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, Q2 2023
Institutional positions in Healthstream Inc as of Jun 30, 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
- 172
- −5 vs. Q1 2023
- Shares held
- 21.6M
- −111.7K (−0.5%) vs. Q1 2023
- Total value
- $529.6M
- −$58.1M (−9.9%) vs. Q1 2023
- New holders
- 16
- 58 more added
- Sold out
- 21
- 65 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,017,385 | $98.7M | 0.00% | −169,748−4.1% | Reduced |
| Vanguard Group Inc | 2,924,613 | $71.8M | 0.00% | +49,482+1.7% | Added |
| Dimensional Fund Advisors LP | 1,539,740 | $37.8M | 0.01% | +8,634+0.6% | Added |
| Acadian Asset Management LLC | 1,004,996 | $24.7M | 0.10% | +53,725+5.6% | Added |
| State Street Corp | 914,577 | $22.5M | 0.00% | −11,729−1.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 843,530 | $20.7M | 1.26% | +62,197+8.0% | Added |
| Renaissance Technologies LLC | 622,000 | $15.3M | 0.02% | +37,300+6.4% | Added |
| Heartland Advisors Inc | 615,771 | $15.1M | 0.87% | +100,054+19.4% | Added |
| Geode Capital Management, LLC | 536,736 | $13.2M | 0.00% | +53,806+11.1% | Added |
| Stephens Investment Management Group LLC | 506,028 | $12.4M | 0.19% | +18,975+3.9% | Added |
| Ameriprise Financial Inc | 435,246 | $10.7M | 0.00% | +5,818+1.4% | Added |
| Morgan Stanley | 415,559 | $10.2M | 0.00% | +46,434+12.6% | Added |
| Millennium Management LLC | 356,324 | $8.75M | 0.01% | −34,495−8.8% | Reduced |
| Invesco Ltd. | 299,509 | $7.36M | 0.00% | −17,674−5.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 297,534 | $7.31M | 0.02% | +10,441+3.6% | Added |
| Northern Trust Corp | 290,248 | $7.13M | 0.00% | +29,059+11.1% | Added |
| Bank of New York Mellon Corp | 269,153 | $6.61M | 0.00% | +2,062+0.8% | Added |
| Bank of Montreal | 235,205 | $5.84M | 0.00% | +235,205 | New |
| Western Standard LLC | 235,409 | $5.78M | 5.02% | +46,678+24.7% | Added |
| Nuveen Asset Management, LLC | 204,855 | $5.03M | 0.00% | +1,247+0.6% | Added |
| Kennedy Capital Management, Inc. | 199,928 | $4.91M | 0.11% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 191,623 | $4.71M | 0.03% | −23,430−10.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 190,271 | $4.67M | 0.03% | −6,670−3.4% | Reduced |
| First Eagle Investment Management, LLC | 186,279 | $4.58M | 0.01% | +100,818+118.0% | Added |
| Charles Schwab Investment Management Inc | 186,101 | $4.57M | 0.00% | +955+0.5% | Added |
| Herald Investment Management Ltd | 175,000 | $4.29M | 0.83% | 00.0% | Unchanged |
| SEI Investments Co | 172,106 | $4.23M | 0.01% | −493−0.3% | Reduced |
| Hillsdale Investment Management Inc. | 160,640 | $3.95M | 0.36% | −67,560−29.6% | Reduced |
| Principal Financial Group Inc | 140,017 | $3.44M | 0.00% | −6,102−4.2% | Reduced |
| Connors Investor Services Inc | 133,795 | $3.29M | 0.37% | −40,815−23.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 133,110 | $3.27M | 0.44% | −17,400−11.6% | Reduced |
| Goldman Sachs Group Inc | 108,865 | $2.67M | 0.00% | −87,263−44.5% | Reduced |
| D. E. Shaw & Co., Inc. | 103,083 | $2.53M | 0.00% | −45,306−30.5% | Reduced |
| Cambiar Investors LLC | 91,822 | $2.26M | 0.10% | −10,240−10.0% | Reduced |
| Los Angeles Capital Management LLC | 87,562 | $2.15M | 0.01% | +41,837+91.5% | Added |
| Two Sigma Advisers, LP | 86,500 | $2.12M | 0.01% | −14,400−14.3% | Reduced |
| AQR Capital Management LLC | 86,353 | $2.12M | 0.00% | −10,741−11.1% | Reduced |
| Raymond James & Associates | 85,490 | $2.10M | 0.00% | −523−0.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 84,528 | $2.08M | 0.00% | −49,732−37.0% | Reduced |
| Pinnacle Financial Partners Inc | 83,181 | $2.04M | 0.05% | −90−0.1% | Reduced |
| Rhumbline Advisers | 78,263 | $1.92M | 0.00% | +287+0.4% | Added |
| State Board of Administration of Florida Retirement System | 76,014 | $1.87M | 0.00% | −2,735−3.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 75,211 | $1.85M | 0.00% | +75,211 | New |
| Two Sigma Investments, LP | 74,746 | $1.84M | 0.00% | −4,819−6.1% | Reduced |
| Martingale Asset Management L P | 73,611 | $1.81M | 0.04% | −3,299−4.3% | Reduced |
| Legal & General Group Plc | 71,958 | $1.77M | 0.00% | +14,039+24.2% | Added |
| FMR LLC | 71,757 | $1.76M | 0.00% | −910−1.3% | Reduced |
| Tudor Investment Corp Et Al | 67,478 | $1.66M | 0.03% | −2,296−3.3% | Reduced |
| Kornitzer Capital Management Inc | 67,100 | $1.65M | 0.03% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 64,144 | $1.57M | 0.49% | 00.0% | Unchanged |
| Globeflex Capital L P | 60,002 | $1.47M | 0.16% | +4,585+8.3% | Added |
| Swiss National Bank | 53,500 | $1.31M | 0.00% | +700+1.3% | Added |
| JPMorgan Chase & Co | 52,486 | $1.29M | 0.00% | +3,333+6.8% | Added |
| Zacks Investment Management | 49,592 | $1.22M | 0.02% | +1,977+4.2% | Added |
| Victory Capital Management Inc | 43,978 | $1.08M | 0.00% | −1,372−3.0% | Reduced |
| Public Sector Pension Investment Board | 43,025 | $1.06M | 0.01% | +547+1.3% | Added |
| Credit Suisse AG | 40,950 | $1.01M | 0.00% | +20,033+95.8% | Added |
| Assenagon Asset Management S.A. | 33,799 | $830.1K | 0.00% | −192,016−85.0% | Reduced |
| Teacher Retirement System of Texas | 31,849 | $782.0K | 0.01% | −461−1.4% | Reduced |
| TD Asset Management Inc | 30,700 | $754.0K | 0.00% | +22,500+274.4% | Added |
| Prudential Financial Inc | 30,173 | $741.0K | 0.00% | +6,591+27.9% | Added |
| California State Teachers Retirement System | 29,722 | $730.0K | 0.00% | −751−2.5% | Reduced |
| Russell Investments Group, Ltd. | 28,887 | $709.5K | 0.00% | −19,318−40.1% | Reduced |
| Barclays PLC | 28,823 | $707.9K | 0.00% | −12,934−31.0% | Reduced |
| HSBC Holdings PLC | 28,398 | $701.7K | 0.00% | −3,701−11.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,400 | $672.9K | 0.01% | +1,827+7.1% | Added |
| Citadel Advisors LLC | 26,344 | $647.0K | 0.00% | −88,949−77.2% | Reduced |
| Exchange Traded Concepts, LLC | 25,800 | $633.6K | 0.02% | −858−3.2% | Reduced |
| STRS Ohio | 25,200 | $618.0K | 0.00% | +1,400+5.9% | Added |
| Alliancebernstein L.P. | 25,040 | $615.0K | 0.00% | −2,536−9.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 24,489 | $601.5K | 0.00% | +11,596+89.9% | Added |
| Thrivent Financial for Lutherans | 23,188 | $570.0K | 0.00% | −748−3.1% | Reduced |
| UBS Asset Management Americas Inc | 20,345 | $551.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 22,150 | $544.0K | 0.00% | −1,810−7.6% | Reduced |
| Texas Permanent School Fund | 21,343 | $524.2K | 0.00% | −317−1.5% | Reduced |
| Citigroup Inc | 20,499 | $503.5K | 0.00% | +7,721+60.4% | Added |
| Westwood Holdings Group Inc. | 20,247 | $497.0K | 0.00% | +3,608+21.7% | Added |
| Cornercap Investment Counsel Inc | 20,148 | $494.8K | 0.09% | +280+1.4% | Added |
| Capital Impact Advisors, LLC | 20,110 | $493.9K | 0.54% | +926+4.8% | Added |
| Allspring Global Investments Holdings, LLC | 19,682 | $483.4K | 0.00% | +16,350+490.7% | Added |
| Truist Financial Corp | 19,602 | $481.4K | 0.00% | −5,613−22.3% | Reduced |
| Cubist Systematic Strategies, LLC | 19,590 | $481.1K | 0.01% | −10,970−35.9% | Reduced |
| Jane Street Group, LLC | 19,337 | $474.9K | 0.00% | +19,337 | New |
| Seizert Capital Partners, LLC | 18,775 | $461.1K | 0.02% | −1,297−6.5% | Reduced |
| UBS Group AG | 17,680 | $434.2K | 0.00% | −1,042−5.6% | Reduced |
| Putnam Investments LLC | 17,641 | $433.3K | 0.00% | −553−3.0% | Reduced |
| Ensign Peak Advisors, Inc | 17,310 | $425.1K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 17,173 | $421.8K | 0.00% | +8,529+98.7% | Added |
| Bank of America Corp | 17,083 | $419.6K | 0.00% | −18,190−51.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,600 | $407.7K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 16,035 | $393.8K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 15,949 | $391.0K | 0.00% | −590−3.6% | Reduced |
| New York Life Investment Management LLC | 15,208 | $373.5K | 0.00% | −2,844−15.8% | Reduced |
| Man Group plc | 14,800 | $363.5K | 0.00% | – | – |
| New York State Teachers Retirement System | 14,627 | $359.0K | 0.00% | −900−5.8% | Reduced |
| Price T Rowe Associates Inc | 14,183 | $349.0K | 0.00% | +333+2.4% | Added |
| ExodusPoint Capital Management, LP | 14,212 | $349.0K | 0.00% | +778+5.8% | Added |
| Lee Danner & Bass Inc | 13,600 | $334.0K | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 13,575 | $333.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 13,100 | $321.7K | 0.00% | −94−0.7% | Reduced |