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, Q3 2025
Institutional positions in Healthstream Inc as of Sep 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
- 201
- 0 vs. Q2 2025
- Shares held
- 21.3M
- −744.6K (−3.4%) vs. Q2 2025
- Total value
- $602.0M
- −$8.87M (−1.5%) vs. Q2 2025
- New holders
- 25
- 50 more added
- Sold out
- 25
- 86 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q2 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% | 0 | Unchanged |
| Huntington National Bank | 1 | $28 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $56 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $142 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 7 | $198 | 0.00% | +7 | New |
| Steward Partners Investment Advisory, LLC | 10 | $282 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 16 | $452 | 0.00% | −124−88.6% | Reduced |
| Farmers & Merchants Investments Inc | 16 | $452 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $508 | 0.00% | +18 | New |
| Financial Consulate, Inc | 18 | $509 | 0.00% | +18 | New |
| Hollencrest Capital Management | 24 | $678 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 34 | $961 | 0.00% | −366−91.5% | Reduced |
| CIBC Private Wealth Group, LLC | 39 | $1.10K | 0.00% | +39 | New |
| Larson Financial Group LLC | 41 | $1.16K | 0.00% | −2−4.7% | Reduced |
| MCF Advisors LLC | 41 | $1.16K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 42 | $1.19K | 0.00% | +42 | New |
| Rothschild Investment LLC | 45 | $1.27K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 48 | $1.36K | 0.00% | −2−4.0% | Reduced |
| Pacer Advisors, Inc. | 70 | $1.98K | 0.00% | −4,504−98.5% | Reduced |
| Hantz Financial Services, Inc. | 62 | $2.00K | 0.00% | −3−4.6% | Reduced |
| Wealthspire Advisors, LLC | 73 | $2.06K | 0.00% | +73 | New |
| Nisa Investment Advisors, LLC | 115 | $3.25K | 0.00% | +56+94.9% | Added |
| Brown Brothers Harriman & Co | 115 | $3.25K | 0.00% | +115 | New |
| Optiver Holding B.V. | 116 | $3.28K | 0.00% | +116 | New |
| Allworth Financial LP | 117 | $3.31K | 0.00% | +48+69.6% | Added |
| Quarry LP | 148 | $4.18K | 0.00% | −327−68.8% | Reduced |
| Principal Securities, Inc. | 165 | $4.66K | 0.00% | −18−9.8% | Reduced |
| First Horizon Corp | 165 | $4.66K | 0.00% | +165 | New |
| GPS Wealth Strategies Group, LLC | 200 | $5.65K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 212 | $5.80K | 0.00% | +212 | New |
| Fifth Third Bancorp | 209 | $5.90K | 0.00% | −127−37.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 213 | $6.00K | 0.00% | +35+19.7% | Added |
| Covestor Ltd | 312 | $9.00K | 0.00% | −25−7.4% | Reduced |
| Cornerstone Planning Group LLC | 369 | $9.06K | 0.00% | +369 | New |
| Aster Capital Management (DIFC) Ltd | 358 | $10.1K | 0.01% | +233+186.4% | Added |
| Advisory Services Network, LLC | 359 | $10.1K | 0.00% | +359 | New |
| EverSource Wealth Advisors, LLC | 380 | $10.7K | 0.00% | +32+9.2% | Added |
| Danske Bank A/S | 400 | $11.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 562 | $15.9K | 0.00% | +562 | New |
| Smartleaf Asset Management LLC | 549 | $15.9K | 0.00% | +270+96.8% | Added |
| Massmutual Trust Co FSB | 578 | $16.3K | 0.00% | −5−0.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 581 | $16.4K | 0.00% | −1−0.2% | Reduced |
| Binnacle Investments Inc | 587 | $16.6K | 0.01% | +234+66.3% | Added |
| Banque Cantonale Vaudoise | 631 | $18.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 649 | $18.3K | 0.00% | −10,433−94.1% | Reduced |
| Parallel Advisors, LLC | 836 | $23.6K | 0.00% | −815−49.4% | Reduced |
| Advisor Group Holdings, Inc. | 954 | $26.8K | 0.00% | −16−1.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,053 | $29.7K | 0.00% | +285+37.1% | Added |
| Versant Capital Management, Inc | 1,074 | $30.3K | 0.00% | −277−20.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,088 | $30.7K | 0.00% | −1,319−54.8% | Reduced |
| Signaturefd, LLC | 1,104 | $31.2K | 0.00% | −374−25.3% | Reduced |
| Delta Asset Management LLC | 1,400 | $39.5K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,415 | $40.0K | 0.00% | +1,415 | New |
| DekaBank Deutsche Girozentrale | 1,378 | $40.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,577 | $44.5K | 0.00% | +338+27.3% | Added |
| CWM, LLC | 1,589 | $45.0K | 0.00% | −547−25.6% | Reduced |
| Harbour Investments, Inc. | 1,595 | $45.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,048 | $57.8K | 0.00% | −360−15.0% | Reduced |
| Shell Asset Management Co | 2,133 | $60.0K | 0.01% | −3,397−61.4% | Reduced |
| State of Wyoming | 2,236 | $63.1K | 0.01% | −1,586−41.5% | Reduced |
| The PNC Financial Services Group, Inc. | 4,760 | $134.4K | 0.00% | +2,854+149.7% | Added |
| Virtus ETF Advisers LLC | 5,015 | $141.6K | 0.08% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,241 | $148.0K | 0.00% | +2,642+101.7% | Added |
| Oregon Public Employees Retirement Fund | 5,391 | $152.2K | 0.00% | −100−1.8% | Reduced |
| State of Tennessee, Treasury Department | 5,958 | $168.3K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,300 | $178.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 6,407 | $180.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,099 | $200.5K | 0.00% | +1,256+21.5% | Added |
| Amalgamated Bank | 7,147 | $202.0K | 0.00% | +212+3.1% | Added |
| Susquehanna International Group, LLP | 7,180 | $202.8K | 0.00% | −27,207−79.1% | Reduced |
| Arizona State Retirement System | 7,204 | $203.4K | 0.00% | +7,204 | New |
| Yousif Capital Management, LLC | 7,541 | $213.0K | 0.00% | −1,618−17.7% | Reduced |
| Ensign Peak Advisors, Inc | 8,079 | $228.2K | 0.00% | −8,300−50.7% | Reduced |
| Bessemer Group Inc | 8,389 | $237.0K | 0.00% | −30.0% | Reduced |
| Manufacturers Life Insurance Company, The | 8,560 | $241.7K | 0.00% | −794−8.5% | Reduced |
| State of Wisconsin Investment Board | 8,620 | $243.4K | 0.00% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 8,650 | $244.3K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,601 | $271.1K | 0.00% | +9,601 | New |
| Pathstone Holdings, LLC | 9,686 | $273.5K | 0.00% | +9,686 | New |
| NJ State Employees Deferred Compensation Plan | 10,000 | $282.4K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 10,086 | $284.8K | 0.00% | −1,441−12.5% | Reduced |
| Snowden Capital Advisors LLC | 10,116 | $285.7K | 0.01% | −80−0.8% | Reduced |
| Integrated Quantitative Investments LLC | 10,200 | $288.0K | 0.08% | −31,226−75.4% | Reduced |
| D. E. Shaw & Co., Inc. | 10,304 | $291.0K | 0.00% | −13,209−56.2% | Reduced |
| Louisiana State Employees Retirement System | 10,900 | $307.8K | 0.01% | −400−3.5% | Reduced |
| Diversified Trust Co | 10,902 | $307.9K | 0.01% | +20.0% | Added |
| Janus Henderson Group PLC | 10,946 | $309.2K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 11,238 | $317.4K | 0.00% | +235+2.1% | Added |
| Quest Partners LLC | 11,800 | $333.2K | 0.02% | +4,204+55.3% | Added |
| Illinois Municipal Retirement Fund | 12,007 | $339.1K | 0.00% | −559−4.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,373 | $349.4K | 0.00% | +897+7.8% | Added |
| Vestcor Inc | 12,458 | $352.0K | 0.01% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 13,350 | $377.0K | 0.02% | +2,459+22.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,413 | $378.8K | 0.00% | −1,661−11.0% | Reduced |
| Citigroup Inc | 13,455 | $380.0K | 0.00% | −9,558−41.5% | Reduced |
| State of Alaska, Department of Revenue | 13,558 | $381.0K | 0.00% | −803−5.6% | Reduced |
| STRS Ohio | 13,700 | $386.9K | 0.00% | −8,300−37.7% | Reduced |
| Legato Capital Management LLC | 13,703 | $387.0K | 0.04% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 13,695 | $387.0K | 0.00% | −4,316−24.0% | Reduced |