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 |
|---|---|---|---|---|---|
| Avion Wealth | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2 | $57 | 0.00% | −1,371−99.9% | Reduced |
| Mendota Financial Group, LLC | 2 | $58 | 0.00% | +2 | New |
| Larson Financial Group LLC | 3 | $87 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $288 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $375 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $404 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $461 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 24 | $692 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 41 | $1.18K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 45 | $1.30K | 0.00% | −3−6.3% | Reduced |
| Continuum Advisory, LLC | 50 | $1.60K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 59 | $1.70K | 0.00% | +6+11.3% | Added |
| Umb Bank N A | 61 | $1.76K | 0.00% | +41+205.0% | Added |
| Smartleaf Asset Management LLC | 75 | $2.13K | 0.00% | −93−55.4% | Reduced |
| True Wealth Design, LLC | 74 | $2.13K | 0.00% | +74 | New |
| Massmutual Trust Co FSB | 84 | $2.42K | 0.00% | +5+6.3% | Added |
| Allworth Financial LP | 85 | $2.45K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 126 | $3.64K | 0.00% | +22+21.2% | Added |
| Glass Jacobson Investment Advisors llc | 131 | $3.78K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 140 | $4.04K | 0.00% | +5+3.7% | Added |
| Fifth Third Bancorp | 177 | $5.11K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 247 | $7.12K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 250 | $7.21K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 319 | $9.00K | 0.00% | +50+18.6% | Added |
| First Horizon Advisors, Inc. | 350 | $10.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 364 | $10.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 414 | $11.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 388 | $12.0K | 0.01% | −8−2.0% | Reduced |
| Capital Performance Advisors LLP | 466 | $13.4K | 0.00% | +466 | New |
| Advisor Group Holdings, Inc. | 561 | $16.2K | 0.00% | −11−1.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 600 | $17.3K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 600 | $17.3K | 0.01% | +600 | New |
| Banque Cantonale Vaudoise | 714 | $21.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 892 | $25.7K | 0.00% | +166+22.9% | Added |
| Quarry LP | 926 | $26.7K | 0.01% | +926 | New |
| Danske Bank A/S | 1,100 | $31.7K | 0.00% | −1,900−63.3% | Reduced |
| Signaturefd, LLC | 1,180 | $34.0K | 0.00% | −32−2.6% | Reduced |
| KBC Group NV | 1,285 | $37.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,323 | $38.2K | 0.00% | +120+10.0% | Added |
| Quadrant Capital Group LLC | 1,342 | $38.7K | 0.00% | −16−1.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,378 | $39.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,355 | $39.1K | 0.00% | +359+36.0% | Added |
| Delta Asset Management LLC | 1,400 | $40.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,439 | $41.5K | 0.00% | +200+16.1% | Added |
| Copeland Capital Management, LLC | 2,172 | $62.6K | 0.00% | +2,172 | New |
| Ameritas Investment Partners, Inc. | 2,408 | $69.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,920 | $84.2K | 0.00% | +1,092+59.7% | Added |
| State of Wyoming | 4,042 | $116.6K | 0.02% | −3,844−48.7% | Reduced |
| Royal Bank of Canada | 4,217 | $123.0K | 0.00% | +326+8.4% | Added |
| CWM, LLC | 4,448 | $128.0K | 0.00% | +1,739+64.2% | Added |
| Public Employees Retirement System of Ohio | 4,499 | $129.8K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4,589 | $132.3K | 0.00% | +1,672+57.3% | Added |
| Virtus Investment Advisers, Inc. | 5,015 | $144.6K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,202 | $150.0K | 0.00% | +985+23.4% | Added |
| Oregon Public Employees Retirement Fund | 5,691 | $164.1K | 0.00% | −100−1.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,300 | $182.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 6,947 | $200.4K | 0.00% | +6,947 | New |
| Arizona State Retirement System | 7,002 | $201.9K | 0.00% | +7,002 | New |
| Shell Asset Management Co | 7,025 | $203.0K | 0.01% | +7,025 | New |
| Amalgamated Bank | 7,156 | $206.0K | 0.00% | +26+0.4% | Added |
| Diversified Trust Co | 7,247 | $209.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,328 | $211.3K | 0.00% | −6,588−47.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 7,478 | $212.7K | 0.00% | −1,028−12.1% | Reduced |
| Vestcor Inc | 7,494 | $216.0K | 0.01% | +1,946+35.1% | Added |
| Cerity Partners LLC | 7,522 | $216.9K | 0.00% | +7,522 | New |
| Guggenheim Capital LLC | 7,888 | $227.5K | 0.00% | +7,888 | New |
| TD Asset Management Inc | 8,100 | $230.4K | 0.00% | −13,200−62.0% | Reduced |
| Maryland State Retirement & Pension System | 8,112 | $233.9K | 0.00% | −261−3.1% | Reduced |
| Comerica Bank | 8,755 | $252.5K | 0.00% | −10−0.1% | Reduced |
| Centiva Capital, LP | 9,009 | $259.8K | 0.01% | +9,009 | New |
| Y-Intercept (Hong Kong) Ltd | 9,026 | $260.3K | 0.02% | +9,026 | New |
| Johnson Financial Group, Inc. | 9,114 | $262.8K | 0.01% | −1,722−15.9% | Reduced |
| Bailard, Inc. | 9,180 | $264.8K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,317 | $268.7K | 0.00% | −340−3.5% | Reduced |
| JustInvest LLC | 9,319 | $268.8K | 0.00% | +9,319 | New |
| Dynamic Technology Lab Private Ltd | 9,329 | $269.0K | 0.03% | +9,329 | New |
| Inceptionr LLC | 9,346 | $269.5K | 0.07% | +9,346 | New |
| Manufacturers Life Insurance Company, The | 9,396 | $271.0K | 0.00% | −275−2.8% | Reduced |
| Yousif Capital Management, LLC | 9,764 | $281.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,936 | $286.6K | 0.00% | +215+2.2% | Added |
| Squarepoint Ops LLC | 9,941 | $286.7K | 0.00% | −14,535−59.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $288.4K | 0.03% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 10,110 | $291.6K | 0.09% | −9,793−49.2% | Reduced |
| Brevan Howard Capital Management LP | 10,318 | $297.6K | 0.01% | +10,318 | New |
| Miller Howard Investments Inc | 10,419 | $300.5K | 0.01% | +10,419 | New |
| Occudo Quantitative Strategies LP | 10,912 | $314.7K | 0.06% | +898+9.0% | Added |
| Janus Henderson Group PLC | 10,946 | $315.6K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 11,434 | $329.8K | 0.00% | −1,400−10.9% | Reduced |
| Seizert Capital Partners, LLC | 11,492 | $331.4K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,600 | $334.5K | 0.01% | −500−4.1% | Reduced |
| US Bancorp | 12,021 | $346.7K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 12,060 | $347.8K | 0.04% | +696+6.1% | Added |
| Illinois Municipal Retirement Fund | 12,862 | $370.9K | 0.01% | +474+3.8% | Added |
| State of Tennessee, Treasury Department | 13,565 | $391.2K | 0.00% | −382−2.7% | Reduced |
| HighTower Advisors, LLC | 13,433 | $393.0K | 0.00% | −456−3.3% | Reduced |
| State of Alaska, Department of Revenue | 13,709 | $395.0K | 0.00% | −396−2.8% | Reduced |
| Legato Capital Management LLC | 13,881 | $400.3K | 0.05% | +13,881 | New |
| Corebridge Financial, Inc. | 13,977 | $403.1K | 0.00% | −146−1.0% | Reduced |
| MetLife Investment Management | 14,344 | $413.7K | 0.00% | 00.0% | Unchanged |