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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 14,577 | $403.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 14,357 | $397.3K | 0.01% | +121+0.8% | Added |
| State of Alaska, Department of Revenue | 14,361 | $396.0K | 0.00% | +1,047+7.9% | Added |
| CWM Advisors, LLC | 14,132 | $391.0K | 0.04% | −20,839−59.6% | Reduced |
| Engineers Gate Manager LP | 13,994 | $387.2K | 0.00% | +13,994 | New |
| Legato Capital Management LLC | 13,703 | $379.2K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 13,518 | $374.0K | 0.01% | +13,518 | New |
| Creative Planning | 12,611 | $348.9K | 0.00% | −10,714−45.9% | Reduced |
| Illinois Municipal Retirement Fund | 12,566 | $347.7K | 0.00% | +212+1.7% | Added |
| Vestcor Inc | 12,458 | $345.0K | 0.01% | +1,079+9.5% | Added |
| Comerica Bank | 11,527 | $319.0K | 0.00% | +10+0.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,476 | $317.5K | 0.00% | −7,808−40.5% | Reduced |
| Louisiana State Employees Retirement System | 11,300 | $312.7K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 11,082 | $306.6K | 0.00% | −1,042−8.6% | Reduced |
| Neuberger Berman Group LLC | 11,003 | $304.5K | 0.00% | −377−3.3% | Reduced |
| Janus Henderson Group PLC | 10,946 | $302.7K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 10,900 | $301.6K | 0.01% | +1,726+18.8% | Added |
| Seizert Capital Partners, LLC | 10,891 | $301.4K | 0.01% | −266−2.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 10,462 | $289.5K | 0.01% | −24,380−70.0% | Reduced |
| Snowden Capital Advisors LLC | 10,196 | $282.1K | 0.01% | +816+8.7% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $276.7K | 0.03% | 00.0% | Unchanged |
| MQS Management LLC | 9,382 | $259.6K | 0.14% | −1,938−17.1% | Reduced |
| Manufacturers Life Insurance Company, The | 9,354 | $258.8K | 0.00% | +586+6.7% | Added |
| Avantax Advisory Services, Inc. | 9,216 | $255.0K | 0.00% | +1,247+15.6% | Added |
| Yousif Capital Management, LLC | 9,159 | $253.4K | 0.00% | −30−0.3% | Reduced |
| Woodmont Investment Counsel LLC | 8,650 | $239.3K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,620 | $238.5K | 0.00% | +8,620 | New |
| Bessemer Group Inc | 8,392 | $233.0K | 0.00% | +1,495+21.7% | Added |
| DRW Securities, LLC | 8,164 | $225.9K | 0.02% | +8,164 | New |
| Quantinno Capital Management LP | 7,705 | $213.2K | 0.00% | +7,705 | New |
| Quest Partners LLC | 7,596 | $210.2K | 0.02% | −7,263−48.9% | Reduced |
| Vontobel Holding Ltd. | 7,471 | $206.7K | 0.00% | +218+3.0% | Added |
| Amalgamated Bank | 6,935 | $192.0K | 0.00% | +186+2.8% | Added |
| Public Employees Retirement System of Ohio | 6,407 | $177.3K | 0.00% | +4,958+342.2% | Added |
| Teachers Retirement System of the State of Kentucky | 6,300 | $175.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,958 | $164.9K | 0.00% | −4,900−45.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,843 | $161.7K | 0.00% | +758+14.9% | Added |
| Shell Asset Management Co | 5,530 | $153.0K | 0.01% | −1,181−17.6% | Reduced |
| Oregon Public Employees Retirement Fund | 5,491 | $151.9K | 0.00% | +100+1.9% | Added |
| Virtus ETF Advisers LLC | 5,015 | $138.8K | 0.08% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4,574 | $126.6K | 0.00% | +4,574 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,100 | $113.4K | 0.00% | +320+8.5% | Added |
| State of Wyoming | 3,822 | $105.8K | 0.01% | +3,822 | New |
| Meeder Asset Management Inc | 3,599 | $99.6K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,599 | $71.9K | 0.00% | −15,644−85.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,408 | $66.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,407 | $66.6K | 0.00% | +1,702+241.4% | Added |
| New Age Alpha Advisors, LLC | 2,152 | $59.5K | 0.00% | +2,152 | New |
| CWM, LLC | 2,136 | $59.0K | 0.00% | −2,641−55.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,906 | $52.7K | 0.00% | −719−27.4% | Reduced |
| Parallel Advisors, LLC | 1,651 | $45.7K | 0.00% | −870−34.5% | Reduced |
| Harbour Investments, Inc. | 1,595 | $44.1K | 0.00% | +60+3.9% | Added |
| Signaturefd, LLC | 1,478 | $40.9K | 0.00% | −36−2.4% | Reduced |
| Delta Asset Management LLC | 1,400 | $38.7K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,378 | $38.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,351 | $37.4K | 0.01% | +1,222+947.3% | Added |
| GAMMA Investing LLC | 1,239 | $34.3K | 0.00% | −843−40.5% | Reduced |
| Advisor Group Holdings, Inc. | 970 | $27.2K | 0.00% | +252+35.1% | Added |
| First Horizon Advisors, Inc. | 837 | $23.2K | 0.00% | −219−20.7% | Reduced |
| SRS Capital Advisors, Inc. | 768 | $21.3K | 0.00% | +378+96.9% | Added |
| Raymond James Financial Inc | 702 | $19.4K | 0.00% | +702 | New |
| Banque Cantonale Vaudoise | 631 | $17.0K | 0.00% | −83−11.6% | Reduced |
| Massmutual Trust Co FSB | 583 | $16.1K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 582 | $16.1K | 0.00% | +114+24.4% | Added |
| Quarry LP | 475 | $13.1K | 0.00% | +475 | New |
| Parkside Financial Bank & Trust | 400 | $11.1K | 0.00% | +371+1,279.3% | Added |
| Danske Bank A/S | 400 | $11.1K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 353 | $9.77K | 0.01% | +190+116.6% | Added |
| EverSource Wealth Advisors, LLC | 348 | $9.63K | 0.00% | +295+556.6% | Added |
| Fifth Third Bancorp | 336 | $9.30K | 0.00% | +146+76.8% | Added |
| Covestor Ltd | 337 | $9.00K | 0.01% | −56−14.2% | Reduced |
| Geneos Wealth Management Inc. | 292 | $8.08K | 0.00% | −27−8.5% | Reduced |
| Retirement Wealth Solutions LLC | 280 | $7.75K | 0.01% | +42+17.6% | Added |
| Smartleaf Asset Management LLC | 279 | $7.69K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 251 | $6.93K | 0.00% | +1+0.4% | Added |
| IFP Advisors, Inc | 0 | $5.54K | 0.00% | −5−100.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 200 | $5.53K | 0.00% | +200 | New |
| Principal Securities, Inc. | 183 | $5.06K | 0.00% | +122+200.0% | Added |
| MAI Capital Management | 183 | $5.06K | 0.00% | +183 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 178 | $5.00K | 0.00% | +178 | New |
| Farther Finance Advisors, LLC | 140 | $3.87K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 125 | $3.46K | 0.00% | +125 | New |
| Dogwood Wealth Management LLC | 95 | $2.61K | 0.00% | +95 | New |
| High Note Wealth, LLC | 85 | $2.35K | 0.00% | +85 | New |
| NewSquare Capital LLC | 75 | $2.08K | 0.00% | −98−56.6% | Reduced |
| Hantz Financial Services, Inc. | 65 | $2.00K | 0.00% | +65 | New |
| Skopos Labs, Inc. | 70 | $1.94K | 0.00% | +56+400.0% | Added |
| Allworth Financial LP | 69 | $1.91K | 0.00% | −31−31.0% | Reduced |
| Nisa Investment Advisors, LLC | 59 | $1.63K | 0.00% | −42−41.6% | Reduced |
| Whipplewood Advisors, LLC | 53 | $1.47K | 0.00% | −47−47.0% | Reduced |
| Umb Bank N A | 50 | $1.38K | 0.00% | −70−58.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 47 | $1.25K | 0.00% | +47 | New |
| Rothschild Investment LLC | 45 | $1.25K | 0.00% | −5−10.0% | Reduced |
| Larson Financial Group LLC | 43 | $1.19K | 0.00% | +19+79.2% | Added |
| MCF Advisors LLC | 41 | $1.14K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 24 | $664 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $443 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 11 | $304 | 0.00% | +11 | New |
| Steward Partners Investment Advisory, LLC | 10 | $277 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $55 | 0.00% | 00.0% | Unchanged |