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 |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | −2−12.5% | Reduced |
| Rosenberg Matthew Hamilton | 2 | $49 | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 14 | $344 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $393 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $516 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $516 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 24 | $589 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 28 | $688 | 0.00% | +28 | New |
| Point72 Asset Management, L.P. | 30 | $737 | 0.00% | −516−94.5% | Reduced |
| Sofos Investments, Inc. | 26 | $744 | 0.00% | −2−7.1% | Reduced |
| Glassman Wealth Services | 34 | $835 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 37 | $909 | 0.00% | +9+32.1% | Added |
| Gradient Investments LLC | 38 | $933 | 0.00% | +38 | New |
| MCF Advisors LLC | 41 | $1.01K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 88 | $2.16K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 106 | $2.60K | 0.00% | −49−31.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 120 | $2.95K | 0.00% | +5+4.3% | Added |
| Bessemer Group Inc | 173 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 167 | $4.10K | 0.00% | −168−50.1% | Reduced |
| Signaturefd, LLC | 173 | $4.25K | 0.00% | −632−78.5% | Reduced |
| Raleigh Capital Management Inc. | 187 | $4.59K | 0.00% | +72+62.6% | Added |
| West Tower Group, LLC | 229 | $5.62K | 0.00% | +229 | New |
| Beacon Capital Management, LLC | 250 | $6.14K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 377 | $9.00K | 0.00% | +280+288.7% | Added |
| Brown Brothers Harriman & Co | 389 | $9.55K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 516 | $13.0K | 0.00% | +13+2.6% | Added |
| Advisor Group Holdings, Inc. | 594 | $14.6K | 0.00% | −505−46.0% | Reduced |
| Tower Research Capital LLC (TRC) | 761 | $18.7K | 0.00% | +148+24.1% | Added |
| Harbour Investments, Inc. | 894 | $22.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,048 | $25.7K | 0.00% | +1,048 | New |
| Parallel Advisors, LLC | 1,091 | $26.8K | 0.00% | +269+32.7% | Added |
| Point72 Middle East FZE | 1,182 | $29.0K | 0.00% | +1,182 | New |
| Metropolitan Life Insurance Co | 1,368 | $33.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,400 | $34.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,893 | $46.5K | 0.00% | +596+46.0% | Added |
| Ameritas Investment Partners, Inc. | 1,939 | $47.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,089 | $51.3K | 0.01% | +184+9.7% | Added |
| Aquatic Capital Management LLC | 2,100 | $52.0K | 0.00% | −900−30.0% | Reduced |
| KBC Group NV | 2,126 | $52.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,213 | $78.8K | 0.00% | +3,213 | New |
| Royal Bank of Canada | 3,340 | $82.0K | 0.00% | +680+25.6% | Added |
| Harbor Capital Advisors, Inc. | 4,552 | $111.8K | 0.02% | +4,552 | New |
| Virtus Investment Advisers, Inc. | 5,015 | $123.2K | 0.08% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,423 | $133.2K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,482 | $134.0K | 0.00% | +633+13.1% | Added |
| Teachers Retirement System of the State of Kentucky | 6,300 | $155.0K | 0.00% | +423+7.2% | Added |
| Oregon Public Employees Retirement Fund | 7,591 | $186.4K | 0.00% | −400−5.0% | Reduced |
| New York State Common Retirement Fund | 8,195 | $201.3K | 0.00% | −4,123−33.5% | Reduced |
| State of Tennessee, Treasury Department | 8,207 | $201.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,978 | $220.5K | 0.00% | −5,851−39.5% | Reduced |
| Public Employees Retirement System of Ohio | 9,096 | $223.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 9,247 | $227.0K | 0.01% | +5,352+137.4% | Added |
| Maryland State Retirement & Pension System | 9,444 | $231.9K | 0.00% | −408−4.1% | Reduced |
| Manufacturers Life Insurance Company, The | 9,611 | $236.0K | 0.00% | +28+0.3% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $245.6K | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 10,343 | $254.0K | 0.00% | +115+1.1% | Added |
| Trexquant Investment LP | 10,542 | $258.9K | 0.01% | +10,542 | New |
| Shell Asset Management Co | 10,773 | $265.0K | 0.01% | −3,435−24.2% | Reduced |
| Virginia Retirement Systems Et Al | 10,800 | $265.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 11,026 | $270.8K | 0.00% | +5,297+92.5% | Added |
| Janus Henderson Group PLC | 11,088 | $272.2K | 0.00% | −14−0.1% | Reduced |
| Voya Investment Management LLC | 11,280 | $277.0K | 0.00% | +823+7.9% | Added |
| Campbell & CO Investment Adviser LLC | 11,714 | $287.7K | 0.05% | +223+1.9% | Added |
| Franklin Resources Inc | 11,734 | $288.2K | 0.00% | +11,734 | New |
| Graham Capital Management, L.P. | 11,900 | $292.3K | 0.01% | +11,900 | New |
| Squarepoint Ops LLC | 12,003 | $294.8K | 0.00% | +12,003 | New |
| Deutsche Bank AG | 12,444 | $305.6K | 0.00% | −140,290−91.9% | Reduced |
| Susquehanna International Group, LLP | 12,636 | $310.3K | 0.00% | −34−0.3% | Reduced |
| Louisiana State Employees Retirement System | 12,700 | $311.9K | 0.01% | +1,400+12.4% | Added |
| CWM Advisors, LLC | 12,764 | $313.5K | 0.04% | −16,668−56.6% | Reduced |
| Yousif Capital Management, LLC | 12,964 | $318.4K | 0.00% | −810−5.9% | Reduced |
| American Century Companies Inc | 13,054 | $320.6K | 0.00% | +13,054 | New |
| American International Group, Inc. | 13,100 | $321.7K | 0.00% | −94−0.7% | Reduced |
| MetLife Investment Management | 13,575 | $333.4K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 13,600 | $334.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| New York State Teachers Retirement System | 14,627 | $359.0K | 0.00% | −900−5.8% | Reduced |
| Man Group plc | 14,800 | $363.5K | 0.00% | – | – |
| New York Life Investment Management LLC | 15,208 | $373.5K | 0.00% | −2,844−15.8% | Reduced |
| State of Alaska, Department of Revenue | 15,949 | $391.0K | 0.00% | −590−3.6% | Reduced |
| Diversified Trust Co | 16,035 | $393.8K | 0.01% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,600 | $407.7K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 17,083 | $419.6K | 0.00% | −18,190−51.6% | Reduced |
| Qube Research & Technologies Ltd | 17,173 | $421.8K | 0.00% | +8,529+98.7% | Added |
| Ensign Peak Advisors, Inc | 17,310 | $425.1K | 0.00% | 00.0% | Unchanged |
| Putnam Investments LLC | 17,641 | $433.3K | 0.00% | −553−3.0% | Reduced |
| UBS Group AG | 17,680 | $434.2K | 0.00% | −1,042−5.6% | Reduced |
| Seizert Capital Partners, LLC | 18,775 | $461.1K | 0.02% | −1,297−6.5% | Reduced |
| Jane Street Group, LLC | 19,337 | $474.9K | 0.00% | +19,337 | New |
| Cubist Systematic Strategies, LLC | 19,590 | $481.1K | 0.01% | −10,970−35.9% | Reduced |
| Truist Financial Corp | 19,602 | $481.4K | 0.00% | −5,613−22.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 19,682 | $483.4K | 0.00% | +16,350+490.7% | Added |
| Capital Impact Advisors, LLC | 20,110 | $493.9K | 0.54% | +926+4.8% | Added |
| Cornercap Investment Counsel Inc | 20,148 | $494.8K | 0.09% | +280+1.4% | Added |
| Westwood Holdings Group Inc. | 20,247 | $497.0K | 0.00% | +3,608+21.7% | Added |
| Citigroup Inc | 20,499 | $503.5K | 0.00% | +7,721+60.4% | Added |
| Texas Permanent School Fund | 21,343 | $524.2K | 0.00% | −317−1.5% | Reduced |
| Great West Life Assurance Co | 22,150 | $544.0K | 0.00% | −1,810−7.6% | Reduced |
| UBS Asset Management Americas Inc | 20,345 | $551.4K | 0.00% | 00.0% | Unchanged |