Healthstream Inc

HSTM

Exchange: Nasdaq
Industry: Services-Computer Programming, Data Processing, Etc.
SEC CIK: 0001095565

SEC filings (opens in a new tab)

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.

Q3 2025 vs. Q2 2025

How the institutions holding Healthstream Inc changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of HSTM: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Of which not filed for Q3 2025	Q3 2025	Change
Holders	203	2	201	0
Shares	22.1M	10.1K	21.3M	−744.6K (−3.4%)
Value	$611.1M	$278.2K	$602.0M	−$8.87M (−1.5%)

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Healthstream Inc at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to HSTM in Q3 2025
Institution	Shares	Value	% of portfolio
Numerai GP LLC	67,687	$1.91M	0.27%
Assenagon Asset Management S.A.	44,775	$1.26M	0.00%
Cerity Partners LLC	33,468	$945.1K	0.00%
HRT Financial LP	21,691	$612.0K	0.00%
Summit Global Investments	20,030	$566.0K	0.03%
Gsa Capital Partners LLP	17,887	$505.0K	0.04%
Pathstone Holdings, LLC	9,686	$273.5K	0.00%
Cetera Investment Advisers	9,601	$271.1K	0.00%
Arizona State Retirement System	7,204	$203.4K	0.00%
Aquatic Capital Management LLC	1,415	$40.0K	0.00%
Quadrant Capital Group LLC	562	$15.9K	0.00%
Advisory Services Network, LLC	359	$10.1K	0.00%
Cornerstone Planning Group LLC	369	$9.06K	0.00%
Salomon & Ludwin, LLC	212	$5.80K	0.00%
First Horizon Corp	165	$4.66K	0.00%
Optiver Holding B.V.	116	$3.28K	0.00%
Brown Brothers Harriman & Co	115	$3.25K	0.00%
Wealthspire Advisors, LLC	73	$2.06K	0.00%
Rockefeller Capital Management L.P.	42	$1.19K	0.00%
CIBC Private Wealth Group, LLC	39	$1.10K	0.00%
Financial Consulate, Inc	18	$509	0.00%
Bare Financial Services, Inc	18	$508	0.00%
Caitong International Asset Management Co., Ltd	7	$198	0.00%
TFC Financial Management	5	$142	0.00%
Summit Wealth Group LLC	16,189	–	–

Sold out (25)

Institutions that held Healthstream Inc at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of HSTM in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
XTX Topco Ltd	36,436	$1.01M
Jefferies Financial Group Inc.	36,300	$1.00M
Connor, Clark & Lunn Investment Management Ltd.	33,289	$921.1K
Nebula Research & Development LLC	21,659	$599.3K
Verition Fund Management LLC	20,464	$566.2K
Allianz Asset Management GmbH	14,650	$405.4K
Susquehanna Fundamental Investments, LLC	10,462	$289.5K
MQS Management LLC	9,382	$259.6K
DRW Securities, LLC	8,164	$225.9K
Vontobel Holding Ltd.	7,471	$206.7K
Meeder Asset Management Inc	3,599	$99.6K
New Age Alpha Advisors, LLC	2,152	$59.5K
Raymond James Financial Inc	702	$19.4K
Geneos Wealth Management Inc.	292	$8.08K
Retirement Wealth Solutions LLC	280	$7.75K
Beacon Capital Management, LLC	251	$6.93K
IFP Advisors, Inc	0	$5.54K
MAI Capital Management	183	$5.06K
Dogwood Wealth Management LLC	95	$2.61K
High Note Wealth, LLC	85	$2.35K
NewSquare Capital LLC	75	$2.08K
Skopos Labs, Inc.	70	$1.94K
Whipplewood Advisors, LLC	53	$1.47K
Twin Peaks Wealth Advisors, LLC	47	$1.25K
Essential Partners LLC	11	$304

Not filed for Q3 2025 yet (2)

Institutions that held Healthstream Inc at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HSTM in Q2 2025 that haven't filed for Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Avantax Advisory Services, Inc.	9,216	$255.0K
First Horizon Advisors, Inc.	837	$23.2K