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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 10,372 | $282.6K | 0.00% | +10,372 | New |
| Citadel Advisors LLC | 10,383 | $282.9K | 0.00% | −68,382−86.8% | Reduced |
| Jupiter Topco LLC | 10,946 | $298.1K | 0.00% | +10,946 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,006 | $299.9K | 0.00% | −65,196−85.6% | Reduced |
| Diametric Capital, LP | 11,037 | $300.8K | 0.03% | −11,111−50.2% | Reduced |
| Illinois Municipal Retirement Fund | 11,332 | $308.8K | 0.00% | −684−5.7% | Reduced |
| Jain Global LLC | 12,000 | $327.0K | 0.00% | +12,000 | New |
| Susquehanna International Group, LLP | 12,049 | $328.3K | 0.00% | −9,714−44.6% | Reduced |
| Fifth Third Bancorp | 12,139 | $330.8K | 0.00% | +321+2.7% | Added |
| Sanctuary Advisors, LLC | 12,246 | $333.7K | 0.00% | +12,246 | New |
| Vestcor Inc | 12,458 | $339.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 12,446 | $339.2K | 0.03% | +6,048+94.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,135 | $340.8K | 0.00% | +12,135 | New |
| CI Private Wealth, LLC | 13,290 | $362.2K | 0.00% | −2,243−14.4% | Reduced |
| New York State Teachers Retirement System | 13,328 | $363.0K | 0.00% | +627+4.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,379 | $364.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 13,421 | $365.0K | 0.00% | −359−2.6% | Reduced |
| Summit Global Investments | 13,674 | $373.0K | 0.02% | +13,674 | New |
| Walleye Capital LLC | 13,902 | $378.8K | 0.00% | −20,061−59.1% | Reduced |
| Great West Life Assurance Co | 14,360 | $391.0K | 0.00% | −4,653−24.5% | Reduced |
| Jump Financial, LLC | 14,489 | $394.8K | 0.00% | +2,118+17.1% | Added |
| MetLife Investment Management | 14,577 | $397.2K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,705 | $400.7K | 0.00% | +2,018+15.9% | Added |
| Vanguard Asset Management, Ltd | 14,885 | $405.6K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 15,348 | $418.0K | 0.00% | −494−3.1% | Reduced |
| Los Angeles Capital Management LLC | 16,025 | $436.7K | 0.00% | +15,815+7,531.0% | Added |
| STRS Ohio | 16,700 | $455.1K | 0.00% | +3,000+21.9% | Added |
| Diversified Trust Co | 16,868 | $459.7K | 0.01% | +3,151+23.0% | Added |
| First Trust Advisors LP | 17,361 | $473.1K | 0.00% | +5,542+46.9% | Added |
| Alliancebernstein L.P. | 23,300 | $482.5K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 18,120 | $493.8K | 0.00% | −3,133−14.7% | Reduced |
| VARCOV Co. | 18,956 | $516.6K | 0.20% | +18,956 | New |
| Graham Capital Management, L.P. | 19,410 | $528.9K | 0.01% | +19,410 | New |
| Formidable Asset Management, LLC | 19,479 | $530.8K | 0.08% | +19,479 | New |
| Callan Family Office, LLC | 20,272 | $552.4K | 0.01% | +6,397+46.1% | Added |
| Wells Fargo & Company | 20,292 | $553.0K | 0.00% | +11,341+126.7% | Added |
| Amundi | 20,371 | $555.1K | 0.00% | +4,680+29.8% | Added |
| New York State Common Retirement Fund | 20,506 | $558.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 20,610 | $561.6K | 0.02% | +3,809+22.7% | Added |
| Toroso Investments, LLC | 21,084 | $574.5K | 0.00% | +21,084 | New |
| California State Teachers Retirement System | 21,764 | $593.1K | 0.00% | +833+4.0% | Added |
| CWM Advisors, LLC | 25,050 | $682.6K | 0.03% | +248+1.0% | Added |
| Pathstone Holdings, LLC | 25,160 | $685.6K | 0.00% | +25,160 | New |
| Deutsche Bank AG | 25,506 | $695.0K | 0.00% | +4,598+22.0% | Added |
| UBS Asset Management Americas Inc | 25,602 | $697.7K | 0.00% | −2,583−9.2% | Reduced |
| Neuberger Berman Group LLC | 26,001 | $708.5K | 0.00% | +5,675+27.9% | Added |
| EntryPoint Capital, LLC | 26,218 | $714.4K | 0.17% | +5,436+26.2% | Added |
| Cetera Investment Advisers | 26,701 | $727.6K | 0.00% | −2,985−10.1% | Reduced |
| SG Americas Securities, LLC | 28,185 | $768.0K | 0.00% | −11,613−29.2% | Reduced |
| Prudential Financial Inc | 29,533 | $804.8K | 0.00% | +5,080+20.8% | Added |
| Horizon Investments, LLC | 32,254 | $878.9K | 0.01% | +382+1.2% | Added |
| Marshall Wace, LLP | 32,376 | $882.2K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 32,836 | $895.0K | 0.00% | +3,300+11.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 35,480 | $966.8K | 0.02% | −22,564−38.9% | Reduced |
| Citigroup Inc | 36,903 | $1.01M | 0.00% | −6,482−14.9% | Reduced |
| Martingale Asset Management L P | 37,703 | $1.03M | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 43,839 | $1.19M | 0.03% | +43,839 | New |
| Swiss National Bank | 47,200 | $1.29M | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 48,727 | $1.33M | 0.00% | +5,995+14.0% | Added |
| KLP Kapitalforvaltning AS | 50,100 | $1.37M | 0.00% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 51,765 | $1.41M | 0.32% | −1,684−3.2% | Reduced |
| Am Investment Strategies LLC | 52,738 | $1.44M | 0.28% | −5,000−8.7% | Reduced |
| American Century Companies Inc | 53,037 | $1.45M | 0.00% | +6,826+14.8% | Added |
| Kornitzer Capital Management Inc | 54,132 | $1.48M | 0.03% | −1,825−3.3% | Reduced |
| Rhumbline Advisers | 57,487 | $1.57M | 0.00% | −8,869−13.4% | Reduced |
| Legal & General Group Plc | 58,272 | $1.59M | 0.00% | −715−1.2% | Reduced |
| Victory Capital Management Inc | 63,400 | $1.73M | 0.00% | +26,100+70.0% | Added |
| Campbell & CO Investment Adviser LLC | 66,601 | $1.81M | 0.10% | +3,368+5.3% | Added |
| Cambiar Investors LLC | 67,694 | $1.84M | 0.08% | +465+0.7% | Added |
| Numerai GP LLC | 69,534 | $1.89M | 0.15% | −54,093−43.8% | Reduced |
| Teacher Retirement System of Texas | 72,818 | $1.98M | 0.01% | −78,365−51.8% | Reduced |
| Globeflex Capital L P | 72,988 | $1.99M | 0.25% | 00.0% | Unchanged |
| Cerity Partners LLC | 73,617 | $2.01M | 0.00% | +2,912+4.1% | Added |
| Quantinno Capital Management LP | 75,514 | $2.06M | 0.00% | +25,345+50.5% | Added |
| Engineers Gate Manager LP | 77,048 | $2.10M | 0.03% | −11,710−13.2% | Reduced |
| Stifel Financial Corp | 79,196 | $2.16M | 0.00% | −1,440−1.8% | Reduced |
| Royal Bank of Canada | 80,925 | $2.21M | 0.00% | +660+0.8% | Added |
| Russell Investments Group, Ltd. | 82,156 | $2.24M | 0.00% | +26,093+46.5% | Added |
| Pinnacle Financial Partners, Inc. | 83,597 | $2.28M | 0.02% | +600+0.7% | Added |
| Invesco Ltd. | 84,476 | $2.30M | 0.00% | −93,203−52.5% | Reduced |
| Ameriprise Financial Inc | 95,127 | $2.59M | 0.00% | −1,852−1.9% | Reduced |
| Connors Investor Services Inc | 97,391 | $2.65M | 0.23% | −728−0.7% | Reduced |
| Panagora Asset Management Inc | 98,152 | $2.67M | 0.01% | −117,077−54.4% | Reduced |
| Public Sector Pension Investment Board | 104,374 | $2.84M | 0.01% | −3,062−2.9% | Reduced |
| Millennium Management LLC | 121,342 | $3.31M | 0.00% | −54,288−30.9% | Reduced |
| Bank of America Corp | 122,914 | $3.35M | 0.00% | −8,649−6.6% | Reduced |
| Crawford Investment Counsel Inc | 127,003 | $3.46M | 0.06% | +127,003 | New |
| Jacobs Levy Equity Management, Inc | 136,688 | $3.72M | 0.01% | −151,491−52.6% | Reduced |
| Man Group plc | 142,907 | $3.89M | 0.01% | +132,015+1,212.0% | Added |
| Herald Investment Management Ltd | 150,000 | $4.08M | 0.55% | 00.0% | Unchanged |
| UBS Group AG | 150,118 | $4.09M | 0.00% | +38,298+34.2% | Added |
| Principal Financial Group Inc | 152,870 | $4.17M | 0.00% | +488+0.3% | Added |
| Vanguard Fiduciary Trust Co | 156,225 | $4.26M | 0.00% | −5,069−3.1% | Reduced |
| SEI Investments Co | 157,794 | $4.30M | 0.00% | +11,394+7.8% | Added |
| FMR LLC | 166,812 | $4.55M | 0.00% | −8,338−4.8% | Reduced |
| Envestnet Asset Management Inc | 189,539 | $5.16M | 0.00% | −10,092−5.1% | Reduced |
| Nuveen, LLC | 189,904 | $5.17M | 0.00% | +138,153+267.0% | Added |
| Kennedy Capital Management, Inc. | 191,504 | $5.22M | 0.09% | −3,737−1.9% | Reduced |
| Bank of New York Mellon Corp | 227,493 | $6.20M | 0.00% | +3,856+1.7% | Added |
| Charles Schwab Investment Management Inc | 237,710 | $6.48M | 0.00% | −27,934−10.5% | Reduced |