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, Q1 2025
Institutional positions in Healthstream Inc as of Mar 31, 2025. 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
- 211
- +6 vs. Q4 2024
- Shares held
- 22.4M
- −83.4K (−0.4%) vs. Q4 2024
- Total value
- $720.1M
- +$5.85M (+0.8%) vs. Q4 2024
- New holders
- 27
- 75 more added
- Sold out
- 21
- 75 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,916,446 | $126.0M | 0.00% | −103,852−2.6% | Reduced |
| Vanguard Group Inc | 3,053,134 | $98.2M | 0.00% | −1,926−0.1% | Reduced |
| Dimensional Fund Advisors LP | 1,454,742 | $46.8M | 0.01% | −83,195−5.4% | Reduced |
| State Street Corp | 1,042,158 | $33.5M | 0.00% | +25,634+2.5% | Added |
| Copeland Capital Management, LLC | 763,690 | $24.6M | 0.49% | +384,384+101.3% | Added |
| Geode Capital Management, LLC | 727,325 | $23.4M | 0.00% | +33,051+4.8% | Added |
| Acadian Asset Management LLC | 725,339 | $23.3M | 0.07% | −81,169−10.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 613,971 | $19.8M | 1.29% | −180,723−22.7% | Reduced |
| Renaissance Technologies LLC | 548,000 | $17.6M | 0.03% | −1,300−0.2% | Reduced |
| Harbor Capital Advisors, Inc. | 424,790 | $13.7M | 0.62% | +10,003+2.4% | Added |
| First Eagle Investment Management, LLC | 412,898 | $13.3M | 0.03% | −127,500−23.6% | Reduced |
| Northern Trust Corp | 386,127 | $12.4M | 0.00% | +79,687+26.0% | Added |
| Stephens Investment Management Group LLC | 318,341 | $10.2M | 0.15% | −12,880−3.9% | Reduced |
| Morgan Stanley | 297,251 | $9.57M | 0.00% | −109,049−26.8% | Reduced |
| Cerity Partners LLC | 262,943 | $8.46M | 0.02% | −37,127−12.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 248,900 | $8.01M | 0.01% | +27,291+12.3% | Added |
| Heartland Advisors Inc | 235,584 | $7.58M | 0.44% | −51,812−18.0% | Reduced |
| SEI Investments Co | 227,132 | $7.31M | 0.01% | −7,078−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 223,128 | $7.18M | 0.00% | −134−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 216,906 | $6.98M | 0.03% | +51,070+30.8% | Added |
| Bank of New York Mellon Corp | 215,095 | $6.92M | 0.00% | −4,480−2.0% | Reduced |
| Panagora Asset Management Inc | 207,819 | $6.69M | 0.03% | −542−0.3% | Reduced |
| Herald Investment Management Ltd | 190,000 | $6.11M | 1.15% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 183,930 | $5.92M | 0.00% | −1,817−1.0% | Reduced |
| Kennedy Capital Management, Inc. | 179,592 | $5.78M | 0.14% | −3,821−2.1% | Reduced |
| Hillsdale Investment Management Inc. | 161,651 | $5.20M | 0.26% | +5,400+3.5% | Added |
| Invesco Ltd. | 159,391 | $5.13M | 0.00% | −88,830−35.8% | Reduced |
| Goldman Sachs Group Inc | 155,286 | $5.00M | 0.00% | −56,367−26.6% | Reduced |
| FMR LLC | 153,953 | $4.95M | 0.00% | +12,757+9.0% | Added |
| Robeco Institutional Asset Management B.V. | 145,222 | $4.67M | 0.01% | +68,962+90.4% | Added |
| Qube Research & Technologies Ltd | 142,070 | $4.57M | 0.01% | +25,689+22.1% | Added |
| Principal Financial Group Inc | 129,830 | $4.18M | 0.00% | +3,157+2.5% | Added |
| Envestnet Asset Management Inc | 125,457 | $4.04M | 0.00% | +81,644+186.3% | Added |
| Teacher Retirement System of Texas | 119,963 | $3.86M | 0.02% | +40,599+51.2% | Added |
| UBS Group AG | 116,881 | $3.76M | 0.00% | −28,459−19.6% | Reduced |
| Connors Investor Services Inc | 104,100 | $3.35M | 0.33% | −962−0.9% | Reduced |
| Bridgeway Capital Management, LLC | 100,304 | $3.23M | 0.08% | +100,304 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 99,514 | $3.20M | 0.01% | +1,047+1.1% | Added |
| Public Sector Pension Investment Board | 98,592 | $3.17M | 0.01% | +38,411+63.8% | Added |
| AQR Capital Management LLC | 92,763 | $2.99M | 0.00% | −50,929−35.4% | Reduced |
| Globeflex Capital L P | 91,972 | $2.96M | 0.27% | 00.0% | Unchanged |
| Bank of America Corp | 90,430 | $2.91M | 0.00% | +41,169+83.6% | Added |
| Pinnacle Financial Partners Inc | 83,011 | $2.67M | 0.05% | +140.0% | Added |
| Intech Investment Management LLC | 77,206 | $2.48M | 0.03% | +43,742+130.7% | Added |
| State Board of Administration of Florida Retirement System | 75,765 | $2.44M | 0.00% | −3,645−4.6% | Reduced |
| Millennium Management LLC | 74,634 | $2.40M | 0.00% | +49,714+199.5% | Added |
| Nuveen, LLC | 73,958 | $2.38M | 0.00% | +73,958 | New |
| Rhumbline Advisers | 70,362 | $2.26M | 0.00% | −4,106−5.5% | Reduced |
| Legal & General Group Plc | 68,459 | $2.20M | 0.00% | −1,078−1.6% | Reduced |
| Zacks Investment Management | 68,419 | $2.20M | 0.02% | −1,826−2.6% | Reduced |
| Cambiar Investors LLC | 67,257 | $2.16M | 0.09% | −13,273−16.5% | Reduced |
| Kornitzer Capital Management Inc | 67,100 | $2.16M | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 61,674 | $1.98M | 0.00% | −42,794−41.0% | Reduced |
| Bridge City Capital, LLC | 58,536 | $1.88M | 0.56% | −718−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 58,487 | $1.88M | 0.00% | −5,070−8.0% | Reduced |
| Castleark Management LLC | 57,770 | $1.86M | 0.06% | +57,770 | New |
| Am Investment Strategies LLC | 57,739 | $1.86M | 0.45% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 57,434 | $1.85M | 0.00% | −1,214−2.1% | Reduced |
| Two Sigma Investments, LP | 54,521 | $1.75M | 0.00% | +25,631+88.7% | Added |
| UBS Asset Management Americas Inc | 54,354 | $1.75M | 0.00% | +7,211+15.3% | Added |
| American Century Companies Inc | 52,445 | $1.69M | 0.00% | +4,613+9.6% | Added |
| Barclays PLC | 48,441 | $1.56M | 0.00% | −13,002−21.2% | Reduced |
| HSBC Holdings PLC | 47,824 | $1.53M | 0.00% | +5,803+13.8% | Added |
| Jane Street Group, LLC | 47,611 | $1.53M | 0.00% | +47,611 | New |
| Swiss National Bank | 47,200 | $1.52M | 0.00% | −500−1.0% | Reduced |
| Stifel Financial Corp | 47,104 | $1.52M | 0.00% | +33,043+235.0% | Added |
| Campbell & CO Investment Adviser LLC | 47,062 | $1.51M | 0.12% | −969−2.0% | Reduced |
| Annex Advisory Services, LLC | 44,840 | $1.44M | 0.04% | +8,700+24.1% | Added |
| Franklin Resources Inc | 44,522 | $1.43M | 0.00% | −150−0.3% | Reduced |
| Royal Bank of Canada | 43,899 | $1.41M | 0.00% | +28,977+194.2% | Added |
| Citigroup Inc | 43,861 | $1.41M | 0.00% | +2,330+5.6% | Added |
| Carrera Capital Advisors | 43,371 | $1.40M | 0.31% | +43,371 | New |
| Jefferies Financial Group Inc. | 42,200 | $1.36M | 0.02% | −15,100−26.4% | Reduced |
| Martingale Asset Management L P | 41,146 | $1.32M | 0.03% | −16,407−28.5% | Reduced |
| D. E. Shaw & Co., Inc. | 39,724 | $1.28M | 0.00% | −6,371−13.8% | Reduced |
| Lazard Asset Management LLC | 39,692 | $1.28M | 0.00% | +7,214+22.2% | Added |
| Susquehanna International Group, LLP | 39,312 | $1.27M | 0.00% | +27,267+226.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 38,998 | $1.25M | 0.01% | +10,382+36.3% | Added |
| Victory Capital Management Inc | 37,324 | $1.20M | 0.00% | −1,650−4.2% | Reduced |
| Integrated Quantitative Investments LLC | 36,531 | $1.18M | 0.58% | −3,701−9.2% | Reduced |
| Wakefield Asset Management LLLP | 35,528 | $1.14M | 0.35% | +2,402+7.3% | Added |
| CWM Advisors, LLC | 34,971 | $1.13M | 0.13% | −4,069−10.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 34,842 | $1.12M | 0.02% | +10,961+45.9% | Added |
| Man Group plc | 34,431 | $1.11M | 0.00% | +34,431 | New |
| KLP Kapitalforvaltning AS | 33,200 | $1.07M | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 32,793 | $1.06M | 0.00% | −1,300−3.8% | Reduced |
| California State Teachers Retirement System | 30,148 | $970.2K | 0.00% | +7,456+32.9% | Added |
| Two Sigma Advisers, LP | 29,700 | $955.7K | 0.00% | +13,856+87.5% | Added |
| Great West Life Assurance Co | 27,725 | $893.0K | 0.00% | −3,339−10.7% | Reduced |
| Voya Investment Management LLC | 25,738 | $828.2K | 0.00% | +13,465+109.7% | Added |
| Alliancebernstein L.P. | 24,556 | $790.2K | 0.00% | +283+1.2% | Added |
| Exchange Traded Concepts, LLC | 24,057 | $774.2K | 0.01% | −37,799−61.1% | Reduced |
| Creative Planning | 23,325 | $750.6K | 0.00% | −2,236−8.7% | Reduced |
| Ellsworth Advisors, LLC | 23,070 | $742.4K | 0.19% | +1,453+6.7% | Added |
| HRT Financial LP | 22,124 | $711.0K | 0.00% | +6,502+41.6% | Added |
| ExodusPoint Capital Management, LP | 21,900 | $705.0K | 0.01% | +21,900 | New |
| New York State Common Retirement Fund | 20,506 | $659.9K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 20,052 | $646.0K | 0.00% | +1,267+6.7% | Added |
| Russell Investments Group, Ltd. | 19,368 | $622.3K | 0.00% | +11,685+152.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 19,284 | $620.6K | 0.00% | +19,284 | New |