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, Q2 2025
Institutional positions in Healthstream Inc as of Jun 30, 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
- 203
- −7 vs. Q1 2025
- Shares held
- 22.1M
- −292.5K (−1.3%) vs. Q1 2025
- Total value
- $611.1M
- −$109.0M (−15.1%) vs. Q1 2025
- New holders
- 23
- 79 more added
- Sold out
- 30
- 70 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,612,026 | $99.9M | 0.00% | −304,420−7.8% | Reduced |
| Vanguard Group Inc | 3,060,969 | $84.7M | 0.00% | +7,835+0.3% | Added |
| Dimensional Fund Advisors LP | 1,424,861 | $39.4M | 0.01% | −29,881−2.1% | Reduced |
| State Street Corp | 1,030,181 | $28.5M | 0.00% | −11,977−1.1% | Reduced |
| Copeland Capital Management, LLC | 882,950 | $24.4M | 0.50% | +119,260+15.6% | Added |
| Geode Capital Management, LLC | 766,193 | $21.2M | 0.00% | +38,868+5.3% | Added |
| Acadian Asset Management LLC | 762,343 | $21.1M | 0.04% | +37,004+5.1% | Added |
| Renaissance Technologies LLC | 656,900 | $18.2M | 0.02% | +108,900+19.9% | Added |
| Punch & Associates Investment Management, Inc. | 545,982 | $15.1M | 0.93% | −67,989−11.1% | Reduced |
| First Eagle Investment Management, LLC | 406,498 | $11.2M | 0.02% | −6,400−1.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 380,604 | $10.5M | 0.02% | +235,382+162.1% | Added |
| Northern Trust Corp | 378,736 | $10.5M | 0.00% | −7,391−1.9% | Reduced |
| Harbor Capital Advisors, Inc. | 343,124 | $9.49M | 0.40% | −81,666−19.2% | Reduced |
| Stephens Investment Management Group LLC | 319,301 | $8.84M | 0.12% | +960+0.3% | Added |
| Morgan Stanley | 283,355 | $7.84M | 0.00% | −13,896−4.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 256,459 | $7.10M | 0.03% | +39,553+18.2% | Added |
| Qube Research & Technologies Ltd | 251,953 | $6.97M | 0.01% | +109,883+77.3% | Added |
| Arrowstreet Capital, Limited Partnership | 251,287 | $6.95M | 0.00% | +2,387+1.0% | Added |
| JPMorgan Chase & Co | 247,905 | $6.86M | 0.00% | +186,231+302.0% | Added |
| Charles Schwab Investment Management Inc | 221,995 | $6.14M | 0.00% | −1,133−0.5% | Reduced |
| Bank of New York Mellon Corp | 210,931 | $5.84M | 0.00% | −4,164−1.9% | Reduced |
| Panagora Asset Management Inc | 206,672 | $5.72M | 0.03% | −1,147−0.6% | Reduced |
| SEI Investments Co | 203,590 | $5.63M | 0.01% | −23,542−10.4% | Reduced |
| Ameriprise Financial Inc | 198,023 | $5.48M | 0.00% | +14,093+7.7% | Added |
| Kennedy Capital Management, Inc. | 193,577 | $5.36M | 0.13% | +13,985+7.8% | Added |
| Herald Investment Management Ltd | 190,000 | $5.25M | 0.78% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 186,039 | $5.15M | 0.02% | +66,076+55.1% | Added |
| Invesco Ltd. | 179,203 | $4.96M | 0.00% | +19,812+12.4% | Added |
| Millennium Management LLC | 167,482 | $4.63M | 0.00% | +92,848+124.4% | Added |
| FMR LLC | 156,583 | $4.33M | 0.00% | +2,630+1.7% | Added |
| Two Sigma Investments, LP | 151,503 | $4.19M | 0.01% | +96,982+177.9% | Added |
| Citadel Advisors LLC | 149,241 | $4.13M | 0.00% | +141,077+1,728.0% | Added |
| Bank of America Corp | 141,282 | $3.91M | 0.00% | +50,852+56.2% | Added |
| Envestnet Asset Management Inc | 130,090 | $3.60M | 0.00% | +4,633+3.7% | Added |
| Principal Financial Group Inc | 128,834 | $3.56M | 0.00% | −996−0.8% | Reduced |
| UBS Group AG | 110,596 | $3.06M | 0.00% | −6,285−5.4% | Reduced |
| Bridgeway Capital Management, LLC | 104,084 | $2.88M | 0.07% | +3,780+3.8% | Added |
| Public Sector Pension Investment Board | 104,004 | $2.88M | 0.01% | +5,412+5.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 103,885 | $2.87M | 0.01% | +4,371+4.4% | Added |
| Connors Investor Services Inc | 103,747 | $2.87M | 0.25% | −353−0.3% | Reduced |
| Goldman Sachs Group Inc | 83,797 | $2.32M | 0.00% | −71,489−46.0% | Reduced |
| Intech Investment Management LLC | 83,110 | $2.30M | 0.02% | +5,904+7.6% | Added |
| Pinnacle Financial Partners Inc | 83,011 | $2.30M | 0.05% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 78,900 | $2.18M | 0.00% | +49,200+165.7% | Added |
| UBS Asset Management Americas Inc | 75,351 | $2.08M | 0.00% | +20,997+38.6% | Added |
| Globeflex Capital L P | 72,988 | $2.02M | 0.17% | −18,984−20.6% | Reduced |
| Rhumbline Advisers | 69,771 | $1.93M | 0.00% | −591−0.8% | Reduced |
| Legal & General Group Plc | 68,883 | $1.91M | 0.00% | +424+0.6% | Added |
| Cambiar Investors LLC | 67,229 | $1.86M | 0.08% | −280.0% | Reduced |
| Heartland Advisors Inc | 64,694 | $1.79M | 0.10% | −170,890−72.5% | Reduced |
| Kornitzer Capital Management Inc | 63,100 | $1.75M | 0.04% | −4,000−6.0% | Reduced |
| Trexquant Investment LP | 59,523 | $1.65M | 0.02% | +59,523 | New |
| Bridge City Capital, LLC | 58,977 | $1.63M | 0.46% | +441+0.8% | Added |
| American Century Companies Inc | 58,541 | $1.62M | 0.00% | +6,096+11.6% | Added |
| Am Investment Strategies LLC | 57,739 | $1.60M | 0.38% | 00.0% | Unchanged |
| Stifel Financial Corp | 55,317 | $1.53M | 0.00% | +8,213+17.4% | Added |
| Royal Bank of Canada | 54,310 | $1.50M | 0.00% | +10,411+23.7% | Added |
| Nuveen, LLC | 51,407 | $1.42M | 0.00% | −22,551−30.5% | Reduced |
| Jane Street Group, LLC | 48,533 | $1.34M | 0.00% | +922+1.9% | Added |
| Swiss National Bank | 47,200 | $1.31M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 47,049 | $1.30M | 0.00% | −1,392−2.9% | Reduced |
| Annex Advisory Services, LLC | 46,819 | $1.30M | 0.03% | +1,979+4.4% | Added |
| Franklin Resources Inc | 44,737 | $1.24M | 0.00% | +215+0.5% | Added |
| State Board of Administration of Florida Retirement System | 41,652 | $1.15M | 0.00% | −34,113−45.0% | Reduced |
| Integrated Quantitative Investments LLC | 41,426 | $1.15M | 0.34% | +4,895+13.4% | Added |
| Martingale Asset Management L P | 38,983 | $1.08M | 0.03% | −2,163−5.3% | Reduced |
| AQR Capital Management LLC | 38,440 | $1.06M | 0.00% | −54,323−58.6% | Reduced |
| Lazard Asset Management LLC | 36,908 | $1.02M | 0.00% | −2,784−7.0% | Reduced |
| XTX Topco Ltd | 36,436 | $1.01M | 0.04% | +36,436 | New |
| Jefferies Financial Group Inc. | 36,300 | $1.00M | 0.02% | −5,900−14.0% | Reduced |
| Victory Capital Management Inc | 35,656 | $986.6K | 0.00% | −1,668−4.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 34,557 | $956.2K | 0.06% | −12,505−26.6% | Reduced |
| Susquehanna International Group, LLP | 34,387 | $951.5K | 0.00% | −4,925−12.5% | Reduced |
| Riverwater Partners LLC | 33,921 | $938.6K | 0.44% | +33,921 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 33,289 | $921.1K | 0.00% | −5,709−14.6% | Reduced |
| KLP Kapitalforvaltning AS | 33,200 | $918.6K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 30,668 | $848.6K | 0.00% | −3,763−10.9% | Reduced |
| California State Teachers Retirement System | 30,148 | $834.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 29,313 | $809.7K | 0.00% | +9,945+51.3% | Added |
| Great West Life Assurance Co | 27,725 | $767.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 26,043 | $720.6K | 0.00% | +305+1.2% | Added |
| Prudential Financial Inc | 24,760 | $685.1K | 0.00% | −8,033−24.5% | Reduced |
| Alliancebernstein L.P. | 24,556 | $679.5K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 24,525 | $678.6K | 0.01% | +468+1.9% | Added |
| D. E. Shaw & Co., Inc. | 23,513 | $650.6K | 0.00% | −16,211−40.8% | Reduced |
| Citigroup Inc | 23,013 | $636.8K | 0.00% | −20,848−47.5% | Reduced |
| STRS Ohio | 22,000 | $608.7K | 0.00% | +3,200+17.0% | Added |
| Price T Rowe Associates Inc | 21,664 | $600.0K | 0.00% | +1,612+8.0% | Added |
| Nebula Research & Development LLC | 21,659 | $599.3K | 0.05% | +2,767+14.6% | Added |
| New York State Common Retirement Fund | 20,506 | $567.4K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 20,464 | $566.2K | 0.00% | +10,119+97.8% | Added |
| SG Americas Securities, LLC | 18,910 | $523.0K | 0.00% | +262+1.4% | Added |
| New York State Teachers Retirement System | 18,011 | $498.0K | 0.00% | +1,845+11.4% | Added |
| EntryPoint Capital, LLC | 17,965 | $497.1K | 0.25% | +17,965 | New |
| Thrivent Financial for Lutherans | 17,732 | $491.0K | 0.00% | +83+0.5% | Added |
| Ensign Peak Advisors, Inc | 16,379 | $453.2K | 0.00% | −100−0.6% | Reduced |
| Deutsche Bank AG | 15,430 | $426.9K | 0.00% | −3,104−16.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,074 | $417.1K | 0.00% | +5,166+52.1% | Added |
| Wells Fargo & Company | 14,690 | $406.5K | 0.00% | +1,009+7.4% | Added |
| Allianz Asset Management GmbH | 14,650 | $405.4K | 0.00% | −42,784−74.5% | Reduced |