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