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, Q2 2023
Institutional positions in Streamline Health Solutions Inc. as of Jun 30, 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
- 40
- +3 vs. Q1 2023
- Shares held
- 19.1M
- +201.2K (+1.1%) vs. Q1 2023
- Total value
- $24.3M
- −$9.77M (−28.7%) vs. Q1 2023
- New holders
- 5
- 11 more added
- Sold out
- 2
- 9 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Streamline Health Solutions Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 153 | $0 | 0.00% | +153 | New |
| Wells Fargo & Company | 384 | $488 | 0.00% | +23+6.4% | Added |
| First Manhattan Co | 529 | $671 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,245 | $7.93K | 0.00% | −1,684−21.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,000 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 10,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,139 | $14.1K | 0.00% | +11,139 | New |
| Advisor Group Holdings, Inc. | 12,573 | $16.0K | 0.00% | +417+3.4% | Added |
| Envestnet Asset Management Inc | 13,135 | $16.7K | 0.00% | +1,417+12.1% | Added |
| FirstPurpose Wealth LLC | 14,145 | $18.0K | 0.01% | +615+4.5% | Added |
| Cerity Partners LLC | 15,988 | $20.3K | 0.00% | +15,988 | New |
| Cetera Investment Advisers | 22,500 | $28.6K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 25,000 | $31.8K | 0.00% | +25,000 | New |
| Overbrook Management Corp | 28,762 | $36.5K | 0.01% | 00.0% | Unchanged |
| DFPG Investments, LLC | 28,455 | $36.7K | 0.00% | +1,183+4.3% | Added |
| Charles Schwab Investment Management Inc | 29,028 | $36.9K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 31,116 | $39.5K | 0.00% | −4,478−12.6% | Reduced |
| Thompson Davis & Co., Inc. | 50,950 | $64.7K | 0.07% | −33,200−39.5% | Reduced |
| Citadel Advisors LLC | 51,635 | $65.6K | 0.00% | −868−1.7% | Reduced |
| Morgan Stanley | 57,176 | $72.6K | 0.00% | −6,500−10.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 60,000 | $76.2K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 64,104 | $81.4K | 0.02% | +64,104 | New |
| Spouting Rock Asset Management, LLC | 64,502 | $81.9K | 0.03% | −893−1.4% | Reduced |
| Northern Trust Corp | 70,987 | $90.2K | 0.00% | +1,635+2.4% | Added |
| Alera Investment Advisors, LLC | 100,000 | $127.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 105,000 | $133.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 111,219 | $141.2K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 164,550 | $209.0K | 0.01% | −20,554−11.1% | Reduced |
| TownSquare Capital, LLC | 300,377 | $381.5K | 0.01% | −29,128−8.8% | Reduced |
| Renaissance Technologies LLC | 301,869 | $383.0K | 0.00% | +20,100+7.1% | Added |
| Geode Capital Management, LLC | 396,423 | $503.5K | 0.00% | +31,861+8.7% | Added |
| BlackRock Inc. | 430,621 | $546.9K | 0.00% | +4,542+1.1% | Added |
| UBS Group AG | 502,591 | $638.3K | 0.00% | +163,636+48.3% | Added |
| Nicholas Hoffman & Company, LLC. | 667,990 | $848.3K | 0.03% | 00.0% | Unchanged |
| Herald Investment Management Ltd | 978,787 | $1.22M | 0.24% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 1,445,212 | $1.84M | 0.11% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 1,543,239 | $1.96M | 1.71% | −17,100−1.1% | Reduced |
| Vanguard Group Inc | 1,662,104 | $2.11M | 0.00% | +21,132+1.3% | Added |
| Harbert Fund Advisors, Inc. | 4,824,212 | $6.13M | 3.93% | 00.0% | Unchanged |
| Tamarack Advisers, LP | 4,930,882 | $6.26M | 4.76% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −31,090−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −16,224−100.0% | Sold out |