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