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 |
|---|---|---|---|---|---|
| Covestor Ltd | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1 | $27 | 0.00% | +1 | New |
| Rosenberg Matthew Hamilton | 2 | $54 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8 | $224 | 0.00% | −19−70.4% | Reduced |
| Glassman Wealth Services | 9 | $243 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $351 | 0.00% | −75−85.2% | Reduced |
| Parkside Financial Bank & Trust | 14 | $379 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $432 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 20 | $541 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $568 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 24 | $649 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $892 | 0.00% | +12+57.1% | Added |
| Huntington National Bank | 35 | $946 | 0.00% | −8−18.6% | Reduced |
| Quest Partners LLC | 35 | $946 | 0.00% | +35 | New |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 38 | $1.03K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 41 | $1.11K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 63 | $1.72K | 0.00% | +63 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 79 | $2.13K | 0.00% | −41−34.2% | Reduced |
| Allworth Financial LP | 85 | $2.30K | 0.00% | +28+49.1% | Added |
| GAMMA Investing LLC | 93 | $2.48K | 0.00% | +93 | New |
| Lindbrook Capital, LLC | 130 | $3.51K | 0.00% | +82+170.8% | Added |
| McIlrath & Eck, LLC | 131 | $3.54K | 0.00% | +131 | New |
| Fifth Third Bancorp | 153 | $4.14K | 0.00% | −66−30.1% | Reduced |
| Advisory Services Network, LLC | 167 | $4.51K | 0.00% | +167 | New |
| Harel Insurance Investments & Financial Services Ltd. | 174 | $5.00K | 0.00% | −337−65.9% | Reduced |
| Beacon Capital Management, LLC | 250 | $5.39K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 227 | $6.13K | 0.00% | +21+10.2% | Added |
| Bessemer Group Inc | 288 | $8.00K | 0.00% | +105+57.4% | Added |
| AJOVista, LLC | 364 | $9.84K | 0.01% | +364 | New |
| CWM, LLC | 356 | $10.0K | 0.00% | −33−8.5% | Reduced |
| West Tower Group, LLC | 389 | $10.5K | 0.02% | +389 | New |
| Advisor Group Holdings, Inc. | 657 | $17.7K | 0.00% | −53−7.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 670 | $18.1K | 0.00% | +670 | New |
| PEAK6 Investments LLC | 867 | $23.4K | 0.00% | +867 | New |
| Quadrant Capital Group LLC | 869 | $23.5K | 0.00% | +246+39.5% | Added |
| The PNC Financial Services Group, Inc. | 897 | $24.2K | 0.00% | −413−31.5% | Reduced |
| Signaturefd, LLC | 1,038 | $28.1K | 0.00% | −118−10.2% | Reduced |
| Parallel Advisors, LLC | 1,132 | $30.6K | 0.00% | +501+79.4% | Added |
| Harbour Investments, Inc. | 1,169 | $31.6K | 0.00% | +275+30.8% | Added |
| KBC Group NV | 1,285 | $35.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,368 | $37.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,378 | $37.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,400 | $37.8K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,451 | $39.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,408 | $65.1K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,213 | $85.7K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $114.4K | 0.00% | −1,191−22.0% | Reduced |
| Point72 Middle East FZE | 4,459 | $120.5K | 0.01% | +4,285+2,462.6% | Added |
| EntryPoint Capital, LLC | 4,459 | $120.5K | 0.12% | +4,459 | New |
| Virtus Investment Advisers, Inc. | 5,015 | $135.6K | 0.10% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,421 | $146.5K | 0.03% | +951+21.3% | Added |
| Public Employees Retirement System of Ohio | 5,978 | $161.6K | 0.00% | −3,118−34.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,300 | $170.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,991 | $189.0K | 0.00% | −200−2.8% | Reduced |
| Wells Fargo & Company | 7,002 | $189.3K | 0.00% | +1,251+21.8% | Added |
| Lazard Asset Management LLC | 7,479 | $201.0K | 0.00% | +545+7.9% | Added |
| Creative Planning | 7,891 | $213.3K | 0.00% | +7,891 | New |
| Baird Financial Group, Inc. | 7,909 | $213.8K | 0.00% | +7,909 | New |
| Shell Asset Management Co | 8,155 | $220.0K | 0.01% | −2,453−23.1% | Reduced |
| Royal Bank of Canada | 8,231 | $222.0K | 0.00% | +3,515+74.5% | Added |
| Maryland State Retirement & Pension System | 8,929 | $241.4K | 0.00% | +8,929 | New |
| Nebula Research & Development LLC | 8,939 | $241.6K | 0.07% | −3,581−28.6% | Reduced |
| Amalgamated Bank | 8,939 | $242.0K | 0.00% | −1,404−13.6% | Reduced |
| New York State Common Retirement Fund | 9,214 | $249.1K | 0.00% | +955+11.6% | Added |
| Vestcor Inc | 9,247 | $250.0K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 9,611 | $259.8K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $270.3K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 10,042 | $271.0K | 0.00% | +106+1.1% | Added |
| Tower Research Capital LLC (TRC) | 10,145 | $274.2K | 0.00% | −370−3.5% | Reduced |
| Comerica Bank | 10,932 | $295.5K | 0.00% | −320−2.8% | Reduced |
| Janus Henderson Group PLC | 11,069 | $299.4K | 0.00% | −21−0.2% | Reduced |
| Voya Investment Management LLC | 11,136 | $301.0K | 0.00% | −321−2.8% | Reduced |
| Jump Financial, LLC | 11,367 | $307.3K | 0.01% | +11,367 | New |
| SG Americas Securities, LLC | 11,432 | $309.0K | 0.00% | −248−2.1% | Reduced |
| Quadrature Capital Ltd | 11,512 | $311.4K | 0.01% | +11,512 | New |
| Arrowstreet Capital, Limited Partnership | 11,622 | $314.0K | 0.00% | +11,622 | New |
| Franklin Resources Inc | 11,727 | $317.0K | 0.00% | +70+0.6% | Added |
| Yousif Capital Management, LLC | 11,984 | $323.9K | 0.00% | −310−2.5% | Reduced |
| Louisiana State Employees Retirement System | 12,000 | $324.4K | 0.01% | −300−2.4% | Reduced |
| Summit Global Investments | 12,378 | $335.0K | 0.02% | −886−6.7% | Reduced |
| Deutsche Bank AG | 12,719 | $343.8K | 0.00% | +317+2.6% | Added |
| New York Life Investment Management LLC | 12,744 | $344.5K | 0.00% | −394−3.0% | Reduced |
| BNP Paribas Arbitrage, SA | 12,766 | $345.1K | 0.00% | −2,885−18.4% | Reduced |
| US Bancorp | 13,042 | $352.5K | 0.00% | +12,737+4,176.1% | Added |
| Seizert Capital Partners, LLC | 13,076 | $353.4K | 0.02% | −3,649−21.8% | Reduced |
| American International Group, Inc. | 13,103 | $354.2K | 0.00% | −284−2.1% | Reduced |
| Engineers Gate Manager LP | 13,147 | $355.4K | 0.01% | +2,925+28.6% | Added |
| Woodmont Investment Counsel LLC | 13,475 | $364.2K | 0.03% | +13,475 | New |
| MetLife Investment Management | 13,575 | $366.9K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 13,658 | $369.0K | 0.01% | +493+3.7% | Added |
| Occudo Quantitative Strategies LP | 13,722 | $370.9K | 0.05% | +13,722 | New |
| Los Angeles Capital Management LLC | 14,522 | $392.5K | 0.00% | −62,281−81.1% | Reduced |
| State of Alaska, Department of Revenue | 14,719 | $397.0K | 0.00% | −375−2.5% | Reduced |
| Jane Street Group, LLC | 14,694 | $397.2K | 0.00% | +14,694 | New |
| Price T Rowe Associates Inc | 15,260 | $413.0K | 0.00% | +412+2.8% | Added |
| State of Tennessee, Treasury Department | 15,553 | $420.4K | 0.00% | +7,346+89.5% | Added |
| Deerfield Management Company, L.P. (Series C) | 15,785 | $426.7K | 0.01% | +15,785 | New |
| Truist Financial Corp | 15,915 | $430.2K | 0.00% | −494−3.0% | Reduced |
| HighTower Advisors, LLC | 15,786 | $433.0K | 0.00% | −100−0.6% | Reduced |