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, Q4 2023
Institutional positions in Healthstream Inc as of Dec 31, 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
- 188
- +10 vs. Q3 2023
- Shares held
- 21.1M
- −242.3K (−1.1%) vs. Q3 2023
- Total value
- $570.4M
- +$109.2M (+23.7%) vs. Q3 2023
- New holders
- 25
- 58 more added
- Sold out
- 15
- 75 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,033,920 | $109.0M | 0.00% | +91,077+2.3% | Added |
| Vanguard Group Inc | 2,906,742 | $78.6M | 0.00% | −5840.0% | Reduced |
| Dimensional Fund Advisors LP | 1,557,345 | $42.1M | 0.01% | −3,287−0.2% | Reduced |
| State Street Corp | 955,968 | $25.8M | 0.00% | +35,088+3.8% | Added |
| Punch & Associates Investment Management, Inc. | 841,902 | $22.8M | 1.33% | −2,554−0.3% | Reduced |
| Heartland Advisors Inc | 640,725 | $18.5M | 0.96% | +5,593+0.9% | Added |
| Renaissance Technologies LLC | 647,000 | $17.5M | 0.03% | +71,100+12.3% | Added |
| Acadian Asset Management LLC | 635,296 | $17.2M | 0.07% | −127,664−16.7% | Reduced |
| Geode Capital Management, LLC | 576,638 | $15.6M | 0.00% | +20,038+3.6% | Added |
| Stephens Investment Management Group LLC | 505,112 | $13.7M | 0.20% | −315−0.1% | Reduced |
| First Eagle Investment Management, LLC | 407,428 | $11.0M | 0.03% | +52,652+14.8% | Added |
| Morgan Stanley | 355,878 | $9.62M | 0.00% | +41,460+13.2% | Added |
| Ameriprise Financial Inc | 334,123 | $9.03M | 0.00% | −82,307−19.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 306,338 | $8.28M | 0.02% | +27,274+9.8% | Added |
| Northern Trust Corp | 290,430 | $7.85M | 0.00% | −1230.0% | Reduced |
| Bank of New York Mellon Corp | 286,162 | $7.73M | 0.00% | +26,199+10.1% | Added |
| Western Standard LLC | 261,672 | $7.07M | 6.67% | −131,406−33.4% | Reduced |
| Millennium Management LLC | 245,689 | $6.64M | 0.01% | −128,951−34.4% | Reduced |
| Nuveen Asset Management, LLC | 234,865 | $6.35M | 0.00% | +32,693+16.2% | Added |
| Invesco Ltd. | 222,018 | $6.00M | 0.00% | −87,756−28.3% | Reduced |
| Charles Schwab Investment Management Inc | 199,775 | $5.40M | 0.00% | +5,367+2.8% | Added |
| Kennedy Capital Management, Inc. | 194,242 | $5.25M | 0.11% | −5,686−2.8% | Reduced |
| Panagora Asset Management Inc | 176,366 | $4.77M | 0.03% | −10,534−5.6% | Reduced |
| Herald Investment Management Ltd | 175,000 | $4.73M | 0.90% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 173,731 | $4.70M | 0.38% | −600−0.3% | Reduced |
| SEI Investments Co | 167,501 | $4.53M | 0.01% | −235−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 151,754 | $4.10M | 0.02% | −43,234−22.2% | Reduced |
| Connors Investor Services Inc | 134,026 | $3.62M | 0.41% | +2,208+1.7% | Added |
| McKinley Capital Management LLC /Delaware | 133,110 | $3.60M | 0.46% | 00.0% | Unchanged |
| Principal Financial Group Inc | 128,623 | $3.48M | 0.00% | −4,737−3.6% | Reduced |
| D. E. Shaw & Co., Inc. | 104,206 | $2.82M | 0.00% | −6,744−6.1% | Reduced |
| Assenagon Asset Management S.A. | 97,814 | $2.64M | 0.01% | −35,898−26.8% | Reduced |
| Cambiar Investors LLC | 89,352 | $2.42M | 0.10% | −21,969−19.7% | Reduced |
| Goldman Sachs Group Inc | 83,661 | $2.26M | 0.00% | −4,453−5.1% | Reduced |
| Pinnacle Financial Partners Inc | 83,089 | $2.25M | 0.05% | −92−0.1% | Reduced |
| AQR Capital Management LLC | 79,658 | $2.15M | 0.00% | +2,840+3.7% | Added |
| Two Sigma Advisers, LP | 78,900 | $2.13M | 0.00% | −500−0.6% | Reduced |
| FMR LLC | 78,659 | $2.13M | 0.00% | +4,918+6.7% | Added |
| State Board of Administration of Florida Retirement System | 77,618 | $2.10M | 0.00% | −380−0.5% | Reduced |
| Rhumbline Advisers | 76,192 | $2.06M | 0.00% | −1,107−1.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 75,380 | $2.04M | 0.00% | +169+0.2% | Added |
| Martingale Asset Management L P | 74,246 | $2.01M | 0.04% | −470−0.6% | Reduced |
| Legal & General Group Plc | 69,096 | $1.87M | 0.00% | −817−1.2% | Reduced |
| Kornitzer Capital Management Inc | 67,100 | $1.81M | 0.04% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 66,388 | $1.79M | 0.00% | +5,687+9.4% | Added |
| Globeflex Capital L P | 66,318 | $1.79M | 0.18% | +6,900+11.6% | Added |
| Am Investment Strategies LLC | 63,144 | $1.71M | 0.48% | −1,000−1.6% | Reduced |
| Exchange Traded Concepts, LLC | 58,816 | $1.59M | 0.04% | +463+0.8% | Added |
| JPMorgan Chase & Co | 58,154 | $1.57M | 0.00% | +9,821+20.3% | Added |
| Barclays PLC | 52,840 | $1.43M | 0.00% | +23,032+77.3% | Added |
| B. Riley Asset Management, LLC | 57,131 | $1.39M | 0.50% | −10,004−14.9% | Reduced |
| Public Sector Pension Investment Board | 49,653 | $1.34M | 0.01% | +19,690+65.7% | Added |
| Cubist Systematic Strategies, LLC | 48,960 | $1.32M | 0.02% | +32,651+200.2% | Added |
| Swiss National Bank | 48,400 | $1.31M | 0.00% | −5,100−9.5% | Reduced |
| Zacks Investment Management | 46,143 | $1.25M | 0.02% | −1,609−3.4% | Reduced |
| Bank of America Corp | 42,782 | $1.16M | 0.00% | +8,993+26.6% | Added |
| Citadel Advisors LLC | 42,272 | $1.14M | 0.00% | −22,921−35.2% | Reduced |
| Victory Capital Management Inc | 41,800 | $1.13M | 0.00% | −1,350−3.1% | Reduced |
| Credit Suisse AG | 41,436 | $1.12M | 0.00% | +1,798+4.5% | Added |
| UBS Group AG | 36,298 | $981.1K | 0.00% | +16,165+80.3% | Added |
| Teacher Retirement System of Texas | 32,773 | $886.0K | 0.01% | +3,066+10.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 32,444 | $877.0K | 0.00% | +3,505+12.1% | Added |
| TD Asset Management Inc | 30,700 | $829.8K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 29,805 | $808.2K | 0.00% | −1,529−4.9% | Reduced |
| CWM Advisors, LLC | 28,575 | $772.4K | 0.08% | +28,575 | New |
| Prudential Financial Inc | 28,273 | $764.2K | 0.00% | −365−1.3% | Reduced |
| Boothbay Fund Management, LLC | 25,894 | $699.9K | 0.03% | −4,876−15.8% | Reduced |
| California State Teachers Retirement System | 25,804 | $697.5K | 0.00% | −1,323−4.9% | Reduced |
| UBS Asset Management Americas Inc | 25,793 | $697.2K | 0.00% | +5,448+26.8% | Added |
| American Century Companies Inc | 24,472 | $661.5K | 0.00% | +7,297+42.5% | Added |
| Alliancebernstein L.P. | 23,305 | $629.9K | 0.00% | +50.0% | Added |
| STRS Ohio | 23,200 | $627.0K | 0.00% | −4,700−16.8% | Reduced |
| Great West Life Assurance Co | 21,842 | $590.0K | 0.00% | −1,596−6.8% | Reduced |
| Thrivent Financial for Lutherans | 21,319 | $576.0K | 0.00% | −858−3.9% | Reduced |
| Russell Investments Group, Ltd. | 21,001 | $567.7K | 0.00% | −7,636−26.7% | Reduced |
| ExodusPoint Capital Management, LP | 20,952 | $566.0K | 0.01% | −45,511−68.5% | Reduced |
| State of Wisconsin Investment Board | 20,828 | $563.0K | 0.00% | +20,828 | New |
| Texas Permanent School Fund | 20,668 | $558.7K | 0.00% | +79+0.4% | Added |
| Cornercap Investment Counsel Inc | 20,071 | $542.5K | 0.09% | +198+1.0% | Added |
| Squarepoint Ops LLC | 19,500 | $527.1K | 0.00% | +4,107+26.7% | Added |
| Algert Global LLC | 19,070 | $515.5K | 0.02% | +19,070 | New |
| Allspring Global Investments Holdings, LLC | 18,710 | $505.7K | 0.00% | +8,906+90.8% | Added |
| Citigroup Inc | 18,640 | $503.8K | 0.00% | +7,373+65.4% | Added |
| Susquehanna International Group, LLP | 18,152 | $490.6K | 0.00% | +18,152 | New |
| Qube Research & Technologies Ltd | 17,553 | $474.5K | 0.00% | −4,624−20.9% | Reduced |
| Ensign Peak Advisors, Inc | 17,310 | $467.9K | 0.00% | 00.0% | Unchanged |
| Putnam Investments LLC | 16,961 | $458.5K | 0.00% | −530−3.0% | Reduced |
| New York State Teachers Retirement System | 16,166 | $437.0K | 0.00% | +2,239+16.1% | Added |
| HighTower Advisors, LLC | 15,786 | $433.0K | 0.00% | −100−0.6% | Reduced |
| Truist Financial Corp | 15,915 | $430.2K | 0.00% | −494−3.0% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 15,785 | $426.7K | 0.01% | +15,785 | New |
| State of Tennessee, Treasury Department | 15,553 | $420.4K | 0.00% | +7,346+89.5% | Added |
| Price T Rowe Associates Inc | 15,260 | $413.0K | 0.00% | +412+2.8% | Added |
| Jane Street Group, LLC | 14,694 | $397.2K | 0.00% | +14,694 | New |
| State of Alaska, Department of Revenue | 14,719 | $397.0K | 0.00% | −375−2.5% | Reduced |
| Los Angeles Capital Management LLC | 14,522 | $392.5K | 0.00% | −62,281−81.1% | Reduced |
| Occudo Quantitative Strategies LP | 13,722 | $370.9K | 0.05% | +13,722 | New |
| Illinois Municipal Retirement Fund | 13,658 | $369.0K | 0.01% | +493+3.7% | Added |
| MetLife Investment Management | 13,575 | $366.9K | 0.00% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 13,475 | $364.2K | 0.03% | +13,475 | New |