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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 13,711 | $387.2K | 0.00% | +6,006+77.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,292 | $403.6K | 0.00% | +10,192+248.6% | Added |
| MetLife Investment Management | 14,577 | $411.7K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 14,952 | $422.2K | 0.01% | +595+4.1% | Added |
| CWM Advisors, LLC | 16,035 | $452.8K | 0.04% | +1,903+13.5% | Added |
| Thrivent Financial for Lutherans | 17,107 | $483.0K | 0.00% | −625−3.5% | Reduced |
| Wells Fargo & Company | 17,448 | $492.7K | 0.00% | +2,758+18.8% | Added |
| Gsa Capital Partners LLP | 17,887 | $505.0K | 0.04% | +17,887 | New |
| Man Group plc | 18,312 | $517.1K | 0.00% | −12,356−40.3% | Reduced |
| Deutsche Bank AG | 18,794 | $530.7K | 0.00% | +3,364+21.8% | Added |
| Summit Global Investments | 20,030 | $566.0K | 0.03% | +20,030 | New |
| Horizon Investments, LLC | 20,266 | $572.3K | 0.01% | +6,748+49.9% | Added |
| New York State Common Retirement Fund | 20,506 | $579.1K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 21,691 | $612.0K | 0.00% | +21,691 | New |
| Engineers Gate Manager LP | 21,864 | $617.4K | 0.01% | +7,870+56.2% | Added |
| Voya Investment Management LLC | 21,875 | $617.8K | 0.00% | −4,168−16.0% | Reduced |
| Price T Rowe Associates Inc | 22,230 | $628.0K | 0.00% | +566+2.6% | Added |
| Millennium Management LLC | 22,383 | $632.1K | 0.00% | −145,099−86.6% | Reduced |
| Prudential Financial Inc | 23,860 | $673.8K | 0.00% | −900−3.6% | Reduced |
| Alliancebernstein L.P. | 24,556 | $693.5K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 26,577 | $750.5K | 0.29% | +8,612+47.9% | Added |
| Campbell & CO Investment Adviser LLC | 27,063 | $764.3K | 0.06% | −7,494−21.7% | Reduced |
| AQR Capital Management LLC | 28,348 | $800.5K | 0.00% | −10,092−26.3% | Reduced |
| Great West Life Assurance Co | 27,725 | $802.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 28,689 | $810.2K | 0.01% | +4,164+17.0% | Added |
| SG Americas Securities, LLC | 28,915 | $817.0K | 0.00% | +10,005+52.9% | Added |
| California State Teachers Retirement System | 29,908 | $844.6K | 0.00% | −240−0.8% | Reduced |
| Intech Investment Management LLC | 30,115 | $850.4K | 0.01% | −52,995−63.8% | Reduced |
| Russell Investments Group, Ltd. | 31,415 | $895.6K | 0.00% | +2,102+7.2% | Added |
| Cerity Partners LLC | 33,468 | $945.1K | 0.00% | +33,468 | New |
| Riverwater Partners LLC | 33,921 | $957.9K | 0.40% | 00.0% | Unchanged |
| Creative Planning | 34,077 | $962.3K | 0.00% | +21,466+170.2% | Added |
| Franklin Resources Inc | 34,143 | $964.2K | 0.00% | −10,594−23.7% | Reduced |
| Jane Street Group, LLC | 34,548 | $975.6K | 0.00% | −13,985−28.8% | Reduced |
| Barclays PLC | 34,751 | $981.4K | 0.00% | −12,298−26.1% | Reduced |
| UBS Asset Management Americas Inc | 34,918 | $986.1K | 0.00% | −40,433−53.7% | Reduced |
| Victory Capital Management Inc | 34,956 | $987.2K | 0.00% | −700−2.0% | Reduced |
| Martingale Asset Management L P | 37,643 | $1.06M | 0.03% | −1,340−3.4% | Reduced |
| Lazard Asset Management LLC | 39,357 | $1.11M | 0.00% | +2,449+6.6% | Added |
| Annex Advisory Services, LLC | 40,105 | $1.13M | 0.02% | −6,714−14.3% | Reduced |
| KLP Kapitalforvaltning AS | 40,300 | $1.14M | 0.00% | +7,100+21.4% | Added |
| State Board of Administration of Florida Retirement System | 41,652 | $1.18M | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 44,775 | $1.26M | 0.00% | +44,775 | New |
| Swiss National Bank | 47,200 | $1.33M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 49,407 | $1.40M | 0.00% | −4,903−9.0% | Reduced |
| Nuveen, LLC | 51,407 | $1.45M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 53,711 | $1.52M | 0.00% | −1,606−2.9% | Reduced |
| Am Investment Strategies LLC | 57,739 | $1.63M | 0.35% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 59,913 | $1.69M | 0.45% | +936+1.6% | Added |
| American Century Companies Inc | 62,093 | $1.75M | 0.00% | +3,552+6.1% | Added |
| Kornitzer Capital Management Inc | 63,100 | $1.78M | 0.04% | 00.0% | Unchanged |
| Heartland Advisors Inc | 63,985 | $1.81M | 0.10% | −709−1.1% | Reduced |
| Cambiar Investors LLC | 67,229 | $1.90M | 0.09% | 00.0% | Unchanged |
| Legal & General Group Plc | 67,572 | $1.91M | 0.00% | −1,311−1.9% | Reduced |
| Numerai GP LLC | 67,687 | $1.91M | 0.27% | +67,687 | New |
| Rhumbline Advisers | 68,713 | $1.94M | 0.00% | −1,058−1.5% | Reduced |
| Globeflex Capital L P | 72,988 | $2.06M | 0.32% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 82,997 | $2.34M | 0.06% | −140.0% | Reduced |
| Harbor Capital Advisors, Inc. | 86,602 | $2.45M | 0.19% | −256,522−74.8% | Reduced |
| Trexquant Investment LP | 87,028 | $2.46M | 0.03% | +27,505+46.2% | Added |
| Public Sector Pension Investment Board | 92,487 | $2.61M | 0.01% | −11,517−11.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 93,708 | $2.65M | 0.00% | −10,177−9.8% | Reduced |
| Connors Investor Services Inc | 100,123 | $2.83M | 0.24% | −3,624−3.5% | Reduced |
| Ameriprise Financial Inc | 101,042 | $2.85M | 0.00% | −96,981−49.0% | Reduced |
| Bridgeway Capital Management, LLC | 104,084 | $2.94M | 0.06% | 00.0% | Unchanged |
| UBS Group AG | 109,091 | $3.08M | 0.00% | −1,505−1.4% | Reduced |
| Envestnet Asset Management Inc | 123,196 | $3.48M | 0.00% | −6,894−5.3% | Reduced |
| Goldman Sachs Group Inc | 130,654 | $3.69M | 0.00% | +46,857+55.9% | Added |
| Principal Financial Group Inc | 133,709 | $3.78M | 0.00% | +4,875+3.8% | Added |
| Citadel Advisors LLC | 141,725 | $4.00M | 0.00% | −7,516−5.0% | Reduced |
| Invesco Ltd. | 150,384 | $4.25M | 0.00% | −28,819−16.1% | Reduced |
| Bank of America Corp | 162,048 | $4.58M | 0.00% | +20,766+14.7% | Added |
| Two Sigma Investments, LP | 162,427 | $4.59M | 0.01% | +10,924+7.2% | Added |
| FMR LLC | 172,327 | $4.87M | 0.00% | +15,744+10.1% | Added |
| Two Sigma Advisers, LP | 173,300 | $4.89M | 0.01% | +94,400+119.6% | Added |
| SEI Investments Co | 187,322 | $5.29M | 0.01% | −16,268−8.0% | Reduced |
| Teacher Retirement System of Texas | 187,906 | $5.31M | 0.02% | +1,867+1.0% | Added |
| Herald Investment Management Ltd | 190,000 | $5.37M | 0.71% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 192,902 | $5.45M | 0.12% | −675−0.3% | Reduced |
| Panagora Asset Management Inc | 206,903 | $5.84M | 0.02% | +231+0.1% | Added |
| Jacobs Levy Equity Management, Inc | 210,068 | $5.93M | 0.02% | −46,391−18.1% | Reduced |
| Bank of New York Mellon Corp | 210,074 | $5.93M | 0.00% | −857−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 232,228 | $6.56M | 0.00% | +10,233+4.6% | Added |
| Morgan Stanley | 244,609 | $6.91M | 0.00% | −38,746−13.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 251,287 | $7.10M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 274,548 | $7.75M | 0.01% | +22,595+9.0% | Added |
| Stephens Investment Management Group LLC | 316,440 | $8.94M | 0.12% | −2,861−0.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 351,951 | $9.94M | 0.01% | −28,653−7.5% | Reduced |
| Northern Trust Corp | 365,886 | $10.3M | 0.00% | −12,850−3.4% | Reduced |
| First Eagle Investment Management, LLC | 409,398 | $11.6M | 0.02% | +2,900+0.7% | Added |
| JPMorgan Chase & Co | 432,822 | $12.2M | 0.00% | +184,917+74.6% | Added |
| Punch & Associates Investment Management, Inc. | 452,384 | $12.8M | 0.74% | −93,598−17.1% | Reduced |
| Renaissance Technologies LLC | 647,200 | $18.3M | 0.02% | −9,700−1.5% | Reduced |
| Acadian Asset Management LLC | 741,874 | $20.9M | 0.04% | −20,469−2.7% | Reduced |
| Geode Capital Management, LLC | 770,278 | $21.8M | 0.00% | +4,085+0.5% | Added |
| Copeland Capital Management, LLC | 836,083 | $23.6M | 0.49% | −46,867−5.3% | Reduced |
| State Street Corp | 983,066 | $27.8M | 0.00% | −47,115−4.6% | Reduced |
| Dimensional Fund Advisors LP | 1,410,933 | $39.8M | 0.01% | −13,928−1.0% | Reduced |
| Vanguard Group Inc | 2,985,082 | $84.3M | 0.00% | −75,887−2.5% | Reduced |
| BlackRock, Inc. | 3,599,559 | $101.7M | 0.00% | −12,467−0.3% | Reduced |