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, Q4 2025
Institutional positions in Healthstream Inc as of Dec 31, 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
- 193
- −5 vs. Q3 2025
- Shares held
- 21.1M
- −105.5K (−0.5%) vs. Q3 2025
- Total value
- $487.7M
- −$111.8M (−18.7%) vs. Q3 2025
- New holders
- 25
- 71 more added
- Sold out
- 30
- 70 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q3 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 |
| Torren Management, LLC | 0 | $3 | 0.00% | 0 | New |
| Dunhill Financial, LLC | 1 | $14 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $23 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 5 | $116 | 0.00% | +5 | New |
| Assetmark, Inc | 8 | $185 | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 14 | $323 | 0.00% | −20−58.8% | Reduced |
| Farmers & Merchants Investments Inc | 16 | $369 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 17 | $392 | 0.00% | +17 | New |
| Farther Finance Advisors, LLC | 19 | $438 | 0.00% | +3+18.8% | Added |
| MidFirst Bank | 24 | $554 | 0.00% | +24 | New |
| EverSource Wealth Advisors, LLC | 26 | $600 | 0.00% | −354−93.2% | Reduced |
| Fifth Third Bancorp | 28 | $646 | 0.00% | −181−86.6% | Reduced |
| Rothschild Investment LLC | 28 | $646 | 0.00% | −17−37.8% | Reduced |
| Kilter Group LLC | 31 | $716 | 0.00% | +31 | New |
| UMA Financial Services, Inc. | 40 | $923 | 0.00% | +40 | New |
| MCF Advisors LLC | 41 | $946 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 41 | $946 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 44 | $1.01K | 0.00% | +5+12.8% | Added |
| Umb Bank N A | 63 | $1.45K | 0.00% | +15+31.3% | Added |
| Allworth Financial LP | 77 | $1.78K | 0.00% | −40−34.2% | Reduced |
| Pacer Advisors, Inc. | 81 | $1.87K | 0.00% | +11+15.7% | Added |
| Salomon & Ludwin, LLC | 111 | $2.56K | 0.00% | −101−47.6% | Reduced |
| First Horizon Corp | 124 | $2.86K | 0.00% | −41−24.8% | Reduced |
| Optiver Holding B.V. | 150 | $3.46K | 0.00% | +34+29.3% | Added |
| Versant Capital Management, Inc | 188 | $4.34K | 0.00% | −886−82.5% | Reduced |
| Rockefeller Capital Management L.P. | 196 | $4.52K | 0.00% | +154+366.7% | Added |
| Global Retirement Partners, LLC | 196 | $4.52K | 0.00% | +196 | New |
| Quarry LP | 214 | $4.94K | 0.00% | +66+44.6% | Added |
| Plante Moran Financial Advisors, LLC | 220 | $5.08K | 0.00% | +220 | New |
| Los Angeles Capital Management LLC | 210 | $5.16K | 0.00% | +210 | New |
| Smartleaf Asset Management LLC | 257 | $5.98K | 0.00% | −292−53.2% | Reduced |
| Covestor Ltd | 315 | $7.00K | 0.00% | +3+1.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 323 | $7.00K | 0.00% | +110+51.6% | Added |
| Cornerstone Planning Group LLC | 323 | $7.02K | 0.00% | −46−12.5% | Reduced |
| Banque Cantonale Vaudoise | 523 | $12.0K | 0.00% | −108−17.1% | Reduced |
| US Bancorp | 558 | $12.9K | 0.00% | −91−14.0% | Reduced |
| Massmutual Trust Co FSB | 578 | $13.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 607 | $14.0K | 0.00% | +492+427.8% | Added |
| CBIZ Investment Advisory Services, LLC | 661 | $15.2K | 0.00% | +80+13.8% | Added |
| Parallel Advisors, LLC | 696 | $16.1K | 0.00% | −140−16.7% | Reduced |
| Quadrant Capital Group LLC | 855 | $19.7K | 0.00% | +293+52.1% | Added |
| Sterling Capital Management LLC | 859 | $19.8K | 0.00% | −14,093−94.3% | Reduced |
| CWM, LLC | 874 | $20.0K | 0.00% | −715−45.0% | Reduced |
| SRS Capital Advisors, Inc. | 912 | $21.0K | 0.00% | −141−13.4% | Reduced |
| Advisor Group Holdings, Inc. | 931 | $21.5K | 0.00% | −23−2.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,053 | $24.3K | 0.00% | +1,053 | New |
| Danske Bank A/S | 1,100 | $25.4K | 0.00% | +700+175.0% | Added |
| Signaturefd, LLC | 1,205 | $27.8K | 0.00% | +101+9.1% | Added |
| Hantz Financial Services, Inc. | 1,324 | $31.0K | 0.00% | +1,262+2,035.5% | Added |
| Delta Asset Management LLC | 1,400 | $32.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,495 | $34.5K | 0.00% | −100−6.3% | Reduced |
| DekaBank Deutsche Girozentrale | 1,378 | $39.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,048 | $47.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,232 | $51.5K | 0.00% | +1,144+105.1% | Added |
| GAMMA Investing LLC | 3,649 | $84.2K | 0.00% | +2,072+131.4% | Added |
| The PNC Financial Services Group, Inc. | 4,099 | $94.6K | 0.00% | −661−13.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 4,142 | $96.3K | 0.00% | +4,142 | New |
| Quantbot Technologies LP | 4,206 | $97.0K | 0.00% | +4,206 | New |
| Virtus ETF Advisers LLC | 5,015 | $115.7K | 0.05% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,309 | $122.5K | 0.00% | +68+1.3% | Added |
| State of Tennessee, Treasury Department | 5,522 | $123.1K | 0.00% | −436−7.3% | Reduced |
| Oregon Public Employees Retirement Fund | 5,427 | $125.2K | 0.00% | +36+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 5,967 | $138.0K | 0.00% | −333−5.3% | Reduced |
| Public Employees Retirement System of Ohio | 6,407 | $147.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,806 | $157.0K | 0.00% | −341−4.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,099 | $163.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 7,819 | $180.4K | 0.00% | −2,267−22.5% | Reduced |
| Mangrove Partners | 8,694 | $200.6K | 0.02% | +8,694 | New |
| Cetera Investment Advisers | 9,281 | $214.1K | 0.00% | −320−3.3% | Reduced |
| Susquehanna International Group, LLP | 9,443 | $217.8K | 0.00% | +2,263+31.5% | Added |
| Bessemer Group Inc | 9,484 | $218.0K | 0.00% | +1,095+13.1% | Added |
| Snowden Capital Advisors LLC | 9,581 | $221.0K | 0.01% | −535−5.3% | Reduced |
| D. E. Shaw & Co., Inc. | 9,904 | $228.5K | 0.00% | −400−3.9% | Reduced |
| Louisiana State Employees Retirement System | 10,900 | $251.5K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,946 | $252.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 11,278 | $260.2K | 0.00% | −2,177−16.2% | Reduced |
| Neuberger Berman Group LLC | 11,544 | $266.3K | 0.00% | +306+2.7% | Added |
| Diversified Trust Co | 12,237 | $282.3K | 0.01% | +1,335+12.2% | Added |
| Vestcor Inc | 12,458 | $287.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 13,081 | $301.8K | 0.00% | −630−4.6% | Reduced |
| Illinois Municipal Retirement Fund | 13,117 | $302.6K | 0.00% | +1,110+9.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,379 | $308.7K | 0.00% | −34−0.3% | Reduced |
| State of Alaska, Department of Revenue | 13,506 | $311.0K | 0.00% | −52−0.4% | Reduced |
| New York State Teachers Retirement System | 13,595 | $314.0K | 0.00% | −100−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,633 | $314.5K | 0.00% | −659−4.6% | Reduced |
| STRS Ohio | 13,700 | $316.1K | 0.00% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 13,776 | $317.8K | 0.01% | +426+3.2% | Added |
| MetLife Investment Management | 14,577 | $336.3K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 14,778 | $340.9K | 0.00% | +14,778 | New |
| Intech Investment Management LLC | 16,059 | $370.5K | 0.00% | −14,056−46.7% | Reduced |
| Thrivent Financial for Lutherans | 16,309 | $376.0K | 0.00% | −798−4.7% | Reduced |
| Evolve Private Wealth, LLC | 17,263 | $398.3K | 0.02% | +17,263 | New |
| MQS Management LLC | 17,287 | $398.8K | 0.24% | +17,287 | New |
| Great West Life Assurance Co | 19,013 | $439.0K | 0.00% | −8,712−31.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 19,894 | $459.0K | 0.00% | +7,521+60.8% | Added |
| Summit Global Investments | 20,172 | $465.0K | 0.03% | +142+0.7% | Added |