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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 14,880 | $413.0K | 0.00% | +7,564+103.4% | Added |
| New York State Teachers Retirement System | 15,866 | $443.0K | 0.00% | −400−2.5% | Reduced |
| Truist Financial Corp | 15,915 | $444.0K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 16,072 | $448.4K | 0.01% | +16,072 | New |
| Balyasny Asset Management LLC | 16,271 | $454.0K | 0.00% | +16,271 | New |
| Ensign Peak Advisors, Inc | 16,479 | $459.8K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 16,728 | $466.7K | 0.06% | +60.0% | Added |
| Price T Rowe Associates Inc | 16,975 | $474.0K | 0.00% | +797+4.9% | Added |
| State of Wisconsin Investment Board | 17,544 | $489.5K | 0.00% | −858−4.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 17,810 | $496.9K | 0.01% | +17,810 | New |
| Qube Research & Technologies Ltd | 18,092 | $504.8K | 0.00% | +17,901+9,372.3% | Added |
| Vontobel Holding Ltd. | 18,252 | $509.2K | 0.00% | −2,300−11.2% | Reduced |
| Ellsworth Advisors, LLC | 19,063 | $531.9K | 0.15% | +1,212+6.8% | Added |
| Cornercap Investment Counsel Inc | 19,903 | $555.3K | 0.09% | −168−0.8% | Reduced |
| Thrivent Financial for Lutherans | 19,935 | $556.0K | 0.00% | −821−4.0% | Reduced |
| Russell Investments Group, Ltd. | 20,343 | $567.6K | 0.00% | −3,554−14.9% | Reduced |
| STRS Ohio | 20,600 | $574.7K | 0.00% | −1,200−5.5% | Reduced |
| TD Asset Management Inc | 21,300 | $594.3K | 0.00% | −9,400−30.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 21,329 | $595.1K | 0.00% | −6,555−23.5% | Reduced |
| Citigroup Inc | 22,425 | $625.7K | 0.00% | +1,761+8.5% | Added |
| Deerfield Management Company, L.P. (Series C) | 22,437 | $626.0K | 0.01% | +22,437 | New |
| Alliancebernstein L.P. | 23,300 | $650.1K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 23,602 | $658.0K | 0.00% | +6,637+39.1% | Added |
| California State Teachers Retirement System | 23,726 | $662.0K | 0.00% | −489−2.0% | Reduced |
| Barclays PLC | 24,017 | $670.1K | 0.00% | −12,535−34.3% | Reduced |
| Great West Life Assurance Co | 24,474 | $682.0K | 0.00% | +2,632+12.1% | Added |
| Squarepoint Ops LLC | 24,476 | $682.9K | 0.00% | +24,476 | New |
| Prudential Financial Inc | 26,943 | $751.7K | 0.00% | −330−1.2% | Reduced |
| CWM Advisors, LLC | 28,466 | $794.2K | 0.09% | −4,878−14.6% | Reduced |
| Teacher Retirement System of Texas | 28,819 | $804.0K | 0.00% | −1,863−6.1% | Reduced |
| Trexquant Investment LP | 29,092 | $811.7K | 0.01% | +29,092 | New |
| Jane Street Group, LLC | 32,313 | $901.5K | 0.00% | +32,313 | New |
| Wakefield Asset Management LLLP | 33,653 | $938.9K | 0.33% | −449−1.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 34,654 | $966.8K | 0.08% | +34,654 | New |
| American Century Companies Inc | 36,966 | $1.03M | 0.00% | +4,193+12.8% | Added |
| Victory Capital Management Inc | 37,800 | $1.05M | 0.00% | −2,350−5.9% | Reduced |
| Bank of America Corp | 40,878 | $1.14M | 0.00% | +12,844+45.8% | Added |
| HSBC Holdings PLC | 44,002 | $1.22M | 0.00% | +9,796+28.6% | Added |
| Franklin Resources Inc | 44,666 | $1.25M | 0.00% | +17,201+62.6% | Added |
| Tudor Investment Corp Et Al | 46,317 | $1.29M | 0.01% | +46,317 | New |
| Arrowstreet Capital, Limited Partnership | 46,899 | $1.31M | 0.00% | −11,331−19.5% | Reduced |
| Swiss National Bank | 47,700 | $1.33M | 0.00% | −700−1.4% | Reduced |
| ExodusPoint Capital Management, LP | 48,047 | $1.34M | 0.01% | +31,191+185.0% | Added |
| JPMorgan Chase & Co | 48,187 | $1.34M | 0.00% | −17,390−26.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 51,786 | $1.44M | 0.00% | −34,429−39.9% | Reduced |
| Public Sector Pension Investment Board | 52,833 | $1.47M | 0.01% | +3,180+6.4% | Added |
| UBS Asset Management Americas Inc | 53,155 | $1.48M | 0.00% | +27,362+106.1% | Added |
| Two Sigma Advisers, LP | 53,500 | $1.49M | 0.00% | −10,400−16.3% | Reduced |
| Cubist Systematic Strategies, LLC | 54,419 | $1.52M | 0.03% | +13,536+33.1% | Added |
| UBS Group AG | 54,440 | $1.52M | 0.00% | +10,699+24.5% | Added |
| Zacks Investment Management | 54,923 | $1.53M | 0.02% | +3,007+5.8% | Added |
| Martingale Asset Management L P | 56,148 | $1.57M | 0.03% | −18,550−24.8% | Reduced |
| Am Investment Strategies LLC | 57,739 | $1.61M | 0.40% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 57,818 | $1.61M | 0.04% | +3,124+5.7% | Added |
| Two Sigma Investments, LP | 59,177 | $1.65M | 0.00% | −5,602−8.6% | Reduced |
| Kornitzer Capital Management Inc | 67,100 | $1.87M | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 67,296 | $1.88M | 0.00% | +33,161+97.1% | Added |
| Legal & General Group Plc | 73,422 | $2.05M | 0.00% | +4,135+6.0% | Added |
| Rhumbline Advisers | 75,684 | $2.11M | 0.00% | +331+0.4% | Added |
| State Board of Administration of Florida Retirement System | 80,281 | $2.24M | 0.00% | +1,532+1.9% | Added |
| Pinnacle Financial Partners Inc | 82,997 | $2.32M | 0.05% | 00.0% | Unchanged |
| Cambiar Investors LLC | 87,359 | $2.44M | 0.10% | 00.0% | Unchanged |
| Globeflex Capital L P | 91,972 | $2.57M | 0.27% | +33,630+57.6% | Added |
| FMR LLC | 96,012 | $2.68M | 0.00% | +7,965+9.0% | Added |
| Connors Investor Services Inc | 110,886 | $3.09M | 0.32% | −4,369−3.8% | Reduced |
| Goldman Sachs Group Inc | 112,661 | $3.14M | 0.00% | +41,330+57.9% | Added |
| D. E. Shaw & Co., Inc. | 113,902 | $3.18M | 0.00% | +9,643+9.2% | Added |
| Segall Bryant & Hamill, LLC | 123,144 | $3.44M | 0.06% | +123,144 | New |
| Principal Financial Group Inc | 123,688 | $3.45M | 0.00% | −4,993−3.9% | Reduced |
| AQR Capital Management LLC | 128,036 | $3.57M | 0.01% | +31,314+32.4% | Added |
| Assenagon Asset Management S.A. | 146,826 | $4.10M | 0.01% | +54,227+58.6% | Added |
| Harbor Capital Advisors, Inc. | 165,885 | $4.63M | 0.35% | +110,189+197.8% | Added |
| Citadel Advisors LLC | 176,200 | $4.92M | 0.00% | +113,039+179.0% | Added |
| SEI Investments Co | 178,019 | $4.97M | 0.01% | +6,592+3.8% | Added |
| Hillsdale Investment Management Inc. | 180,881 | $5.05M | 0.40% | −8,000−4.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 182,197 | $5.08M | 0.01% | +182,197 | New |
| Jacobs Levy Equity Management, Inc | 189,366 | $5.28M | 0.02% | +40,956+27.6% | Added |
| Kennedy Capital Management, Inc. | 190,660 | $5.32M | 0.11% | −826−0.4% | Reduced |
| Western Standard LLC | 194,256 | $5.42M | 5.61% | −3,434−1.7% | Reduced |
| Invesco Ltd. | 198,546 | $5.54M | 0.00% | −1,512−0.8% | Reduced |
| Herald Investment Management Ltd | 200,000 | $5.57M | 0.91% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 211,277 | $5.89M | 0.03% | −7,945−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 211,615 | $5.90M | 0.00% | +2,243+1.1% | Added |
| Nuveen Asset Management, LLC | 216,304 | $6.03M | 0.00% | +2,126+1.0% | Added |
| Ameriprise Financial Inc | 234,113 | $6.53M | 0.00% | −82,551−26.1% | Reduced |
| Bank of New York Mellon Corp | 241,902 | $6.75M | 0.00% | −22,978−8.7% | Reduced |
| Northern Trust Corp | 264,953 | $7.39M | 0.00% | −9,321−3.4% | Reduced |
| Morgan Stanley | 355,168 | $9.91M | 0.00% | +7,779+2.2% | Added |
| Millennium Management LLC | 363,430 | $10.1M | 0.01% | −2,689−0.7% | Reduced |
| Heartland Advisors Inc | 383,995 | $10.7M | 0.60% | −133,435−25.8% | Reduced |
| Stephens Investment Management Group LLC | 419,908 | $11.7M | 0.16% | −83,541−16.6% | Reduced |
| First Eagle Investment Management, LLC | 530,178 | $14.8M | 0.03% | +35,350+7.1% | Added |
| Acadian Asset Management LLC | 612,430 | $17.1M | 0.05% | −7,452−1.2% | Reduced |
| Geode Capital Management, LLC | 655,985 | $18.3M | 0.00% | +48,428+8.0% | Added |
| Renaissance Technologies LLC | 670,300 | $18.7M | 0.03% | −3,800−0.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 852,365 | $23.8M | 1.40% | −16,666−1.9% | Reduced |
| State Street Corp | 962,259 | $26.8M | 0.00% | −6,618−0.7% | Reduced |
| Dimensional Fund Advisors LP | 1,570,735 | $43.8M | 0.01% | +15,379+1.0% | Added |
| Vanguard Group Inc | 2,909,787 | $81.2M | 0.00% | −28,898−1.0% | Reduced |
| BlackRock Inc. | 4,000,882 | $111.6M | 0.00% | +24,887+0.6% | Added |