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, Q1 2024
Institutional positions in Healthstream Inc as of Mar 31, 2024. 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
- 190
- +3 vs. Q4 2023
- Shares held
- 21.2M
- +130.3K (+0.6%) vs. Q4 2023
- Total value
- $564.6M
- −$5.37M (−0.9%) vs. Q4 2023
- New holders
- 23
- 60 more added
- Sold out
- 20
- 74 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,975,995 | $106.0M | 0.00% | −57,925−1.4% | Reduced |
| Vanguard Group Inc | 2,938,685 | $78.3M | 0.00% | +31,943+1.1% | Added |
| Dimensional Fund Advisors LP | 1,555,356 | $41.5M | 0.01% | −1,989−0.1% | Reduced |
| State Street Corp | 968,877 | $25.8M | 0.00% | +12,909+1.4% | Added |
| Punch & Associates Investment Management, Inc. | 869,031 | $23.2M | 1.32% | +27,129+3.2% | Added |
| Renaissance Technologies LLC | 674,100 | $18.0M | 0.03% | +27,100+4.2% | Added |
| Acadian Asset Management LLC | 619,882 | $16.5M | 0.06% | −15,414−2.4% | Reduced |
| Geode Capital Management, LLC | 607,557 | $16.2M | 0.00% | +30,919+5.4% | Added |
| Heartland Advisors Inc | 517,430 | $13.8M | 0.72% | −123,295−19.2% | Reduced |
| Stephens Investment Management Group LLC | 503,449 | $13.4M | 0.18% | −1,663−0.3% | Reduced |
| First Eagle Investment Management, LLC | 494,828 | $13.2M | 0.03% | +87,400+21.5% | Added |
| Millennium Management LLC | 366,119 | $9.76M | 0.01% | +120,430+49.0% | Added |
| Morgan Stanley | 347,389 | $9.26M | 0.00% | −8,489−2.4% | Reduced |
| Ameriprise Financial Inc | 316,664 | $8.44M | 0.00% | −17,459−5.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 292,442 | $7.77M | 0.02% | −13,896−4.5% | Reduced |
| Northern Trust Corp | 274,274 | $7.31M | 0.00% | −16,156−5.6% | Reduced |
| Bank of New York Mellon Corp | 264,880 | $7.06M | 0.00% | −21,282−7.4% | Reduced |
| Panagora Asset Management Inc | 219,222 | $5.84M | 0.03% | +42,856+24.3% | Added |
| Nuveen Asset Management, LLC | 214,178 | $5.71M | 0.00% | −20,687−8.8% | Reduced |
| Charles Schwab Investment Management Inc | 209,372 | $5.58M | 0.00% | +9,597+4.8% | Added |
| Invesco Ltd. | 200,058 | $5.33M | 0.00% | −21,960−9.9% | Reduced |
| Herald Investment Management Ltd | 200,000 | $5.32M | 0.86% | +25,000+14.3% | Added |
| Western Standard LLC | 197,690 | $5.27M | 4.97% | −63,982−24.5% | Reduced |
| Kennedy Capital Management, Inc. | 191,486 | $5.11M | 0.11% | −2,756−1.4% | Reduced |
| Hillsdale Investment Management Inc. | 188,881 | $5.04M | 0.40% | +15,150+8.7% | Added |
| SEI Investments Co | 171,427 | $4.57M | 0.01% | +3,926+2.3% | Added |
| Jacobs Levy Equity Management, Inc | 148,410 | $3.96M | 0.02% | −3,344−2.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 133,110 | $3.55M | 0.43% | 00.0% | Unchanged |
| Principal Financial Group Inc | 128,681 | $3.43M | 0.00% | +580.0% | Added |
| Connors Investor Services Inc | 115,255 | $3.07M | 0.32% | −18,771−14.0% | Reduced |
| D. E. Shaw & Co., Inc. | 104,259 | $2.78M | 0.00% | +53+0.1% | Added |
| AQR Capital Management LLC | 96,722 | $2.58M | 0.00% | +17,064+21.4% | Added |
| Assenagon Asset Management S.A. | 92,599 | $2.47M | 0.01% | −5,215−5.3% | Reduced |
| FMR LLC | 88,047 | $2.35M | 0.00% | +9,388+11.9% | Added |
| Cambiar Investors LLC | 87,359 | $2.33M | 0.09% | −1,993−2.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 86,215 | $2.30M | 0.00% | +10,835+14.4% | Added |
| Pinnacle Financial Partners Inc | 82,997 | $2.21M | 0.05% | −92−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 78,749 | $2.13M | 0.00% | +1,131+1.5% | Added |
| Rhumbline Advisers | 75,353 | $2.01M | 0.00% | −839−1.1% | Reduced |
| Martingale Asset Management L P | 74,698 | $1.99M | 0.04% | +452+0.6% | Added |
| Goldman Sachs Group Inc | 71,331 | $1.90M | 0.00% | −12,330−14.7% | Reduced |
| Legal & General Group Plc | 69,287 | $1.85M | 0.00% | +191+0.3% | Added |
| Kornitzer Capital Management Inc | 67,100 | $1.79M | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 65,577 | $1.75M | 0.00% | +7,423+12.8% | Added |
| Two Sigma Investments, LP | 64,779 | $1.73M | 0.00% | −1,609−2.4% | Reduced |
| Two Sigma Advisers, LP | 63,900 | $1.70M | 0.00% | −15,000−19.0% | Reduced |
| Citadel Advisors LLC | 63,161 | $1.68M | 0.00% | +20,889+49.4% | Added |
| Globeflex Capital L P | 58,342 | $1.56M | 0.15% | −7,976−12.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 58,230 | $1.55M | 0.00% | +46,608+401.0% | Added |
| Am Investment Strategies LLC | 57,739 | $1.54M | 0.39% | −5,405−8.6% | Reduced |
| Harbor Capital Advisors, Inc. | 55,696 | $1.49M | 0.19% | +50,275+927.4% | Added |
| Exchange Traded Concepts, LLC | 54,694 | $1.46M | 0.04% | −4,122−7.0% | Reduced |
| Zacks Investment Management | 51,916 | $1.38M | 0.01% | +5,773+12.5% | Added |
| Public Sector Pension Investment Board | 49,653 | $1.32M | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 48,400 | $1.29M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 43,741 | $1.17M | 0.00% | +7,443+20.5% | Added |
| Credit Suisse AG | 43,479 | $1.16M | 0.00% | +2,043+4.9% | Added |
| Cubist Systematic Strategies, LLC | 40,883 | $1.09M | 0.01% | −8,077−16.5% | Reduced |
| Victory Capital Management Inc | 40,150 | $1.07M | 0.00% | −1,650−3.9% | Reduced |
| Barclays PLC | 36,552 | $974.5K | 0.00% | −16,288−30.8% | Reduced |
| HSBC Holdings PLC | 34,206 | $911.9K | 0.00% | +4,401+14.8% | Added |
| Allspring Global Investments Holdings, LLC | 34,135 | $910.0K | 0.00% | +15,425+82.4% | Added |
| Wakefield Asset Management LLLP | 34,102 | $909.2K | 0.31% | +34,102 | New |
| CWM Advisors, LLC | 33,344 | $889.0K | 0.09% | +4,769+16.7% | Added |
| American Century Companies Inc | 32,773 | $873.7K | 0.00% | +8,301+33.9% | Added |
| TD Asset Management Inc | 30,700 | $818.5K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 30,682 | $818.0K | 0.01% | −2,091−6.4% | Reduced |
| Bank of America Corp | 28,034 | $747.4K | 0.00% | −14,748−34.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 27,884 | $743.4K | 0.00% | −4,560−14.1% | Reduced |
| Man Group plc | 27,494 | $733.0K | 0.00% | +27,494 | New |
| Franklin Resources Inc | 27,465 | $732.2K | 0.00% | +15,738+134.2% | Added |
| Prudential Financial Inc | 27,273 | $727.1K | 0.00% | −1,000−3.5% | Reduced |
| UBS Asset Management Americas Inc | 25,793 | $687.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 24,215 | $645.6K | 0.00% | −1,589−6.2% | Reduced |
| Russell Investments Group, Ltd. | 23,897 | $637.1K | 0.00% | +2,896+13.8% | Added |
| Alliancebernstein L.P. | 23,300 | $621.2K | 0.00% | −50.0% | Reduced |
| Bank of Montreal | 22,585 | $606.2K | 0.00% | +22,585 | New |
| STRS Ohio | 21,800 | $581.0K | 0.00% | −1,400−6.0% | Reduced |
| Great West Life Assurance Co | 21,842 | $581.0K | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 20,939 | $558.2K | 0.00% | +271+1.3% | Added |
| Thrivent Financial for Lutherans | 20,756 | $553.0K | 0.00% | −563−2.6% | Reduced |
| Citigroup Inc | 20,664 | $550.9K | 0.00% | +2,024+10.9% | Added |
| Vontobel Holding Ltd. | 20,552 | $547.9K | 0.00% | +20,552 | New |
| Cornercap Investment Counsel Inc | 20,071 | $535.1K | 0.08% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 18,402 | $490.6K | 0.00% | −2,426−11.6% | Reduced |
| HRT Financial LP | 16,965 | $452.0K | 0.00% | +6,923+68.9% | Added |
| ExodusPoint Capital Management, LP | 16,856 | $449.0K | 0.01% | −4,096−19.5% | Reduced |
| Quest Partners LLC | 16,722 | $445.8K | 0.08% | +16,687+47,677.1% | Added |
| Ellsworth Advisors, LLC | 17,851 | $442.0K | 0.13% | +17,851 | New |
| Ensign Peak Advisors, Inc | 16,479 | $439.3K | 0.00% | −831−4.8% | Reduced |
| New York State Teachers Retirement System | 16,266 | $434.0K | 0.00% | +100+0.6% | Added |
| Price T Rowe Associates Inc | 16,178 | $432.0K | 0.00% | +918+6.0% | Added |
| Truist Financial Corp | 15,915 | $424.3K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 15,550 | $414.6K | 0.02% | −3,520−18.5% | Reduced |
| Los Angeles Capital Management LLC | 14,734 | $392.8K | 0.00% | +212+1.5% | Added |
| Deutsche Bank AG | 14,699 | $391.9K | 0.00% | +1,980+15.6% | Added |
| Johnson Financial Group, Inc. | 14,632 | $390.1K | 0.02% | +14,632 | New |
| State of Alaska, Department of Revenue | 14,575 | $388.0K | 0.00% | −144−1.0% | Reduced |
| HighTower Advisors, LLC | 14,110 | $378.0K | 0.00% | −1,676−10.6% | Reduced |
| State of Tennessee, Treasury Department | 13,947 | $371.8K | 0.00% | −1,606−10.3% | Reduced |