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, Q3 2023
Institutional positions in Streamline Health Solutions Inc. as of Sep 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
- 46
- +7 vs. Q2 2023
- Shares held
- 18.4M
- −754.6K (−3.9%) vs. Q2 2023
- Total value
- $17.4M
- −$6.86M (−28.3%) vs. Q2 2023
- New holders
- 9
- 10 more added
- Sold out
- 2
- 13 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Streamline Health Solutions Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tamarack Advisers, LP | 4,930,882 | $4.77M | 9.51% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 4,824,212 | $4.67M | 3.33% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,688,305 | $1.63M | 0.00% | +26,201+1.6% | Added |
| Perkins Capital Management Inc | 1,495,405 | $1.45M | 1.43% | −47,834−3.1% | Reduced |
| Herald Investment Management Ltd | 978,787 | $910.5K | 0.19% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 667,990 | $646.3K | 0.05% | 00.0% | Unchanged |
| UBS Group AG | 502,677 | $486.6K | 0.00% | +860.0% | Added |
| Geode Capital Management, LLC | 422,403 | $408.8K | 0.00% | +25,980+6.6% | Added |
| BlackRock Inc. | 418,316 | $404.7K | 0.00% | −12,305−2.9% | Reduced |
| Renaissance Technologies LLC | 317,826 | $307.0K | 0.00% | +15,957+5.3% | Added |
| TownSquare Capital, LLC | 263,068 | $254.5K | 0.00% | −37,309−12.4% | Reduced |
| Boothbay Fund Management, LLC | 164,550 | $159.2K | 0.01% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 467,277 | $132.2K | 0.04% | +467,277 | New |
| HighTower Advisors, LLC | 125,000 | $121.0K | 0.00% | +20,000+19.0% | Added |
| Citadel Advisors LLC | 117,924 | $114.1K | 0.00% | +66,289+128.4% | Added |
| State Street Corp | 115,619 | $111.9K | 0.00% | +4,400+4.0% | Added |
| Punch & Associates Investment Management, Inc. | 106,500 | $103.0K | 0.01% | −1,338,712−92.6% | Reduced |
| Alera Investment Advisors, LLC | 100,000 | $96.8K | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 70,987 | $68.7K | 0.00% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 60,000 | $58.0K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 57,763 | $57.0K | 0.01% | −6,341−9.9% | Reduced |
| Spouting Rock Asset Management, LLC | 58,744 | $56.8K | 0.02% | −5,758−8.9% | Reduced |
| Morgan Stanley | 53,000 | $51.3K | 0.00% | −4,176−7.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 31,116 | $30.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 30,574 | $29.6K | 0.00% | +30,574 | New |
| Charles Schwab Investment Management Inc | 29,028 | $28.1K | 0.00% | 00.0% | Unchanged |
| Overbrook Management Corp | 28,762 | $27.8K | 0.01% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 27,200 | $26.3K | 0.03% | −23,750−46.6% | Reduced |
| Creative Planning | 25,000 | $24.2K | 0.00% | +25,000 | New |
| Lloyd Advisory Services, LLC. | 24,129 | $23.3K | 0.01% | +24,129 | New |
| Norden Group LLC | 24,129 | $23.3K | 0.01% | +24,129 | New |
| HRT Financial LP | 22,719 | $21.0K | 0.00% | +22,719 | New |
| FirstPurpose Wealth LLC | 14,148 | $13.7K | 0.01% | +30.0% | Added |
| Jane Street Group, LLC | 13,681 | $13.2K | 0.00% | +13,681 | New |
| Advisor Group Holdings, Inc. | 13,565 | $13.1K | 0.00% | +992+7.9% | Added |
| Two Sigma Securities, LLC | 12,914 | $12.5K | 0.00% | +1,775+15.9% | Added |
| Virtu Financial LLC | 12,390 | $12.0K | 0.00% | +12,390 | New |
| Bartlett & Co. LLC | 10,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,165 | $9.84K | 0.00% | −2,970−22.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,000 | $9.68K | 0.00% | 00.0% | Unchanged |
| DFPG Investments, LLC | 12,951 | $4.28K | 0.00% | −15,504−54.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,335 | $3.23K | 0.00% | −2,910−46.6% | Reduced |
| First Manhattan Co | 529 | $511 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 349 | $338 | 0.00% | −35−9.1% | Reduced |
| Qube Research & Technologies Ltd | 2 | $2 | 0.00% | +2 | New |
| Royal Bank of Canada | 59 | $0 | 0.00% | −94−61.4% | Reduced |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −15,988−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |