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, Q1 2026
Institutional positions in Healthstream Inc as of Mar 31, 2026. 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
- 198
- +9 vs. Q4 2025
- Shares held
- 21.5M
- +2.90M (+15.6%) vs. Q4 2025
- Total value
- $445.5M
- +$16.5M (+3.8%) vs. Q4 2025
- New holders
- 41
- 82 more added
- Sold out
- 32
- 46 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,851,929 | $79.8M | 0.00% | +219,554+6.0% | Added |
| Dimensional Fund Advisors LP | 1,456,043 | $30.2M | 0.01% | +87,177+6.4% | Added |
| Copeland Capital Management, LLC | 1,276,739 | $26.4M | 0.59% | +389,186+43.8% | Added |
| Vanguard Capital Management LLC | 1,047,927 | $21.7M | 0.00% | +1,047,927 | New |
| State Street Corp | 995,557 | $20.6M | 0.00% | +15,289+1.6% | Added |
| Vanguard Portfolio Management LLC | 921,846 | $19.1M | 0.00% | +921,846 | New |
| Two Sigma Investments, LP | 844,420 | $17.5M | 0.01% | +624,865+284.6% | Added |
| Geode Capital Management, LLC | 714,747 | $14.8M | 0.00% | −43,256−5.7% | Reduced |
| Renaissance Technologies LLC | 477,848 | $9.90M | 0.02% | +2,380+0.5% | Added |
| JPMorgan Chase & Co | 453,738 | $9.57M | 0.00% | +841+0.2% | Added |
| First Eagle Investment Management, LLC | 425,698 | $8.82M | 0.01% | +12,000+2.9% | Added |
| Arrowstreet Capital, Limited Partnership | 377,945 | $7.83M | 0.00% | +65,806+21.1% | Added |
| Morgan Stanley | 368,986 | $7.64M | 0.00% | +115,174+45.4% | Added |
| Northern Trust Corp | 361,677 | $7.49M | 0.00% | +11,824+3.4% | Added |
| Acadian Asset Management LLC | 348,730 | $7.21M | 0.01% | −498,774−58.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 313,359 | $6.49M | 0.01% | −27,152−8.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 288,179 | $5.97M | 0.03% | +84,076+41.2% | Added |
| Goldman Sachs Group Inc | 274,458 | $5.68M | 0.00% | +120,323+78.1% | Added |
| Charles Schwab Investment Management Inc | 265,644 | $5.50M | 0.00% | +24,861+10.3% | Added |
| Invenomic Capital Management LP | 240,370 | $4.98M | 0.23% | +240,370 | New |
| Bank of New York Mellon Corp | 223,637 | $4.63M | 0.00% | −5,596−2.4% | Reduced |
| Creative Planning | 218,186 | $4.52M | 0.00% | +158,924+268.2% | Added |
| Panagora Asset Management Inc | 215,229 | $4.46M | 0.02% | +1,480+0.7% | Added |
| Envestnet Asset Management Inc | 199,631 | $4.13M | 0.00% | +81,815+69.4% | Added |
| Kennedy Capital Management, Inc. | 195,241 | $4.04M | 0.09% | +3,531+1.8% | Added |
| HRT Financial LP | 195,023 | $4.04M | 0.01% | +125,538+180.7% | Added |
| Invesco Ltd. | 177,679 | $3.68M | 0.00% | +25,988+17.1% | Added |
| Millennium Management LLC | 175,630 | $3.64M | 0.00% | +111,123+172.3% | Added |
| FMR LLC | 175,150 | $3.63M | 0.00% | −29,748−14.5% | Reduced |
| Vanguard Fiduciary Trust Co | 161,294 | $3.34M | 0.00% | +161,294 | New |
| Lazard Asset Management LLC | 157,208 | $3.26M | 0.01% | +114,511+268.2% | Added |
| Principal Financial Group Inc | 152,382 | $3.16M | 0.00% | +10,137+7.1% | Added |
| Teacher Retirement System of Texas | 151,183 | $3.13M | 0.01% | −71,392−32.1% | Reduced |
| Herald Investment Management Ltd | 150,000 | $3.11M | 0.43% | −50,000−25.0% | Reduced |
| SEI Investments Co | 146,400 | $3.03M | 0.00% | −48,466−24.9% | Reduced |
| Bank of America Corp | 131,563 | $2.72M | 0.00% | +2,608+2.0% | Added |
| Numerai GP LLC | 123,627 | $2.56M | 0.26% | +46,601+60.5% | Added |
| UBS Group AG | 111,820 | $2.32M | 0.00% | +39,735+55.1% | Added |
| Public Sector Pension Investment Board | 107,436 | $2.23M | 0.01% | −20,090−15.8% | Reduced |
| Connors Investor Services Inc | 98,119 | $2.03M | 0.19% | +594+0.6% | Added |
| Ameriprise Financial Inc | 96,979 | $2.01M | 0.00% | +15,478+19.0% | Added |
| Jane Street Group, LLC | 95,704 | $1.98M | 0.00% | −1,183−1.2% | Reduced |
| Engineers Gate Manager LP | 88,758 | $1.84M | 0.02% | +61,627+227.1% | Added |
| Pinnacle Financial Partners, Inc. | 82,997 | $1.72M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 80,636 | $1.67M | 0.00% | +25,162+45.4% | Added |
| Royal Bank of Canada | 80,265 | $1.66M | 0.00% | +28,894+56.2% | Added |
| Citadel Advisors LLC | 78,765 | $1.63M | 0.00% | +52,974+205.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 76,202 | $1.58M | 0.00% | −6,661−8.0% | Reduced |
| Globeflex Capital L P | 72,988 | $1.51M | 0.23% | 00.0% | Unchanged |
| Cerity Partners LLC | 70,705 | $1.46M | 0.00% | +25,430+56.2% | Added |
| Cambiar Investors LLC | 67,229 | $1.39M | 0.06% | 00.0% | Unchanged |
| Rhumbline Advisers | 66,356 | $1.37M | 0.00% | +1,402+2.2% | Added |
| Campbell & CO Investment Adviser LLC | 63,233 | $1.31M | 0.07% | +33,888+115.5% | Added |
| Legal & General Group Plc | 58,987 | $1.22M | 0.00% | −6,971−10.6% | Reduced |
| AQR Capital Management LLC | 58,842 | $1.22M | 0.00% | +27,758+89.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 58,044 | $1.20M | 0.02% | +26,793+85.7% | Added |
| Am Investment Strategies LLC | 57,738 | $1.20M | 0.26% | −10.0% | Reduced |
| Russell Investments Group, Ltd. | 56,063 | $1.16M | 0.00% | +28,873+106.2% | Added |
| Kornitzer Capital Management Inc | 55,957 | $1.16M | 0.02% | −1,889−3.3% | Reduced |
| Quantbot Technologies LP | 54,180 | $1.12M | 0.05% | +49,974+1,188.2% | Added |
| Bridge City Capital, LLC | 53,449 | $1.11M | 0.31% | −856−1.6% | Reduced |
| Nuveen, LLC | 51,751 | $1.07M | 0.00% | +344+0.7% | Added |
| Quantinno Capital Management LP | 50,169 | $1.04M | 0.00% | +37,088+283.5% | Added |
| KLP Kapitalforvaltning AS | 50,100 | $1.04M | 0.00% | +9,800+24.3% | Added |
| Swiss National Bank | 47,200 | $977.5K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 46,211 | $957.0K | 0.00% | −10,694−18.8% | Reduced |
| Citigroup Inc | 43,385 | $898.5K | 0.00% | +32,107+284.7% | Added |
| Franklin Resources Inc | 42,732 | $885.0K | 0.00% | +5,282+14.1% | Added |
| SG Americas Securities, LLC | 39,798 | $824.0K | 0.00% | −726−1.8% | Reduced |
| Martingale Asset Management L P | 37,703 | $780.8K | 0.02% | −1,198−3.1% | Reduced |
| Victory Capital Management Inc | 37,300 | $772.5K | 0.00% | +1,200+3.3% | Added |
| Walleye Capital LLC | 33,963 | $703.4K | 0.00% | +1,292+4.0% | Added |
| Marshall Wace, LLP | 32,376 | $670.5K | 0.00% | +32,376 | New |
| Horizon Investments, LLC | 31,872 | $660.1K | 0.01% | +31,872 | New |
| Cetera Investment Advisers | 29,686 | $614.8K | 0.00% | +20,405+219.9% | Added |
| Price T Rowe Associates Inc | 29,536 | $612.0K | 0.00% | +4,239+16.8% | Added |
| UBS Asset Management Americas Inc | 28,185 | $583.7K | 0.00% | +450+1.6% | Added |
| Alliancebernstein L.P. | 23,300 | $537.5K | 0.00% | −881−3.6% | Reduced |
| CWM Advisors, LLC | 24,802 | $513.6K | 0.03% | −47,720−65.8% | Reduced |
| Prudential Financial Inc | 24,453 | $506.4K | 0.00% | +2,250+10.1% | Added |
| Verition Fund Management LLC | 22,501 | $466.0K | 0.00% | −27,449−55.0% | Reduced |
| Diametric Capital, LP | 22,148 | $458.7K | 0.12% | −3,665−14.2% | Reduced |
| Susquehanna International Group, LLP | 21,763 | $450.7K | 0.00% | +12,320+130.5% | Added |
| Voya Investment Management LLC | 21,253 | $440.1K | 0.00% | −968−4.4% | Reduced |
| California State Teachers Retirement System | 20,931 | $433.5K | 0.00% | −177−0.8% | Reduced |
| Deutsche Bank AG | 20,908 | $433.0K | 0.00% | +515+2.5% | Added |
| EntryPoint Capital, LLC | 20,782 | $430.4K | 0.13% | −5,795−21.8% | Reduced |
| New York State Common Retirement Fund | 20,506 | $424.7K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 20,326 | $421.0K | 0.00% | +8,782+76.1% | Added |
| Great West Life Assurance Co | 19,013 | $394.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 18,752 | $388.4K | 0.01% | +18,752 | New |
| GAMMA Investing LLC | 16,801 | $347.9K | 0.02% | +13,152+360.4% | Added |
| Thrivent Financial for Lutherans | 15,842 | $328.0K | 0.00% | −467−2.9% | Reduced |
| Amundi | 15,691 | $325.0K | 0.00% | −5,156−24.7% | Reduced |
| CI Private Wealth, LLC | 15,533 | $321.7K | 0.00% | +15,533 | New |
| Balyasny Asset Management LLC | 15,033 | $311.3K | 0.00% | +15,033 | New |
| Vanguard Asset Management, Ltd | 14,885 | $308.3K | 0.00% | +14,885 | New |
| nVerses Capital, LLC | 14,768 | $305.8K | 0.28% | +14,768 | New |
| MetLife Investment Management | 14,577 | $301.9K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 13,875 | $287.4K | 0.01% | +13,875 | New |