Healthstream Inc

HSTM

Exchange: Nasdaq
Industry: Services-Computer Programming, Data Processing, Etc.
SEC CIK: 0001095565

SEC filings (opens in a new tab)

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.

Q2 2026 vs. Q1 2026

How the institutions holding Healthstream Inc changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of HSTM: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	198	3	219	+24
Shares	21.5M	22.8K	22.2M	+713.3K (+3.3%)
Value	$445.5M	$471.6K	$604.4M	+$159.4M (+35.8%)

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (44)

Institutions that held Healthstream Inc at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to HSTM in Q2 2026
Institution	Shares	Value	% of portfolio
Crawford Investment Counsel Inc	127,003	$3.46M	0.06%
Hillsdale Investment Management Inc.	43,839	$1.19M	0.03%
Pathstone Holdings, LLC	25,160	$685.6K	0.00%
Toroso Investments, LLC	21,084	$574.5K	0.00%
Formidable Asset Management, LLC	19,479	$530.8K	0.08%
Graham Capital Management, L.P.	19,410	$528.9K	0.01%
VARCOV Co.	18,956	$516.6K	0.20%
Summit Global Investments	13,674	$373.0K	0.02%
Wealth Enhancement Advisory Services, LLC	12,135	$340.8K	0.00%
Sanctuary Advisors, LLC	12,246	$333.7K	0.00%
Jain Global LLC	12,000	$327.0K	0.00%
Jupiter Topco LLC	10,946	$298.1K	0.00%
Vise Technologies, Inc.	10,372	$282.6K	0.00%
Mangrove Partners	9,782	$266.6K	0.02%
Bailard, Inc.	9,500	$258.9K	0.01%
Allstate Corp	9,355	$254.9K	0.00%
Mercer Global Advisors Inc	9,022	$245.8K	0.00%
Park Capital Management, LLC	8,821	$240.4K	0.14%
Woodmont Investment Counsel LLC	8,719	$237.6K	0.01%
Personal Cfo Solutions, LLC	8,366	$228.0K	0.03%
Squarepoint Ops LLC	8,149	$222.1K	0.00%
Sequoia Financial Advisors, LLC	8,135	$221.7K	0.00%
JustInvest LLC	7,917	$215.7K	0.00%
Colony Group, LLC	7,696	$209.7K	0.00%
Swiss Life Asset Management Ltd	7,491	$204.1K	0.00%
Abel Hall, LLC	7,466	$203.4K	0.04%
Simplex Trading, LLC	4,087	$111.4K	0.00%
Global Retirement Partners, LLC	1,131	$30.8K	0.00%
Persistent Asset Partners Ltd	648	$17.7K	0.01%
Bellevue Asset Management, LLC	163	$4.44K	0.00%
High Note Wealth, LLC	143	$3.90K	0.00%
Capital Advisors, Ltd. LLC	98	$3.00K	0.00%
Ameriflex Group, Inc.	91	$2.48K	0.00%
South State Corp.	50	$1.36K	0.00%
Investors Portfolio Services LLC	46	$1.25K	0.00%
Northwestern Mutual Wealth Management Co	33	$899	0.00%
Cedar Mountain Advisors, LLC	31	$845	0.00%
Rialto Wealth Management, LLC	21	$573	0.00%
Clearstead Advisors, LLC	12	$328	0.00%
Medallion Wealth Advisors, LLC	3	$82	0.00%
Plante Moran Financial Advisors, LLC	2	$55	0.00%
Davis Capital Management	1	$27	0.00%
Hughes Financial Services, LLC	1	$27	0.00%
Evolution Advisers, Inc.	12	$0	0.00%

Sold out (20)

Institutions that held Healthstream Inc at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of HSTM in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Invenomic Capital Management LP	240,370	$4.98M
HRT Financial LP	195,023	$4.04M
Jane Street Group, LLC	95,704	$1.98M
Quantbot Technologies LP	54,180	$1.12M
Verition Fund Management LLC	22,501	$466.0K
XTX Topco Ltd	18,752	$388.4K
Balyasny Asset Management LLC	15,033	$311.3K
nVerses Capital, LLC	14,768	$305.8K
Brevan Howard Capital Management LP	12,723	$263.5K
Schonfeld Strategic Advisors LLC	12,672	$262.4K
Aquatic Capital Management LLC	10,160	$210.4K
Virtus ETF Advisers LLC	5,015	$103.9K
Quadrant Capital Group LLC	3,212	$66.5K
Advisory Services Network, LLC	1,177	$24.4K
Twin Peaks Wealth Advisors, LLC	613	$12.7K
Aster Capital Management (DIFC) Ltd	139	$4.47K
Parkside Financial Bank & Trust	74	$1.53K
Whipplewood Advisors, LLC	53	$1.10K
Root Financial Partners, LLC	33	$683
Wealth Preservation Advisors, LLC	23	$476

Not filed for Q2 2026 yet (3)

Institutions that held Healthstream Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HSTM in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Janus Henderson Group PLC	10,946	$226.9K
Skopos Labs, Inc.	9,981	$206.7K
CWM, LLC	1,833	$38.0K