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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 15,233 | $484.4K | 0.00% | −712−4.5% | Reduced |
| HRT Financial LP | 15,622 | $496.0K | 0.00% | −3,640−18.9% | Reduced |
| MetLife Investment Management | 15,621 | $496.7K | 0.00% | +1,277+8.9% | Added |
| Sterling Capital Management LLC | 15,814 | $502.9K | 0.01% | +459+3.0% | Added |
| Two Sigma Advisers, LP | 15,844 | $503.8K | 0.00% | −21,056−57.1% | Reduced |
| Sanctuary Advisors, LLC | 15,445 | $506.9K | 0.00% | +708+4.8% | Added |
| New York State Teachers Retirement System | 16,066 | $511.0K | 0.00% | +200+1.3% | Added |
| Ensign Peak Advisors, Inc | 16,479 | $524.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 17,064 | $543.0K | 0.00% | −1,868−9.9% | Reduced |
| Nebula Research & Development LLC | 17,578 | $559.0K | 0.07% | +5,518+45.8% | Added |
| Engineers Gate Manager LP | 18,357 | $583.8K | 0.01% | −441−2.3% | Reduced |
| Thrivent Financial for Lutherans | 18,572 | $591.0K | 0.00% | −292−1.5% | Reduced |
| Quest Partners LLC | 18,730 | $595.6K | 0.08% | −3,112−14.2% | Reduced |
| Price T Rowe Associates Inc | 18,785 | $598.0K | 0.00% | +1,550+9.0% | Added |
| New York State Common Retirement Fund | 20,506 | $652.1K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 20,600 | $655.1K | 0.00% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 21,617 | $687.4K | 0.18% | +1,582+7.9% | Added |
| California State Teachers Retirement System | 22,692 | $721.6K | 0.00% | −305−1.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 23,881 | $759.4K | 0.01% | +23,881 | New |
| Alliancebernstein L.P. | 24,273 | $771.9K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 24,920 | $792.5K | 0.00% | −205,223−89.2% | Reduced |
| Creative Planning | 25,561 | $812.8K | 0.00% | +9,717+61.3% | Added |
| Deutsche Bank AG | 25,888 | $823.2K | 0.00% | +8,646+50.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 28,616 | $910.0K | 0.00% | −9,999−25.9% | Reduced |
| Two Sigma Investments, LP | 28,890 | $918.7K | 0.00% | −28,116−49.3% | Reduced |
| Great West Life Assurance Co | 31,064 | $985.0K | 0.00% | +1,843+6.3% | Added |
| Lazard Asset Management LLC | 32,478 | $1.03M | 0.00% | +8,090+33.2% | Added |
| Wakefield Asset Management LLLP | 33,126 | $1.05M | 0.36% | −159−0.5% | Reduced |
| KLP Kapitalforvaltning AS | 33,200 | $1.06M | 0.01% | +33,200 | New |
| Intech Investment Management LLC | 33,464 | $1.06M | 0.01% | +33,464 | New |
| Prudential Financial Inc | 34,093 | $1.08M | 0.00% | +9,000+35.9% | Added |
| Annex Advisory Services, LLC | 36,140 | $1.15M | 0.03% | +36,140 | New |
| Victory Capital Management Inc | 38,974 | $1.24M | 0.00% | −619−1.6% | Reduced |
| CWM Advisors, LLC | 39,040 | $1.24M | 0.14% | −5,032−11.4% | Reduced |
| Integrated Quantitative Investments LLC | 40,232 | $1.28M | 0.63% | +40,232 | New |
| Citigroup Inc | 41,531 | $1.32M | 0.00% | +6,128+17.3% | Added |
| HSBC Holdings PLC | 42,021 | $1.34M | 0.00% | +65+0.2% | Added |
| Envestnet Asset Management Inc | 43,813 | $1.39M | 0.00% | +43,813 | New |
| Franklin Resources Inc | 44,672 | $1.42M | 0.00% | +413+0.9% | Added |
| D. E. Shaw & Co., Inc. | 46,095 | $1.47M | 0.00% | −52,197−53.1% | Reduced |
| UBS Asset Management Americas Inc | 47,143 | $1.50M | 0.00% | +68+0.1% | Added |
| Swiss National Bank | 47,700 | $1.52M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 47,832 | $1.52M | 0.00% | +4,740+11.0% | Added |
| Campbell & CO Investment Adviser LLC | 48,031 | $1.53M | 0.12% | +11,730+32.3% | Added |
| Bank of America Corp | 49,261 | $1.57M | 0.00% | +5,330+12.1% | Added |
| Jefferies Financial Group Inc. | 57,300 | $1.82M | 0.02% | +57,300 | New |
| Martingale Asset Management L P | 57,553 | $1.83M | 0.04% | −127−0.2% | Reduced |
| Am Investment Strategies LLC | 57,739 | $1.84M | 0.45% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 58,648 | $1.87M | 0.00% | +58,648 | New |
| Bridge City Capital, LLC | 59,254 | $1.88M | 0.50% | +535+0.9% | Added |
| Public Sector Pension Investment Board | 60,181 | $1.91M | 0.01% | +9,248+18.2% | Added |
| Barclays PLC | 61,443 | $1.95M | 0.00% | +2,605+4.4% | Added |
| Exchange Traded Concepts, LLC | 61,856 | $1.97M | 0.04% | +2,534+4.3% | Added |
| Allspring Global Investments Holdings, LLC | 63,557 | $2.02M | 0.00% | −8,327−11.6% | Reduced |
| Kornitzer Capital Management Inc | 67,100 | $2.13M | 0.04% | 00.0% | Unchanged |
| Legal & General Group Plc | 69,537 | $2.21M | 0.00% | −3,427−4.7% | Reduced |
| Zacks Investment Management | 70,245 | $2.23M | 0.02% | +11,628+19.8% | Added |
| Tudor Investment Corp Et Al | 71,014 | $2.26M | 0.02% | +15,941+28.9% | Added |
| Rhumbline Advisers | 74,468 | $2.37M | 0.00% | +412+0.6% | Added |
| Robeco Institutional Asset Management B.V. | 76,260 | $2.43M | 0.00% | +16,166+26.9% | Added |
| Teacher Retirement System of Texas | 79,364 | $2.52M | 0.01% | +44,571+128.1% | Added |
| State Board of Administration of Florida Retirement System | 79,410 | $2.53M | 0.00% | −871−1.1% | Reduced |
| Cambiar Investors LLC | 80,530 | $2.56M | 0.10% | −6,925−7.9% | Reduced |
| Pinnacle Financial Partners Inc | 82,997 | $2.64M | 0.05% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 91,952 | $2.92M | 0.04% | +35,252+62.2% | Added |
| Globeflex Capital L P | 91,972 | $2.92M | 0.25% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 98,467 | $3.13M | 0.01% | −46,385−32.0% | Reduced |
| Assenagon Asset Management S.A. | 98,659 | $3.14M | 0.01% | −102,942−51.1% | Reduced |
| JPMorgan Chase & Co | 104,468 | $3.32M | 0.00% | +47,264+82.6% | Added |
| Connors Investor Services Inc | 105,062 | $3.34M | 0.31% | −2,427−2.3% | Reduced |
| Segall Bryant & Hamill, LLC | 110,007 | $3.50M | 0.05% | −15,157−12.1% | Reduced |
| Norges Bank | 114,738 | $3.65M | 0.00% | +114,738 | New |
| Qube Research & Technologies Ltd | 116,381 | $3.70M | 0.01% | +56,485+94.3% | Added |
| Principal Financial Group Inc | 126,673 | $4.03M | 0.00% | +4,407+3.6% | Added |
| Nuveen Asset Management, LLC | 134,886 | $4.29M | 0.00% | −670−0.5% | Reduced |
| FMR LLC | 141,196 | $4.49M | 0.00% | +22,129+18.6% | Added |
| AQR Capital Management LLC | 143,692 | $4.57M | 0.01% | −5,293−3.6% | Reduced |
| UBS Group AG | 145,340 | $4.62M | 0.00% | +68,716+89.7% | Added |
| Hillsdale Investment Management Inc. | 156,251 | $4.97M | 0.25% | −25,930−14.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 165,836 | $5.27M | 0.02% | −15,812−8.7% | Reduced |
| Kennedy Capital Management, Inc. | 183,413 | $5.83M | 0.13% | −3,126−1.7% | Reduced |
| Ameriprise Financial Inc | 185,747 | $5.91M | 0.00% | −40,216−17.8% | Reduced |
| Herald Investment Management Ltd | 190,000 | $6.03M | 0.99% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 208,361 | $6.63M | 0.03% | −3,777−1.8% | Reduced |
| Goldman Sachs Group Inc | 211,653 | $6.73M | 0.00% | +72,782+52.4% | Added |
| Bank of New York Mellon Corp | 219,575 | $6.98M | 0.00% | +2,410+1.1% | Added |
| Arrowstreet Capital, Limited Partnership | 221,609 | $7.05M | 0.01% | +71,379+47.5% | Added |
| Charles Schwab Investment Management Inc | 223,262 | $7.10M | 0.00% | +4,815+2.2% | Added |
| SEI Investments Co | 234,210 | $7.45M | 0.01% | +35,075+17.6% | Added |
| Invesco Ltd. | 248,221 | $7.89M | 0.00% | +25,519+11.5% | Added |
| Heartland Advisors Inc | 287,396 | $9.14M | 0.50% | −30,996−9.7% | Reduced |
| Cerity Partners LLC | 300,070 | $9.53M | 0.02% | +292,548+3,889.2% | Added |
| Northern Trust Corp | 306,440 | $9.74M | 0.00% | +36,239+13.4% | Added |
| Stephens Investment Management Group LLC | 331,221 | $10.5M | 0.14% | −24,252−6.8% | Reduced |
| Copeland Capital Management, LLC | 379,306 | $12.1M | 0.22% | +377,134+17,363.4% | Added |
| Morgan Stanley | 406,300 | $12.9M | 0.00% | −10,468−2.5% | Reduced |
| Harbor Capital Advisors, Inc. | 414,787 | $13.2M | 0.58% | +14,754+3.7% | Added |
| First Eagle Investment Management, LLC | 540,398 | $17.2M | 0.04% | −6,380−1.2% | Reduced |
| Renaissance Technologies LLC | 549,300 | $17.5M | 0.03% | −87,100−13.7% | Reduced |
| Geode Capital Management, LLC | 694,274 | $22.1M | 0.00% | +19,510+2.9% | Added |