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