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 |
|---|---|---|---|---|---|
| Nebula Research & Development LLC | 18,892 | $607.9K | 0.06% | +1,314+7.5% | Added |
| STRS Ohio | 18,800 | $605.0K | 0.00% | −1,800−8.7% | Reduced |
| SG Americas Securities, LLC | 18,648 | $600.0K | 0.00% | +1,584+9.3% | Added |
| Deutsche Bank AG | 18,534 | $596.4K | 0.00% | −7,354−28.4% | Reduced |
| BNP Paribas Arbitrage, SA | 18,243 | $587.1K | 0.00% | +3,010+19.8% | Added |
| Thrivent Financial for Lutherans | 17,649 | $568.0K | 0.00% | −923−5.0% | Reduced |
| Ensign Peak Advisors, Inc | 16,479 | $530.3K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 16,166 | $520.0K | 0.00% | +100+0.6% | Added |
| Quest Partners LLC | 14,859 | $478.2K | 0.05% | −3,871−20.7% | Reduced |
| MetLife Investment Management | 14,577 | $469.1K | 0.00% | −1,044−6.7% | Reduced |
| Sterling Capital Management LLC | 14,236 | $458.1K | 0.01% | −1,578−10.0% | Reduced |
| Tudor Investment Corp Et Al | 13,896 | $447.2K | 0.00% | −57,118−80.4% | Reduced |
| Legato Capital Management LLC | 13,703 | $441.0K | 0.06% | −178−1.3% | Reduced |
| Wells Fargo & Company | 13,681 | $440.3K | 0.00% | +336+2.5% | Added |
| State of Alaska, Department of Revenue | 13,314 | $428.0K | 0.00% | −313−2.3% | Reduced |
| Corebridge Financial, Inc. | 12,717 | $409.2K | 0.00% | −248−1.9% | Reduced |
| Illinois Municipal Retirement Fund | 12,354 | $397.6K | 0.01% | −392−3.1% | Reduced |
| Natixis Advisors, L.P. | 12,150 | $391.0K | 0.00% | +1,740+16.7% | Added |
| US Bancorp | 12,124 | $390.2K | 0.00% | +60+0.5% | Added |
| Cubist Systematic Strategies, LLC | 12,120 | $390.0K | 0.01% | +12,120 | New |
| Comerica Bank | 11,517 | $370.6K | 0.00% | +2,144+22.9% | Added |
| Neuberger Berman Group LLC | 11,380 | $366.2K | 0.00% | +11,380 | New |
| Vestcor Inc | 11,379 | $366.0K | 0.01% | +6,371+127.2% | Added |
| MQS Management LLC | 11,320 | $364.3K | 0.21% | +11,320 | New |
| Louisiana State Employees Retirement System | 11,300 | $363.6K | 0.01% | −300−2.6% | Reduced |
| Seizert Capital Partners, LLC | 11,157 | $359.0K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,946 | $350.5K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 10,858 | $349.4K | 0.00% | +63+0.6% | Added |
| Verition Fund Management LLC | 10,345 | $332.9K | 0.00% | +10,345 | New |
| NJ State Employees Deferred Compensation Plan | 10,000 | $321.8K | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,908 | $318.8K | 0.00% | −1,195−10.8% | Reduced |
| JustInvest LLC | 9,885 | $318.1K | 0.00% | +230+2.4% | Added |
| Snowden Capital Advisors LLC | 9,380 | $301.8K | 0.01% | +9,380 | New |
| Yousif Capital Management, LLC | 9,189 | $295.7K | 0.00% | −173−1.8% | Reduced |
| Diversified Trust Co | 9,174 | $295.2K | 0.01% | +441+5.0% | Added |
| Manufacturers Life Insurance Company, The | 8,768 | $282.2K | 0.00% | −439−4.8% | Reduced |
| Woodmont Investment Counsel LLC | 8,650 | $278.4K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,164 | $262.7K | 0.00% | −90−1.1% | Reduced |
| Avantax Advisory Services, Inc. | 7,969 | $256.4K | 0.00% | +7,969 | New |
| Los Angeles Capital Management LLC | 7,692 | $247.5K | 0.00% | −1,342−14.9% | Reduced |
| Vontobel Holding Ltd. | 7,253 | $233.4K | 0.00% | −4,561−38.6% | Reduced |
| Mackenzie Financial Corp | 7,171 | $230.8K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 7,012 | $225.6K | 0.01% | −1,100−13.6% | Reduced |
| Arizona State Retirement System | 6,942 | $223.4K | 0.00% | −99−1.4% | Reduced |
| Bessemer Group Inc | 6,897 | $222.0K | 0.00% | +3,150+84.1% | Added |
| Amalgamated Bank | 6,749 | $217.0K | 0.00% | −372−5.2% | Reduced |
| Shell Asset Management Co | 6,711 | $216.0K | 0.01% | −292−4.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,300 | $203.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6,230 | $200.5K | 0.01% | +6,230 | New |
| Oregon Public Employees Retirement Fund | 5,391 | $173.5K | 0.00% | −300−5.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,085 | $163.6K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 5,015 | $161.4K | 0.10% | +5,015 | New |
| CWM, LLC | 4,777 | $154.0K | 0.00% | +88+1.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,780 | $121.1K | 0.00% | −206−5.2% | Reduced |
| Meeder Asset Management Inc | 3,599 | $115.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,625 | $84.5K | 0.00% | +1,010+62.5% | Added |
| Parallel Advisors, LLC | 2,521 | $81.1K | 0.00% | +106+4.4% | Added |
| Ameritas Investment Partners, Inc. | 2,408 | $77.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,082 | $67.0K | 0.01% | +490+30.8% | Added |
| Harbour Investments, Inc. | 1,535 | $49.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,514 | $48.7K | 0.00% | +65+4.5% | Added |
| Public Employees Retirement System of Ohio | 1,449 | $46.6K | 0.00% | +1,449 | New |
| Delta Asset Management LLC | 1,400 | $45.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,337 | $43.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,378 | $43.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,056 | $34.0K | 0.00% | +527+99.6% | Added |
| Advisor Group Holdings, Inc. | 718 | $23.1K | 0.00% | +505+237.1% | Added |
| Banque Cantonale Vaudoise | 714 | $23.0K | 0.00% | +714 | New |
| Tower Research Capital LLC (TRC) | 705 | $22.7K | 0.00% | +236+50.3% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $19.3K | 0.00% | −15−2.4% | Reduced |
| Massmutual Trust Co FSB | 583 | $18.8K | 0.00% | −104−15.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 468 | $15.1K | 0.00% | +318+212.0% | Added |
| Covestor Ltd | 393 | $13.0K | 0.01% | +17+4.5% | Added |
| Danske Bank A/S | 400 | $12.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 390 | $12.6K | 0.00% | −223−36.4% | Reduced |
| Geneos Wealth Management Inc. | 319 | $10.3K | 0.00% | +319 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 305 | $9.80K | 0.00% | +305 | New |
| Smartleaf Asset Management LLC | 279 | $8.94K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 250 | $8.05K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 247 | $7.95K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 238 | $7.66K | 0.01% | +84+54.5% | Added |
| Coldstream Capital Management Inc | 228 | $7.34K | 0.00% | +228 | New |
| Fifth Third Bancorp | 190 | $6.11K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 188 | $6.06K | 0.00% | +38+25.3% | Added |
| NewSquare Capital LLC | 173 | $5.57K | 0.00% | +173 | New |
| Binnacle Investments Inc | 163 | $5.25K | 0.00% | +163 | New |
| Farther Finance Advisors, LLC | 140 | $4.52K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 129 | $4.15K | 0.00% | +116+892.3% | Added |
| Umb Bank N A | 120 | $3.86K | 0.00% | +59+96.7% | Added |
| Allworth Financial LP | 100 | $3.32K | 0.00% | −449−81.8% | Reduced |
| Nisa Investment Advisors, LLC | 101 | $3.25K | 0.00% | +42+71.2% | Added |
| Cornerstone Planning Group LLC | 75 | $2.44K | 0.00% | +75 | New |
| True Wealth Design, LLC | 74 | $2.38K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 71 | $2.29K | 0.00% | −5−6.6% | Reduced |
| Principal Securities, Inc. | 61 | $1.94K | 0.00% | 00.0% | Unchanged |
| 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 |
| WPG Advisers, LLC | 52 | $1.67K | 0.00% | +47+940.0% | Added |
| Rothschild Investment LLC | 50 | $1.61K | 0.00% | +25+100.0% | Added |
| MCF Advisors LLC | 41 | $1.32K | 0.00% | 00.0% | Unchanged |