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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 23,188 | $570.0K | 0.00% | −748−3.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 24,489 | $601.5K | 0.00% | +11,596+89.9% | Added |
| Alliancebernstein L.P. | 25,040 | $615.0K | 0.00% | −2,536−9.2% | Reduced |
| STRS Ohio | 25,200 | $618.0K | 0.00% | +1,400+5.9% | Added |
| Exchange Traded Concepts, LLC | 25,800 | $633.6K | 0.02% | −858−3.2% | Reduced |
| Citadel Advisors LLC | 26,344 | $647.0K | 0.00% | −88,949−77.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,400 | $672.9K | 0.01% | +1,827+7.1% | Added |
| HSBC Holdings PLC | 28,398 | $701.7K | 0.00% | −3,701−11.5% | Reduced |
| Barclays PLC | 28,823 | $707.9K | 0.00% | −12,934−31.0% | Reduced |
| Russell Investments Group, Ltd. | 28,887 | $709.5K | 0.00% | −19,318−40.1% | Reduced |
| California State Teachers Retirement System | 29,722 | $730.0K | 0.00% | −751−2.5% | Reduced |
| Prudential Financial Inc | 30,173 | $741.0K | 0.00% | +6,591+27.9% | Added |
| TD Asset Management Inc | 30,700 | $754.0K | 0.00% | +22,500+274.4% | Added |
| Teacher Retirement System of Texas | 31,849 | $782.0K | 0.01% | −461−1.4% | Reduced |
| Assenagon Asset Management S.A. | 33,799 | $830.1K | 0.00% | −192,016−85.0% | Reduced |
| Credit Suisse AG | 40,950 | $1.01M | 0.00% | +20,033+95.8% | Added |
| Public Sector Pension Investment Board | 43,025 | $1.06M | 0.01% | +547+1.3% | Added |
| Victory Capital Management Inc | 43,978 | $1.08M | 0.00% | −1,372−3.0% | Reduced |
| Zacks Investment Management | 49,592 | $1.22M | 0.02% | +1,977+4.2% | Added |
| JPMorgan Chase & Co | 52,486 | $1.29M | 0.00% | +3,333+6.8% | Added |
| Swiss National Bank | 53,500 | $1.31M | 0.00% | +700+1.3% | Added |
| Globeflex Capital L P | 60,002 | $1.47M | 0.16% | +4,585+8.3% | Added |
| Am Investment Strategies LLC | 64,144 | $1.57M | 0.49% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 67,100 | $1.65M | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 67,478 | $1.66M | 0.03% | −2,296−3.3% | Reduced |
| FMR LLC | 71,757 | $1.76M | 0.00% | −910−1.3% | Reduced |
| Legal & General Group Plc | 71,958 | $1.77M | 0.00% | +14,039+24.2% | Added |
| Martingale Asset Management L P | 73,611 | $1.81M | 0.04% | −3,299−4.3% | Reduced |
| Two Sigma Investments, LP | 74,746 | $1.84M | 0.00% | −4,819−6.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 75,211 | $1.85M | 0.00% | +75,211 | New |
| State Board of Administration of Florida Retirement System | 76,014 | $1.87M | 0.00% | −2,735−3.5% | Reduced |
| Rhumbline Advisers | 78,263 | $1.92M | 0.00% | +287+0.4% | Added |
| Pinnacle Financial Partners Inc | 83,181 | $2.04M | 0.05% | −90−0.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 84,528 | $2.08M | 0.00% | −49,732−37.0% | Reduced |
| Raymond James & Associates | 85,490 | $2.10M | 0.00% | −523−0.6% | Reduced |
| AQR Capital Management LLC | 86,353 | $2.12M | 0.00% | −10,741−11.1% | Reduced |
| Two Sigma Advisers, LP | 86,500 | $2.12M | 0.01% | −14,400−14.3% | Reduced |
| Los Angeles Capital Management LLC | 87,562 | $2.15M | 0.01% | +41,837+91.5% | Added |
| Cambiar Investors LLC | 91,822 | $2.26M | 0.10% | −10,240−10.0% | Reduced |
| D. E. Shaw & Co., Inc. | 103,083 | $2.53M | 0.00% | −45,306−30.5% | Reduced |
| Goldman Sachs Group Inc | 108,865 | $2.67M | 0.00% | −87,263−44.5% | Reduced |
| McKinley Capital Management LLC /Delaware | 133,110 | $3.27M | 0.44% | −17,400−11.6% | Reduced |
| Connors Investor Services Inc | 133,795 | $3.29M | 0.37% | −40,815−23.4% | Reduced |
| Principal Financial Group Inc | 140,017 | $3.44M | 0.00% | −6,102−4.2% | Reduced |
| Hillsdale Investment Management Inc. | 160,640 | $3.95M | 0.36% | −67,560−29.6% | Reduced |
| SEI Investments Co | 172,106 | $4.23M | 0.01% | −493−0.3% | Reduced |
| Herald Investment Management Ltd | 175,000 | $4.29M | 0.83% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 186,101 | $4.57M | 0.00% | +955+0.5% | Added |
| First Eagle Investment Management, LLC | 186,279 | $4.58M | 0.01% | +100,818+118.0% | Added |
| Jacobs Levy Equity Management, Inc | 190,271 | $4.67M | 0.03% | −6,670−3.4% | Reduced |
| Panagora Asset Management Inc | 191,623 | $4.71M | 0.03% | −23,430−10.9% | Reduced |
| Kennedy Capital Management, Inc. | 199,928 | $4.91M | 0.11% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 204,855 | $5.03M | 0.00% | +1,247+0.6% | Added |
| Western Standard LLC | 235,409 | $5.78M | 5.02% | +46,678+24.7% | Added |
| Bank of Montreal | 235,205 | $5.84M | 0.00% | +235,205 | New |
| Bank of New York Mellon Corp | 269,153 | $6.61M | 0.00% | +2,062+0.8% | Added |
| Northern Trust Corp | 290,248 | $7.13M | 0.00% | +29,059+11.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 297,534 | $7.31M | 0.02% | +10,441+3.6% | Added |
| Invesco Ltd. | 299,509 | $7.36M | 0.00% | −17,674−5.6% | Reduced |
| Millennium Management LLC | 356,324 | $8.75M | 0.01% | −34,495−8.8% | Reduced |
| Morgan Stanley | 415,559 | $10.2M | 0.00% | +46,434+12.6% | Added |
| Ameriprise Financial Inc | 435,246 | $10.7M | 0.00% | +5,818+1.4% | Added |
| Stephens Investment Management Group LLC | 506,028 | $12.4M | 0.19% | +18,975+3.9% | Added |
| Geode Capital Management, LLC | 536,736 | $13.2M | 0.00% | +53,806+11.1% | Added |
| Heartland Advisors Inc | 615,771 | $15.1M | 0.87% | +100,054+19.4% | Added |
| Renaissance Technologies LLC | 622,000 | $15.3M | 0.02% | +37,300+6.4% | Added |
| Punch & Associates Investment Management, Inc. | 843,530 | $20.7M | 1.26% | +62,197+8.0% | Added |
| State Street Corp | 914,577 | $22.5M | 0.00% | −11,729−1.3% | Reduced |
| Acadian Asset Management LLC | 1,004,996 | $24.7M | 0.10% | +53,725+5.6% | Added |
| Dimensional Fund Advisors LP | 1,539,740 | $37.8M | 0.01% | +8,634+0.6% | Added |
| Vanguard Group Inc | 2,924,613 | $71.8M | 0.00% | +49,482+1.7% | Added |
| BlackRock Inc. | 4,017,385 | $98.7M | 0.00% | −169,748−4.1% | Reduced |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −31,007−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −18,886−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,412−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −15,028−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,924−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −10,278−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,791−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −9,694−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −7,757−100.0% | Sold out |
| Advisor Partners II, LLC | 0 | $0 | 0.00% | −8,073−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −7,884−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −7,594−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,181−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |