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