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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 16,166 | $437.0K | 0.00% | +2,239+16.1% | Added |
| Putnam Investments LLC | 16,961 | $458.5K | 0.00% | −530−3.0% | Reduced |
| Ensign Peak Advisors, Inc | 17,310 | $467.9K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 17,553 | $474.5K | 0.00% | −4,624−20.9% | Reduced |
| Susquehanna International Group, LLP | 18,152 | $490.6K | 0.00% | +18,152 | New |
| Citigroup Inc | 18,640 | $503.8K | 0.00% | +7,373+65.4% | Added |
| Allspring Global Investments Holdings, LLC | 18,710 | $505.7K | 0.00% | +8,906+90.8% | Added |
| Algert Global LLC | 19,070 | $515.5K | 0.02% | +19,070 | New |
| Squarepoint Ops LLC | 19,500 | $527.1K | 0.00% | +4,107+26.7% | Added |
| Cornercap Investment Counsel Inc | 20,071 | $542.5K | 0.09% | +198+1.0% | Added |
| Texas Permanent School Fund | 20,668 | $558.7K | 0.00% | +79+0.4% | Added |
| State of Wisconsin Investment Board | 20,828 | $563.0K | 0.00% | +20,828 | New |
| ExodusPoint Capital Management, LP | 20,952 | $566.0K | 0.01% | −45,511−68.5% | Reduced |
| Russell Investments Group, Ltd. | 21,001 | $567.7K | 0.00% | −7,636−26.7% | Reduced |
| Thrivent Financial for Lutherans | 21,319 | $576.0K | 0.00% | −858−3.9% | Reduced |
| Great West Life Assurance Co | 21,842 | $590.0K | 0.00% | −1,596−6.8% | Reduced |
| STRS Ohio | 23,200 | $627.0K | 0.00% | −4,700−16.8% | Reduced |
| Alliancebernstein L.P. | 23,305 | $629.9K | 0.00% | +50.0% | Added |
| American Century Companies Inc | 24,472 | $661.5K | 0.00% | +7,297+42.5% | Added |
| UBS Asset Management Americas Inc | 25,793 | $697.2K | 0.00% | +5,448+26.8% | Added |
| California State Teachers Retirement System | 25,804 | $697.5K | 0.00% | −1,323−4.9% | Reduced |
| Boothbay Fund Management, LLC | 25,894 | $699.9K | 0.03% | −4,876−15.8% | Reduced |
| Prudential Financial Inc | 28,273 | $764.2K | 0.00% | −365−1.3% | Reduced |
| CWM Advisors, LLC | 28,575 | $772.4K | 0.08% | +28,575 | New |
| HSBC Holdings PLC | 29,805 | $808.2K | 0.00% | −1,529−4.9% | Reduced |
| TD Asset Management Inc | 30,700 | $829.8K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 32,444 | $877.0K | 0.00% | +3,505+12.1% | Added |
| Teacher Retirement System of Texas | 32,773 | $886.0K | 0.01% | +3,066+10.3% | Added |
| UBS Group AG | 36,298 | $981.1K | 0.00% | +16,165+80.3% | Added |
| Credit Suisse AG | 41,436 | $1.12M | 0.00% | +1,798+4.5% | Added |
| Victory Capital Management Inc | 41,800 | $1.13M | 0.00% | −1,350−3.1% | Reduced |
| Citadel Advisors LLC | 42,272 | $1.14M | 0.00% | −22,921−35.2% | Reduced |
| Bank of America Corp | 42,782 | $1.16M | 0.00% | +8,993+26.6% | Added |
| Zacks Investment Management | 46,143 | $1.25M | 0.02% | −1,609−3.4% | Reduced |
| Swiss National Bank | 48,400 | $1.31M | 0.00% | −5,100−9.5% | Reduced |
| Cubist Systematic Strategies, LLC | 48,960 | $1.32M | 0.02% | +32,651+200.2% | Added |
| Public Sector Pension Investment Board | 49,653 | $1.34M | 0.01% | +19,690+65.7% | Added |
| B. Riley Asset Management, LLC | 57,131 | $1.39M | 0.50% | −10,004−14.9% | Reduced |
| Barclays PLC | 52,840 | $1.43M | 0.00% | +23,032+77.3% | Added |
| JPMorgan Chase & Co | 58,154 | $1.57M | 0.00% | +9,821+20.3% | Added |
| Exchange Traded Concepts, LLC | 58,816 | $1.59M | 0.04% | +463+0.8% | Added |
| Am Investment Strategies LLC | 63,144 | $1.71M | 0.48% | −1,000−1.6% | Reduced |
| Globeflex Capital L P | 66,318 | $1.79M | 0.18% | +6,900+11.6% | Added |
| Two Sigma Investments, LP | 66,388 | $1.79M | 0.00% | +5,687+9.4% | Added |
| Kornitzer Capital Management Inc | 67,100 | $1.81M | 0.04% | 00.0% | Unchanged |
| Legal & General Group Plc | 69,096 | $1.87M | 0.00% | −817−1.2% | Reduced |
| Martingale Asset Management L P | 74,246 | $2.01M | 0.04% | −470−0.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 75,380 | $2.04M | 0.00% | +169+0.2% | Added |
| Rhumbline Advisers | 76,192 | $2.06M | 0.00% | −1,107−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 77,618 | $2.10M | 0.00% | −380−0.5% | Reduced |
| FMR LLC | 78,659 | $2.13M | 0.00% | +4,918+6.7% | Added |
| Two Sigma Advisers, LP | 78,900 | $2.13M | 0.00% | −500−0.6% | Reduced |
| AQR Capital Management LLC | 79,658 | $2.15M | 0.00% | +2,840+3.7% | Added |
| Pinnacle Financial Partners Inc | 83,089 | $2.25M | 0.05% | −92−0.1% | Reduced |
| Goldman Sachs Group Inc | 83,661 | $2.26M | 0.00% | −4,453−5.1% | Reduced |
| Cambiar Investors LLC | 89,352 | $2.42M | 0.10% | −21,969−19.7% | Reduced |
| Assenagon Asset Management S.A. | 97,814 | $2.64M | 0.01% | −35,898−26.8% | Reduced |
| D. E. Shaw & Co., Inc. | 104,206 | $2.82M | 0.00% | −6,744−6.1% | Reduced |
| Principal Financial Group Inc | 128,623 | $3.48M | 0.00% | −4,737−3.6% | Reduced |
| McKinley Capital Management LLC /Delaware | 133,110 | $3.60M | 0.46% | 00.0% | Unchanged |
| Connors Investor Services Inc | 134,026 | $3.62M | 0.41% | +2,208+1.7% | Added |
| Jacobs Levy Equity Management, Inc | 151,754 | $4.10M | 0.02% | −43,234−22.2% | Reduced |
| SEI Investments Co | 167,501 | $4.53M | 0.01% | −235−0.1% | Reduced |
| Hillsdale Investment Management Inc. | 173,731 | $4.70M | 0.38% | −600−0.3% | Reduced |
| Herald Investment Management Ltd | 175,000 | $4.73M | 0.90% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 176,366 | $4.77M | 0.03% | −10,534−5.6% | Reduced |
| Kennedy Capital Management, Inc. | 194,242 | $5.25M | 0.11% | −5,686−2.8% | Reduced |
| Charles Schwab Investment Management Inc | 199,775 | $5.40M | 0.00% | +5,367+2.8% | Added |
| Invesco Ltd. | 222,018 | $6.00M | 0.00% | −87,756−28.3% | Reduced |
| Nuveen Asset Management, LLC | 234,865 | $6.35M | 0.00% | +32,693+16.2% | Added |
| Millennium Management LLC | 245,689 | $6.64M | 0.01% | −128,951−34.4% | Reduced |
| Western Standard LLC | 261,672 | $7.07M | 6.67% | −131,406−33.4% | Reduced |
| Bank of New York Mellon Corp | 286,162 | $7.73M | 0.00% | +26,199+10.1% | Added |
| Northern Trust Corp | 290,430 | $7.85M | 0.00% | −1230.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 306,338 | $8.28M | 0.02% | +27,274+9.8% | Added |
| Ameriprise Financial Inc | 334,123 | $9.03M | 0.00% | −82,307−19.8% | Reduced |
| Morgan Stanley | 355,878 | $9.62M | 0.00% | +41,460+13.2% | Added |
| First Eagle Investment Management, LLC | 407,428 | $11.0M | 0.03% | +52,652+14.8% | Added |
| Stephens Investment Management Group LLC | 505,112 | $13.7M | 0.20% | −315−0.1% | Reduced |
| Geode Capital Management, LLC | 576,638 | $15.6M | 0.00% | +20,038+3.6% | Added |
| Acadian Asset Management LLC | 635,296 | $17.2M | 0.07% | −127,664−16.7% | Reduced |
| Renaissance Technologies LLC | 647,000 | $17.5M | 0.03% | +71,100+12.3% | Added |
| Heartland Advisors Inc | 640,725 | $18.5M | 0.96% | +5,593+0.9% | Added |
| Punch & Associates Investment Management, Inc. | 841,902 | $22.8M | 1.33% | −2,554−0.3% | Reduced |
| State Street Corp | 955,968 | $25.8M | 0.00% | +35,088+3.8% | Added |
| Dimensional Fund Advisors LP | 1,557,345 | $42.1M | 0.01% | −3,287−0.2% | Reduced |
| Vanguard Group Inc | 2,906,742 | $78.6M | 0.00% | −5840.0% | Reduced |
| BlackRock Inc. | 4,033,920 | $109.0M | 0.00% | +91,077+2.3% | Added |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −53,499−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −24,584−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −16,207−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −12,450−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −11,465−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −11,431−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,809−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −9,374−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −4,822−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |