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 |
|---|---|---|---|---|---|
| Covestor Ltd | 16 | $0 | 0.00% | +2+14.3% | Added |
| Avion Wealth | 23 | $0 | 0.00% | +23 | New |
| Rosenberg Matthew Hamilton | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $86 | 0.00% | +4 | New |
| Glassman Wealth Services | 9 | $194 | 0.00% | −25−73.5% | Reduced |
| Parkside Financial Bank & Trust | 14 | $303 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $345 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 20 | $432 | 0.00% | +20 | New |
| Massmutual Trust Co FSB | 21 | $453 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $454 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 24 | $518 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 38 | $820 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 41 | $885 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 43 | $928 | 0.00% | +6+16.2% | Added |
| Lindbrook Capital, LLC | 48 | $1.04K | 0.00% | +48 | New |
| Allworth Financial LP | 57 | $1.23K | 0.00% | +57 | New |
| Versant Capital Management, Inc | 88 | $1.90K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 120 | $2.59K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 174 | $3.75K | 0.00% | −1,008−85.3% | Reduced |
| Bessemer Group Inc | 183 | $4.00K | 0.00% | +10+5.8% | Added |
| Raleigh Capital Management Inc. | 206 | $4.44K | 0.00% | +19+10.2% | Added |
| Fifth Third Bancorp | 219 | $4.73K | 0.00% | +191+682.1% | Added |
| Beacon Capital Management, LLC | 250 | $6.14K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 305 | $6.58K | 0.00% | +199+187.7% | Added |
| CWM, LLC | 389 | $8.00K | 0.00% | +12+3.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 511 | $11.0K | 0.00% | −5−1.0% | Reduced |
| Quadrant Capital Group LLC | 623 | $13.4K | 0.00% | +456+273.1% | Added |
| Parallel Advisors, LLC | 631 | $13.6K | 0.00% | −460−42.2% | Reduced |
| Advisor Group Holdings, Inc. | 710 | $15.3K | 0.00% | +116+19.5% | Added |
| Point72 Asset Management, L.P. | 882 | $19.0K | 0.00% | +852+2,840.0% | Added |
| Harbour Investments, Inc. | 894 | $19.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,156 | $24.9K | 0.00% | +983+568.2% | Added |
| KBC Group NV | 1,285 | $28.0K | 0.00% | −841−39.6% | Reduced |
| The PNC Financial Services Group, Inc. | 1,310 | $28.3K | 0.00% | −583−30.8% | Reduced |
| Metropolitan Life Insurance Co | 1,368 | $29.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,378 | $30.0K | 0.00% | +1,378 | New |
| Delta Asset Management LLC | 1,400 | $30.2K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,451 | $31.3K | 0.00% | +403+38.5% | Added |
| Quantbot Technologies LP | 1,598 | $34.5K | 0.00% | +1,598 | New |
| Aquatic Capital Management LLC | 2,300 | $50.0K | 0.00% | +200+9.5% | Added |
| Ameritas Investment Partners, Inc. | 2,408 | $52.0K | 0.00% | +469+24.2% | Added |
| Amundi | 3,213 | $71.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 4,470 | $96.5K | 0.02% | −82−1.8% | Reduced |
| Royal Bank of Canada | 4,716 | $102.0K | 0.00% | +1,376+41.2% | Added |
| State of Wyoming | 4,822 | $104.1K | 0.02% | +2,733+130.8% | Added |
| Virtus Investment Advisers, Inc. | 5,015 | $108.2K | 0.07% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,423 | $117.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,751 | $124.1K | 0.00% | −5,275−47.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,300 | $136.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,934 | $148.0K | 0.00% | +1,452+26.5% | Added |
| Oregon Public Employees Retirement Fund | 7,191 | $155.2K | 0.00% | −400−5.3% | Reduced |
| State of Tennessee, Treasury Department | 8,207 | $177.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 8,259 | $178.2K | 0.00% | +64+0.8% | Added |
| Public Employees Retirement System of Ohio | 9,096 | $196.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 9,247 | $200.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 9,374 | $202.3K | 0.00% | +9,374 | New |
| Manufacturers Life Insurance Company, The | 9,611 | $207.4K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 9,804 | $211.6K | 0.00% | −9,878−50.2% | Reduced |
| Balyasny Asset Management LLC | 9,809 | $211.7K | 0.00% | +9,809 | New |
| HRT Financial LP | 9,936 | $214.0K | 0.00% | +9,936 | New |
| NJ State Employees Deferred Compensation Plan | 10,000 | $215.8K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 10,222 | $220.6K | 0.01% | +10,222 | New |
| Man Group plc | – | $222.3K | 0.00% | – | – |
| Amalgamated Bank | 10,343 | $223.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,515 | $226.9K | 0.01% | +9,754+1,281.7% | Added |
| Shell Asset Management Co | 10,608 | $229.0K | 0.01% | −165−1.5% | Reduced |
| Janus Henderson Group PLC | 11,090 | $239.4K | 0.00% | +20.0% | Added |
| Comerica Bank | 11,252 | $242.8K | 0.00% | +11,252 | New |
| Citigroup Inc | 11,267 | $243.1K | 0.00% | −9,232−45.0% | Reduced |
| Graham Capital Management, L.P. | 11,431 | $246.7K | 0.01% | −469−3.9% | Reduced |
| Voya Investment Management LLC | 11,457 | $247.2K | 0.00% | +177+1.6% | Added |
| Walleye Capital LLC | 11,465 | $247.4K | 0.00% | +11,465 | New |
| Franklin Resources Inc | 11,657 | $251.6K | 0.00% | −77−0.7% | Reduced |
| SG Americas Securities, LLC | 11,680 | $252.0K | 0.00% | +11,680 | New |
| Virginia Retirement Systems Et Al | 12,200 | $263.3K | 0.00% | +1,400+13.0% | Added |
| Yousif Capital Management, LLC | 12,294 | $265.3K | 0.00% | −670−5.2% | Reduced |
| Louisiana State Employees Retirement System | 12,300 | $265.4K | 0.01% | −400−3.1% | Reduced |
| Deutsche Bank AG | 12,402 | $267.6K | 0.00% | −42−0.3% | Reduced |
| MQS Management LLC | 12,450 | $268.7K | 0.16% | +12,450 | New |
| Nebula Research & Development LLC | 12,520 | $270.2K | 0.14% | +12,520 | New |
| New York Life Investment Management LLC | 13,138 | $283.5K | 0.00% | −2,070−13.6% | Reduced |
| Illinois Municipal Retirement Fund | 13,165 | $284.0K | 0.01% | +13,165 | New |
| Summit Global Investments | 13,264 | $286.0K | 0.02% | +13,264 | New |
| American International Group, Inc. | 13,387 | $288.9K | 0.00% | +287+2.2% | Added |
| MetLife Investment Management | 13,575 | $292.9K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 13,600 | $293.0K | 0.03% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 13,927 | $301.0K | 0.00% | −700−4.8% | Reduced |
| Price T Rowe Associates Inc | 14,848 | $321.0K | 0.00% | +665+4.7% | Added |
| State of Alaska, Department of Revenue | 15,094 | $325.0K | 0.00% | −855−5.4% | Reduced |
| Squarepoint Ops LLC | 15,393 | $332.2K | 0.00% | +3,390+28.2% | Added |
| BNP Paribas Arbitrage, SA | 15,651 | $337.7K | 0.00% | +6,673+74.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,207 | $349.7K | 0.00% | −11,193−40.9% | Reduced |
| HighTower Advisors, LLC | 15,886 | $351.0K | 0.00% | +15,886 | New |
| Cubist Systematic Strategies, LLC | 16,309 | $351.9K | 0.00% | −3,281−16.7% | Reduced |
| Truist Financial Corp | 16,409 | $354.1K | 0.00% | −3,193−16.3% | Reduced |
| Seizert Capital Partners, LLC | 16,725 | $360.9K | 0.02% | −2,050−10.9% | Reduced |
| American Century Companies Inc | 17,175 | $370.6K | 0.00% | +4,121+31.6% | Added |
| Ensign Peak Advisors, Inc | 17,310 | $373.6K | 0.00% | 00.0% | Unchanged |
| Putnam Investments LLC | 17,491 | $377.5K | 0.00% | −150−0.9% | Reduced |
| Cornercap Investment Counsel Inc | 19,873 | $428.9K | 0.08% | −275−1.4% | Reduced |