Healthstream Inc

HSTM

Exchange: Nasdaq
Industry: Services-Computer Programming, Data Processing, Etc.
SEC CIK: 0001095565

SEC filings (opens in a new tab)

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.

Q4 2023 vs. Q3 2023

How the institutions holding Healthstream Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of HSTM: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	179	1	188	+10
Shares	21.3M	12.2K	21.1M	−242.3K (−1.1%)
Value	$461.5M	$263.3K	$570.4M	+$109.2M (+23.7%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Healthstream Inc at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to HSTM in Q4 2023
Institution	Shares	Value	% of portfolio
CWM Advisors, LLC	28,575	$772.4K	0.08%
State of Wisconsin Investment Board	20,828	$563.0K	0.00%
Algert Global LLC	19,070	$515.5K	0.02%
Susquehanna International Group, LLP	18,152	$490.6K	0.00%
Deerfield Management Company, L.P. (Series C)	15,785	$426.7K	0.01%
Jane Street Group, LLC	14,694	$397.2K	0.00%
Occudo Quantitative Strategies LP	13,722	$370.9K	0.05%
Woodmont Investment Counsel LLC	13,475	$364.2K	0.03%
Arrowstreet Capital, Limited Partnership	11,622	$314.0K	0.00%
Quadrature Capital Ltd	11,512	$311.4K	0.01%
Jump Financial, LLC	11,367	$307.3K	0.01%
Maryland State Retirement & Pension System	8,929	$241.4K	0.00%
Baird Financial Group, Inc.	7,909	$213.8K	0.00%
Creative Planning	7,891	$213.3K	0.00%
EntryPoint Capital, LLC	4,459	$120.5K	0.12%
PEAK6 Investments LLC	867	$23.4K	0.00%
McGlone Suttner Wealth Management, Inc.	670	$18.1K	0.00%
West Tower Group, LLC	389	$10.5K	0.02%
AJOVista, LLC	364	$9.84K	0.01%
Advisory Services Network, LLC	167	$4.51K	0.00%
McIlrath & Eck, LLC	131	$3.54K	0.00%
GAMMA Investing LLC	93	$2.48K	0.00%
Sachetta, LLC	63	$1.72K	0.00%
Quest Partners LLC	35	$946	0.00%
Farther Finance Advisors, LLC	1	$27	0.00%

Sold out (15)

Institutions that held Healthstream Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of HSTM in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Tudor Investment Corp Et Al	53,499	$1.15M
Raymond James & Associates	24,584	$530.5K
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	16,207	$349.7K
Lee Danner & Bass Inc	13,600	$293.0K
MQS Management LLC	12,450	$268.7K
Walleye Capital LLC	11,465	$247.4K
Graham Capital Management, L.P.	11,431	$246.7K
Man Group plc	–	$222.3K
Balyasny Asset Management LLC	9,809	$211.7K
Guggenheim Capital LLC	9,374	$202.3K
State of Wyoming	4,822	$104.1K
Aquatic Capital Management LLC	2,300	$50.0K
Quantbot Technologies LP	1,598	$34.5K
Point72 Asset Management, L.P.	882	$19.0K
Assetmark, Inc	4	$86

Not filed for Q4 2023 yet (1)

Institutions that held Healthstream Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HSTM in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Virginia Retirement Systems Et Al	12,200	$263.3K