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 |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 1 | $27 | 0.00% | −7−87.5% | Reduced |
| Rothschild Investment LLC | 5 | $133 | 0.00% | +5 | New |
| Umb Bank N A | 7 | $187 | 0.00% | +7 | New |
| Versant Capital Management, Inc | 13 | $347 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $374 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 15 | $389 | 0.00% | +15 | New |
| Farmers & Merchants Investments Inc | 16 | $427 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $560 | 0.00% | −12−36.4% | Reduced |
| Hollencrest Capital Management | 24 | $640 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 32 | $1.00K | 0.00% | +16+100.0% | Added |
| MCF Advisors LLC | 41 | $1.09K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 48 | $1.28K | 0.00% | +28+140.0% | Added |
| Continuum Advisory, LLC | 50 | $1.36K | 0.00% | +50 | New |
| Huntington National Bank | 51 | $1.36K | 0.00% | +16+45.7% | Added |
| Sachetta, LLC | 63 | $1.72K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 78 | $2.00K | 0.00% | −96−55.2% | Reduced |
| Allworth Financial LP | 85 | $2.27K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 146 | $3.89K | 0.00% | +146 | New |
| Lindbrook Capital, LLC | 150 | $4.00K | 0.00% | +20+15.4% | Added |
| Fifth Third Bancorp | 153 | $4.08K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 191 | $5.09K | 0.00% | −17,362−98.9% | Reduced |
| Beacon Capital Management, LLC | 250 | $6.67K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 269 | $7.00K | 0.00% | −19−6.6% | Reduced |
| Tower Research Capital LLC (TRC) | 276 | $7.36K | 0.00% | −9,869−97.3% | Reduced |
| First Horizon Advisors, Inc. | 350 | $9.33K | 0.00% | +350 | New |
| GAMMA Investing LLC | 366 | $9.76K | 0.00% | +273+293.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 369 | $9.84K | 0.00% | +290+367.1% | Added |
| Advisor Group Holdings, Inc. | 513 | $13.7K | 0.00% | −144−21.9% | Reduced |
| CWM, LLC | 536 | $14.0K | 0.00% | +180+50.6% | Added |
| McIlrath & Eck, LLC | 649 | $17.3K | 0.00% | +518+395.4% | Added |
| Banque Cantonale Vaudoise | 714 | $19.0K | 0.00% | +714 | New |
| Quadrant Capital Group LLC | 875 | $23.3K | 0.00% | +6+0.7% | Added |
| The PNC Financial Services Group, Inc. | 934 | $24.9K | 0.00% | +37+4.1% | Added |
| Catalyst Funds Management Pty Ltd | 1,000 | $26.7K | 0.01% | +1,000 | New |
| Signaturefd, LLC | 1,016 | $27.1K | 0.00% | −22−2.1% | Reduced |
| Harbour Investments, Inc. | 1,169 | $31.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,285 | $34.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,378 | $35.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,368 | $36.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,400 | $37.3K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,470 | $39.2K | 0.00% | +19+1.3% | Added |
| State of Wyoming | 1,516 | $40.4K | 0.01% | +1,516 | New |
| Royal Bank of Canada | 1,690 | $45.0K | 0.00% | −6,541−79.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,729 | $46.1K | 0.01% | +1,729 | New |
| Parallel Advisors, LLC | 1,778 | $47.4K | 0.00% | +646+57.1% | Added |
| Quantbot Technologies LP | 2,200 | $58.7K | 0.00% | +2,200 | New |
| Ameritas Investment Partners, Inc. | 2,408 | $64.2K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,194 | $85.2K | 0.00% | +2,327+268.4% | Added |
| Amundi | 4,246 | $101.9K | 0.00% | +1,033+32.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $112.8K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 4,500 | $120.0K | 0.29% | +4,500 | New |
| Pacer Advisors, Inc. | 4,716 | $125.7K | 0.00% | +4,716 | New |
| Public Employees Retirement System of Ohio | 4,771 | $127.2K | 0.00% | −1,207−20.2% | Reduced |
| Virtus Investment Advisers, Inc. | 5,015 | $133.7K | 0.10% | 00.0% | Unchanged |
| Vestcor Inc | 5,548 | $148.0K | 0.01% | −3,699−40.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,300 | $168.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,391 | $170.4K | 0.00% | −600−8.6% | Reduced |
| Lazard Asset Management LLC | 7,316 | $194.0K | 0.00% | −163−2.2% | Reduced |
| Shell Asset Management Co | 7,419 | $207.0K | 0.01% | −736−9.0% | Reduced |
| Amalgamated Bank | 7,799 | $208.0K | 0.00% | −1,140−12.8% | Reduced |
| Maryland State Retirement & Pension System | 8,621 | $211.1K | 0.00% | −308−3.4% | Reduced |
| Wells Fargo & Company | 7,986 | $212.9K | 0.00% | +984+14.1% | Added |
| Diversified Trust Co | 7,997 | $213.2K | 0.01% | +7,997 | New |
| EntryPoint Capital, LLC | 8,045 | $214.5K | 0.19% | +3,586+80.4% | Added |
| Creative Planning | 8,627 | $230.0K | 0.00% | +736+9.3% | Added |
| Manufacturers Life Insurance Company, The | 8,795 | $234.5K | 0.00% | −816−8.5% | Reduced |
| Voya Investment Management LLC | 8,868 | $236.4K | 0.00% | −2,268−20.4% | Reduced |
| New York State Common Retirement Fund | 9,198 | $245.2K | 0.00% | −16−0.2% | Reduced |
| Bailard, Inc. | 9,580 | $255.4K | 0.01% | +9,580 | New |
| Comerica Bank | 9,912 | $264.3K | 0.00% | −1,020−9.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $266.6K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,120 | $270.0K | 0.00% | −1,312−11.5% | Reduced |
| Summit Global Investments | 10,178 | $271.0K | 0.02% | −2,200−17.8% | Reduced |
| Occudo Quantitative Strategies LP | 10,532 | $280.8K | 0.05% | −3,190−23.2% | Reduced |
| Yousif Capital Management, LLC | 10,964 | $292.3K | 0.00% | −1,020−8.5% | Reduced |
| Janus Henderson Group PLC | 11,069 | $294.6K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 11,205 | $298.7K | 0.01% | −162−1.4% | Reduced |
| Louisiana State Employees Retirement System | 11,800 | $314.6K | 0.01% | −200−1.7% | Reduced |
| Engineers Gate Manager LP | 11,809 | $314.8K | 0.01% | −1,338−10.2% | Reduced |
| US Bancorp | 12,021 | $320.5K | 0.00% | −1,021−7.8% | Reduced |
| BNP Paribas Arbitrage, SA | 12,039 | $321.0K | 0.00% | −727−5.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,070 | $322.0K | 0.03% | +12,070 | New |
| American International Group, Inc. | 12,987 | $346.2K | 0.00% | −116−0.9% | Reduced |
| Seizert Capital Partners, LLC | 13,076 | $348.6K | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 13,323 | $355.2K | 0.00% | +13,323 | New |
| Woodmont Investment Counsel LLC | 13,475 | $359.2K | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 13,575 | $361.9K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 13,626 | $363.3K | 0.00% | +882+6.9% | Added |
| Illinois Municipal Retirement Fund | 13,720 | $366.0K | 0.01% | +62+0.5% | Added |
| State of Tennessee, Treasury Department | 13,947 | $371.8K | 0.00% | −1,606−10.3% | Reduced |
| HighTower Advisors, LLC | 14,110 | $378.0K | 0.00% | −1,676−10.6% | Reduced |
| State of Alaska, Department of Revenue | 14,575 | $388.0K | 0.00% | −144−1.0% | Reduced |
| Johnson Financial Group, Inc. | 14,632 | $390.1K | 0.02% | +14,632 | New |
| Deutsche Bank AG | 14,699 | $391.9K | 0.00% | +1,980+15.6% | Added |
| Los Angeles Capital Management LLC | 14,734 | $392.8K | 0.00% | +212+1.5% | Added |
| Algert Global LLC | 15,550 | $414.6K | 0.02% | −3,520−18.5% | Reduced |
| Truist Financial Corp | 15,915 | $424.3K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 16,178 | $432.0K | 0.00% | +918+6.0% | Added |
| New York State Teachers Retirement System | 16,266 | $434.0K | 0.00% | +100+0.6% | Added |