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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 15,445 | $506.9K | 0.00% | +708+4.8% | Added |
| Two Sigma Advisers, LP | 15,844 | $503.8K | 0.00% | −21,056−57.1% | Reduced |
| Sterling Capital Management LLC | 15,814 | $502.9K | 0.01% | +459+3.0% | Added |
| MetLife Investment Management | 15,621 | $496.7K | 0.00% | +1,277+8.9% | Added |
| HRT Financial LP | 15,622 | $496.0K | 0.00% | −3,640−18.9% | Reduced |
| BNP Paribas Arbitrage, SA | 15,233 | $484.4K | 0.00% | −712−4.5% | Reduced |
| Royal Bank of Canada | 14,922 | $475.0K | 0.00% | +10,705+253.9% | Added |
| Stifel Financial Corp | 14,061 | $447.1K | 0.00% | +14,061 | New |
| Legato Capital Management LLC | 13,881 | $441.4K | 0.06% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 13,627 | $433.0K | 0.00% | −82−0.6% | Reduced |
| Wells Fargo & Company | 13,345 | $424.4K | 0.00% | +3,409+34.3% | Added |
| HighTower Advisors, LLC | 13,028 | $414.3K | 0.00% | −405−3.0% | Reduced |
| Corebridge Financial, Inc. | 12,965 | $412.3K | 0.00% | −1,012−7.2% | Reduced |
| Illinois Municipal Retirement Fund | 12,746 | $405.3K | 0.01% | −116−0.9% | Reduced |
| Magnetar Financial LLC | 12,465 | $396.4K | 0.01% | −6,646−34.8% | Reduced |
| Voya Investment Management LLC | 12,273 | $390.3K | 0.00% | +2,956+31.7% | Added |
| US Bancorp | 12,064 | $383.6K | 0.00% | +43+0.4% | Added |
| Susquehanna International Group, LLP | 12,045 | $383.0K | 0.00% | −3,092−20.4% | Reduced |
| Vontobel Holding Ltd. | 11,814 | $375.7K | 0.00% | −5,725−32.6% | Reduced |
| Louisiana State Employees Retirement System | 11,600 | $368.9K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 11,257 | $358.0K | 0.00% | +1,316+13.2% | Added |
| Seizert Capital Partners, LLC | 11,157 | $354.8K | 0.02% | −335−2.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,103 | $353.1K | 0.00% | −6,965−38.5% | Reduced |
| Janus Henderson Group PLC | 10,946 | $347.8K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 10,795 | $343.3K | 0.00% | −2,770−20.4% | Reduced |
| Natixis Advisors, L.P. | 10,410 | $331.0K | 0.00% | +10,410 | New |
| Cornercap Investment Counsel Inc | 10,110 | $321.5K | 0.10% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $318.0K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 9,655 | $307.0K | 0.00% | +336+3.6% | Added |
| Comerica Bank | 9,373 | $298.1K | 0.00% | +618+7.1% | Added |
| Yousif Capital Management, LLC | 9,362 | $297.7K | 0.00% | −402−4.1% | Reduced |
| Manufacturers Life Insurance Company, The | 9,207 | $292.8K | 0.00% | −189−2.0% | Reduced |
| Los Angeles Capital Management LLC | 9,034 | $287.3K | 0.00% | −2,400−21.0% | Reduced |
| Diversified Trust Co | 8,733 | $277.7K | 0.01% | +1,486+20.5% | Added |
| Woodmont Investment Counsel LLC | 8,650 | $275.1K | 0.02% | +8,650 | New |
| Citadel Advisors LLC | 8,254 | $262.5K | 0.00% | −22,431−73.1% | Reduced |
| Maryland State Retirement & Pension System | 8,112 | $258.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7,683 | $244.3K | 0.00% | −12,506−61.9% | Reduced |
| ProShare Advisors LLC | 7,339 | $233.4K | 0.00% | +7,339 | New |
| Mackenzie Financial Corp | 7,171 | $228.0K | 0.00% | +7,171 | New |
| Amalgamated Bank | 7,121 | $226.0K | 0.00% | −35−0.5% | Reduced |
| Arizona State Retirement System | 7,041 | $223.9K | 0.00% | +39+0.6% | Added |
| Shell Asset Management Co | 7,003 | $223.0K | 0.01% | −22−0.3% | Reduced |
| Baird Financial Group, Inc. | 6,947 | $220.9K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 6,400 | $203.5K | 0.00% | −1,700−21.0% | Reduced |
| Pathstone Holdings, LLC | 6,335 | $201.5K | 0.00% | +6,335 | New |
| Teachers Retirement System of the State of Kentucky | 6,300 | $200.0K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 5,755 | $183.0K | 0.01% | +5,755 | New |
| Oregon Public Employees Retirement Fund | 5,691 | $181.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,085 | $161.7K | 0.00% | +5,085 | New |
| Virtus Investment Advisers, Inc. | 5,015 | $159.5K | 0.12% | 00.0% | Unchanged |
| Vestcor Inc | 5,008 | $159.0K | 0.01% | −2,486−33.2% | Reduced |
| CWM, LLC | 4,689 | $149.0K | 0.00% | +241+5.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,986 | $126.6K | 0.00% | −3,492−46.7% | Reduced |
| Bessemer Group Inc | 3,747 | $119.0K | 0.00% | +3,428+1,074.6% | Added |
| Meeder Asset Management Inc | 3,599 | $114.4K | 0.01% | +3,599 | New |
| New Age Alpha Advisors, LLC | 2,512 | $79.9K | 0.00% | +2,512 | New |
| Parallel Advisors, LLC | 2,415 | $76.8K | 0.00% | −505−17.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,408 | $76.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,615 | $51.4K | 0.00% | +292+22.1% | Added |
| GAMMA Investing LLC | 1,592 | $50.6K | 0.00% | +237+17.5% | Added |
| Harbour Investments, Inc. | 1,535 | $48.8K | 0.00% | +96+6.7% | Added |
| Signaturefd, LLC | 1,449 | $46.1K | 0.00% | +269+22.8% | Added |
| Delta Asset Management LLC | 1,400 | $44.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,378 | $43.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,337 | $42.5K | 0.00% | −5−0.4% | Reduced |
| Massmutual Trust Co FSB | 687 | $21.8K | 0.00% | +603+717.9% | Added |
| Northwestern Mutual Wealth Management Co | 615 | $19.6K | 0.00% | +15+2.5% | Added |
| SRS Capital Advisors, Inc. | 613 | $19.5K | 0.00% | +199+48.1% | Added |
| Allworth Financial LP | 549 | $17.6K | 0.00% | +464+545.9% | Added |
| First Horizon Advisors, Inc. | 529 | $16.8K | 0.00% | +179+51.1% | Added |
| Tower Research Capital LLC (TRC) | 469 | $14.9K | 0.00% | −4,733−91.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 408 | $13.0K | 0.00% | +44+12.1% | Added |
| Danske Bank A/S | 400 | $12.7K | 0.00% | −700−63.6% | Reduced |
| Covestor Ltd | 376 | $12.0K | 0.01% | −12−3.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 294 | $9.35K | 0.00% | +294 | New |
| Smartleaf Asset Management LLC | 279 | $8.87K | 0.00% | +204+272.0% | Added |
| Beacon Capital Management, LLC | 250 | $7.95K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 247 | $7.86K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 231 | $7.41K | 0.00% | +231 | New |
| Advisor Group Holdings, Inc. | 213 | $6.78K | 0.00% | −348−62.0% | Reduced |
| Fifth Third Bancorp | 190 | $6.04K | 0.00% | +13+7.3% | Added |
| Retirement Wealth Solutions LLC | 154 | $4.83K | 0.00% | +154 | New |
| Cullen/Frost Bankers, Inc. | 150 | $4.78K | 0.00% | +24+19.0% | Added |
| CBIZ Investment Advisory Services, LLC | 150 | $4.77K | 0.00% | +150 | New |
| Farther Finance Advisors, LLC | 140 | $4.45K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 76 | $2.42K | 0.00% | +26+52.0% | Added |
| True Wealth Design, LLC | 74 | $2.35K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 61 | $1.94K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 61 | $1.94K | 0.00% | +61 | New |
| Nisa Investment Advisors, LLC | 59 | $1.88K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 53 | $1.69K | 0.00% | +53 | New |
| Huntington National Bank | 47 | $1.50K | 0.00% | +2+4.4% | Added |
| MCF Advisors LLC | 41 | $1.30K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 27 | $859 | 0.00% | +27 | New |
| Rothschild Investment LLC | 25 | $795 | 0.00% | +15+150.0% | Added |
| Hollencrest Capital Management | 24 | $763 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $509 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 16 | $509 | 0.00% | +16 | New |
| Parkside Financial Bank & Trust | 14 | $446 | 0.00% | 00.0% | Unchanged |