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, Q2 2024
Institutional positions in Healthstream Inc as of Jun 30, 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
- 200
- +12 vs. Q1 2024
- Shares held
- 21.4M
- +274.1K (+1.3%) vs. Q1 2024
- Total value
- $597.1M
- +$33.9M (+6.0%) vs. Q1 2024
- New holders
- 30
- 69 more added
- Sold out
- 18
- 71 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,000,882 | $111.6M | 0.00% | +24,887+0.6% | Added |
| Vanguard Group Inc | 2,909,787 | $81.2M | 0.00% | −28,898−1.0% | Reduced |
| Dimensional Fund Advisors LP | 1,570,735 | $43.8M | 0.01% | +15,379+1.0% | Added |
| State Street Corp | 962,259 | $26.8M | 0.00% | −6,618−0.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 852,365 | $23.8M | 1.40% | −16,666−1.9% | Reduced |
| Renaissance Technologies LLC | 670,300 | $18.7M | 0.03% | −3,800−0.6% | Reduced |
| Geode Capital Management, LLC | 655,985 | $18.3M | 0.00% | +48,428+8.0% | Added |
| Acadian Asset Management LLC | 612,430 | $17.1M | 0.05% | −7,452−1.2% | Reduced |
| First Eagle Investment Management, LLC | 530,178 | $14.8M | 0.03% | +35,350+7.1% | Added |
| Stephens Investment Management Group LLC | 419,908 | $11.7M | 0.16% | −83,541−16.6% | Reduced |
| Heartland Advisors Inc | 383,995 | $10.7M | 0.60% | −133,435−25.8% | Reduced |
| Millennium Management LLC | 363,430 | $10.1M | 0.01% | −2,689−0.7% | Reduced |
| Morgan Stanley | 355,168 | $9.91M | 0.00% | +7,779+2.2% | Added |
| Northern Trust Corp | 264,953 | $7.39M | 0.00% | −9,321−3.4% | Reduced |
| Bank of New York Mellon Corp | 241,902 | $6.75M | 0.00% | −22,978−8.7% | Reduced |
| Ameriprise Financial Inc | 234,113 | $6.53M | 0.00% | −82,551−26.1% | Reduced |
| Nuveen Asset Management, LLC | 216,304 | $6.03M | 0.00% | +2,126+1.0% | Added |
| Charles Schwab Investment Management Inc | 211,615 | $5.90M | 0.00% | +2,243+1.1% | Added |
| Panagora Asset Management Inc | 211,277 | $5.89M | 0.03% | −7,945−3.6% | Reduced |
| Herald Investment Management Ltd | 200,000 | $5.57M | 0.91% | 00.0% | Unchanged |
| Invesco Ltd. | 198,546 | $5.54M | 0.00% | −1,512−0.8% | Reduced |
| Western Standard LLC | 194,256 | $5.42M | 5.61% | −3,434−1.7% | Reduced |
| Kennedy Capital Management, Inc. | 190,660 | $5.32M | 0.11% | −826−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 189,366 | $5.28M | 0.02% | +40,956+27.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 182,197 | $5.08M | 0.01% | +182,197 | New |
| Hillsdale Investment Management Inc. | 180,881 | $5.05M | 0.40% | −8,000−4.2% | Reduced |
| SEI Investments Co | 178,019 | $4.97M | 0.01% | +6,592+3.8% | Added |
| Citadel Advisors LLC | 176,200 | $4.92M | 0.00% | +113,039+179.0% | Added |
| Harbor Capital Advisors, Inc. | 165,885 | $4.63M | 0.35% | +110,189+197.8% | Added |
| Assenagon Asset Management S.A. | 146,826 | $4.10M | 0.01% | +54,227+58.6% | Added |
| AQR Capital Management LLC | 128,036 | $3.57M | 0.01% | +31,314+32.4% | Added |
| Principal Financial Group Inc | 123,688 | $3.45M | 0.00% | −4,993−3.9% | Reduced |
| Segall Bryant & Hamill, LLC | 123,144 | $3.44M | 0.06% | +123,144 | New |
| D. E. Shaw & Co., Inc. | 113,902 | $3.18M | 0.00% | +9,643+9.2% | Added |
| Goldman Sachs Group Inc | 112,661 | $3.14M | 0.00% | +41,330+57.9% | Added |
| Connors Investor Services Inc | 110,886 | $3.09M | 0.32% | −4,369−3.8% | Reduced |
| FMR LLC | 96,012 | $2.68M | 0.00% | +7,965+9.0% | Added |
| Globeflex Capital L P | 91,972 | $2.57M | 0.27% | +33,630+57.6% | Added |
| Cambiar Investors LLC | 87,359 | $2.44M | 0.10% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 82,997 | $2.32M | 0.05% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 80,281 | $2.24M | 0.00% | +1,532+1.9% | Added |
| Rhumbline Advisers | 75,684 | $2.11M | 0.00% | +331+0.4% | Added |
| Legal & General Group Plc | 73,422 | $2.05M | 0.00% | +4,135+6.0% | Added |
| Allspring Global Investments Holdings, LLC | 67,296 | $1.88M | 0.00% | +33,161+97.1% | Added |
| Kornitzer Capital Management Inc | 67,100 | $1.87M | 0.04% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 59,177 | $1.65M | 0.00% | −5,602−8.6% | Reduced |
| Exchange Traded Concepts, LLC | 57,818 | $1.61M | 0.04% | +3,124+5.7% | Added |
| Am Investment Strategies LLC | 57,739 | $1.61M | 0.40% | 00.0% | Unchanged |
| Martingale Asset Management L P | 56,148 | $1.57M | 0.03% | −18,550−24.8% | Reduced |
| Zacks Investment Management | 54,923 | $1.53M | 0.02% | +3,007+5.8% | Added |
| UBS Group AG | 54,440 | $1.52M | 0.00% | +10,699+24.5% | Added |
| Cubist Systematic Strategies, LLC | 54,419 | $1.52M | 0.03% | +13,536+33.1% | Added |
| Two Sigma Advisers, LP | 53,500 | $1.49M | 0.00% | −10,400−16.3% | Reduced |
| UBS Asset Management Americas Inc | 53,155 | $1.48M | 0.00% | +27,362+106.1% | Added |
| Public Sector Pension Investment Board | 52,833 | $1.47M | 0.01% | +3,180+6.4% | Added |
| Robeco Institutional Asset Management B.V. | 51,786 | $1.44M | 0.00% | −34,429−39.9% | Reduced |
| JPMorgan Chase & Co | 48,187 | $1.34M | 0.00% | −17,390−26.5% | Reduced |
| ExodusPoint Capital Management, LP | 48,047 | $1.34M | 0.01% | +31,191+185.0% | Added |
| Swiss National Bank | 47,700 | $1.33M | 0.00% | −700−1.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 46,899 | $1.31M | 0.00% | −11,331−19.5% | Reduced |
| Tudor Investment Corp Et Al | 46,317 | $1.29M | 0.01% | +46,317 | New |
| Franklin Resources Inc | 44,666 | $1.25M | 0.00% | +17,201+62.6% | Added |
| HSBC Holdings PLC | 44,002 | $1.22M | 0.00% | +9,796+28.6% | Added |
| Bank of America Corp | 40,878 | $1.14M | 0.00% | +12,844+45.8% | Added |
| Victory Capital Management Inc | 37,800 | $1.05M | 0.00% | −2,350−5.9% | Reduced |
| American Century Companies Inc | 36,966 | $1.03M | 0.00% | +4,193+12.8% | Added |
| Campbell & CO Investment Adviser LLC | 34,654 | $966.8K | 0.08% | +34,654 | New |
| Wakefield Asset Management LLLP | 33,653 | $938.9K | 0.33% | −449−1.3% | Reduced |
| Jane Street Group, LLC | 32,313 | $901.5K | 0.00% | +32,313 | New |
| Trexquant Investment LP | 29,092 | $811.7K | 0.01% | +29,092 | New |
| Teacher Retirement System of Texas | 28,819 | $804.0K | 0.00% | −1,863−6.1% | Reduced |
| CWM Advisors, LLC | 28,466 | $794.2K | 0.09% | −4,878−14.6% | Reduced |
| Prudential Financial Inc | 26,943 | $751.7K | 0.00% | −330−1.2% | Reduced |
| Squarepoint Ops LLC | 24,476 | $682.9K | 0.00% | +24,476 | New |
| Great West Life Assurance Co | 24,474 | $682.0K | 0.00% | +2,632+12.1% | Added |
| Barclays PLC | 24,017 | $670.1K | 0.00% | −12,535−34.3% | Reduced |
| California State Teachers Retirement System | 23,726 | $662.0K | 0.00% | −489−2.0% | Reduced |
| HRT Financial LP | 23,602 | $658.0K | 0.00% | +6,637+39.1% | Added |
| Alliancebernstein L.P. | 23,300 | $650.1K | 0.00% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 22,437 | $626.0K | 0.01% | +22,437 | New |
| Citigroup Inc | 22,425 | $625.7K | 0.00% | +1,761+8.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 21,329 | $595.1K | 0.00% | −6,555−23.5% | Reduced |
| TD Asset Management Inc | 21,300 | $594.3K | 0.00% | −9,400−30.6% | Reduced |
| STRS Ohio | 20,600 | $574.7K | 0.00% | −1,200−5.5% | Reduced |
| Russell Investments Group, Ltd. | 20,343 | $567.6K | 0.00% | −3,554−14.9% | Reduced |
| Thrivent Financial for Lutherans | 19,935 | $556.0K | 0.00% | −821−4.0% | Reduced |
| Cornercap Investment Counsel Inc | 19,903 | $555.3K | 0.09% | −168−0.8% | Reduced |
| Ellsworth Advisors, LLC | 19,063 | $531.9K | 0.15% | +1,212+6.8% | Added |
| Vontobel Holding Ltd. | 18,252 | $509.2K | 0.00% | −2,300−11.2% | Reduced |
| Qube Research & Technologies Ltd | 18,092 | $504.8K | 0.00% | +17,901+9,372.3% | Added |
| Susquehanna Fundamental Investments, LLC | 17,810 | $496.9K | 0.01% | +17,810 | New |
| State of Wisconsin Investment Board | 17,544 | $489.5K | 0.00% | −858−4.7% | Reduced |
| Price T Rowe Associates Inc | 16,975 | $474.0K | 0.00% | +797+4.9% | Added |
| Quest Partners LLC | 16,728 | $466.7K | 0.06% | +60.0% | Added |
| Ensign Peak Advisors, Inc | 16,479 | $459.8K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 16,271 | $454.0K | 0.00% | +16,271 | New |
| Magnetar Financial LLC | 16,072 | $448.4K | 0.01% | +16,072 | New |
| Truist Financial Corp | 15,915 | $444.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 15,866 | $443.0K | 0.00% | −400−2.5% | Reduced |
| Lazard Asset Management LLC | 14,880 | $413.0K | 0.00% | +7,564+103.4% | Added |