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 |
|---|---|---|---|---|---|
| Avion Wealth | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 0 | $1 | 0.00% | −188−100.0% | Reduced |
| Huntington National Bank | 1 | $28 | 0.00% | −38−97.4% | Reduced |
| SBI Securities Co., Ltd. | 2 | $55 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10 | $277 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 11 | $304 | 0.00% | +11 | New |
| Farmers & Merchants Investments Inc | 16 | $443 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 24 | $664 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 41 | $1.14K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 43 | $1.19K | 0.00% | +19+79.2% | Added |
| Rothschild Investment LLC | 45 | $1.25K | 0.00% | −5−10.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 47 | $1.25K | 0.00% | +47 | New |
| Umb Bank N A | 50 | $1.38K | 0.00% | −70−58.3% | Reduced |
| Whipplewood Advisors, LLC | 53 | $1.47K | 0.00% | −47−47.0% | Reduced |
| Nisa Investment Advisors, LLC | 59 | $1.63K | 0.00% | −42−41.6% | Reduced |
| Allworth Financial LP | 69 | $1.91K | 0.00% | −31−31.0% | Reduced |
| Skopos Labs, Inc. | 70 | $1.94K | 0.00% | +56+400.0% | Added |
| Hantz Financial Services, Inc. | 65 | $2.00K | 0.00% | +65 | New |
| NewSquare Capital LLC | 75 | $2.08K | 0.00% | −98−56.6% | Reduced |
| High Note Wealth, LLC | 85 | $2.35K | 0.00% | +85 | New |
| Dogwood Wealth Management LLC | 95 | $2.61K | 0.00% | +95 | New |
| Aster Capital Management (DIFC) Ltd | 125 | $3.46K | 0.00% | +125 | New |
| Farther Finance Advisors, LLC | 140 | $3.87K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 178 | $5.00K | 0.00% | +178 | New |
| Principal Securities, Inc. | 183 | $5.06K | 0.00% | +122+200.0% | Added |
| MAI Capital Management | 183 | $5.06K | 0.00% | +183 | New |
| GPS Wealth Strategies Group, LLC | 200 | $5.53K | 0.00% | +200 | New |
| IFP Advisors, Inc | 0 | $5.54K | 0.00% | −5−100.0% | Reduced |
| Beacon Capital Management, LLC | 251 | $6.93K | 0.00% | +1+0.4% | Added |
| Smartleaf Asset Management LLC | 279 | $7.69K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 280 | $7.75K | 0.01% | +42+17.6% | Added |
| Geneos Wealth Management Inc. | 292 | $8.08K | 0.00% | −27−8.5% | Reduced |
| Covestor Ltd | 337 | $9.00K | 0.01% | −56−14.2% | Reduced |
| Fifth Third Bancorp | 336 | $9.30K | 0.00% | +146+76.8% | Added |
| EverSource Wealth Advisors, LLC | 348 | $9.63K | 0.00% | +295+556.6% | Added |
| Binnacle Investments Inc | 353 | $9.77K | 0.01% | +190+116.6% | Added |
| Danske Bank A/S | 400 | $11.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 400 | $11.1K | 0.00% | +371+1,279.3% | Added |
| Quarry LP | 475 | $13.1K | 0.00% | +475 | New |
| CBIZ Investment Advisory Services, LLC | 582 | $16.1K | 0.00% | +114+24.4% | Added |
| Massmutual Trust Co FSB | 583 | $16.1K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 631 | $17.0K | 0.00% | −83−11.6% | Reduced |
| Raymond James Financial Inc | 702 | $19.4K | 0.00% | +702 | New |
| SRS Capital Advisors, Inc. | 768 | $21.3K | 0.00% | +378+96.9% | Added |
| First Horizon Advisors, Inc. | 837 | $23.2K | 0.00% | −219−20.7% | Reduced |
| Advisor Group Holdings, Inc. | 970 | $27.2K | 0.00% | +252+35.1% | Added |
| GAMMA Investing LLC | 1,239 | $34.3K | 0.00% | −843−40.5% | Reduced |
| Versant Capital Management, Inc | 1,351 | $37.4K | 0.01% | +1,222+947.3% | Added |
| DekaBank Deutsche Girozentrale | 1,378 | $38.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,400 | $38.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,478 | $40.9K | 0.00% | −36−2.4% | Reduced |
| Harbour Investments, Inc. | 1,595 | $44.1K | 0.00% | +60+3.9% | Added |
| Parallel Advisors, LLC | 1,651 | $45.7K | 0.00% | −870−34.5% | Reduced |
| The PNC Financial Services Group, Inc. | 1,906 | $52.7K | 0.00% | −719−27.4% | Reduced |
| CWM, LLC | 2,136 | $59.0K | 0.00% | −2,641−55.3% | Reduced |
| New Age Alpha Advisors, LLC | 2,152 | $59.5K | 0.00% | +2,152 | New |
| Tower Research Capital LLC (TRC) | 2,407 | $66.6K | 0.00% | +1,702+241.4% | Added |
| Ameritas Investment Partners, Inc. | 2,408 | $66.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,599 | $71.9K | 0.00% | −15,644−85.8% | Reduced |
| Meeder Asset Management Inc | 3,599 | $99.6K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,822 | $105.8K | 0.01% | +3,822 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,100 | $113.4K | 0.00% | +320+8.5% | Added |
| Pacer Advisors, Inc. | 4,574 | $126.6K | 0.00% | +4,574 | New |
| Virtus ETF Advisers LLC | 5,015 | $138.8K | 0.08% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,491 | $151.9K | 0.00% | +100+1.9% | Added |
| Shell Asset Management Co | 5,530 | $153.0K | 0.01% | −1,181−17.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,843 | $161.7K | 0.00% | +758+14.9% | Added |
| State of Tennessee, Treasury Department | 5,958 | $164.9K | 0.00% | −4,900−45.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,300 | $175.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 6,407 | $177.3K | 0.00% | +4,958+342.2% | Added |
| Amalgamated Bank | 6,935 | $192.0K | 0.00% | +186+2.8% | Added |
| Vontobel Holding Ltd. | 7,471 | $206.7K | 0.00% | +218+3.0% | Added |
| Quest Partners LLC | 7,596 | $210.2K | 0.02% | −7,263−48.9% | Reduced |
| Quantinno Capital Management LP | 7,705 | $213.2K | 0.00% | +7,705 | New |
| DRW Securities, LLC | 8,164 | $225.9K | 0.02% | +8,164 | New |
| Bessemer Group Inc | 8,392 | $233.0K | 0.00% | +1,495+21.7% | Added |
| State of Wisconsin Investment Board | 8,620 | $238.5K | 0.00% | +8,620 | New |
| Woodmont Investment Counsel LLC | 8,650 | $239.3K | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,159 | $253.4K | 0.00% | −30−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 9,216 | $255.0K | 0.00% | +1,247+15.6% | Added |
| Manufacturers Life Insurance Company, The | 9,354 | $258.8K | 0.00% | +586+6.7% | Added |
| MQS Management LLC | 9,382 | $259.6K | 0.14% | −1,938−17.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $276.7K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,196 | $282.1K | 0.01% | +816+8.7% | Added |
| Susquehanna Fundamental Investments, LLC | 10,462 | $289.5K | 0.01% | −24,380−70.0% | Reduced |
| Seizert Capital Partners, LLC | 10,891 | $301.4K | 0.01% | −266−2.4% | Reduced |
| Diversified Trust Co | 10,900 | $301.6K | 0.01% | +1,726+18.8% | Added |
| Janus Henderson Group PLC | 10,946 | $302.7K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 11,003 | $304.5K | 0.00% | −377−3.3% | Reduced |
| US Bancorp | 11,082 | $306.6K | 0.00% | −1,042−8.6% | Reduced |
| Louisiana State Employees Retirement System | 11,300 | $312.7K | 0.01% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,476 | $317.5K | 0.00% | −7,808−40.5% | Reduced |
| Comerica Bank | 11,527 | $319.0K | 0.00% | +10+0.1% | Added |
| Vestcor Inc | 12,458 | $345.0K | 0.01% | +1,079+9.5% | Added |
| Illinois Municipal Retirement Fund | 12,566 | $347.7K | 0.00% | +212+1.7% | Added |
| Creative Planning | 12,611 | $348.9K | 0.00% | −10,714−45.9% | Reduced |
| Horizon Investments, LLC | 13,518 | $374.0K | 0.01% | +13,518 | New |
| Legato Capital Management LLC | 13,703 | $379.2K | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 13,994 | $387.2K | 0.00% | +13,994 | New |
| CWM Advisors, LLC | 14,132 | $391.0K | 0.04% | −20,839−59.6% | Reduced |