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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 14,737 | $474.4K | 0.00% | +1,538+11.7% | Added |
| BNP Paribas Arbitrage, SA | 15,945 | $459.9K | 0.00% | +4,257+36.4% | Added |
| New York State Teachers Retirement System | 15,866 | $458.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 15,844 | $456.9K | 0.00% | +5,368+51.2% | Added |
| Sterling Capital Management LLC | 15,355 | $442.8K | 0.01% | +15,355 | New |
| Susquehanna International Group, LLP | 15,137 | $436.6K | 0.00% | +7,208+90.9% | Added |
| MetLife Investment Management | 14,344 | $413.7K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 13,977 | $403.1K | 0.00% | −146−1.0% | Reduced |
| Legato Capital Management LLC | 13,881 | $400.3K | 0.05% | +13,881 | New |
| State of Alaska, Department of Revenue | 13,709 | $395.0K | 0.00% | −396−2.8% | Reduced |
| HighTower Advisors, LLC | 13,433 | $393.0K | 0.00% | −456−3.3% | Reduced |
| State of Tennessee, Treasury Department | 13,565 | $391.2K | 0.00% | −382−2.7% | Reduced |
| Illinois Municipal Retirement Fund | 12,862 | $370.9K | 0.01% | +474+3.8% | Added |
| Nebula Research & Development LLC | 12,060 | $347.8K | 0.04% | +696+6.1% | Added |
| US Bancorp | 12,021 | $346.7K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,600 | $334.5K | 0.01% | −500−4.1% | Reduced |
| Seizert Capital Partners, LLC | 11,492 | $331.4K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 11,434 | $329.8K | 0.00% | −1,400−10.9% | Reduced |
| Janus Henderson Group PLC | 10,946 | $315.6K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 10,912 | $314.7K | 0.06% | +898+9.0% | Added |
| Miller Howard Investments Inc | 10,419 | $300.5K | 0.01% | +10,419 | New |
| Brevan Howard Capital Management LP | 10,318 | $297.6K | 0.01% | +10,318 | New |
| Cornercap Investment Counsel Inc | 10,110 | $291.6K | 0.09% | −9,793−49.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $288.4K | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 9,941 | $286.7K | 0.00% | −14,535−59.4% | Reduced |
| Wells Fargo & Company | 9,936 | $286.6K | 0.00% | +215+2.2% | Added |
| Yousif Capital Management, LLC | 9,764 | $281.6K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 9,396 | $271.0K | 0.00% | −275−2.8% | Reduced |
| Inceptionr LLC | 9,346 | $269.5K | 0.07% | +9,346 | New |
| Dynamic Technology Lab Private Ltd | 9,329 | $269.0K | 0.03% | +9,329 | New |
| JustInvest LLC | 9,319 | $268.8K | 0.00% | +9,319 | New |
| Voya Investment Management LLC | 9,317 | $268.7K | 0.00% | −340−3.5% | Reduced |
| Bailard, Inc. | 9,180 | $264.8K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9,114 | $262.8K | 0.01% | −1,722−15.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,026 | $260.3K | 0.02% | +9,026 | New |
| Centiva Capital, LP | 9,009 | $259.8K | 0.01% | +9,009 | New |
| Comerica Bank | 8,755 | $252.5K | 0.00% | −10−0.1% | Reduced |
| Maryland State Retirement & Pension System | 8,112 | $233.9K | 0.00% | −261−3.1% | Reduced |
| TD Asset Management Inc | 8,100 | $230.4K | 0.00% | −13,200−62.0% | Reduced |
| Guggenheim Capital LLC | 7,888 | $227.5K | 0.00% | +7,888 | New |
| Cerity Partners LLC | 7,522 | $216.9K | 0.00% | +7,522 | New |
| Vestcor Inc | 7,494 | $216.0K | 0.01% | +1,946+35.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 7,478 | $212.7K | 0.00% | −1,028−12.1% | Reduced |
| Jump Financial, LLC | 7,328 | $211.3K | 0.00% | −6,588−47.3% | Reduced |
| Diversified Trust Co | 7,247 | $209.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 7,156 | $206.0K | 0.00% | +26+0.4% | Added |
| Shell Asset Management Co | 7,025 | $203.0K | 0.01% | +7,025 | New |
| Arizona State Retirement System | 7,002 | $201.9K | 0.00% | +7,002 | New |
| Baird Financial Group, Inc. | 6,947 | $200.4K | 0.00% | +6,947 | New |
| Teachers Retirement System of the State of Kentucky | 6,300 | $182.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,691 | $164.1K | 0.00% | −100−1.7% | Reduced |
| Tower Research Capital LLC (TRC) | 5,202 | $150.0K | 0.00% | +985+23.4% | Added |
| Virtus Investment Advisers, Inc. | 5,015 | $144.6K | 0.11% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4,589 | $132.3K | 0.00% | +1,672+57.3% | Added |
| Public Employees Retirement System of Ohio | 4,499 | $129.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,448 | $128.0K | 0.00% | +1,739+64.2% | Added |
| Royal Bank of Canada | 4,217 | $123.0K | 0.00% | +326+8.4% | Added |
| State of Wyoming | 4,042 | $116.6K | 0.02% | −3,844−48.7% | Reduced |
| Parallel Advisors, LLC | 2,920 | $84.2K | 0.00% | +1,092+59.7% | Added |
| Ameritas Investment Partners, Inc. | 2,408 | $69.4K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,172 | $62.6K | 0.00% | +2,172 | New |
| Harbour Investments, Inc. | 1,439 | $41.5K | 0.00% | +200+16.1% | Added |
| Delta Asset Management LLC | 1,400 | $40.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,355 | $39.1K | 0.00% | +359+36.0% | Added |
| DekaBank Deutsche Girozentrale | 1,378 | $39.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,342 | $38.7K | 0.00% | −16−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,323 | $38.2K | 0.00% | +120+10.0% | Added |
| KBC Group NV | 1,285 | $37.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,180 | $34.0K | 0.00% | −32−2.6% | Reduced |
| Danske Bank A/S | 1,100 | $31.7K | 0.00% | −1,900−63.3% | Reduced |
| Quarry LP | 926 | $26.7K | 0.01% | +926 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 892 | $25.7K | 0.00% | +166+22.9% | Added |
| Banque Cantonale Vaudoise | 714 | $21.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $17.3K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 600 | $17.3K | 0.01% | +600 | New |
| Advisor Group Holdings, Inc. | 561 | $16.2K | 0.00% | −11−1.9% | Reduced |
| Capital Performance Advisors LLP | 466 | $13.4K | 0.00% | +466 | New |
| Covestor Ltd | 388 | $12.0K | 0.01% | −8−2.0% | Reduced |
| SRS Capital Advisors, Inc. | 414 | $11.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 364 | $10.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 350 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 319 | $9.00K | 0.00% | +50+18.6% | Added |
| Beacon Capital Management, LLC | 250 | $7.21K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 247 | $7.12K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 177 | $5.11K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 140 | $4.04K | 0.00% | +5+3.7% | Added |
| Glass Jacobson Investment Advisors llc | 131 | $3.78K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 126 | $3.64K | 0.00% | +22+21.2% | Added |
| Allworth Financial LP | 85 | $2.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 84 | $2.42K | 0.00% | +5+6.3% | Added |
| True Wealth Design, LLC | 74 | $2.13K | 0.00% | +74 | New |
| Smartleaf Asset Management LLC | 75 | $2.13K | 0.00% | −93−55.4% | Reduced |
| Umb Bank N A | 61 | $1.76K | 0.00% | +41+205.0% | Added |
| Nisa Investment Advisors, LLC | 59 | $1.70K | 0.00% | +6+11.3% | Added |
| Continuum Advisory, LLC | 50 | $1.60K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 45 | $1.30K | 0.00% | −3−6.3% | Reduced |
| MCF Advisors LLC | 41 | $1.18K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 24 | $692 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $461 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $404 | 0.00% | 00.0% | Unchanged |