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 |
|---|---|---|---|---|---|
| UBS Group AG | 20,133 | $434.5K | 0.00% | +2,453+13.9% | Added |
| UBS Asset Management Americas Inc | 20,345 | $439.0K | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 20,589 | $444.3K | 0.00% | −754−3.5% | Reduced |
| Qube Research & Technologies Ltd | 22,177 | $478.6K | 0.00% | +5,004+29.1% | Added |
| Thrivent Financial for Lutherans | 22,177 | $479.0K | 0.00% | −1,011−4.4% | Reduced |
| Alliancebernstein L.P. | 23,300 | $502.8K | 0.00% | −1,740−6.9% | Reduced |
| Great West Life Assurance Co | 23,438 | $506.0K | 0.00% | +1,288+5.8% | Added |
| Raymond James & Associates | 24,584 | $530.5K | 0.00% | −60,906−71.2% | Reduced |
| California State Teachers Retirement System | 27,127 | $585.4K | 0.00% | −2,595−8.7% | Reduced |
| STRS Ohio | 27,900 | $602.0K | 0.00% | +2,700+10.7% | Added |
| Russell Investments Group, Ltd. | 28,637 | $618.0K | 0.00% | −250−0.9% | Reduced |
| Prudential Financial Inc | 28,638 | $618.0K | 0.00% | −1,535−5.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 28,939 | $624.5K | 0.00% | +4,450+18.2% | Added |
| Teacher Retirement System of Texas | 29,707 | $641.0K | 0.00% | −2,142−6.7% | Reduced |
| Barclays PLC | 29,808 | $643.3K | 0.00% | +985+3.4% | Added |
| Public Sector Pension Investment Board | 29,963 | $646.6K | 0.00% | −13,062−30.4% | Reduced |
| TD Asset Management Inc | 30,700 | $662.5K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 30,770 | $664.0K | 0.02% | +30,770 | New |
| HSBC Holdings PLC | 31,334 | $678.4K | 0.00% | +2,936+10.3% | Added |
| Bank of America Corp | 33,789 | $729.2K | 0.00% | +16,706+97.8% | Added |
| Credit Suisse AG | 39,638 | $855.4K | 0.00% | −1,312−3.2% | Reduced |
| Victory Capital Management Inc | 43,150 | $931.2K | 0.00% | −828−1.9% | Reduced |
| Zacks Investment Management | 47,752 | $1.03M | 0.01% | −1,840−3.7% | Reduced |
| JPMorgan Chase & Co | 48,333 | $1.04M | 0.00% | −4,153−7.9% | Reduced |
| Tudor Investment Corp Et Al | 53,499 | $1.15M | 0.02% | −13,979−20.7% | Reduced |
| Swiss National Bank | 53,500 | $1.15M | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 58,353 | $1.26M | 0.04% | +32,553+126.2% | Added |
| Globeflex Capital L P | 59,418 | $1.28M | 0.15% | −584−1.0% | Reduced |
| Two Sigma Investments, LP | 60,701 | $1.31M | 0.00% | −14,045−18.8% | Reduced |
| Am Investment Strategies LLC | 64,144 | $1.38M | 0.45% | 00.0% | Unchanged |
| Citadel Advisors LLC | 65,193 | $1.41M | 0.00% | +38,849+147.5% | Added |
| ExodusPoint Capital Management, LP | 66,463 | $1.43M | 0.02% | +52,251+367.7% | Added |
| Kornitzer Capital Management Inc | 67,100 | $1.45M | 0.03% | 00.0% | Unchanged |
| B. Riley Asset Management, LLC | 67,135 | $1.45M | 0.58% | +67,135 | New |
| Legal & General Group Plc | 69,913 | $1.51M | 0.00% | −2,045−2.8% | Reduced |
| FMR LLC | 73,741 | $1.59M | 0.00% | +1,984+2.8% | Added |
| Martingale Asset Management L P | 74,716 | $1.61M | 0.03% | +1,105+1.5% | Added |
| Robeco Institutional Asset Management B.V. | 75,211 | $1.62M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 76,803 | $1.66M | 0.01% | −10,759−12.3% | Reduced |
| AQR Capital Management LLC | 76,818 | $1.66M | 0.00% | −9,535−11.0% | Reduced |
| Rhumbline Advisers | 77,299 | $1.67M | 0.00% | −964−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 77,998 | $1.68M | 0.00% | +1,984+2.6% | Added |
| Two Sigma Advisers, LP | 79,400 | $1.71M | 0.00% | −7,100−8.2% | Reduced |
| Pinnacle Financial Partners Inc | 83,181 | $1.80M | 0.05% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 88,114 | $1.90M | 0.00% | −20,751−19.1% | Reduced |
| D. E. Shaw & Co., Inc. | 110,950 | $2.39M | 0.00% | +7,867+7.6% | Added |
| Cambiar Investors LLC | 111,321 | $2.40M | 0.10% | +19,499+21.2% | Added |
| Connors Investor Services Inc | 131,818 | $2.83M | 0.35% | −1,977−1.5% | Reduced |
| McKinley Capital Management LLC /Delaware | 133,110 | $2.87M | 0.40% | 00.0% | Unchanged |
| Principal Financial Group Inc | 133,360 | $2.88M | 0.00% | −6,657−4.8% | Reduced |
| Assenagon Asset Management S.A. | 133,712 | $2.89M | 0.01% | +99,913+295.6% | Added |
| SEI Investments Co | 167,736 | $3.62M | 0.01% | −4,370−2.5% | Reduced |
| Hillsdale Investment Management Inc. | 174,331 | $3.76M | 0.34% | +13,691+8.5% | Added |
| Herald Investment Management Ltd | 175,000 | $3.78M | 0.80% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 186,900 | $4.03M | 0.03% | −4,723−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 194,408 | $4.20M | 0.00% | +8,307+4.5% | Added |
| Jacobs Levy Equity Management, Inc | 194,988 | $4.21M | 0.02% | +4,717+2.5% | Added |
| Kennedy Capital Management, Inc. | 199,928 | $4.31M | 0.11% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 202,172 | $4.36M | 0.00% | −2,683−1.3% | Reduced |
| Bank of New York Mellon Corp | 259,963 | $5.61M | 0.00% | −9,190−3.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 279,064 | $6.02M | 0.01% | −18,470−6.2% | Reduced |
| Northern Trust Corp | 290,553 | $6.27M | 0.00% | +305+0.1% | Added |
| Invesco Ltd. | 309,774 | $6.68M | 0.00% | +10,265+3.4% | Added |
| Morgan Stanley | 314,418 | $6.79M | 0.00% | −101,141−24.3% | Reduced |
| First Eagle Investment Management, LLC | 354,776 | $7.66M | 0.02% | +168,497+90.5% | Added |
| Millennium Management LLC | 374,640 | $8.08M | 0.01% | +18,316+5.1% | Added |
| Western Standard LLC | 393,078 | $8.48M | 7.66% | +157,669+67.0% | Added |
| Ameriprise Financial Inc | 416,430 | $8.99M | 0.00% | −18,816−4.3% | Reduced |
| Stephens Investment Management Group LLC | 505,427 | $10.9M | 0.18% | −601−0.1% | Reduced |
| Geode Capital Management, LLC | 556,600 | $12.0M | 0.00% | +19,864+3.7% | Added |
| Renaissance Technologies LLC | 575,900 | $12.4M | 0.02% | −46,100−7.4% | Reduced |
| Heartland Advisors Inc | 635,132 | $14.9M | 0.84% | +19,361+3.1% | Added |
| Acadian Asset Management LLC | 762,960 | $16.4M | 0.07% | −242,036−24.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 844,456 | $18.2M | 1.17% | +926+0.1% | Added |
| State Street Corp | 920,880 | $19.9M | 0.00% | +6,303+0.7% | Added |
| Dimensional Fund Advisors LP | 1,560,632 | $33.7M | 0.01% | +20,892+1.4% | Added |
| Vanguard Group Inc | 2,907,326 | $62.7M | 0.00% | −17,287−0.6% | Reduced |
| BlackRock Inc. | 3,942,843 | $85.1M | 0.00% | −74,542−1.9% | Reduced |
| Sofos Investments, Inc. | 27 | – | – | +1+3.8% | Added |
| Bank of Montreal | 0 | $0 | 0.00% | −235,205−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −84,528−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −20,247−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −20,110−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −19,337−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −16,035−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −12,764−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,636−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,714−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,542−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −9,444−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −229−100.0% | Sold out |