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 |
|---|---|---|---|---|---|
| nVerses Capital, LLC | 14,768 | $305.8K | 0.28% | +14,768 | New |
| Vanguard Asset Management, Ltd | 14,885 | $308.3K | 0.00% | +14,885 | New |
| Balyasny Asset Management LLC | 15,033 | $311.3K | 0.00% | +15,033 | New |
| CI Private Wealth, LLC | 15,533 | $321.7K | 0.00% | +15,533 | New |
| Amundi | 15,691 | $325.0K | 0.00% | −5,156−24.7% | Reduced |
| Thrivent Financial for Lutherans | 15,842 | $328.0K | 0.00% | −467−2.9% | Reduced |
| GAMMA Investing LLC | 16,801 | $347.9K | 0.02% | +13,152+360.4% | Added |
| XTX Topco Ltd | 18,752 | $388.4K | 0.01% | +18,752 | New |
| Great West Life Assurance Co | 19,013 | $394.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 20,326 | $421.0K | 0.00% | +8,782+76.1% | Added |
| New York State Common Retirement Fund | 20,506 | $424.7K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 20,782 | $430.4K | 0.13% | −5,795−21.8% | Reduced |
| Deutsche Bank AG | 20,908 | $433.0K | 0.00% | +515+2.5% | Added |
| California State Teachers Retirement System | 20,931 | $433.5K | 0.00% | −177−0.8% | Reduced |
| Voya Investment Management LLC | 21,253 | $440.1K | 0.00% | −968−4.4% | Reduced |
| Susquehanna International Group, LLP | 21,763 | $450.7K | 0.00% | +12,320+130.5% | Added |
| Diametric Capital, LP | 22,148 | $458.7K | 0.12% | −3,665−14.2% | Reduced |
| Verition Fund Management LLC | 22,501 | $466.0K | 0.00% | −27,449−55.0% | Reduced |
| Prudential Financial Inc | 24,453 | $506.4K | 0.00% | +2,250+10.1% | Added |
| CWM Advisors, LLC | 24,802 | $513.6K | 0.03% | −47,720−65.8% | Reduced |
| Alliancebernstein L.P. | 23,300 | $537.5K | 0.00% | −881−3.6% | Reduced |
| UBS Asset Management Americas Inc | 28,185 | $583.7K | 0.00% | +450+1.6% | Added |
| Price T Rowe Associates Inc | 29,536 | $612.0K | 0.00% | +4,239+16.8% | Added |
| Cetera Investment Advisers | 29,686 | $614.8K | 0.00% | +20,405+219.9% | Added |
| Horizon Investments, LLC | 31,872 | $660.1K | 0.01% | +31,872 | New |
| Marshall Wace, LLP | 32,376 | $670.5K | 0.00% | +32,376 | New |
| Walleye Capital LLC | 33,963 | $703.4K | 0.00% | +1,292+4.0% | Added |
| Victory Capital Management Inc | 37,300 | $772.5K | 0.00% | +1,200+3.3% | Added |
| Martingale Asset Management L P | 37,703 | $780.8K | 0.02% | −1,198−3.1% | Reduced |
| SG Americas Securities, LLC | 39,798 | $824.0K | 0.00% | −726−1.8% | Reduced |
| Franklin Resources Inc | 42,732 | $885.0K | 0.00% | +5,282+14.1% | Added |
| Citigroup Inc | 43,385 | $898.5K | 0.00% | +32,107+284.7% | Added |
| American Century Companies Inc | 46,211 | $957.0K | 0.00% | −10,694−18.8% | Reduced |
| Swiss National Bank | 47,200 | $977.5K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 50,100 | $1.04M | 0.00% | +9,800+24.3% | Added |
| Quantinno Capital Management LP | 50,169 | $1.04M | 0.00% | +37,088+283.5% | Added |
| Nuveen, LLC | 51,751 | $1.07M | 0.00% | +344+0.7% | Added |
| Bridge City Capital, LLC | 53,449 | $1.11M | 0.31% | −856−1.6% | Reduced |
| Quantbot Technologies LP | 54,180 | $1.12M | 0.05% | +49,974+1,188.2% | Added |
| Kornitzer Capital Management Inc | 55,957 | $1.16M | 0.02% | −1,889−3.3% | Reduced |
| Russell Investments Group, Ltd. | 56,063 | $1.16M | 0.00% | +28,873+106.2% | Added |
| Am Investment Strategies LLC | 57,738 | $1.20M | 0.26% | −10.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 58,044 | $1.20M | 0.02% | +26,793+85.7% | Added |
| AQR Capital Management LLC | 58,842 | $1.22M | 0.00% | +27,758+89.3% | Added |
| Legal & General Group Plc | 58,987 | $1.22M | 0.00% | −6,971−10.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 63,233 | $1.31M | 0.07% | +33,888+115.5% | Added |
| Rhumbline Advisers | 66,356 | $1.37M | 0.00% | +1,402+2.2% | Added |
| Cambiar Investors LLC | 67,229 | $1.39M | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 70,705 | $1.46M | 0.00% | +25,430+56.2% | Added |
| Globeflex Capital L P | 72,988 | $1.51M | 0.23% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 76,202 | $1.58M | 0.00% | −6,661−8.0% | Reduced |
| Citadel Advisors LLC | 78,765 | $1.63M | 0.00% | +52,974+205.4% | Added |
| Royal Bank of Canada | 80,265 | $1.66M | 0.00% | +28,894+56.2% | Added |
| Stifel Financial Corp | 80,636 | $1.67M | 0.00% | +25,162+45.4% | Added |
| Pinnacle Financial Partners, Inc. | 82,997 | $1.72M | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 88,758 | $1.84M | 0.02% | +61,627+227.1% | Added |
| Jane Street Group, LLC | 95,704 | $1.98M | 0.00% | −1,183−1.2% | Reduced |
| Ameriprise Financial Inc | 96,979 | $2.01M | 0.00% | +15,478+19.0% | Added |
| Connors Investor Services Inc | 98,119 | $2.03M | 0.19% | +594+0.6% | Added |
| Public Sector Pension Investment Board | 107,436 | $2.23M | 0.01% | −20,090−15.8% | Reduced |
| UBS Group AG | 111,820 | $2.32M | 0.00% | +39,735+55.1% | Added |
| Numerai GP LLC | 123,627 | $2.56M | 0.26% | +46,601+60.5% | Added |
| Bank of America Corp | 131,563 | $2.72M | 0.00% | +2,608+2.0% | Added |
| SEI Investments Co | 146,400 | $3.03M | 0.00% | −48,466−24.9% | Reduced |
| Herald Investment Management Ltd | 150,000 | $3.11M | 0.43% | −50,000−25.0% | Reduced |
| Teacher Retirement System of Texas | 151,183 | $3.13M | 0.01% | −71,392−32.1% | Reduced |
| Principal Financial Group Inc | 152,382 | $3.16M | 0.00% | +10,137+7.1% | Added |
| Lazard Asset Management LLC | 157,208 | $3.26M | 0.01% | +114,511+268.2% | Added |
| Vanguard Fiduciary Trust Co | 161,294 | $3.34M | 0.00% | +161,294 | New |
| FMR LLC | 175,150 | $3.63M | 0.00% | −29,748−14.5% | Reduced |
| Millennium Management LLC | 175,630 | $3.64M | 0.00% | +111,123+172.3% | Added |
| Invesco Ltd. | 177,679 | $3.68M | 0.00% | +25,988+17.1% | Added |
| HRT Financial LP | 195,023 | $4.04M | 0.01% | +125,538+180.7% | Added |
| Kennedy Capital Management, Inc. | 195,241 | $4.04M | 0.09% | +3,531+1.8% | Added |
| Envestnet Asset Management Inc | 199,631 | $4.13M | 0.00% | +81,815+69.4% | Added |
| Panagora Asset Management Inc | 215,229 | $4.46M | 0.02% | +1,480+0.7% | Added |
| Creative Planning | 218,186 | $4.52M | 0.00% | +158,924+268.2% | Added |
| Bank of New York Mellon Corp | 223,637 | $4.63M | 0.00% | −5,596−2.4% | Reduced |
| Invenomic Capital Management LP | 240,370 | $4.98M | 0.23% | +240,370 | New |
| Charles Schwab Investment Management Inc | 265,644 | $5.50M | 0.00% | +24,861+10.3% | Added |
| Goldman Sachs Group Inc | 274,458 | $5.68M | 0.00% | +120,323+78.1% | Added |
| Jacobs Levy Equity Management, Inc | 288,179 | $5.97M | 0.03% | +84,076+41.2% | Added |
| Robeco Institutional Asset Management B.V. | 313,359 | $6.49M | 0.01% | −27,152−8.0% | Reduced |
| Acadian Asset Management LLC | 348,730 | $7.21M | 0.01% | −498,774−58.9% | Reduced |
| Northern Trust Corp | 361,677 | $7.49M | 0.00% | +11,824+3.4% | Added |
| Morgan Stanley | 368,986 | $7.64M | 0.00% | +115,174+45.4% | Added |
| Arrowstreet Capital, Limited Partnership | 377,945 | $7.83M | 0.00% | +65,806+21.1% | Added |
| First Eagle Investment Management, LLC | 425,698 | $8.82M | 0.01% | +12,000+2.9% | Added |
| JPMorgan Chase & Co | 453,738 | $9.57M | 0.00% | +841+0.2% | Added |
| Renaissance Technologies LLC | 477,848 | $9.90M | 0.02% | +2,380+0.5% | Added |
| Geode Capital Management, LLC | 714,747 | $14.8M | 0.00% | −43,256−5.7% | Reduced |
| Two Sigma Investments, LP | 844,420 | $17.5M | 0.01% | +624,865+284.6% | Added |
| Vanguard Portfolio Management LLC | 921,846 | $19.1M | 0.00% | +921,846 | New |
| State Street Corp | 995,557 | $20.6M | 0.00% | +15,289+1.6% | Added |
| Vanguard Capital Management LLC | 1,047,927 | $21.7M | 0.00% | +1,047,927 | New |
| Copeland Capital Management, LLC | 1,276,739 | $26.4M | 0.59% | +389,186+43.8% | Added |
| Dimensional Fund Advisors LP | 1,456,043 | $30.2M | 0.01% | +87,177+6.4% | Added |
| BlackRock, Inc. | 3,851,929 | $79.8M | 0.00% | +219,554+6.0% | Added |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −451,794−100.0% | Sold out |
| Stephens Investment Management Group LLC | 0 | $0 | 0.00% | −315,291−100.0% | Sold out |