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 |
|---|---|---|---|---|---|
| Avion Wealth | 23 | $0 | 0.00% | +23 | New |
| SBI Securities Co., Ltd. | 2 | $64 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $161 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10 | $322 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 14 | $451 | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 16 | $515 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 17 | $548 | 0.00% | +17 | New |
| Hollencrest Capital Management | 24 | $772 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24 | $772 | 0.00% | +21+700.0% | Added |
| Parkside Financial Bank & Trust | 29 | $934 | 0.00% | +15+107.1% | Added |
| Huntington National Bank | 39 | $1.25K | 0.00% | −8−17.0% | Reduced |
| MCF Advisors LLC | 41 | $1.32K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50 | $1.61K | 0.00% | +25+100.0% | Added |
| WPG Advisers, LLC | 52 | $1.67K | 0.00% | +47+940.0% | Added |
| Whipplewood Advisors, LLC | 100 | $1.71K | 0.00% | +47+88.7% | Added |
| EverSource Wealth Advisors, LLC | 53 | $1.71K | 0.00% | +26+96.3% | Added |
| Principal Securities, Inc. | 61 | $1.94K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 71 | $2.29K | 0.00% | −5−6.6% | Reduced |
| True Wealth Design, LLC | 74 | $2.38K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 75 | $2.44K | 0.00% | +75 | New |
| Nisa Investment Advisors, LLC | 101 | $3.25K | 0.00% | +42+71.2% | Added |
| Allworth Financial LP | 100 | $3.32K | 0.00% | −449−81.8% | Reduced |
| Umb Bank N A | 120 | $3.86K | 0.00% | +59+96.7% | Added |
| Versant Capital Management, Inc | 129 | $4.15K | 0.00% | +116+892.3% | Added |
| Farther Finance Advisors, LLC | 140 | $4.52K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 163 | $5.25K | 0.00% | +163 | New |
| NewSquare Capital LLC | 173 | $5.57K | 0.00% | +173 | New |
| Cullen/Frost Bankers, Inc. | 188 | $6.06K | 0.00% | +38+25.3% | Added |
| Fifth Third Bancorp | 190 | $6.11K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 228 | $7.34K | 0.00% | +228 | New |
| Retirement Wealth Solutions LLC | 238 | $7.66K | 0.01% | +84+54.5% | Added |
| Lindbrook Capital, LLC | 247 | $7.95K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 250 | $8.05K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 279 | $8.94K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 305 | $9.80K | 0.00% | +305 | New |
| Geneos Wealth Management Inc. | 319 | $10.3K | 0.00% | +319 | New |
| SRS Capital Advisors, Inc. | 390 | $12.6K | 0.00% | −223−36.4% | Reduced |
| Danske Bank A/S | 400 | $12.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 393 | $13.0K | 0.01% | +17+4.5% | Added |
| CBIZ Investment Advisory Services, LLC | 468 | $15.1K | 0.00% | +318+212.0% | Added |
| Massmutual Trust Co FSB | 583 | $18.8K | 0.00% | −104−15.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 600 | $19.3K | 0.00% | −15−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 705 | $22.7K | 0.00% | +236+50.3% | Added |
| Banque Cantonale Vaudoise | 714 | $23.0K | 0.00% | +714 | New |
| Advisor Group Holdings, Inc. | 718 | $23.1K | 0.00% | +505+237.1% | Added |
| First Horizon Advisors, Inc. | 1,056 | $34.0K | 0.00% | +527+99.6% | Added |
| DekaBank Deutsche Girozentrale | 1,378 | $43.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,337 | $43.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,400 | $45.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,449 | $46.6K | 0.00% | +1,449 | New |
| Signaturefd, LLC | 1,514 | $48.7K | 0.00% | +65+4.5% | Added |
| Harbour Investments, Inc. | 1,535 | $49.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,082 | $67.0K | 0.01% | +490+30.8% | Added |
| Ameritas Investment Partners, Inc. | 2,408 | $77.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,521 | $81.1K | 0.00% | +106+4.4% | Added |
| The PNC Financial Services Group, Inc. | 2,625 | $84.5K | 0.00% | +1,010+62.5% | Added |
| Meeder Asset Management Inc | 3,599 | $115.8K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 3,780 | $121.1K | 0.00% | −206−5.2% | Reduced |
| CWM, LLC | 4,777 | $154.0K | 0.00% | +88+1.9% | Added |
| Virtus ETF Advisers LLC | 5,015 | $161.4K | 0.10% | +5,015 | New |
| Police & Firemen's Retirement System of New Jersey | 5,085 | $163.6K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,391 | $173.5K | 0.00% | −300−5.3% | Reduced |
| Johnson Financial Group, Inc. | 6,230 | $200.5K | 0.01% | +6,230 | New |
| Teachers Retirement System of the State of Kentucky | 6,300 | $203.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,711 | $216.0K | 0.01% | −292−4.2% | Reduced |
| Amalgamated Bank | 6,749 | $217.0K | 0.00% | −372−5.2% | Reduced |
| Bessemer Group Inc | 6,897 | $222.0K | 0.00% | +3,150+84.1% | Added |
| Arizona State Retirement System | 6,942 | $223.4K | 0.00% | −99−1.4% | Reduced |
| Maryland State Retirement & Pension System | 7,012 | $225.6K | 0.01% | −1,100−13.6% | Reduced |
| Mackenzie Financial Corp | 7,171 | $230.8K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 7,253 | $233.4K | 0.00% | −4,561−38.6% | Reduced |
| Los Angeles Capital Management LLC | 7,692 | $247.5K | 0.00% | −1,342−14.9% | Reduced |
| Avantax Advisory Services, Inc. | 7,969 | $256.4K | 0.00% | +7,969 | New |
| Citadel Advisors LLC | 8,164 | $262.7K | 0.00% | −90−1.1% | Reduced |
| Woodmont Investment Counsel LLC | 8,650 | $278.4K | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 8,768 | $282.2K | 0.00% | −439−4.8% | Reduced |
| Diversified Trust Co | 9,174 | $295.2K | 0.01% | +441+5.0% | Added |
| Yousif Capital Management, LLC | 9,189 | $295.7K | 0.00% | −173−1.8% | Reduced |
| Snowden Capital Advisors LLC | 9,380 | $301.8K | 0.01% | +9,380 | New |
| JustInvest LLC | 9,885 | $318.1K | 0.00% | +230+2.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,908 | $318.8K | 0.00% | −1,195−10.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $321.8K | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 10,345 | $332.9K | 0.00% | +10,345 | New |
| State of Tennessee, Treasury Department | 10,858 | $349.4K | 0.00% | +63+0.6% | Added |
| Janus Henderson Group PLC | 10,946 | $350.5K | 0.00% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 11,157 | $359.0K | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,300 | $363.6K | 0.01% | −300−2.6% | Reduced |
| MQS Management LLC | 11,320 | $364.3K | 0.21% | +11,320 | New |
| Vestcor Inc | 11,379 | $366.0K | 0.01% | +6,371+127.2% | Added |
| Neuberger Berman Group LLC | 11,380 | $366.2K | 0.00% | +11,380 | New |
| Comerica Bank | 11,517 | $370.6K | 0.00% | +2,144+22.9% | Added |
| Cubist Systematic Strategies, LLC | 12,120 | $390.0K | 0.01% | +12,120 | New |
| US Bancorp | 12,124 | $390.2K | 0.00% | +60+0.5% | Added |
| Natixis Advisors, L.P. | 12,150 | $391.0K | 0.00% | +1,740+16.7% | Added |
| Illinois Municipal Retirement Fund | 12,354 | $397.6K | 0.01% | −392−3.1% | Reduced |
| Corebridge Financial, Inc. | 12,717 | $409.2K | 0.00% | −248−1.9% | Reduced |
| State of Alaska, Department of Revenue | 13,314 | $428.0K | 0.00% | −313−2.3% | Reduced |
| Wells Fargo & Company | 13,681 | $440.3K | 0.00% | +336+2.5% | Added |
| Legato Capital Management LLC | 13,703 | $441.0K | 0.06% | −178−1.3% | Reduced |
| Tudor Investment Corp Et Al | 13,896 | $447.2K | 0.00% | −57,118−80.4% | Reduced |