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, Q2 2026
Institutional positions in Healthstream Inc as of Jun 30, 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
- 219
- +24 vs. Q1 2026
- Shares held
- 22.2M
- +713.3K (+3.3%) vs. Q1 2026
- Total value
- $604.4M
- +$159.4M (+35.8%) vs. Q1 2026
- New holders
- 44
- 79 more added
- Sold out
- 20
- 62 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Healthstream Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 12 | $0 | 0.00% | +12 | New |
| Cullen/Frost Bankers, Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| Huntington National Bank | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $27 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $27 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 2 | $55 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 3 | $82 | 0.00% | +1+50.0% | Added |
| Medallion Wealth Advisors, LLC | 3 | $82 | 0.00% | +3 | New |
| Ankerstar Wealth, LLC | 6 | $164 | 0.00% | −23−79.3% | Reduced |
| Gilpin Wealth Management, LLC | 10 | $273 | 0.00% | −2−16.7% | Reduced |
| SJS Investment Consulting Inc. | 11 | $300 | 0.00% | +7+175.0% | Added |
| Clearstead Advisors, LLC | 12 | $328 | 0.00% | +12 | New |
| Farmers & Merchants Investments Inc | 16 | $436 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 17 | $481 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 18 | $491 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $573 | 0.00% | +21 | New |
| MidFirst Bank | 24 | $654 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 25 | $678 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 31 | $845 | 0.00% | +31 | New |
| Northwestern Mutual Wealth Management Co | 33 | $899 | 0.00% | +33 | New |
| Covestor Ltd | 42 | $1.00K | 0.00% | −306−87.9% | Reduced |
| Larson Financial Group LLC | 41 | $1.12K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 41 | $1.12K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 45 | $1.23K | 0.00% | +34+309.1% | Added |
| Investors Portfolio Services LLC | 46 | $1.25K | 0.00% | +46 | New |
| South State Corp. | 50 | $1.36K | 0.00% | +50 | New |
| Kilter Group LLC | 60 | $1.64K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 89 | $2.42K | 0.00% | +55+161.8% | Added |
| Ameriflex Group, Inc. | 91 | $2.48K | 0.00% | +91 | New |
| WPG Advisers, LLC | 92 | $2.51K | 0.00% | +7+8.2% | Added |
| JPL Wealth Management, LLC | 103 | $2.81K | 0.00% | +2+2.0% | Added |
| Harbor Capital Advisors, Inc. | 106 | $3.00K | 0.00% | −62−36.9% | Reduced |
| Pacer Advisors, Inc. | 121 | $3.00K | 0.00% | −8−6.2% | Reduced |
| Capital Advisors, Ltd. LLC | 98 | $3.00K | 0.00% | +98 | New |
| US Bancorp | 111 | $3.02K | 0.00% | +20+22.0% | Added |
| Optiver Holding B.V. | 132 | $3.60K | 0.00% | +48+57.1% | Added |
| Essential Partners LLC | 138 | $3.76K | 0.00% | −1,086−88.7% | Reduced |
| High Note Wealth, LLC | 143 | $3.90K | 0.00% | +143 | New |
| Owl Creek Wealth Partners LLC | 160 | $4.36K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 163 | $4.44K | 0.00% | +163 | New |
| Bare Financial Services, Inc | 171 | $4.66K | 0.00% | +50+41.3% | Added |
| Rothschild Investment LLC | 173 | $4.71K | 0.00% | +56+47.9% | Added |
| First Horizon Corp | 255 | $6.95K | 0.00% | +145+131.8% | Added |
| Allworth Financial LP | 276 | $7.52K | 0.00% | +180+187.5% | Added |
| WealthCollab, LLC | 437 | $11.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 422 | $11.9K | 0.00% | −132−23.8% | Reduced |
| Umb Bank N A | 474 | $12.9K | 0.00% | +214+82.3% | Added |
| Sterling Capital Management LLC | 482 | $13.1K | 0.00% | −41−7.8% | Reduced |
| Cornerstone Planning Group LLC | 586 | $15.8K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 648 | $17.7K | 0.01% | +648 | New |
| Hantz Financial Services, Inc. | 738 | $20.0K | 0.00% | +214+40.8% | Added |
| Advisor Group Holdings, Inc. | 924 | $25.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,025 | $27.9K | 0.00% | +444+76.4% | Added |
| Tower Research Capital LLC (TRC) | 1,028 | $28.0K | 0.00% | −1,218−54.2% | Reduced |
| Global Retirement Partners, LLC | 1,131 | $30.8K | 0.00% | +1,131 | New |
| EverSource Wealth Advisors, LLC | 1,161 | $31.6K | 0.00% | +992+587.0% | Added |
| Delta Asset Management LLC | 1,400 | $38.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,536 | $41.9K | 0.00% | +1,290+524.4% | Added |
| Parallel Advisors, LLC | 1,594 | $43.4K | 0.00% | +1,370+611.6% | Added |
| Harbour Investments, Inc. | 1,647 | $44.9K | 0.00% | +9+0.5% | Added |
| Jones Financial Companies LLLP | 1,749 | $46.8K | 0.00% | +553+46.2% | Added |
| Farther Finance Advisors, LLC | 1,754 | $47.8K | 0.00% | +1,600+1,039.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,798 | $49.0K | 0.00% | +667+59.0% | Added |
| Ameritas Investment Partners, Inc. | 2,048 | $55.8K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,250 | $61.3K | 0.00% | −1,100−32.8% | Reduced |
| SRS Capital Advisors, Inc. | 3,008 | $81.9K | 0.00% | +2,231+287.1% | Added |
| Nisa Investment Advisors, LLC | 3,486 | $95.0K | 0.00% | +2,787+398.7% | Added |
| Barclays PLC | 3,659 | $99.7K | 0.00% | −732−16.7% | Reduced |
| Simplex Trading, LLC | 4,087 | $111.4K | 0.00% | +4,087 | New |
| Eurizon Capital SGR S.p.A. | 4,142 | $112.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 4,153 | $113.2K | 0.00% | +1,547+59.4% | Added |
| Versant Capital Management, Inc | 4,401 | $119.9K | 0.01% | +3,619+462.8% | Added |
| Vanguard Investments Australia, Ltd. | 4,856 | $132.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,103 | $139.1K | 0.00% | −1,437−22.0% | Reduced |
| Oregon Public Employees Retirement Fund | 5,327 | $145.2K | 0.00% | −100−1.8% | Reduced |
| State of Tennessee, Treasury Department | 5,522 | $150.5K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,967 | $162.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 6,307 | $171.9K | 0.00% | −2,100−25.0% | Reduced |
| Meeder Asset Management Inc | 6,325 | $172.4K | 0.01% | +2,400+61.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 7,099 | $193.4K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 7,466 | $203.4K | 0.04% | +7,466 | New |
| Swiss Life Asset Management Ltd | 7,491 | $204.1K | 0.00% | +7,491 | New |
| Colony Group, LLC | 7,696 | $209.7K | 0.00% | +7,696 | New |
| JustInvest LLC | 7,917 | $215.7K | 0.00% | +7,917 | New |
| Sequoia Financial Advisors, LLC | 8,135 | $221.7K | 0.00% | +8,135 | New |
| Squarepoint Ops LLC | 8,149 | $222.1K | 0.00% | +8,149 | New |
| Personal Cfo Solutions, LLC | 8,366 | $228.0K | 0.03% | +8,366 | New |
| Woodmont Investment Counsel LLC | 8,719 | $237.6K | 0.01% | +8,719 | New |
| Vanguard Global Advisers, LLC | 8,772 | $239.0K | 0.00% | 00.0% | Unchanged |
| Park Capital Management, LLC | 8,821 | $240.4K | 0.14% | +8,821 | New |
| The PNC Financial Services Group, Inc. | 8,834 | $240.7K | 0.00% | +2,042+30.1% | Added |
| Mercer Global Advisors Inc | 9,022 | $245.8K | 0.00% | +9,022 | New |
| State of Alaska, Department of Revenue | 9,323 | $253.0K | 0.00% | −4,183−31.0% | Reduced |
| Allstate Corp | 9,355 | $254.9K | 0.00% | +9,355 | New |
| D. E. Shaw & Co., Inc. | 9,404 | $256.3K | 0.00% | −4,230−31.0% | Reduced |
| Bailard, Inc. | 9,500 | $258.9K | 0.01% | +9,500 | New |
| Snowden Capital Advisors LLC | 9,530 | $259.7K | 0.01% | −2,136−18.3% | Reduced |
| Mangrove Partners | 9,782 | $266.6K | 0.02% | +9,782 | New |
| Louisiana State Employees Retirement System | 10,200 | $277.9K | 0.00% | −300−2.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 10,289 | $280.4K | 0.00% | −303,070−96.7% | Reduced |