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, Q3 2023
Institutional positions in Healthstream Inc as of Sep 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
- 179
- +7 vs. Q2 2023
- Shares held
- 21.3M
- −238.7K (−1.1%) vs. Q2 2023
- Total value
- $461.5M
- −$68.1M (−12.9%) vs. Q2 2023
- New holders
- 21
- 58 more added
- Sold out
- 14
- 62 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,942,843 | $85.1M | 0.00% | −74,542−1.9% | Reduced |
| Vanguard Group Inc | 2,907,326 | $62.7M | 0.00% | −17,287−0.6% | Reduced |
| Dimensional Fund Advisors LP | 1,560,632 | $33.7M | 0.01% | +20,892+1.4% | Added |
| State Street Corp | 920,880 | $19.9M | 0.00% | +6,303+0.7% | Added |
| Punch & Associates Investment Management, Inc. | 844,456 | $18.2M | 1.17% | +926+0.1% | Added |
| Acadian Asset Management LLC | 762,960 | $16.4M | 0.07% | −242,036−24.1% | Reduced |
| Heartland Advisors Inc | 635,132 | $14.9M | 0.84% | +19,361+3.1% | Added |
| Renaissance Technologies LLC | 575,900 | $12.4M | 0.02% | −46,100−7.4% | Reduced |
| Geode Capital Management, LLC | 556,600 | $12.0M | 0.00% | +19,864+3.7% | Added |
| Stephens Investment Management Group LLC | 505,427 | $10.9M | 0.18% | −601−0.1% | Reduced |
| Ameriprise Financial Inc | 416,430 | $8.99M | 0.00% | −18,816−4.3% | Reduced |
| Western Standard LLC | 393,078 | $8.48M | 7.66% | +157,669+67.0% | Added |
| Millennium Management LLC | 374,640 | $8.08M | 0.01% | +18,316+5.1% | Added |
| First Eagle Investment Management, LLC | 354,776 | $7.66M | 0.02% | +168,497+90.5% | Added |
| Morgan Stanley | 314,418 | $6.79M | 0.00% | −101,141−24.3% | Reduced |
| Invesco Ltd. | 309,774 | $6.68M | 0.00% | +10,265+3.4% | Added |
| Northern Trust Corp | 290,553 | $6.27M | 0.00% | +305+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 279,064 | $6.02M | 0.01% | −18,470−6.2% | Reduced |
| Bank of New York Mellon Corp | 259,963 | $5.61M | 0.00% | −9,190−3.4% | Reduced |
| Nuveen Asset Management, LLC | 202,172 | $4.36M | 0.00% | −2,683−1.3% | Reduced |
| Kennedy Capital Management, Inc. | 199,928 | $4.31M | 0.11% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 194,988 | $4.21M | 0.02% | +4,717+2.5% | Added |
| Charles Schwab Investment Management Inc | 194,408 | $4.20M | 0.00% | +8,307+4.5% | Added |
| Panagora Asset Management Inc | 186,900 | $4.03M | 0.03% | −4,723−2.5% | Reduced |
| Herald Investment Management Ltd | 175,000 | $3.78M | 0.80% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 174,331 | $3.76M | 0.34% | +13,691+8.5% | Added |
| SEI Investments Co | 167,736 | $3.62M | 0.01% | −4,370−2.5% | Reduced |
| Assenagon Asset Management S.A. | 133,712 | $2.89M | 0.01% | +99,913+295.6% | Added |
| Principal Financial Group Inc | 133,360 | $2.88M | 0.00% | −6,657−4.8% | Reduced |
| McKinley Capital Management LLC /Delaware | 133,110 | $2.87M | 0.40% | 00.0% | Unchanged |
| Connors Investor Services Inc | 131,818 | $2.83M | 0.35% | −1,977−1.5% | Reduced |
| Cambiar Investors LLC | 111,321 | $2.40M | 0.10% | +19,499+21.2% | Added |
| D. E. Shaw & Co., Inc. | 110,950 | $2.39M | 0.00% | +7,867+7.6% | Added |
| Goldman Sachs Group Inc | 88,114 | $1.90M | 0.00% | −20,751−19.1% | Reduced |
| Pinnacle Financial Partners Inc | 83,181 | $1.80M | 0.05% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 79,400 | $1.71M | 0.00% | −7,100−8.2% | Reduced |
| State Board of Administration of Florida Retirement System | 77,998 | $1.68M | 0.00% | +1,984+2.6% | Added |
| Rhumbline Advisers | 77,299 | $1.67M | 0.00% | −964−1.2% | Reduced |
| AQR Capital Management LLC | 76,818 | $1.66M | 0.00% | −9,535−11.0% | Reduced |
| Los Angeles Capital Management LLC | 76,803 | $1.66M | 0.01% | −10,759−12.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 75,211 | $1.62M | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 74,716 | $1.61M | 0.03% | +1,105+1.5% | Added |
| FMR LLC | 73,741 | $1.59M | 0.00% | +1,984+2.8% | Added |
| Legal & General Group Plc | 69,913 | $1.51M | 0.00% | −2,045−2.8% | Reduced |
| B. Riley Asset Management, LLC | 67,135 | $1.45M | 0.58% | +67,135 | New |
| Kornitzer Capital Management Inc | 67,100 | $1.45M | 0.03% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 66,463 | $1.43M | 0.02% | +52,251+367.7% | Added |
| Citadel Advisors LLC | 65,193 | $1.41M | 0.00% | +38,849+147.5% | Added |
| Am Investment Strategies LLC | 64,144 | $1.38M | 0.45% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 60,701 | $1.31M | 0.00% | −14,045−18.8% | Reduced |
| Globeflex Capital L P | 59,418 | $1.28M | 0.15% | −584−1.0% | Reduced |
| Exchange Traded Concepts, LLC | 58,353 | $1.26M | 0.04% | +32,553+126.2% | Added |
| Swiss National Bank | 53,500 | $1.15M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 53,499 | $1.15M | 0.02% | −13,979−20.7% | Reduced |
| JPMorgan Chase & Co | 48,333 | $1.04M | 0.00% | −4,153−7.9% | Reduced |
| Zacks Investment Management | 47,752 | $1.03M | 0.01% | −1,840−3.7% | Reduced |
| Victory Capital Management Inc | 43,150 | $931.2K | 0.00% | −828−1.9% | Reduced |
| Credit Suisse AG | 39,638 | $855.4K | 0.00% | −1,312−3.2% | Reduced |
| Bank of America Corp | 33,789 | $729.2K | 0.00% | +16,706+97.8% | Added |
| HSBC Holdings PLC | 31,334 | $678.4K | 0.00% | +2,936+10.3% | Added |
| Boothbay Fund Management, LLC | 30,770 | $664.0K | 0.02% | +30,770 | New |
| TD Asset Management Inc | 30,700 | $662.5K | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 29,963 | $646.6K | 0.00% | −13,062−30.4% | Reduced |
| Barclays PLC | 29,808 | $643.3K | 0.00% | +985+3.4% | Added |
| Teacher Retirement System of Texas | 29,707 | $641.0K | 0.00% | −2,142−6.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 28,939 | $624.5K | 0.00% | +4,450+18.2% | Added |
| Prudential Financial Inc | 28,638 | $618.0K | 0.00% | −1,535−5.1% | Reduced |
| Russell Investments Group, Ltd. | 28,637 | $618.0K | 0.00% | −250−0.9% | Reduced |
| STRS Ohio | 27,900 | $602.0K | 0.00% | +2,700+10.7% | Added |
| California State Teachers Retirement System | 27,127 | $585.4K | 0.00% | −2,595−8.7% | Reduced |
| Raymond James & Associates | 24,584 | $530.5K | 0.00% | −60,906−71.2% | Reduced |
| Great West Life Assurance Co | 23,438 | $506.0K | 0.00% | +1,288+5.8% | Added |
| Alliancebernstein L.P. | 23,300 | $502.8K | 0.00% | −1,740−6.9% | Reduced |
| Thrivent Financial for Lutherans | 22,177 | $479.0K | 0.00% | −1,011−4.4% | Reduced |
| Qube Research & Technologies Ltd | 22,177 | $478.6K | 0.00% | +5,004+29.1% | Added |
| Texas Permanent School Fund | 20,589 | $444.3K | 0.00% | −754−3.5% | Reduced |
| UBS Asset Management Americas Inc | 20,345 | $439.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 20,133 | $434.5K | 0.00% | +2,453+13.9% | Added |
| Cornercap Investment Counsel Inc | 19,873 | $428.9K | 0.08% | −275−1.4% | Reduced |
| Putnam Investments LLC | 17,491 | $377.5K | 0.00% | −150−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 17,310 | $373.6K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 17,175 | $370.6K | 0.00% | +4,121+31.6% | Added |
| Seizert Capital Partners, LLC | 16,725 | $360.9K | 0.02% | −2,050−10.9% | Reduced |
| Truist Financial Corp | 16,409 | $354.1K | 0.00% | −3,193−16.3% | Reduced |
| Cubist Systematic Strategies, LLC | 16,309 | $351.9K | 0.00% | −3,281−16.7% | Reduced |
| HighTower Advisors, LLC | 15,886 | $351.0K | 0.00% | +15,886 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,207 | $349.7K | 0.00% | −11,193−40.9% | Reduced |
| BNP Paribas Arbitrage, SA | 15,651 | $337.7K | 0.00% | +6,673+74.3% | Added |
| Squarepoint Ops LLC | 15,393 | $332.2K | 0.00% | +3,390+28.2% | Added |
| State of Alaska, Department of Revenue | 15,094 | $325.0K | 0.00% | −855−5.4% | Reduced |
| Price T Rowe Associates Inc | 14,848 | $321.0K | 0.00% | +665+4.7% | Added |
| New York State Teachers Retirement System | 13,927 | $301.0K | 0.00% | −700−4.8% | Reduced |
| Lee Danner & Bass Inc | 13,600 | $293.0K | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 13,575 | $292.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 13,387 | $288.9K | 0.00% | +287+2.2% | Added |
| Summit Global Investments | 13,264 | $286.0K | 0.02% | +13,264 | New |
| Illinois Municipal Retirement Fund | 13,165 | $284.0K | 0.01% | +13,165 | New |
| New York Life Investment Management LLC | 13,138 | $283.5K | 0.00% | −2,070−13.6% | Reduced |
| Nebula Research & Development LLC | 12,520 | $270.2K | 0.14% | +12,520 | New |
| MQS Management LLC | 12,450 | $268.7K | 0.16% | +12,450 | New |