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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 15,137 | $436.6K | 0.00% | +7,208+90.9% | Added |
| Sterling Capital Management LLC | 15,355 | $442.8K | 0.01% | +15,355 | New |
| Creative Planning | 15,844 | $456.9K | 0.00% | +5,368+51.2% | Added |
| New York State Teachers Retirement System | 15,866 | $458.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 15,945 | $459.9K | 0.00% | +4,257+36.4% | Added |
| Sanctuary Advisors, LLC | 14,737 | $474.4K | 0.00% | +1,538+11.7% | Added |
| Ensign Peak Advisors, Inc | 16,479 | $475.3K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 17,092 | $492.9K | 0.00% | +821+5.0% | Added |
| Deutsche Bank AG | 17,242 | $497.3K | 0.00% | +3,262+23.3% | Added |
| Price T Rowe Associates Inc | 17,235 | $498.0K | 0.00% | +260+1.5% | Added |
| Vontobel Holding Ltd. | 17,539 | $505.8K | 0.00% | −713−3.9% | Reduced |
| State of Wisconsin Investment Board | 17,544 | $506.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,068 | $521.1K | 0.00% | +3,673+25.5% | Added |
| Engineers Gate Manager LP | 18,798 | $542.1K | 0.01% | +8,068+75.2% | Added |
| Thrivent Financial for Lutherans | 18,864 | $544.0K | 0.00% | −1,071−5.4% | Reduced |
| SG Americas Securities, LLC | 18,932 | $546.0K | 0.00% | +9,296+96.5% | Added |
| Magnetar Financial LLC | 19,111 | $551.2K | 0.01% | +3,039+18.9% | Added |
| HRT Financial LP | 19,262 | $555.0K | 0.00% | −4,340−18.4% | Reduced |
| Ellsworth Advisors, LLC | 20,035 | $577.8K | 0.15% | +972+5.1% | Added |
| Russell Investments Group, Ltd. | 20,189 | $582.3K | 0.00% | −154−0.8% | Reduced |
| New York State Common Retirement Fund | 20,506 | $591.4K | 0.00% | +11,300+122.7% | Added |
| STRS Ohio | 20,600 | $594.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 21,842 | $629.9K | 0.06% | +5,114+30.6% | Added |
| ExodusPoint Capital Management, LP | 22,727 | $655.0K | 0.01% | −25,320−52.7% | Reduced |
| California State Teachers Retirement System | 22,997 | $663.2K | 0.00% | −729−3.1% | Reduced |
| Cubist Systematic Strategies, LLC | 24,204 | $698.0K | 0.01% | −30,215−55.5% | Reduced |
| Alliancebernstein L.P. | 24,273 | $700.0K | 0.00% | +973+4.2% | Added |
| Lazard Asset Management LLC | 24,388 | $701.0K | 0.00% | +9,508+63.9% | Added |
| Prudential Financial Inc | 25,093 | $723.7K | 0.00% | −1,850−6.9% | Reduced |
| Sierra Summit Advisors LLC | 29,067 | $838.3K | 0.19% | +29,067 | New |
| Great West Life Assurance Co | 29,221 | $843.0K | 0.00% | +4,747+19.4% | Added |
| Jane Street Group, LLC | 30,450 | $878.2K | 0.00% | −1,863−5.8% | Reduced |
| Citadel Advisors LLC | 30,685 | $885.0K | 0.00% | −145,515−82.6% | Reduced |
| Wakefield Asset Management LLLP | 33,285 | $959.9K | 0.31% | −368−1.1% | Reduced |
| Teacher Retirement System of Texas | 34,793 | $1.00M | 0.00% | +5,974+20.7% | Added |
| Citigroup Inc | 35,403 | $1.02M | 0.00% | +12,978+57.9% | Added |
| Campbell & CO Investment Adviser LLC | 36,301 | $1.05M | 0.08% | +1,647+4.8% | Added |
| Two Sigma Advisers, LP | 36,900 | $1.06M | 0.00% | −16,600−31.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 38,615 | $1.11M | 0.01% | +17,286+81.0% | Added |
| Victory Capital Management Inc | 39,593 | $1.14M | 0.00% | +1,793+4.7% | Added |
| HSBC Holdings PLC | 41,956 | $1.20M | 0.00% | −2,046−4.6% | Reduced |
| American Century Companies Inc | 43,092 | $1.24M | 0.00% | +6,126+16.6% | Added |
| Franklin Resources Inc | 44,259 | $1.25M | 0.00% | −407−0.9% | Reduced |
| Bank of America Corp | 43,931 | $1.27M | 0.00% | +3,053+7.5% | Added |
| CWM Advisors, LLC | 44,072 | $1.27M | 0.13% | +15,606+54.8% | Added |
| UBS Asset Management Americas Inc | 47,075 | $1.36M | 0.00% | −6,080−11.4% | Reduced |
| Swiss National Bank | 47,700 | $1.38M | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 50,933 | $1.47M | 0.01% | −1,900−3.6% | Reduced |
| Tudor Investment Corp Et Al | 55,073 | $1.59M | 0.02% | +8,756+18.9% | Added |
| Polar Asset Management Partners Inc. | 56,700 | $1.64M | 0.04% | +56,700 | New |
| Two Sigma Investments, LP | 57,006 | $1.64M | 0.00% | −2,171−3.7% | Reduced |
| JPMorgan Chase & Co | 57,204 | $1.65M | 0.00% | +9,017+18.7% | Added |
| Martingale Asset Management L P | 57,680 | $1.66M | 0.04% | +1,532+2.7% | Added |
| Am Investment Strategies LLC | 57,739 | $1.67M | 0.40% | 00.0% | Unchanged |
| Zacks Investment Management | 58,617 | $1.69M | 0.01% | +3,694+6.7% | Added |
| Bridge City Capital, LLC | 58,719 | $1.69M | 0.47% | +58,719 | New |
| Barclays PLC | 58,838 | $1.70M | 0.00% | +34,821+145.0% | Added |
| Exchange Traded Concepts, LLC | 59,322 | $1.71M | 0.04% | +1,504+2.6% | Added |
| Qube Research & Technologies Ltd | 59,896 | $1.73M | 0.00% | +41,804+231.1% | Added |
| Robeco Institutional Asset Management B.V. | 60,094 | $1.73M | 0.00% | +8,308+16.0% | Added |
| Western Standard LLC | 66,004 | $1.90M | 1.79% | −128,252−66.0% | Reduced |
| Kornitzer Capital Management Inc | 67,100 | $1.94M | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 71,884 | $2.07M | 0.00% | +4,588+6.8% | Added |
| Legal & General Group Plc | 72,964 | $2.10M | 0.00% | −458−0.6% | Reduced |
| Rhumbline Advisers | 74,056 | $2.14M | 0.00% | −1,628−2.2% | Reduced |
| UBS Group AG | 76,624 | $2.21M | 0.00% | +22,184+40.7% | Added |
| State Board of Administration of Florida Retirement System | 80,281 | $2.32M | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 82,997 | $2.39M | 0.05% | 00.0% | Unchanged |
| Cambiar Investors LLC | 87,455 | $2.52M | 0.10% | +96+0.1% | Added |
| Globeflex Capital L P | 91,972 | $2.65M | 0.25% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 98,292 | $2.83M | 0.00% | −15,610−13.7% | Reduced |
| Connors Investor Services Inc | 107,489 | $3.10M | 0.30% | −3,397−3.1% | Reduced |
| FMR LLC | 119,067 | $3.43M | 0.00% | +23,055+24.0% | Added |
| Principal Financial Group Inc | 122,266 | $3.53M | 0.00% | −1,422−1.1% | Reduced |
| Segall Bryant & Hamill, LLC | 125,164 | $3.61M | 0.05% | +2,020+1.6% | Added |
| Nuveen Asset Management, LLC | 135,556 | $3.91M | 0.00% | −80,748−37.3% | Reduced |
| Goldman Sachs Group Inc | 138,871 | $4.01M | 0.00% | +26,210+23.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 144,852 | $4.18M | 0.01% | −37,345−20.5% | Reduced |
| AQR Capital Management LLC | 148,985 | $4.30M | 0.01% | +20,949+16.4% | Added |
| Arrowstreet Capital, Limited Partnership | 150,230 | $4.33M | 0.00% | +103,331+220.3% | Added |
| Jacobs Levy Equity Management, Inc | 181,648 | $5.24M | 0.02% | −7,718−4.1% | Reduced |
| Hillsdale Investment Management Inc. | 182,181 | $5.25M | 0.40% | +1,300+0.7% | Added |
| Kennedy Capital Management, Inc. | 186,539 | $5.38M | 0.12% | −4,121−2.2% | Reduced |
| Herald Investment Management Ltd | 190,000 | $5.48M | 0.94% | −10,000−5.0% | Reduced |
| SEI Investments Co | 199,135 | $5.74M | 0.01% | +21,116+11.9% | Added |
| Assenagon Asset Management S.A. | 201,601 | $5.81M | 0.01% | +54,775+37.3% | Added |
| Panagora Asset Management Inc | 212,138 | $6.12M | 0.03% | +861+0.4% | Added |
| Bank of New York Mellon Corp | 217,165 | $6.26M | 0.00% | −24,737−10.2% | Reduced |
| Charles Schwab Investment Management Inc | 218,447 | $6.30M | 0.00% | +6,832+3.2% | Added |
| Invesco Ltd. | 222,702 | $6.42M | 0.00% | +24,156+12.2% | Added |
| Ameriprise Financial Inc | 225,963 | $6.52M | 0.00% | −8,150−3.5% | Reduced |
| Millennium Management LLC | 230,143 | $6.64M | 0.01% | −133,287−36.7% | Reduced |
| Northern Trust Corp | 270,201 | $7.79M | 0.00% | +5,248+2.0% | Added |
| Heartland Advisors Inc | 318,392 | $9.18M | 0.48% | −65,603−17.1% | Reduced |
| Stephens Investment Management Group LLC | 355,473 | $10.3M | 0.14% | −64,435−15.3% | Reduced |
| Harbor Capital Advisors, Inc. | 400,033 | $11.5M | 0.50% | +234,148+141.2% | Added |
| Morgan Stanley | 416,768 | $12.0M | 0.00% | +61,600+17.3% | Added |
| First Eagle Investment Management, LLC | 546,778 | $15.8M | 0.03% | +16,600+3.1% | Added |
| Renaissance Technologies LLC | 636,400 | $18.4M | 0.03% | −33,900−5.1% | Reduced |
| Geode Capital Management, LLC | 674,764 | $19.5M | 0.00% | +18,779+2.9% | Added |