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 |
|---|---|---|---|---|---|
| Avion Wealth | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $84 | 0.00% | +3 | New |
| Rothschild Investment LLC | 10 | $279 | 0.00% | +5+100.0% | Added |
| Innealta Capital, LLC | 10 | $280 | 0.00% | +10 | New |
| Versant Capital Management, Inc | 13 | $363 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $391 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $446 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 17 | $474 | 0.00% | +17 | New |
| Umb Bank N A | 20 | $558 | 0.00% | +13+185.7% | Added |
| Abich Financial Wealth Management LLC | 21 | $586 | 0.00% | +21 | New |
| Hollencrest Capital Management | 24 | $670 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 41 | $1.14K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 48 | $1.34K | 0.00% | −3−5.9% | Reduced |
| Continuum Advisory, LLC | 50 | $1.40K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 49 | $1.43K | 0.00% | −14−22.2% | Reduced |
| Nisa Investment Advisors, LLC | 53 | $1.48K | 0.00% | +5+10.4% | Added |
| Cornerstone Planning Group LLC | 53 | $1.49K | 0.00% | +53 | New |
| Harel Insurance Investments & Financial Services Ltd. | 66 | $2.00K | 0.00% | −12−15.4% | Reduced |
| Massmutual Trust Co FSB | 79 | $2.20K | 0.00% | +58+276.2% | Added |
| Allworth Financial LP | 85 | $2.58K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 104 | $2.90K | 0.00% | +104 | New |
| Glass Jacobson Investment Advisors llc | 131 | $3.65K | 0.00% | +131 | New |
| Farther Finance Advisors, LLC | 135 | $3.72K | 0.00% | +135 | New |
| Smartleaf Asset Management LLC | 168 | $4.68K | 0.00% | +153+1,020.0% | Added |
| Fifth Third Bancorp | 177 | $4.94K | 0.00% | +24+15.7% | Added |
| Lindbrook Capital, LLC | 247 | $6.89K | 0.00% | +97+64.7% | Added |
| Beacon Capital Management, LLC | 250 | $6.97K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 269 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 350 | $9.77K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 364 | $10.2K | 0.00% | −5−1.4% | Reduced |
| Covestor Ltd | 396 | $11.0K | 0.01% | +364+1,137.5% | Added |
| SRS Capital Advisors, Inc. | 414 | $11.6K | 0.00% | +414 | New |
| Aquatic Capital Management LLC | 500 | $13.9K | 0.00% | +500 | New |
| Advisor Group Holdings, Inc. | 572 | $16.0K | 0.00% | +59+11.5% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $16.7K | 0.00% | +600 | New |
| Banque Cantonale Vaudoise | 714 | $20.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 726 | $20.3K | 0.00% | −1,003−58.0% | Reduced |
| GAMMA Investing LLC | 996 | $27.8K | 0.00% | +630+172.1% | Added |
| The PNC Financial Services Group, Inc. | 1,203 | $33.6K | 0.00% | +269+28.8% | Added |
| Signaturefd, LLC | 1,212 | $33.8K | 0.00% | +196+19.3% | Added |
| Harbour Investments, Inc. | 1,239 | $34.6K | 0.00% | +70+6.0% | Added |
| KBC Group NV | 1,285 | $36.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,357 | $37.9K | 0.02% | −6,688−83.1% | Reduced |
| Quadrant Capital Group LLC | 1,358 | $37.9K | 0.00% | +483+55.2% | Added |
| DekaBank Deutsche Girozentrale | 1,378 | $38.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,373 | $38.3K | 0.00% | +1,373 | New |
| Delta Asset Management LLC | 1,400 | $39.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,828 | $51.0K | 0.00% | +50+2.8% | Added |
| Ameritas Investment Partners, Inc. | 2,408 | $67.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,709 | $76.0K | 0.00% | +2,173+405.4% | Added |
| Quantbot Technologies LP | 2,854 | $79.6K | 0.00% | +654+29.7% | Added |
| Pacer Advisors, Inc. | 2,917 | $81.4K | 0.00% | −1,799−38.1% | Reduced |
| Danske Bank A/S | 3,000 | $83.7K | 0.00% | +3,000 | New |
| Royal Bank of Canada | 3,891 | $109.0K | 0.00% | +2,201+130.2% | Added |
| Tower Research Capital LLC (TRC) | 4,217 | $117.7K | 0.00% | +3,941+1,427.9% | Added |
| Public Employees Retirement System of Ohio | 4,499 | $125.5K | 0.00% | −272−5.7% | Reduced |
| Virtus Investment Advisers, Inc. | 5,015 | $139.9K | 0.12% | 00.0% | Unchanged |
| Vestcor Inc | 5,548 | $155.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,791 | $161.6K | 0.00% | −600−9.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,300 | $176.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 7,130 | $199.0K | 0.00% | −669−8.6% | Reduced |
| Diversified Trust Co | 7,247 | $202.2K | 0.01% | −750−9.4% | Reduced |
| XTX Topco Ltd | 7,654 | $213.5K | 0.02% | +7,654 | New |
| State of Wyoming | 7,886 | $220.0K | 0.04% | +6,370+420.2% | Added |
| Susquehanna International Group, LLP | 7,929 | $221.2K | 0.00% | +7,929 | New |
| Maryland State Retirement & Pension System | 8,373 | $233.6K | 0.00% | −248−2.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 8,506 | $236.9K | 0.00% | −283,936−97.1% | Reduced |
| Comerica Bank | 8,765 | $244.5K | 0.00% | −1,147−11.6% | Reduced |
| Verition Fund Management LLC | 8,920 | $248.9K | 0.00% | +8,920 | New |
| Bailard, Inc. | 9,180 | $256.1K | 0.01% | −400−4.2% | Reduced |
| New York State Common Retirement Fund | 9,206 | $256.8K | 0.00% | +8+0.1% | Added |
| SG Americas Securities, LLC | 9,636 | $269.0K | 0.00% | −484−4.8% | Reduced |
| Voya Investment Management LLC | 9,657 | $269.4K | 0.00% | +789+8.9% | Added |
| Manufacturers Life Insurance Company, The | 9,671 | $269.8K | 0.00% | +876+10.0% | Added |
| Wells Fargo & Company | 9,721 | $271.2K | 0.00% | +1,735+21.7% | Added |
| Yousif Capital Management, LLC | 9,764 | $272.4K | 0.00% | −1,200−10.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $279.0K | 0.03% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 10,014 | $279.4K | 0.05% | −518−4.9% | Reduced |
| Summit Global Investments | 10,131 | $283.0K | 0.02% | −47−0.5% | Reduced |
| Creative Planning | 10,476 | $292.3K | 0.00% | +1,849+21.4% | Added |
| Engineers Gate Manager LP | 10,730 | $299.4K | 0.01% | −1,079−9.1% | Reduced |
| Johnson Financial Group, Inc. | 10,836 | $302.3K | 0.01% | −3,796−25.9% | Reduced |
| Janus Henderson Group PLC | 10,946 | $305.2K | 0.00% | −123−1.1% | Reduced |
| Nebula Research & Development LLC | 11,364 | $317.1K | 0.05% | +11,364 | New |
| Seizert Capital Partners, LLC | 11,492 | $320.6K | 0.02% | −1,584−12.1% | Reduced |
| BNP Paribas Arbitrage, SA | 11,688 | $326.1K | 0.00% | −351−2.9% | Reduced |
| US Bancorp | 12,021 | $335.4K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,100 | $337.6K | 0.01% | +300+2.5% | Added |
| Sanctuary Advisors, LLC | 13,199 | $338.0K | 0.00% | +13,199 | New |
| Illinois Municipal Retirement Fund | 12,388 | $345.6K | 0.01% | −1,332−9.7% | Reduced |
| Algert Global LLC | 12,603 | $351.6K | 0.01% | −2,947−19.0% | Reduced |
| Los Angeles Capital Management LLC | 12,834 | $358.1K | 0.00% | −1,900−12.9% | Reduced |
| Jump Financial, LLC | 13,916 | $388.3K | 0.01% | +2,711+24.2% | Added |
| State of Tennessee, Treasury Department | 13,947 | $389.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 13,980 | $390.0K | 0.00% | −719−4.9% | Reduced |
| State of Alaska, Department of Revenue | 14,105 | $393.0K | 0.00% | −470−3.2% | Reduced |
| Corebridge Financial, Inc. | 14,123 | $394.0K | 0.00% | +14,123 | New |
| HighTower Advisors, LLC | 13,889 | $396.0K | 0.00% | −221−1.6% | Reduced |
| MetLife Investment Management | 14,344 | $400.2K | 0.00% | +769+5.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,395 | $401.6K | 0.00% | +10,163+240.1% | Added |