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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 16,479 | $439.3K | 0.00% | −831−4.8% | Reduced |
| Ellsworth Advisors, LLC | 17,851 | $442.0K | 0.13% | +17,851 | New |
| Quest Partners LLC | 16,722 | $445.8K | 0.08% | +16,687+47,677.1% | Added |
| ExodusPoint Capital Management, LP | 16,856 | $449.0K | 0.01% | −4,096−19.5% | Reduced |
| HRT Financial LP | 16,965 | $452.0K | 0.00% | +6,923+68.9% | Added |
| State of Wisconsin Investment Board | 18,402 | $490.6K | 0.00% | −2,426−11.6% | Reduced |
| Cornercap Investment Counsel Inc | 20,071 | $535.1K | 0.08% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 20,552 | $547.9K | 0.00% | +20,552 | New |
| Citigroup Inc | 20,664 | $550.9K | 0.00% | +2,024+10.9% | Added |
| Thrivent Financial for Lutherans | 20,756 | $553.0K | 0.00% | −563−2.6% | Reduced |
| Texas Permanent School Fund | 20,939 | $558.2K | 0.00% | +271+1.3% | Added |
| 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 |
| Bank of Montreal | 22,585 | $606.2K | 0.00% | +22,585 | New |
| Alliancebernstein L.P. | 23,300 | $621.2K | 0.00% | −50.0% | Reduced |
| Russell Investments Group, Ltd. | 23,897 | $637.1K | 0.00% | +2,896+13.8% | Added |
| California State Teachers Retirement System | 24,215 | $645.6K | 0.00% | −1,589−6.2% | Reduced |
| UBS Asset Management Americas Inc | 25,793 | $687.6K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 27,273 | $727.1K | 0.00% | −1,000−3.5% | Reduced |
| Franklin Resources Inc | 27,465 | $732.2K | 0.00% | +15,738+134.2% | Added |
| Man Group plc | 27,494 | $733.0K | 0.00% | +27,494 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 27,884 | $743.4K | 0.00% | −4,560−14.1% | Reduced |
| Bank of America Corp | 28,034 | $747.4K | 0.00% | −14,748−34.5% | Reduced |
| Teacher Retirement System of Texas | 30,682 | $818.0K | 0.01% | −2,091−6.4% | Reduced |
| TD Asset Management Inc | 30,700 | $818.5K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 32,773 | $873.7K | 0.00% | +8,301+33.9% | Added |
| CWM Advisors, LLC | 33,344 | $889.0K | 0.09% | +4,769+16.7% | Added |
| Wakefield Asset Management LLLP | 34,102 | $909.2K | 0.31% | +34,102 | New |
| Allspring Global Investments Holdings, LLC | 34,135 | $910.0K | 0.00% | +15,425+82.4% | Added |
| HSBC Holdings PLC | 34,206 | $911.9K | 0.00% | +4,401+14.8% | Added |
| Barclays PLC | 36,552 | $974.5K | 0.00% | −16,288−30.8% | Reduced |
| Victory Capital Management Inc | 40,150 | $1.07M | 0.00% | −1,650−3.9% | Reduced |
| Cubist Systematic Strategies, LLC | 40,883 | $1.09M | 0.01% | −8,077−16.5% | Reduced |
| Credit Suisse AG | 43,479 | $1.16M | 0.00% | +2,043+4.9% | Added |
| UBS Group AG | 43,741 | $1.17M | 0.00% | +7,443+20.5% | Added |
| Swiss National Bank | 48,400 | $1.29M | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 49,653 | $1.32M | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 51,916 | $1.38M | 0.01% | +5,773+12.5% | Added |
| Exchange Traded Concepts, LLC | 54,694 | $1.46M | 0.04% | −4,122−7.0% | Reduced |
| Harbor Capital Advisors, Inc. | 55,696 | $1.49M | 0.19% | +50,275+927.4% | Added |
| Am Investment Strategies LLC | 57,739 | $1.54M | 0.39% | −5,405−8.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 58,230 | $1.55M | 0.00% | +46,608+401.0% | Added |
| Globeflex Capital L P | 58,342 | $1.56M | 0.15% | −7,976−12.0% | Reduced |
| Citadel Advisors LLC | 63,161 | $1.68M | 0.00% | +20,889+49.4% | Added |
| Two Sigma Advisers, LP | 63,900 | $1.70M | 0.00% | −15,000−19.0% | Reduced |
| Two Sigma Investments, LP | 64,779 | $1.73M | 0.00% | −1,609−2.4% | Reduced |
| JPMorgan Chase & Co | 65,577 | $1.75M | 0.00% | +7,423+12.8% | Added |
| Kornitzer Capital Management Inc | 67,100 | $1.79M | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 69,287 | $1.85M | 0.00% | +191+0.3% | Added |
| Goldman Sachs Group Inc | 71,331 | $1.90M | 0.00% | −12,330−14.7% | Reduced |
| Martingale Asset Management L P | 74,698 | $1.99M | 0.04% | +452+0.6% | Added |
| Rhumbline Advisers | 75,353 | $2.01M | 0.00% | −839−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 78,749 | $2.13M | 0.00% | +1,131+1.5% | Added |
| Pinnacle Financial Partners Inc | 82,997 | $2.21M | 0.05% | −92−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 86,215 | $2.30M | 0.00% | +10,835+14.4% | Added |
| Cambiar Investors LLC | 87,359 | $2.33M | 0.09% | −1,993−2.2% | Reduced |
| FMR LLC | 88,047 | $2.35M | 0.00% | +9,388+11.9% | Added |
| Assenagon Asset Management S.A. | 92,599 | $2.47M | 0.01% | −5,215−5.3% | Reduced |
| AQR Capital Management LLC | 96,722 | $2.58M | 0.00% | +17,064+21.4% | Added |
| D. E. Shaw & Co., Inc. | 104,259 | $2.78M | 0.00% | +53+0.1% | Added |
| Connors Investor Services Inc | 115,255 | $3.07M | 0.32% | −18,771−14.0% | Reduced |
| Principal Financial Group Inc | 128,681 | $3.43M | 0.00% | +580.0% | Added |
| McKinley Capital Management LLC /Delaware | 133,110 | $3.55M | 0.43% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 148,410 | $3.96M | 0.02% | −3,344−2.2% | Reduced |
| SEI Investments Co | 171,427 | $4.57M | 0.01% | +3,926+2.3% | Added |
| Hillsdale Investment Management Inc. | 188,881 | $5.04M | 0.40% | +15,150+8.7% | Added |
| Kennedy Capital Management, Inc. | 191,486 | $5.11M | 0.11% | −2,756−1.4% | Reduced |
| Western Standard LLC | 197,690 | $5.27M | 4.97% | −63,982−24.5% | Reduced |
| Herald Investment Management Ltd | 200,000 | $5.32M | 0.86% | +25,000+14.3% | Added |
| Invesco Ltd. | 200,058 | $5.33M | 0.00% | −21,960−9.9% | Reduced |
| Charles Schwab Investment Management Inc | 209,372 | $5.58M | 0.00% | +9,597+4.8% | Added |
| Nuveen Asset Management, LLC | 214,178 | $5.71M | 0.00% | −20,687−8.8% | Reduced |
| Panagora Asset Management Inc | 219,222 | $5.84M | 0.03% | +42,856+24.3% | Added |
| Bank of New York Mellon Corp | 264,880 | $7.06M | 0.00% | −21,282−7.4% | Reduced |
| Northern Trust Corp | 274,274 | $7.31M | 0.00% | −16,156−5.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 292,442 | $7.77M | 0.02% | −13,896−4.5% | Reduced |
| Ameriprise Financial Inc | 316,664 | $8.44M | 0.00% | −17,459−5.2% | Reduced |
| Morgan Stanley | 347,389 | $9.26M | 0.00% | −8,489−2.4% | Reduced |
| Millennium Management LLC | 366,119 | $9.76M | 0.01% | +120,430+49.0% | Added |
| First Eagle Investment Management, LLC | 494,828 | $13.2M | 0.03% | +87,400+21.5% | Added |
| Stephens Investment Management Group LLC | 503,449 | $13.4M | 0.18% | −1,663−0.3% | Reduced |
| Heartland Advisors Inc | 517,430 | $13.8M | 0.72% | −123,295−19.2% | Reduced |
| Geode Capital Management, LLC | 607,557 | $16.2M | 0.00% | +30,919+5.4% | Added |
| Acadian Asset Management LLC | 619,882 | $16.5M | 0.06% | −15,414−2.4% | Reduced |
| Renaissance Technologies LLC | 674,100 | $18.0M | 0.03% | +27,100+4.2% | Added |
| Punch & Associates Investment Management, Inc. | 869,031 | $23.2M | 1.32% | +27,129+3.2% | Added |
| State Street Corp | 968,877 | $25.8M | 0.00% | +12,909+1.4% | Added |
| Dimensional Fund Advisors LP | 1,555,356 | $41.5M | 0.01% | −1,989−0.1% | Reduced |
| Vanguard Group Inc | 2,938,685 | $78.3M | 0.00% | +31,943+1.1% | Added |
| BlackRock Inc. | 3,975,995 | $106.0M | 0.00% | −57,925−1.4% | Reduced |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −57,131−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −25,894−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,152−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −15,785−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,694−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,512−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −8,939−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −7,909−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −4,459−100.0% | Sold out |