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.
Q1 2024 vs. Q4 2023
How the institutions holding Healthstream Inc changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 188 | 1 | 190 | +3 |
| Shares | 21.1M | 17.0K | 21.2M | +130.3K (+0.6%) |
| Value | $570.4M | $458.5K | $564.6M | −$5.37M (−0.9%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (23)
Institutions that held Healthstream Inc at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wakefield Asset Management LLLP | 34,102 | $909.2K | 0.31% |
| Man Group plc | 27,494 | $733.0K | 0.00% |
| Bank of Montreal | 22,585 | $606.2K | 0.00% |
| Vontobel Holding Ltd. | 20,552 | $547.9K | 0.00% |
| Ellsworth Advisors, LLC | 17,851 | $442.0K | 0.13% |
| Johnson Financial Group, Inc. | 14,632 | $390.1K | 0.02% |
| Marshall Wace, LLP | 13,323 | $355.2K | 0.00% |
| Dynamic Technology Lab Private Ltd | 12,070 | $322.0K | 0.03% |
| Bailard, Inc. | 9,580 | $255.4K | 0.01% |
| Diversified Trust Co | 7,997 | $213.2K | 0.01% |
| Pacer Advisors, Inc. | 4,716 | $125.7K | 0.00% |
| nVerses Capital, LLC | 4,500 | $120.0K | 0.29% |
| Quantbot Technologies LP | 2,200 | $58.7K | 0.00% |
| Point72 Asia (Singapore) Pte. Ltd. | 1,729 | $46.1K | 0.01% |
| State of Wyoming | 1,516 | $40.4K | 0.01% |
| Catalyst Funds Management Pty Ltd | 1,000 | $26.7K | 0.01% |
| Banque Cantonale Vaudoise | 714 | $19.0K | 0.00% |
| First Horizon Advisors, Inc. | 350 | $9.33K | 0.00% |
| Quarry LP | 146 | $3.89K | 0.00% |
| Continuum Advisory, LLC | 50 | $1.36K | 0.00% |
| Smartleaf Asset Management LLC | 15 | $389 | 0.00% |
| Umb Bank N A | 7 | $187 | 0.00% |
| Rothschild Investment LLC | 5 | $133 | 0.00% |
Sold out (20)
Institutions that held Healthstream Inc at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| B. Riley Asset Management, LLC | 57,131 | $1.39M |
| Boothbay Fund Management, LLC | 25,894 | $699.9K |
| Squarepoint Ops LLC | 19,500 | $527.1K |
| Susquehanna International Group, LLP | 18,152 | $490.6K |
| Deerfield Management Company, L.P. (Series C) | 15,785 | $426.7K |
| Jane Street Group, LLC | 14,694 | $397.2K |
| Quadrature Capital Ltd | 11,512 | $311.4K |
| Nebula Research & Development LLC | 8,939 | $241.6K |
| Baird Financial Group, Inc. | 7,909 | $213.8K |
| Point72 Middle East FZE | 4,459 | $120.5K |
| McGlone Suttner Wealth Management, Inc. | 670 | $18.1K |
| West Tower Group, LLC | 389 | $10.5K |
| AJOVista, LLC | 364 | $9.84K |
| Raleigh Capital Management Inc. | 227 | $6.13K |
| Advisory Services Network, LLC | 167 | $4.51K |
| Gradient Investments LLC | 38 | $1.03K |
| HHM Wealth Advisors, LLC | 21 | $568 |
| Glassman Wealth Services | 9 | $243 |
| Rosenberg Matthew Hamilton | 2 | $54 |
| Farther Finance Advisors, LLC | 1 | $27 |
Not filed for Q1 2024 yet (1)
Institutions that held Healthstream Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Putnam Investments LLC | 16,961 | $458.5K |