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Livermore
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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, 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.

Institutional holdersQ3 2023: 179 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 heldQ3 2023: $461.5M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q2 2023.

Institutions holding HSTM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Deutsche Bank AG12,402$267.6K0.00%−42−0.3%Reduced
Louisiana State Employees Retirement System12,300$265.4K0.01%−400−3.1%Reduced
Yousif Capital Management, LLC12,294$265.3K0.00%−670−5.2%Reduced
Virginia Retirement Systems Et Al12,200$263.3K0.00%+1,400+13.0%Added
SG Americas Securities, LLC11,680$252.0K0.00%+11,680New
Franklin Resources Inc11,657$251.6K0.00%−77−0.7%Reduced
Walleye Capital LLC11,465$247.4K0.00%+11,465New
Voya Investment Management LLC11,457$247.2K0.00%+177+1.6%Added
Graham Capital Management, L.P.11,431$246.7K0.01%−469−3.9%Reduced
Citigroup Inc11,267$243.1K0.00%−9,232−45.0%Reduced
Comerica Bank11,252$242.8K0.00%+11,252New
Janus Henderson Group PLC11,090$239.4K0.00%+20.0%Added
Shell Asset Management Co10,608$229.0K0.01%−165−1.5%Reduced
Tower Research Capital LLC (TRC)10,515$226.9K0.01%+9,754+1,281.7%Added
Amalgamated Bank10,343$223.0K0.00%00.0%Unchanged
Man Group plc–$222.3K0.00%––
Engineers Gate Manager LP10,222$220.6K0.01%+10,222New
NJ State Employees Deferred Compensation Plan10,000$215.8K0.03%00.0%Unchanged
HRT Financial LP9,936$214.0K0.00%+9,936New
Balyasny Asset Management LLC9,809$211.7K0.00%+9,809New
Allspring Global Investments Holdings, LLC9,804$211.6K0.00%−9,878−50.2%Reduced
Manufacturers Life Insurance Company, The9,611$207.4K0.00%00.0%Unchanged
Guggenheim Capital LLC9,374$202.3K0.00%+9,374New
Vestcor Inc9,247$200.0K0.01%00.0%Unchanged
Public Employees Retirement System of Ohio9,096$196.0K0.00%00.0%Unchanged
New York State Common Retirement Fund8,259$178.2K0.00%+64+0.8%Added
State of Tennessee, Treasury Department8,207$177.1K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund7,191$155.2K0.00%−400−5.3%Reduced
Lazard Asset Management LLC6,934$148.0K0.00%+1,452+26.5%Added
Teachers Retirement System of the State of Kentucky6,300$136.0K0.00%00.0%Unchanged
Wells Fargo & Company5,751$124.1K0.00%−5,275−47.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)5,423$117.0K0.00%00.0%Unchanged
Virtus Investment Advisers, Inc.5,015$108.2K0.07%00.0%Unchanged
State of Wyoming4,822$104.1K0.02%+2,733+130.8%Added
Royal Bank of Canada4,716$102.0K0.00%+1,376+41.2%Added
Harbor Capital Advisors, Inc.4,470$96.5K0.02%−82−1.8%Reduced
Amundi3,213$71.9K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,408$52.0K0.00%+469+24.2%Added
Aquatic Capital Management LLC2,300$50.0K0.00%+200+9.5%Added
Quantbot Technologies LP1,598$34.5K0.00%+1,598New
Copeland Capital Management, LLC1,451$31.3K0.00%+403+38.5%Added
Delta Asset Management LLC1,400$30.2K0.00%00.0%Unchanged
DekaBank Deutsche Girozentrale1,378$30.0K0.00%+1,378New
Metropolitan Life Insurance Co1,368$29.5K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,310$28.3K0.00%−583−30.8%Reduced
KBC Group NV1,285$28.0K0.00%−841−39.6%Reduced
Signaturefd, LLC1,156$24.9K0.00%+983+568.2%Added
Harbour Investments, Inc.894$19.3K0.00%00.0%Unchanged
Point72 Asset Management, L.P.882$19.0K0.00%+852+2,840.0%Added
Advisor Group Holdings, Inc.710$15.3K0.00%+116+19.5%Added
Parallel Advisors, LLC631$13.6K0.00%−460−42.2%Reduced
Quadrant Capital Group LLC623$13.4K0.00%+456+273.1%Added
Harel Insurance Investments & Financial Services Ltd.511$11.0K0.00%−5−1.0%Reduced
CWM, LLC389$8.00K0.00%+12+3.2%Added
US Bancorp305$6.58K0.00%+199+187.7%Added
Beacon Capital Management, LLC250$6.14K0.00%00.0%Unchanged
Fifth Third Bancorp219$4.73K0.00%+191+682.1%Added
Raleigh Capital Management Inc.206$4.44K0.00%+19+10.2%Added
Bessemer Group Inc183$4.00K0.00%+10+5.8%Added
Point72 Middle East FZE174$3.75K0.00%−1,008−85.3%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC120$2.59K0.00%00.0%Unchanged
Versant Capital Management, Inc88$1.90K0.00%00.0%Unchanged
Allworth Financial LP57$1.23K0.00%+57New
Lindbrook Capital, LLC48$1.04K0.00%+48New
Huntington National Bank43$9280.00%+6+16.2%Added
MCF Advisors LLC41$8850.00%00.0%Unchanged
Gradient Investments LLC38$8200.00%00.0%Unchanged
Hollencrest Capital Management24$5180.00%00.0%Unchanged
HHM Wealth Advisors, LLC21$4540.00%00.0%Unchanged
Massmutual Trust Co FSB21$4530.00%00.0%Unchanged
Nisa Investment Advisors, LLC20$4320.00%+20New
Farmers & Merchants Investments Inc16$3450.00%00.0%Unchanged
Parkside Financial Bank & Trust14$3030.00%00.0%Unchanged
Glassman Wealth Services9$1940.00%−25−73.5%Reduced
Assetmark, Inc4$860.00%+4New
Rosenberg Matthew Hamilton2$430.00%00.0%Unchanged
Covestor Ltd16$00.00%+2+14.3%Added
Avion Wealth23$00.00%+23New
Sofos Investments, Inc.27––+1+3.8%Added
Bank of Montreal0$00.00%−235,205−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−84,528−100.0%Sold out
Westwood Holdings Group Inc.0$00.00%−20,247−100.0%Sold out
Capital Impact Advisors, LLC0$00.00%−20,110−100.0%Sold out
Jane Street Group, LLC0$00.00%−19,337−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−16,600−100.0%Sold out
Diversified Trust Co0$00.00%−16,035−100.0%Sold out
CWM Advisors, LLC0$00.00%−12,764−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−12,636−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−11,714−100.0%Sold out
Trexquant Investment LP0$00.00%−10,542−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−9,444−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−389−100.0%Sold out
West Tower Group, LLC0$00.00%−229−100.0%Sold out