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 |
|---|---|---|---|---|---|
| Summit Wealth Group LLC | 16,189 | – | – | +16,189 | New |
| XTX Topco Ltd | 0 | $0 | 0.00% | −36,436−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −36,300−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −33,289−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −21,659−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −20,464−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −14,650−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,462−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −9,382−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −8,164−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −7,471−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,599−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −2,152−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −702−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |