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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 14,236 | $458.1K | 0.01% | −1,578−10.0% | Reduced |
| MetLife Investment Management | 14,577 | $469.1K | 0.00% | −1,044−6.7% | Reduced |
| Quest Partners LLC | 14,859 | $478.2K | 0.05% | −3,871−20.7% | Reduced |
| New York State Teachers Retirement System | 16,166 | $520.0K | 0.00% | +100+0.6% | Added |
| Ensign Peak Advisors, Inc | 16,479 | $530.3K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 17,649 | $568.0K | 0.00% | −923−5.0% | Reduced |
| BNP Paribas Arbitrage, SA | 18,243 | $587.1K | 0.00% | +3,010+19.8% | Added |
| Deutsche Bank AG | 18,534 | $596.4K | 0.00% | −7,354−28.4% | Reduced |
| SG Americas Securities, LLC | 18,648 | $600.0K | 0.00% | +1,584+9.3% | Added |
| STRS Ohio | 18,800 | $605.0K | 0.00% | −1,800−8.7% | Reduced |
| Nebula Research & Development LLC | 18,892 | $607.9K | 0.06% | +1,314+7.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 19,284 | $620.6K | 0.00% | +19,284 | New |
| Russell Investments Group, Ltd. | 19,368 | $622.3K | 0.00% | +11,685+152.1% | Added |
| Price T Rowe Associates Inc | 20,052 | $646.0K | 0.00% | +1,267+6.7% | Added |
| New York State Common Retirement Fund | 20,506 | $659.9K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 21,900 | $705.0K | 0.01% | +21,900 | New |
| HRT Financial LP | 22,124 | $711.0K | 0.00% | +6,502+41.6% | Added |
| Ellsworth Advisors, LLC | 23,070 | $742.4K | 0.19% | +1,453+6.7% | Added |
| Creative Planning | 23,325 | $750.6K | 0.00% | −2,236−8.7% | Reduced |
| Exchange Traded Concepts, LLC | 24,057 | $774.2K | 0.01% | −37,799−61.1% | Reduced |
| Alliancebernstein L.P. | 24,556 | $790.2K | 0.00% | +283+1.2% | Added |
| Voya Investment Management LLC | 25,738 | $828.2K | 0.00% | +13,465+109.7% | Added |
| Great West Life Assurance Co | 27,725 | $893.0K | 0.00% | −3,339−10.7% | Reduced |
| Two Sigma Advisers, LP | 29,700 | $955.7K | 0.00% | +13,856+87.5% | Added |
| California State Teachers Retirement System | 30,148 | $970.2K | 0.00% | +7,456+32.9% | Added |
| Prudential Financial Inc | 32,793 | $1.06M | 0.00% | −1,300−3.8% | Reduced |
| KLP Kapitalforvaltning AS | 33,200 | $1.07M | 0.01% | 00.0% | Unchanged |
| Man Group plc | 34,431 | $1.11M | 0.00% | +34,431 | New |
| Susquehanna Fundamental Investments, LLC | 34,842 | $1.12M | 0.02% | +10,961+45.9% | Added |
| CWM Advisors, LLC | 34,971 | $1.13M | 0.13% | −4,069−10.4% | Reduced |
| Wakefield Asset Management LLLP | 35,528 | $1.14M | 0.35% | +2,402+7.3% | Added |
| Integrated Quantitative Investments LLC | 36,531 | $1.18M | 0.58% | −3,701−9.2% | Reduced |
| Victory Capital Management Inc | 37,324 | $1.20M | 0.00% | −1,650−4.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 38,998 | $1.25M | 0.01% | +10,382+36.3% | Added |
| Susquehanna International Group, LLP | 39,312 | $1.27M | 0.00% | +27,267+226.4% | Added |
| Lazard Asset Management LLC | 39,692 | $1.28M | 0.00% | +7,214+22.2% | Added |
| D. E. Shaw & Co., Inc. | 39,724 | $1.28M | 0.00% | −6,371−13.8% | Reduced |
| Martingale Asset Management L P | 41,146 | $1.32M | 0.03% | −16,407−28.5% | Reduced |
| Jefferies Financial Group Inc. | 42,200 | $1.36M | 0.02% | −15,100−26.4% | Reduced |
| Carrera Capital Advisors | 43,371 | $1.40M | 0.31% | +43,371 | New |
| Citigroup Inc | 43,861 | $1.41M | 0.00% | +2,330+5.6% | Added |
| Royal Bank of Canada | 43,899 | $1.41M | 0.00% | +28,977+194.2% | Added |
| Franklin Resources Inc | 44,522 | $1.43M | 0.00% | −150−0.3% | Reduced |
| Annex Advisory Services, LLC | 44,840 | $1.44M | 0.04% | +8,700+24.1% | Added |
| Campbell & CO Investment Adviser LLC | 47,062 | $1.51M | 0.12% | −969−2.0% | Reduced |
| Stifel Financial Corp | 47,104 | $1.52M | 0.00% | +33,043+235.0% | Added |
| Swiss National Bank | 47,200 | $1.52M | 0.00% | −500−1.0% | Reduced |
| Jane Street Group, LLC | 47,611 | $1.53M | 0.00% | +47,611 | New |
| HSBC Holdings PLC | 47,824 | $1.53M | 0.00% | +5,803+13.8% | Added |
| Barclays PLC | 48,441 | $1.56M | 0.00% | −13,002−21.2% | Reduced |
| American Century Companies Inc | 52,445 | $1.69M | 0.00% | +4,613+9.6% | Added |
| UBS Asset Management Americas Inc | 54,354 | $1.75M | 0.00% | +7,211+15.3% | Added |
| Two Sigma Investments, LP | 54,521 | $1.75M | 0.00% | +25,631+88.7% | Added |
| Allianz Asset Management GmbH | 57,434 | $1.85M | 0.00% | −1,214−2.1% | Reduced |
| Am Investment Strategies LLC | 57,739 | $1.86M | 0.45% | 00.0% | Unchanged |
| Castleark Management LLC | 57,770 | $1.86M | 0.06% | +57,770 | New |
| Allspring Global Investments Holdings, LLC | 58,487 | $1.88M | 0.00% | −5,070−8.0% | Reduced |
| Bridge City Capital, LLC | 58,536 | $1.88M | 0.56% | −718−1.2% | Reduced |
| JPMorgan Chase & Co | 61,674 | $1.98M | 0.00% | −42,794−41.0% | Reduced |
| Kornitzer Capital Management Inc | 67,100 | $2.16M | 0.04% | 00.0% | Unchanged |
| Cambiar Investors LLC | 67,257 | $2.16M | 0.09% | −13,273−16.5% | Reduced |
| Zacks Investment Management | 68,419 | $2.20M | 0.02% | −1,826−2.6% | Reduced |
| Legal & General Group Plc | 68,459 | $2.20M | 0.00% | −1,078−1.6% | Reduced |
| Rhumbline Advisers | 70,362 | $2.26M | 0.00% | −4,106−5.5% | Reduced |
| Nuveen, LLC | 73,958 | $2.38M | 0.00% | +73,958 | New |
| Millennium Management LLC | 74,634 | $2.40M | 0.00% | +49,714+199.5% | Added |
| State Board of Administration of Florida Retirement System | 75,765 | $2.44M | 0.00% | −3,645−4.6% | Reduced |
| Intech Investment Management LLC | 77,206 | $2.48M | 0.03% | +43,742+130.7% | Added |
| Pinnacle Financial Partners Inc | 83,011 | $2.67M | 0.05% | +140.0% | Added |
| Bank of America Corp | 90,430 | $2.91M | 0.00% | +41,169+83.6% | Added |
| Globeflex Capital L P | 91,972 | $2.96M | 0.27% | 00.0% | Unchanged |
| AQR Capital Management LLC | 92,763 | $2.99M | 0.00% | −50,929−35.4% | Reduced |
| Public Sector Pension Investment Board | 98,592 | $3.17M | 0.01% | +38,411+63.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 99,514 | $3.20M | 0.01% | +1,047+1.1% | Added |
| Bridgeway Capital Management, LLC | 100,304 | $3.23M | 0.08% | +100,304 | New |
| Connors Investor Services Inc | 104,100 | $3.35M | 0.33% | −962−0.9% | Reduced |
| UBS Group AG | 116,881 | $3.76M | 0.00% | −28,459−19.6% | Reduced |
| Teacher Retirement System of Texas | 119,963 | $3.86M | 0.02% | +40,599+51.2% | Added |
| Envestnet Asset Management Inc | 125,457 | $4.04M | 0.00% | +81,644+186.3% | Added |
| Principal Financial Group Inc | 129,830 | $4.18M | 0.00% | +3,157+2.5% | Added |
| Qube Research & Technologies Ltd | 142,070 | $4.57M | 0.01% | +25,689+22.1% | Added |
| Robeco Institutional Asset Management B.V. | 145,222 | $4.67M | 0.01% | +68,962+90.4% | Added |
| FMR LLC | 153,953 | $4.95M | 0.00% | +12,757+9.0% | Added |
| Goldman Sachs Group Inc | 155,286 | $5.00M | 0.00% | −56,367−26.6% | Reduced |
| Invesco Ltd. | 159,391 | $5.13M | 0.00% | −88,830−35.8% | Reduced |
| Hillsdale Investment Management Inc. | 161,651 | $5.20M | 0.26% | +5,400+3.5% | Added |
| Kennedy Capital Management, Inc. | 179,592 | $5.78M | 0.14% | −3,821−2.1% | Reduced |
| Ameriprise Financial Inc | 183,930 | $5.92M | 0.00% | −1,817−1.0% | Reduced |
| Herald Investment Management Ltd | 190,000 | $6.11M | 1.15% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 207,819 | $6.69M | 0.03% | −542−0.3% | Reduced |
| Bank of New York Mellon Corp | 215,095 | $6.92M | 0.00% | −4,480−2.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 216,906 | $6.98M | 0.03% | +51,070+30.8% | Added |
| Charles Schwab Investment Management Inc | 223,128 | $7.18M | 0.00% | −134−0.1% | Reduced |
| SEI Investments Co | 227,132 | $7.31M | 0.01% | −7,078−3.0% | Reduced |
| Heartland Advisors Inc | 235,584 | $7.58M | 0.44% | −51,812−18.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 248,900 | $8.01M | 0.01% | +27,291+12.3% | Added |
| Cerity Partners LLC | 262,943 | $8.46M | 0.02% | −37,127−12.4% | Reduced |
| Morgan Stanley | 297,251 | $9.57M | 0.00% | −109,049−26.8% | Reduced |
| Stephens Investment Management Group LLC | 318,341 | $10.2M | 0.15% | −12,880−3.9% | Reduced |
| Northern Trust Corp | 386,127 | $12.4M | 0.00% | +79,687+26.0% | Added |