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, Q3 2024
Institutional positions in Healthstream Inc as of Sep 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
- 206
- +8 vs. Q2 2024
- Shares held
- 21.8M
- +4.38M (+25.2%) vs. Q2 2024
- Total value
- $627.8M
- +$142.8M (+29.4%) vs. Q2 2024
- New holders
- 24
- 77 more added
- Sold out
- 16
- 61 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,989,249 | $115.0M | 0.00% | +3,989,249 | New |
| Vanguard Group Inc | 2,962,993 | $85.5M | 0.00% | +53,206+1.8% | Added |
| Dimensional Fund Advisors LP | 1,566,838 | $45.2M | 0.01% | −3,897−0.2% | Reduced |
| State Street Corp | 974,235 | $28.1M | 0.00% | +11,976+1.2% | Added |
| Punch & Associates Investment Management, Inc. | 860,709 | $24.8M | 1.38% | +8,344+1.0% | Added |
| Acadian Asset Management LLC | 774,894 | $22.3M | 0.07% | +162,464+26.5% | Added |
| Geode Capital Management, LLC | 674,764 | $19.5M | 0.00% | +18,779+2.9% | Added |
| Renaissance Technologies LLC | 636,400 | $18.4M | 0.03% | −33,900−5.1% | Reduced |
| First Eagle Investment Management, LLC | 546,778 | $15.8M | 0.03% | +16,600+3.1% | Added |
| Morgan Stanley | 416,768 | $12.0M | 0.00% | +61,600+17.3% | Added |
| Harbor Capital Advisors, Inc. | 400,033 | $11.5M | 0.50% | +234,148+141.2% | Added |
| Stephens Investment Management Group LLC | 355,473 | $10.3M | 0.14% | −64,435−15.3% | Reduced |
| Heartland Advisors Inc | 318,392 | $9.18M | 0.48% | −65,603−17.1% | Reduced |
| Northern Trust Corp | 270,201 | $7.79M | 0.00% | +5,248+2.0% | Added |
| Millennium Management LLC | 230,143 | $6.64M | 0.01% | −133,287−36.7% | Reduced |
| Ameriprise Financial Inc | 225,963 | $6.52M | 0.00% | −8,150−3.5% | Reduced |
| Invesco Ltd. | 222,702 | $6.42M | 0.00% | +24,156+12.2% | Added |
| Charles Schwab Investment Management Inc | 218,447 | $6.30M | 0.00% | +6,832+3.2% | Added |
| Bank of New York Mellon Corp | 217,165 | $6.26M | 0.00% | −24,737−10.2% | Reduced |
| Panagora Asset Management Inc | 212,138 | $6.12M | 0.03% | +861+0.4% | Added |
| Assenagon Asset Management S.A. | 201,601 | $5.81M | 0.01% | +54,775+37.3% | Added |
| SEI Investments Co | 199,135 | $5.74M | 0.01% | +21,116+11.9% | Added |
| Herald Investment Management Ltd | 190,000 | $5.48M | 0.94% | −10,000−5.0% | Reduced |
| Kennedy Capital Management, Inc. | 186,539 | $5.38M | 0.12% | −4,121−2.2% | Reduced |
| Hillsdale Investment Management Inc. | 182,181 | $5.25M | 0.40% | +1,300+0.7% | Added |
| Jacobs Levy Equity Management, Inc | 181,648 | $5.24M | 0.02% | −7,718−4.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 150,230 | $4.33M | 0.00% | +103,331+220.3% | Added |
| AQR Capital Management LLC | 148,985 | $4.30M | 0.01% | +20,949+16.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 144,852 | $4.18M | 0.01% | −37,345−20.5% | Reduced |
| Goldman Sachs Group Inc | 138,871 | $4.01M | 0.00% | +26,210+23.3% | Added |
| Nuveen Asset Management, LLC | 135,556 | $3.91M | 0.00% | −80,748−37.3% | Reduced |
| Segall Bryant & Hamill, LLC | 125,164 | $3.61M | 0.05% | +2,020+1.6% | Added |
| Principal Financial Group Inc | 122,266 | $3.53M | 0.00% | −1,422−1.1% | Reduced |
| FMR LLC | 119,067 | $3.43M | 0.00% | +23,055+24.0% | Added |
| Connors Investor Services Inc | 107,489 | $3.10M | 0.30% | −3,397−3.1% | Reduced |
| D. E. Shaw & Co., Inc. | 98,292 | $2.83M | 0.00% | −15,610−13.7% | Reduced |
| Globeflex Capital L P | 91,972 | $2.65M | 0.25% | 00.0% | Unchanged |
| Cambiar Investors LLC | 87,455 | $2.52M | 0.10% | +96+0.1% | Added |
| Pinnacle Financial Partners Inc | 82,997 | $2.39M | 0.05% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 80,281 | $2.32M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 76,624 | $2.21M | 0.00% | +22,184+40.7% | Added |
| Rhumbline Advisers | 74,056 | $2.14M | 0.00% | −1,628−2.2% | Reduced |
| Legal & General Group Plc | 72,964 | $2.10M | 0.00% | −458−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 71,884 | $2.07M | 0.00% | +4,588+6.8% | Added |
| Kornitzer Capital Management Inc | 67,100 | $1.94M | 0.04% | 00.0% | Unchanged |
| Western Standard LLC | 66,004 | $1.90M | 1.79% | −128,252−66.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 60,094 | $1.73M | 0.00% | +8,308+16.0% | Added |
| Qube Research & Technologies Ltd | 59,896 | $1.73M | 0.00% | +41,804+231.1% | Added |
| Exchange Traded Concepts, LLC | 59,322 | $1.71M | 0.04% | +1,504+2.6% | Added |
| Barclays PLC | 58,838 | $1.70M | 0.00% | +34,821+145.0% | Added |
| Bridge City Capital, LLC | 58,719 | $1.69M | 0.47% | +58,719 | New |
| Zacks Investment Management | 58,617 | $1.69M | 0.01% | +3,694+6.7% | Added |
| Am Investment Strategies LLC | 57,739 | $1.67M | 0.40% | 00.0% | Unchanged |
| Martingale Asset Management L P | 57,680 | $1.66M | 0.04% | +1,532+2.7% | Added |
| JPMorgan Chase & Co | 57,204 | $1.65M | 0.00% | +9,017+18.7% | Added |
| Two Sigma Investments, LP | 57,006 | $1.64M | 0.00% | −2,171−3.7% | Reduced |
| Polar Asset Management Partners Inc. | 56,700 | $1.64M | 0.04% | +56,700 | New |
| Tudor Investment Corp Et Al | 55,073 | $1.59M | 0.02% | +8,756+18.9% | Added |
| Public Sector Pension Investment Board | 50,933 | $1.47M | 0.01% | −1,900−3.6% | Reduced |
| Swiss National Bank | 47,700 | $1.38M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 47,075 | $1.36M | 0.00% | −6,080−11.4% | Reduced |
| CWM Advisors, LLC | 44,072 | $1.27M | 0.13% | +15,606+54.8% | Added |
| Bank of America Corp | 43,931 | $1.27M | 0.00% | +3,053+7.5% | Added |
| Franklin Resources Inc | 44,259 | $1.25M | 0.00% | −407−0.9% | Reduced |
| American Century Companies Inc | 43,092 | $1.24M | 0.00% | +6,126+16.6% | Added |
| HSBC Holdings PLC | 41,956 | $1.20M | 0.00% | −2,046−4.6% | Reduced |
| Victory Capital Management Inc | 39,593 | $1.14M | 0.00% | +1,793+4.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 38,615 | $1.11M | 0.01% | +17,286+81.0% | Added |
| Two Sigma Advisers, LP | 36,900 | $1.06M | 0.00% | −16,600−31.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 36,301 | $1.05M | 0.08% | +1,647+4.8% | Added |
| Citigroup Inc | 35,403 | $1.02M | 0.00% | +12,978+57.9% | Added |
| Teacher Retirement System of Texas | 34,793 | $1.00M | 0.00% | +5,974+20.7% | Added |
| Wakefield Asset Management LLLP | 33,285 | $959.9K | 0.31% | −368−1.1% | Reduced |
| Citadel Advisors LLC | 30,685 | $885.0K | 0.00% | −145,515−82.6% | Reduced |
| Jane Street Group, LLC | 30,450 | $878.2K | 0.00% | −1,863−5.8% | Reduced |
| Great West Life Assurance Co | 29,221 | $843.0K | 0.00% | +4,747+19.4% | Added |
| Sierra Summit Advisors LLC | 29,067 | $838.3K | 0.19% | +29,067 | New |
| Prudential Financial Inc | 25,093 | $723.7K | 0.00% | −1,850−6.9% | Reduced |
| Lazard Asset Management LLC | 24,388 | $701.0K | 0.00% | +9,508+63.9% | Added |
| Alliancebernstein L.P. | 24,273 | $700.0K | 0.00% | +973+4.2% | Added |
| Cubist Systematic Strategies, LLC | 24,204 | $698.0K | 0.01% | −30,215−55.5% | Reduced |
| California State Teachers Retirement System | 22,997 | $663.2K | 0.00% | −729−3.1% | Reduced |
| ExodusPoint Capital Management, LP | 22,727 | $655.0K | 0.01% | −25,320−52.7% | Reduced |
| Quest Partners LLC | 21,842 | $629.9K | 0.06% | +5,114+30.6% | Added |
| STRS Ohio | 20,600 | $594.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 20,506 | $591.4K | 0.00% | +11,300+122.7% | Added |
| Russell Investments Group, Ltd. | 20,189 | $582.3K | 0.00% | −154−0.8% | Reduced |
| Ellsworth Advisors, LLC | 20,035 | $577.8K | 0.15% | +972+5.1% | Added |
| HRT Financial LP | 19,262 | $555.0K | 0.00% | −4,340−18.4% | Reduced |
| Magnetar Financial LLC | 19,111 | $551.2K | 0.01% | +3,039+18.9% | Added |
| SG Americas Securities, LLC | 18,932 | $546.0K | 0.00% | +9,296+96.5% | Added |
| Thrivent Financial for Lutherans | 18,864 | $544.0K | 0.00% | −1,071−5.4% | Reduced |
| Engineers Gate Manager LP | 18,798 | $542.1K | 0.01% | +8,068+75.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,068 | $521.1K | 0.00% | +3,673+25.5% | Added |
| State of Wisconsin Investment Board | 17,544 | $506.0K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 17,539 | $505.8K | 0.00% | −713−3.9% | Reduced |
| Price T Rowe Associates Inc | 17,235 | $498.0K | 0.00% | +260+1.5% | Added |
| Deutsche Bank AG | 17,242 | $497.3K | 0.00% | +3,262+23.3% | Added |
| Balyasny Asset Management LLC | 17,092 | $492.9K | 0.00% | +821+5.0% | Added |
| Ensign Peak Advisors, Inc | 16,479 | $475.3K | 0.00% | 00.0% | Unchanged |