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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $41 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $83 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 11 | $228 | 0.00% | +11 | New |
| Gilpin Wealth Management, LLC | 12 | $249 | 0.00% | +7+140.0% | Added |
| Farmers & Merchants Investments Inc | 16 | $331 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 17 | $347 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 18 | $373 | 0.00% | +18 | New |
| Wealth Preservation Advisors, LLC | 23 | $476 | 0.00% | +23 | New |
| MidFirst Bank | 24 | $497 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 25 | $527 | 0.00% | −232−90.3% | Reduced |
| Ankerstar Wealth, LLC | 29 | $601 | 0.00% | +29 | New |
| Root Financial Partners, LLC | 33 | $683 | 0.00% | +33 | New |
| Keating Financial Advisory Services, Inc. | 34 | $704 | 0.00% | +34 | New |
| Larson Financial Group LLC | 41 | $849 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 41 | $850 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 53 | $1.10K | 0.00% | +53 | New |
| Kilter Group LLC | 60 | $1.24K | 0.00% | +29+93.5% | Added |
| Parkside Financial Bank & Trust | 74 | $1.53K | 0.00% | +60+428.6% | Added |
| Optiver Holding B.V. | 84 | $1.74K | 0.00% | −66−44.0% | Reduced |
| WPG Advisers, LLC | 85 | $1.76K | 0.00% | +85 | New |
| US Bancorp | 91 | $1.88K | 0.00% | −467−83.7% | Reduced |
| Allworth Financial LP | 96 | $1.99K | 0.00% | +19+24.7% | Added |
| JPL Wealth Management, LLC | 101 | $2.09K | 0.00% | +101 | New |
| First Horizon Corp | 110 | $2.28K | 0.00% | −14−11.3% | Reduced |
| Rothschild Investment LLC | 117 | $2.42K | 0.00% | +89+317.9% | Added |
| Bare Financial Services, Inc | 121 | $2.51K | 0.00% | +121 | New |
| Harbor Capital Advisors, Inc. | 168 | $3.00K | 0.00% | −80,594−99.8% | Reduced |
| Pacer Advisors, Inc. | 129 | $3.00K | 0.00% | +48+59.3% | Added |
| Farther Finance Advisors, LLC | 154 | $3.14K | 0.00% | +135+710.5% | Added |
| Owl Creek Wealth Partners LLC | 160 | $3.31K | 0.00% | +160 | New |
| EverSource Wealth Advisors, LLC | 169 | $3.50K | 0.00% | +143+550.0% | Added |
| Los Angeles Capital Management LLC | 210 | $4.35K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 139 | $4.47K | 0.00% | +139 | New |
| Parallel Advisors, LLC | 224 | $4.64K | 0.00% | −472−67.8% | Reduced |
| Signaturefd, LLC | 246 | $5.09K | 0.00% | −959−79.6% | Reduced |
| Umb Bank N A | 260 | $5.38K | 0.00% | +197+312.7% | Added |
| Covestor Ltd | 348 | $8.00K | 0.01% | +33+10.5% | Added |
| WealthCollab, LLC | 437 | $9.05K | 0.00% | +437 | New |
| Sterling Capital Management LLC | 523 | $10.8K | 0.00% | −336−39.1% | Reduced |
| Hantz Financial Services, Inc. | 524 | $11.0K | 0.00% | −800−60.4% | Reduced |
| Salomon & Ludwin, LLC | 554 | $11.3K | 0.00% | +443+399.1% | Added |
| Massmutual Trust Co FSB | 581 | $12.0K | 0.00% | +3+0.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 613 | $12.7K | 0.00% | +613 | New |
| Cornerstone Planning Group LLC | 586 | $14.3K | 0.00% | +263+81.4% | Added |
| Nisa Investment Advisors, LLC | 699 | $14.5K | 0.00% | +92+15.2% | Added |
| SRS Capital Advisors, Inc. | 777 | $16.1K | 0.00% | −135−14.8% | Reduced |
| Versant Capital Management, Inc | 782 | $16.2K | 0.00% | +594+316.0% | Added |
| Advisor Group Holdings, Inc. | 924 | $19.1K | 0.00% | −7−0.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,131 | $23.4K | 0.00% | +78+7.4% | Added |
| Advisory Services Network, LLC | 1,177 | $24.4K | 0.00% | +1,177 | New |
| Jones Financial Companies LLLP | 1,196 | $25.2K | 0.00% | +1,196 | New |
| Essential Partners LLC | 1,224 | $25.3K | 0.01% | +1,224 | New |
| Delta Asset Management LLC | 1,400 | $29.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,638 | $33.9K | 0.00% | +143+9.6% | Added |
| CWM, LLC | 1,833 | $38.0K | 0.00% | +959+109.7% | Added |
| Ameritas Investment Partners, Inc. | 2,048 | $42.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,246 | $46.5K | 0.00% | +14+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,606 | $54.0K | 0.00% | −11,027−80.9% | Reduced |
| Quadrant Capital Group LLC | 3,212 | $66.5K | 0.00% | +2,357+275.7% | Added |
| Ensign Peak Advisors, Inc | 3,350 | $69.4K | 0.00% | +3,350 | New |
| Meeder Asset Management Inc | 3,925 | $81.3K | 0.00% | +3,925 | New |
| Eurizon Capital SGR S.p.A. | 4,142 | $87.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,391 | $90.9K | 0.00% | −32,741−88.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 4,856 | $100.6K | 0.00% | +4,856 | New |
| Virtus ETF Advisers LLC | 5,015 | $103.9K | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,427 | $112.4K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,522 | $114.4K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,967 | $124.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6,398 | $132.5K | 0.02% | +6,398 | New |
| BNP Paribas Arbitrage, SA | 6,540 | $135.4K | 0.00% | +1,231+23.2% | Added |
| The PNC Financial Services Group, Inc. | 6,792 | $140.7K | 0.00% | +2,693+65.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 7,099 | $147.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 8,407 | $174.1K | 0.00% | +2,000+31.2% | Added |
| Vanguard Global Advisers, LLC | 8,772 | $181.7K | 0.00% | +8,772 | New |
| Wells Fargo & Company | 8,951 | $185.4K | 0.00% | −17,535−66.2% | Reduced |
| Skopos Labs, Inc. | 9,981 | $206.7K | 0.01% | +9,981 | New |
| Aquatic Capital Management LLC | 10,160 | $210.4K | 0.01% | +10,160 | New |
| Louisiana State Employees Retirement System | 10,500 | $217.5K | 0.00% | −400−3.7% | Reduced |
| Man Group plc | 10,892 | $225.6K | 0.00% | −39,826−78.5% | Reduced |
| Janus Henderson Group PLC | 10,946 | $226.9K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 11,666 | $241.6K | 0.01% | +2,085+21.8% | Added |
| Fifth Third Bancorp | 11,818 | $244.8K | 0.00% | +11,790+42,107.1% | Added |
| First Trust Advisors LP | 11,819 | $244.8K | 0.00% | +11,819 | New |
| Illinois Municipal Retirement Fund | 12,016 | $248.9K | 0.00% | −1,101−8.4% | Reduced |
| Jump Financial, LLC | 12,371 | $256.2K | 0.00% | +12,371 | New |
| Vestcor Inc | 12,458 | $258.0K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 12,672 | $262.4K | 0.00% | +12,672 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,687 | $262.7K | 0.00% | −7,207−36.2% | Reduced |
| New York State Teachers Retirement System | 12,701 | $263.0K | 0.00% | −894−6.6% | Reduced |
| Brevan Howard Capital Management LP | 12,723 | $263.5K | 0.00% | +12,723 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,379 | $277.1K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 13,506 | $279.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 13,634 | $282.4K | 0.00% | +3,730+37.7% | Added |
| STRS Ohio | 13,700 | $283.7K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 13,717 | $284.1K | 0.01% | +1,480+12.1% | Added |
| Bessemer Group Inc | 13,780 | $286.0K | 0.00% | +4,296+45.3% | Added |
| Callan Family Office, LLC | 13,875 | $287.4K | 0.01% | +13,875 | New |
| MetLife Investment Management | 14,577 | $301.9K | 0.00% | 00.0% | Unchanged |