State Employees Retirement System11,300$306.2K0.01%−200−1.7%Reduced
Janus Henderson Group PLC11,102$300.7K0.00%+11,102New
Virginia Retirement Systems Et Al10,800$292.7K0.00%−500−4.4%Reduced
Jump Financial, LLC10,500$284.6K0.01%+10,500New
Voya Investment Management LLC10,457$283.4K0.00%−142−1.3%Reduced
Ziegler Capital Management, LLC10,278$278.5K0.01%+10,278New
Amalgamated Bank10,228$277.0K0.00%−287−2.7%Reduced
NJ State Employees Deferred Compensation Plan10,000$271.0K0.04%00.0%Unchanged
Maryland State Retirement & Pension System9,852$267.0K0.01%00.0%Unchanged
Engineers Gate Manager LP9,791$265.3K0.01%+9,791New
Bailard, Inc.9,694$262.7K0.01%+400+4.3%Added
Manufacturers Life Insurance Company, The9,583$259.7K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio9,096$247.0K0.00%00.0%Unchanged
Qube Research & Technologies Ltd8,644$234.3K0.00%+8,644New
State of Tennessee, Treasury Department8,207$222.4K0.00%−14,847−64.4%Reduced
TD Asset Management Inc8,200$222.2K0.00%+8,200New
HighTower Advisors, LLC7,757$220.0K0.00%−115−1.5%Reduced
Advisor Partners II, LLC8,073$218.8K0.01%−64−0.8%Reduced
Oregon Public Employees Retirement Fund7,991$216.6K0.00%−20−0.2%Reduced
Algert Global LLC7,884$213.7K0.01%−23,128−74.6%Reduced
Legato Capital Management LLC7,594$205.8K0.04%+7,594New
Teachers Retirement System of the State of Kentucky5,877$159.0K0.00%00.0%Unchanged
Wells Fargo & Company5,729$155.3K0.00%+4,996+681.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)5,423$147.0K0.00%00.0%Unchanged
Virtus Investment Advisers, Inc.5,015$135.9K0.10%−172−3.3%Reduced
Lazard Asset Management LLC4,849$131.0K0.00%+125+2.6%Added
Vestcor Inc3,895$106.0K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC3,332$90.3K0.00%+1,985+147.4%Added
Aquatic Capital Management LLC3,000$81.0K0.01%−8,700−74.4%Reduced
Royal Bank of Canada2,660$72.0K0.00%−1,575−37.2%Reduced
KBC Group NV2,126$58.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,939$52.5K0.00%00.0%Unchanged
State of Wyoming1,905$51.6K0.02%+706+58.9%Added
Delta Asset Management LLC1,400$37.9K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,368$37.1K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,297$35.1K0.00%+10+0.8%Added
Altshuler Shaham Ltd1,181$32.0K0.00%−1,245−51.3%Reduced
Advisor Group Holdings, Inc.1,099$29.8K0.00%+312+39.6%Added
HighMark Wealth Management LLC1,000$27.1K0.02%00.0%Unchanged
Harbour Investments, Inc.894$24.2K0.00%00.0%Unchanged
Parallel Advisors, LLC822$22.3K0.00%+590+254.3%Added
Signaturefd, LLC805$21.8K0.00%+711+756.4%Added
Tower Research Capital LLC (TRC)613$17.0K0.00%+207+51.0%Added
Point72 Asset Management, L.P.546$14.8K0.00%+546New
Harel Insurance Investments & Financial Services Ltd.503$14.0K0.00%+23+4.8%Added
Brown Brothers Harriman & Co389$10.5K0.00%−413,000−99.9%Reduced
Quadrant Capital Group LLC335$9.08K0.00%+37+12.4%Added
First Horizon Advisors, Inc.310$8.40K0.00%+310New
Beacon Capital Management, LLC250$6.78K0.00%00.0%Unchanged
Bessemer Group Inc173$5.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.180$4.88K0.00%+180New
US Bancorp155$4.20K0.00%+45+40.9%Added
Advisory Services Network, LLC123$3.33K0.00%−1,500−92.4%Reduced
Raleigh Capital Management Inc.115$3.12K0.00%+23+25.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC115$3.12K0.00%+115New
CWM, LLC97$3.00K0.00%+9+10.2%Added
Versant Capital Management, Inc88$2.31K0.00%00.0%Unchanged
Allworth Financial LP43$1.17K0.00%+43New
MCF Advisors LLC41$1.11K0.00%00.0%Unchanged
Glassman Wealth Services34$9210.00%00.0%Unchanged
Huntington National Bank28$7590.00%−4−12.5%Reduced
Hollencrest Capital Management24$6500.00%00.0%Unchanged
HHM Wealth Advisors, LLC21$5700.00%00.0%Unchanged
Massmutual Trust Co FSB21$5690.00%00.0%Unchanged
Lindbrook Capital, LLC20$5420.00%+20New
Farmers & Merchants Investments Inc16$4340.00%00.0%Unchanged
Parkside Financial Bank & Trust14$3800.00%00.0%Unchanged
Ellevest, Inc.8$2170.00%+8New
Covestor Ltd16$00.00%00.0%Unchanged
Sofos Investments, Inc.28––+3+12.0%Added
Granite Investment Partners, LLC0$00.00%−334,044−100.0%Sold out
Trexquant Investment LP0$00.00%−19,402−100.0%Sold out
Woodmont Investment Counsel LLC0$00.00%−13,475−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−9,304−100.0%Sold out
Ergoteles LLC0$00.00%−8,505−100.0%Sold out
AXS Investments LLC0$00.00%−2,897−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−422−100.0%Sold out
IFP Advisors, Inc0$00.00%−215−100.0%Sold out
Truvestments Capital LLC0$00.00%−91−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−35−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−9−100.0%Sold out
Comerica Bank––––Not filed