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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.

Institutional holdersQ3 2024: 206 institutions
Q1 2021: 140 institutionsQ2 2021: 147 institutionsQ3 2021: 156 institutionsQ4 2021: 159 institutionsQ1 2022: 156 institutionsQ2 2022: 152 institutionsQ3 2022: 159 institutionsQ4 2022: 167 institutionsQ1 2023: 177 institutionsQ2 2023: 172 institutionsQ3 2023: 179 institutionsQ4 2023: 188 institutionsQ1 2024: 190 institutionsQ2 2024: 200 institutionsQ3 2024: 206 institutionsQ4 2024: 206 institutionsQ1 2025: 211 institutionsQ2 2025: 203 institutionsQ3 2025: 201 institutionsQ4 2025: 193 institutionsQ1 2026: 198 institutionsQ2 2026: 219 institutions
Value heldQ3 2024: $627.8M
Q1 2021: $520.1MQ2 2021: $644.1MQ3 2021: $651.7MQ4 2021: $591.2MQ1 2022: $433.9MQ2 2022: $469.4MQ3 2022: $458.4MQ4 2022: $530.2MQ1 2023: $587.7MQ2 2023: $529.6MQ3 2023: $461.5MQ4 2023: $570.4MQ1 2024: $564.6MQ2 2024: $597.1MQ3 2024: $627.8MQ4 2024: $718.6MQ1 2025: $720.1MQ2 2025: $611.1MQ3 2025: $602.0MQ4 2025: $487.7MQ1 2026: $445.5MQ2 2026: $604.4M
Institutions holding HSTM and their total value by quarter
QuarterHoldersValue
Q2 2026219$604.4M
Q1 2026198$445.5M
Q4 2025193$487.7M
Q3 2025201$602.0M
Q2 2025203$611.1M
Q1 2025211$720.1M
Q4 2024206$718.6M
Q3 2024206$627.8M
Q2 2024200$597.1M
Q1 2024190$564.6M
Q4 2023188$570.4M
Q3 2023179$461.5M
Q2 2023172$529.6M
Q1 2023177$587.7M
Q4 2022167$530.2M
Q3 2022159$458.4M
Q2 2022152$469.4M
Q1 2022156$433.9M
Q4 2021159$591.2M
Q3 2021156$651.7M
Q2 2021147$644.1M
Q1 2021140$520.1M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q2 2024.

Institutions holding HSTM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Acadian Asset Management LLC774,894$22.3M0.07%+162,464+26.5%Added
Punch & Associates Investment Management, Inc.860,709$24.8M1.38%+8,344+1.0%Added
State Street Corp974,235$28.1M0.00%+11,976+1.2%Added
Dimensional Fund Advisors LP1,566,838$45.2M0.01%−3,897−0.2%Reduced
Vanguard Group Inc2,962,993$85.5M0.00%+53,206+1.8%Added
BlackRock, Inc.3,989,249$115.0M0.00%+3,989,249New
Trexquant Investment LP0$00.00%−29,092−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−22,437−100.0%Sold out
Truist Financial Corp0$00.00%−15,915−100.0%Sold out
Algert Global LLC0$00.00%−12,603−100.0%Sold out
Summit Global Investments0$00.00%−10,131−100.0%Sold out
Verition Fund Management LLC0$00.00%−8,920−100.0%Sold out
XTX Topco Ltd0$00.00%−7,654−100.0%Sold out
Quantbot Technologies LP0$00.00%−2,854−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−1,357−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−500−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−66−100.0%Sold out
Cornerstone Planning Group LLC0$00.00%−53−100.0%Sold out
Sachetta, LLC0$00.00%−49−100.0%Sold out
Abich Financial Wealth Management LLC0$00.00%−21−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−17−100.0%Sold out
Innealta Capital, LLC0$00.00%−10−100.0%Sold out
BlackRock Inc.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed