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, Q4 2024
Institutional positions in Healthstream Inc as of Dec 31, 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
- +1 vs. Q3 2024
- Shares held
- 22.6M
- +830.9K (+3.8%) vs. Q3 2024
- Total value
- $718.6M
- +$90.8M (+14.5%) vs. Q3 2024
- New holders
- 31
- 76 more added
- Sold out
- 30
- 64 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,020,298 | $127.8M | 0.00% | +31,049+0.8% | Added |
| Vanguard Group Inc | 3,055,060 | $97.2M | 0.00% | +92,067+3.1% | Added |
| Dimensional Fund Advisors LP | 1,537,937 | $48.9M | 0.01% | −28,901−1.8% | Reduced |
| State Street Corp | 1,016,524 | $32.3M | 0.00% | +42,289+4.3% | Added |
| Acadian Asset Management LLC | 806,508 | $25.6M | 0.07% | +31,614+4.1% | Added |
| Punch & Associates Investment Management, Inc. | 794,694 | $25.3M | 1.38% | −66,015−7.7% | Reduced |
| Geode Capital Management, LLC | 694,274 | $22.1M | 0.00% | +19,510+2.9% | Added |
| Renaissance Technologies LLC | 549,300 | $17.5M | 0.03% | −87,100−13.7% | Reduced |
| First Eagle Investment Management, LLC | 540,398 | $17.2M | 0.04% | −6,380−1.2% | Reduced |
| Harbor Capital Advisors, Inc. | 414,787 | $13.2M | 0.58% | +14,754+3.7% | Added |
| Morgan Stanley | 406,300 | $12.9M | 0.00% | −10,468−2.5% | Reduced |
| Copeland Capital Management, LLC | 379,306 | $12.1M | 0.22% | +377,134+17,363.4% | Added |
| Stephens Investment Management Group LLC | 331,221 | $10.5M | 0.14% | −24,252−6.8% | Reduced |
| Northern Trust Corp | 306,440 | $9.74M | 0.00% | +36,239+13.4% | Added |
| Cerity Partners LLC | 300,070 | $9.53M | 0.02% | +292,548+3,889.2% | Added |
| Heartland Advisors Inc | 287,396 | $9.14M | 0.50% | −30,996−9.7% | Reduced |
| Invesco Ltd. | 248,221 | $7.89M | 0.00% | +25,519+11.5% | Added |
| SEI Investments Co | 234,210 | $7.45M | 0.01% | +35,075+17.6% | Added |
| Charles Schwab Investment Management Inc | 223,262 | $7.10M | 0.00% | +4,815+2.2% | Added |
| Arrowstreet Capital, Limited Partnership | 221,609 | $7.05M | 0.01% | +71,379+47.5% | Added |
| Bank of New York Mellon Corp | 219,575 | $6.98M | 0.00% | +2,410+1.1% | Added |
| Goldman Sachs Group Inc | 211,653 | $6.73M | 0.00% | +72,782+52.4% | Added |
| Panagora Asset Management Inc | 208,361 | $6.63M | 0.03% | −3,777−1.8% | Reduced |
| Herald Investment Management Ltd | 190,000 | $6.03M | 0.99% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 185,747 | $5.91M | 0.00% | −40,216−17.8% | Reduced |
| Kennedy Capital Management, Inc. | 183,413 | $5.83M | 0.13% | −3,126−1.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 165,836 | $5.27M | 0.02% | −15,812−8.7% | Reduced |
| Hillsdale Investment Management Inc. | 156,251 | $4.97M | 0.25% | −25,930−14.2% | Reduced |
| UBS Group AG | 145,340 | $4.62M | 0.00% | +68,716+89.7% | Added |
| AQR Capital Management LLC | 143,692 | $4.57M | 0.01% | −5,293−3.6% | Reduced |
| FMR LLC | 141,196 | $4.49M | 0.00% | +22,129+18.6% | Added |
| Nuveen Asset Management, LLC | 134,886 | $4.29M | 0.00% | −670−0.5% | Reduced |
| Principal Financial Group Inc | 126,673 | $4.03M | 0.00% | +4,407+3.6% | Added |
| Qube Research & Technologies Ltd | 116,381 | $3.70M | 0.01% | +56,485+94.3% | Added |
| Norges Bank | 114,738 | $3.65M | 0.00% | +114,738 | New |
| Segall Bryant & Hamill, LLC | 110,007 | $3.50M | 0.05% | −15,157−12.1% | Reduced |
| Connors Investor Services Inc | 105,062 | $3.34M | 0.31% | −2,427−2.3% | Reduced |
| JPMorgan Chase & Co | 104,468 | $3.32M | 0.00% | +47,264+82.6% | Added |
| Assenagon Asset Management S.A. | 98,659 | $3.14M | 0.01% | −102,942−51.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 98,467 | $3.13M | 0.01% | −46,385−32.0% | Reduced |
| Globeflex Capital L P | 91,972 | $2.92M | 0.25% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 91,952 | $2.92M | 0.04% | +35,252+62.2% | Added |
| Pinnacle Financial Partners Inc | 82,997 | $2.64M | 0.05% | 00.0% | Unchanged |
| Cambiar Investors LLC | 80,530 | $2.56M | 0.10% | −6,925−7.9% | Reduced |
| State Board of Administration of Florida Retirement System | 79,410 | $2.53M | 0.00% | −871−1.1% | Reduced |
| Teacher Retirement System of Texas | 79,364 | $2.52M | 0.01% | +44,571+128.1% | Added |
| Robeco Institutional Asset Management B.V. | 76,260 | $2.43M | 0.00% | +16,166+26.9% | Added |
| Rhumbline Advisers | 74,468 | $2.37M | 0.00% | +412+0.6% | Added |
| Tudor Investment Corp Et Al | 71,014 | $2.26M | 0.02% | +15,941+28.9% | Added |
| Zacks Investment Management | 70,245 | $2.23M | 0.02% | +11,628+19.8% | Added |
| Legal & General Group Plc | 69,537 | $2.21M | 0.00% | −3,427−4.7% | Reduced |
| Kornitzer Capital Management Inc | 67,100 | $2.13M | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 63,557 | $2.02M | 0.00% | −8,327−11.6% | Reduced |
| Exchange Traded Concepts, LLC | 61,856 | $1.97M | 0.04% | +2,534+4.3% | Added |
| Barclays PLC | 61,443 | $1.95M | 0.00% | +2,605+4.4% | Added |
| Public Sector Pension Investment Board | 60,181 | $1.91M | 0.01% | +9,248+18.2% | Added |
| Bridge City Capital, LLC | 59,254 | $1.88M | 0.50% | +535+0.9% | Added |
| Allianz Asset Management GmbH | 58,648 | $1.87M | 0.00% | +58,648 | New |
| Am Investment Strategies LLC | 57,739 | $1.84M | 0.45% | 00.0% | Unchanged |
| Martingale Asset Management L P | 57,553 | $1.83M | 0.04% | −127−0.2% | Reduced |
| Jefferies Financial Group Inc. | 57,300 | $1.82M | 0.02% | +57,300 | New |
| Bank of America Corp | 49,261 | $1.57M | 0.00% | +5,330+12.1% | Added |
| Campbell & CO Investment Adviser LLC | 48,031 | $1.53M | 0.12% | +11,730+32.3% | Added |
| American Century Companies Inc | 47,832 | $1.52M | 0.00% | +4,740+11.0% | Added |
| Swiss National Bank | 47,700 | $1.52M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 47,143 | $1.50M | 0.00% | +68+0.1% | Added |
| D. E. Shaw & Co., Inc. | 46,095 | $1.47M | 0.00% | −52,197−53.1% | Reduced |
| Franklin Resources Inc | 44,672 | $1.42M | 0.00% | +413+0.9% | Added |
| Envestnet Asset Management Inc | 43,813 | $1.39M | 0.00% | +43,813 | New |
| HSBC Holdings PLC | 42,021 | $1.34M | 0.00% | +65+0.2% | Added |
| Citigroup Inc | 41,531 | $1.32M | 0.00% | +6,128+17.3% | Added |
| Integrated Quantitative Investments LLC | 40,232 | $1.28M | 0.63% | +40,232 | New |
| CWM Advisors, LLC | 39,040 | $1.24M | 0.14% | −5,032−11.4% | Reduced |
| Victory Capital Management Inc | 38,974 | $1.24M | 0.00% | −619−1.6% | Reduced |
| Annex Advisory Services, LLC | 36,140 | $1.15M | 0.03% | +36,140 | New |
| Prudential Financial Inc | 34,093 | $1.08M | 0.00% | +9,000+35.9% | Added |
| Intech Investment Management LLC | 33,464 | $1.06M | 0.01% | +33,464 | New |
| KLP Kapitalforvaltning AS | 33,200 | $1.06M | 0.01% | +33,200 | New |
| Wakefield Asset Management LLLP | 33,126 | $1.05M | 0.36% | −159−0.5% | Reduced |
| Lazard Asset Management LLC | 32,478 | $1.03M | 0.00% | +8,090+33.2% | Added |
| Great West Life Assurance Co | 31,064 | $985.0K | 0.00% | +1,843+6.3% | Added |
| Two Sigma Investments, LP | 28,890 | $918.7K | 0.00% | −28,116−49.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 28,616 | $910.0K | 0.00% | −9,999−25.9% | Reduced |
| Deutsche Bank AG | 25,888 | $823.2K | 0.00% | +8,646+50.1% | Added |
| Creative Planning | 25,561 | $812.8K | 0.00% | +9,717+61.3% | Added |
| Millennium Management LLC | 24,920 | $792.5K | 0.00% | −205,223−89.2% | Reduced |
| Alliancebernstein L.P. | 24,273 | $771.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 23,881 | $759.4K | 0.01% | +23,881 | New |
| California State Teachers Retirement System | 22,692 | $721.6K | 0.00% | −305−1.3% | Reduced |
| Ellsworth Advisors, LLC | 21,617 | $687.4K | 0.18% | +1,582+7.9% | Added |
| STRS Ohio | 20,600 | $655.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 20,506 | $652.1K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 18,785 | $598.0K | 0.00% | +1,550+9.0% | Added |
| Quest Partners LLC | 18,730 | $595.6K | 0.08% | −3,112−14.2% | Reduced |
| Thrivent Financial for Lutherans | 18,572 | $591.0K | 0.00% | −292−1.5% | Reduced |
| Engineers Gate Manager LP | 18,357 | $583.8K | 0.01% | −441−2.3% | Reduced |
| Nebula Research & Development LLC | 17,578 | $559.0K | 0.07% | +5,518+45.8% | Added |
| SG Americas Securities, LLC | 17,064 | $543.0K | 0.00% | −1,868−9.9% | Reduced |
| Ensign Peak Advisors, Inc | 16,479 | $524.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 16,066 | $511.0K | 0.00% | +200+1.3% | Added |