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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, 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.

Institutional holdersQ2 2023: 172 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 heldQ2 2023: $529.6M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q1 2023.

Institutions holding HSTM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
American Century Companies Inc13,054$320.6K0.00%+13,054New
Yousif Capital Management, LLC12,964$318.4K0.00%−810−5.9%Reduced
CWM Advisors, LLC12,764$313.5K0.04%−16,668−56.6%Reduced
Louisiana State Employees Retirement System12,700$311.9K0.01%+1,400+12.4%Added
Susquehanna International Group, LLP12,636$310.3K0.00%−34−0.3%Reduced
Deutsche Bank AG12,444$305.6K0.00%−140,290−91.9%Reduced
Squarepoint Ops LLC12,003$294.8K0.00%+12,003New
Graham Capital Management, L.P.11,900$292.3K0.01%+11,900New
Franklin Resources Inc11,734$288.2K0.00%+11,734New
Campbell & CO Investment Adviser LLC11,714$287.7K0.05%+223+1.9%Added
Voya Investment Management LLC11,280$277.0K0.00%+823+7.9%Added
Janus Henderson Group PLC11,088$272.2K0.00%−14−0.1%Reduced
Wells Fargo & Company11,026$270.8K0.00%+5,297+92.5%Added
Virginia Retirement Systems Et Al10,800$265.2K0.00%00.0%Unchanged
Shell Asset Management Co10,773$265.0K0.01%−3,435−24.2%Reduced
Trexquant Investment LP10,542$258.9K0.01%+10,542New
Amalgamated Bank10,343$254.0K0.00%+115+1.1%Added
NJ State Employees Deferred Compensation Plan10,000$245.6K0.04%00.0%Unchanged
Manufacturers Life Insurance Company, The9,611$236.0K0.00%+28+0.3%Added
Maryland State Retirement & Pension System9,444$231.9K0.00%−408−4.1%Reduced
Vestcor Inc9,247$227.0K0.01%+5,352+137.4%Added
Public Employees Retirement System of Ohio9,096$223.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA8,978$220.5K0.00%−5,851−39.5%Reduced
State of Tennessee, Treasury Department8,207$201.6K0.00%00.0%Unchanged
New York State Common Retirement Fund8,195$201.3K0.00%−4,123−33.5%Reduced
Oregon Public Employees Retirement Fund7,591$186.4K0.00%−400−5.0%Reduced
Teachers Retirement System of the State of Kentucky6,300$155.0K0.00%+423+7.2%Added
Lazard Asset Management LLC5,482$134.0K0.00%+633+13.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)5,423$133.2K0.00%00.0%Unchanged
Virtus Investment Advisers, Inc.5,015$123.2K0.08%00.0%Unchanged
Harbor Capital Advisors, Inc.4,552$111.8K0.02%+4,552New
Royal Bank of Canada3,340$82.0K0.00%+680+25.6%Added
Amundi3,213$78.8K0.00%+3,213New
Aquatic Capital Management LLC2,100$52.0K0.00%−900−30.0%Reduced
KBC Group NV2,126$52.0K0.00%00.0%Unchanged
State of Wyoming2,089$51.3K0.01%+184+9.7%Added
Ameritas Investment Partners, Inc.1,939$47.6K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,893$46.5K0.00%+596+46.0%Added
Delta Asset Management LLC1,400$34.4K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,368$33.6K0.00%00.0%Unchanged
Point72 Middle East FZE1,182$29.0K0.00%+1,182New
Parallel Advisors, LLC1,091$26.8K0.00%+269+32.7%Added
Copeland Capital Management, LLC1,048$25.7K0.00%+1,048New
Harbour Investments, Inc.894$22.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)761$18.7K0.00%+148+24.1%Added
Advisor Group Holdings, Inc.594$14.6K0.00%−505−46.0%Reduced
Harel Insurance Investments & Financial Services Ltd.516$13.0K0.00%+13+2.6%Added
Brown Brothers Harriman & Co389$9.55K0.00%00.0%Unchanged
CWM, LLC377$9.00K0.00%+280+288.7%Added
Beacon Capital Management, LLC250$6.14K0.00%00.0%Unchanged
West Tower Group, LLC229$5.62K0.00%+229New
Raleigh Capital Management Inc.187$4.59K0.00%+72+62.6%Added
Signaturefd, LLC173$4.25K0.00%−632−78.5%Reduced
Quadrant Capital Group LLC167$4.10K0.00%−168−50.1%Reduced
Bessemer Group Inc173$4.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC120$2.95K0.00%+5+4.3%Added
US Bancorp106$2.60K0.00%−49−31.6%Reduced
Versant Capital Management, Inc88$2.16K0.00%00.0%Unchanged
MCF Advisors LLC41$1.01K0.00%00.0%Unchanged
Gradient Investments LLC38$9330.00%+38New
Huntington National Bank37$9090.00%+9+32.1%Added
Glassman Wealth Services34$8350.00%00.0%Unchanged
Sofos Investments, Inc.26$7440.00%−2−7.1%Reduced
Point72 Asset Management, L.P.30$7370.00%−516−94.5%Reduced
Fifth Third Bancorp28$6880.00%+28New
Hollencrest Capital Management24$5890.00%00.0%Unchanged
HHM Wealth Advisors, LLC21$5160.00%00.0%Unchanged
Massmutual Trust Co FSB21$5160.00%00.0%Unchanged
Farmers & Merchants Investments Inc16$3930.00%00.0%Unchanged
Parkside Financial Bank & Trust14$3440.00%00.0%Unchanged
Rosenberg Matthew Hamilton2$490.00%+2New
Covestor Ltd14$00.00%−2−12.5%Reduced
Wakefield Asset Management LLLP0$00.00%−31,007−100.0%Sold out
CM Wealth Advisors LLC0$00.00%−18,886−100.0%Sold out
HRT Financial LP0$00.00%−17,412−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−15,028−100.0%Sold out
SG Americas Securities, LLC0$00.00%−11,924−100.0%Sold out
Jump Financial, LLC0$00.00%−10,500−100.0%Sold out
Ziegler Capital Management, LLC0$00.00%−10,278−100.0%Sold out
Engineers Gate Manager LP0$00.00%−9,791−100.0%Sold out
Bailard, Inc.0$00.00%−9,694−100.0%Sold out
HighTower Advisors, LLC0$00.00%−7,757−100.0%Sold out
Advisor Partners II, LLC0$00.00%−8,073−100.0%Sold out
Algert Global LLC0$00.00%−7,884−100.0%Sold out
Legato Capital Management LLC0$00.00%−7,594−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−1,181−100.0%Sold out
HighMark Wealth Management LLC0$00.00%−1,000−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−310−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−180−100.0%Sold out
Advisory Services Network, LLC0$00.00%−123−100.0%Sold out
Allworth Financial LP0$00.00%−43−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−20−100.0%Sold out
Ellevest, Inc.0$00.00%−8−100.0%Sold out