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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 240,232 | $6.55M | 0.00% | +181,390+308.3% | Added |
| Lazard Asset Management LLC | 240,950 | $6.57M | 0.01% | +83,742+53.3% | Added |
| Creative Planning | 285,852 | $7.79M | 0.00% | +67,666+31.0% | Added |
| Northern Trust Corp | 379,711 | $10.3M | 0.00% | +18,034+5.0% | Added |
| Morgan Stanley | 382,954 | $10.4M | 0.00% | +13,968+3.8% | Added |
| Renaissance Technologies LLC | 423,000 | $11.5M | 0.02% | −54,848−11.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 433,651 | $11.8M | 0.01% | +55,706+14.7% | Added |
| Acadian Asset Management LLC | 571,823 | $15.6M | 0.02% | +223,093+64.0% | Added |
| First Eagle Investment Management, LLC | 591,898 | $16.1M | 0.03% | +166,200+39.0% | Added |
| JPMorgan Chase & Co | 635,565 | $17.2M | 0.00% | +181,827+40.1% | Added |
| Goldman Sachs Group Inc | 665,917 | $18.1M | 0.00% | +391,459+142.6% | Added |
| Geode Capital Management, LLC | 779,219 | $21.2M | 0.00% | +64,472+9.0% | Added |
| Two Sigma Investments, LP | 805,584 | $22.0M | 0.02% | −38,836−4.6% | Reduced |
| Vanguard Portfolio Management LLC | 880,543 | $24.0M | 0.00% | −41,303−4.5% | Reduced |
| State Street Corp | 1,004,170 | $27.4M | 0.00% | +8,613+0.9% | Added |
| Vanguard Capital Management LLC | 1,045,298 | $28.5M | 0.00% | −2,629−0.3% | Reduced |
| Copeland Capital Management, LLC | 1,248,384 | $34.0M | 0.70% | −28,355−2.2% | Reduced |
| Dimensional Fund Advisors LP | 1,557,981 | $42.5M | 0.01% | +101,938+7.0% | Added |
| BlackRock, Inc. | 4,080,144 | $111.2M | 0.00% | +228,215+5.9% | Added |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −240,370−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −195,023−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −95,704−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −54,180−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −22,501−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,752−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −15,033−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −14,768−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −12,723−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,672−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,160−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −5,015−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −3,212−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,177−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |