Streamline Health Solutions Inc.
STRMDelisted Aug 12, 2025- Industry
- Services-Computer Integrated Systems Design
- SEC CIK
- 0001008586
Streamline Health Solutions Inc. was delisted on Aug 12, 2025; its insiders filed their last Form 4 on Aug 14, 2025; 19 institutions reported holding it in 13F filings for Q2 2025, worth $7.74M in total; no superinvestor held it.
13F holders, Q1 2023
Institutional positions in Streamline Health Solutions Inc. as of Mar 31, 2023. 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
- 37
- 0 vs. Q4 2022
- Shares held
- 18.9M
- +996.5K (+5.6%) vs. Q4 2022
- Total value
- $34.1M
- +$5.72M (+20.2%) vs. Q4 2022
- New holders
- 5
- 16 more added
- Sold out
- 5
- 6 more reduced
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STRM 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 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 1 | $350 |
| Q2 2025 | 19 | $7.74M |
| Q1 2025 | 16 | $1.74M |
| Q4 2024 | 17 | $2.29M |
| Q3 2024 | 26 | $2.63M |
| Q2 2024 | 31 | $5.72M |
| Q1 2024 | 30 | $5.93M |
| Q4 2023 | 41 | $8.06M |
| Q3 2023 | 46 | $17.4M |
| Q2 2023 | 40 | $24.3M |
| Q1 2023 | 37 | $34.1M |
| Q4 2022 | 37 | $28.3M |
| Q3 2022 | 33 | $19.5M |
| Q2 2022 | 29 | $14.7M |
| Q1 2022 | 31 | $18.7M |
| Q4 2021 | 30 | $24.7M |
| Q3 2021 | 34 | $30.5M |
| Q2 2021 | 38 | $32.6M |
| Q1 2021 | 35 | $38.8M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Streamline Health Solutions Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 361 | $650 | 0.00% | +59+19.5% | Added |
| First Manhattan Co | 529 | $952 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,929 | $14.0K | 0.00% | +2,888+57.3% | Added |
| Bartlett & Co. LLC | 10,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 11,718 | $21.1K | 0.00% | +11,718 | New |
| Advisor Group Holdings, Inc. | 12,156 | $21.9K | 0.00% | +5,743+89.6% | Added |
| FirstPurpose Wealth LLC | 13,530 | $24.4K | 0.01% | +13,530 | New |
| Prudential Financial Inc | 16,224 | $29.2K | 0.00% | −10,776−39.9% | Reduced |
| Cetera Investment Advisers | 22,500 | $40.5K | 0.00% | −17,500−43.8% | Reduced |
| DFPG Investments, LLC | 27,272 | $49.1K | 0.01% | +16,224+146.9% | Added |
| Overbrook Management Corp | 28,762 | $51.8K | 0.01% | −10.0% | Reduced |
| Charles Schwab Investment Management Inc | 29,028 | $52.3K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 31,090 | $56.0K | 0.00% | +31,090 | New |
| Baker Tilly Wealth Management, LLC | 35,594 | $64.1K | 0.01% | +20,586+137.2% | Added |
| Citadel Advisors LLC | 52,503 | $94.5K | 0.00% | +19,906+61.1% | Added |
| McKinley Carter Wealth Services, Inc. | 60,000 | $108.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 63,676 | $114.6K | 0.00% | +29,675+87.3% | Added |
| Spouting Rock Asset Management, LLC | 65,395 | $117.7K | 0.04% | +37,585+135.1% | Added |
| Northern Trust Corp | 69,352 | $124.8K | 0.00% | +15,516+28.8% | Added |
| Thompson Davis & Co., Inc. | 84,150 | $151.5K | 0.20% | +8,750+11.6% | Added |
| Alera Investment Advisors, LLC | 100,000 | $180.0K | 0.04% | −3,750−3.6% | Reduced |
| HighTower Advisors, LLC | 105,000 | $189.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 111,219 | $200.2K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 185,104 | $333.2K | 0.01% | +185,104 | New |
| Renaissance Technologies LLC | 281,769 | $507.0K | 0.00% | +32,700+13.1% | Added |
| TownSquare Capital, LLC | 329,505 | $593.1K | 0.01% | +187,681+132.3% | Added |
| UBS Group AG | 338,955 | $610.1K | 0.00% | +338,955 | New |
| Geode Capital Management, LLC | 364,562 | $656.2K | 0.00% | +7,624+2.1% | Added |
| BlackRock Inc. | 426,079 | $766.9K | 0.00% | +13,297+3.2% | Added |
| Nicholas Hoffman & Company, LLC. | 667,990 | $1.20M | 0.11% | +10.0% | Added |
| Herald Investment Management Ltd | 978,787 | $1.73M | 0.38% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 1,445,212 | $2.60M | 0.17% | −11,288−0.8% | Reduced |
| Perkins Capital Management Inc | 1,560,339 | $2.81M | 2.65% | −1,085−0.1% | Reduced |
| Vanguard Group Inc | 1,640,972 | $2.95M | 0.00% | +111,545+7.3% | Added |
| Harbert Fund Advisors, Inc. | 4,824,212 | $8.68M | 6.19% | 00.0% | Unchanged |
| Tamarack Advisers, LP | 4,930,882 | $8.88M | 6.77% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −22,139−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,874−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,614−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −43−100.0% | Sold out |