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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 59 | $0 | 0.00% | −94−61.4% | Reduced |
| Qube Research & Technologies Ltd | 2 | $2 | 0.00% | +2 | New |
| Wells Fargo & Company | 349 | $338 | 0.00% | −35−9.1% | Reduced |
| First Manhattan Co | 529 | $511 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,335 | $3.23K | 0.00% | −2,910−46.6% | Reduced |
| DFPG Investments, LLC | 12,951 | $4.28K | 0.00% | −15,504−54.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,000 | $9.68K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,165 | $9.84K | 0.00% | −2,970−22.6% | Reduced |
| Bartlett & Co. LLC | 10,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 12,390 | $12.0K | 0.00% | +12,390 | New |
| Two Sigma Securities, LLC | 12,914 | $12.5K | 0.00% | +1,775+15.9% | Added |
| Advisor Group Holdings, Inc. | 13,565 | $13.1K | 0.00% | +992+7.9% | Added |
| Jane Street Group, LLC | 13,681 | $13.2K | 0.00% | +13,681 | New |
| FirstPurpose Wealth LLC | 14,148 | $13.7K | 0.01% | +30.0% | Added |
| HRT Financial LP | 22,719 | $21.0K | 0.00% | +22,719 | 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 |
| Creative Planning | 25,000 | $24.2K | 0.00% | +25,000 | New |
| Thompson Davis & Co., Inc. | 27,200 | $26.3K | 0.03% | −23,750−46.6% | Reduced |
| Overbrook Management Corp | 28,762 | $27.8K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 29,028 | $28.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 30,574 | $29.6K | 0.00% | +30,574 | New |
| Baker Tilly Wealth Management, LLC | 31,116 | $30.1K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 53,000 | $51.3K | 0.00% | −4,176−7.3% | Reduced |
| Spouting Rock Asset Management, LLC | 58,744 | $56.8K | 0.02% | −5,758−8.9% | Reduced |
| Portside Wealth Group, LLC | 57,763 | $57.0K | 0.01% | −6,341−9.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 60,000 | $58.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 70,987 | $68.7K | 0.00% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 100,000 | $96.8K | 0.02% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 106,500 | $103.0K | 0.01% | −1,338,712−92.6% | Reduced |
| State Street Corp | 115,619 | $111.9K | 0.00% | +4,400+4.0% | Added |
| Citadel Advisors LLC | 117,924 | $114.1K | 0.00% | +66,289+128.4% | Added |
| HighTower Advisors, LLC | 125,000 | $121.0K | 0.00% | +20,000+19.0% | Added |
| Austin Wealth Management, LLC | 467,277 | $132.2K | 0.04% | +467,277 | New |
| Boothbay Fund Management, LLC | 164,550 | $159.2K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 263,068 | $254.5K | 0.00% | −37,309−12.4% | Reduced |
| Renaissance Technologies LLC | 317,826 | $307.0K | 0.00% | +15,957+5.3% | Added |
| BlackRock Inc. | 418,316 | $404.7K | 0.00% | −12,305−2.9% | Reduced |
| Geode Capital Management, LLC | 422,403 | $408.8K | 0.00% | +25,980+6.6% | Added |
| UBS Group AG | 502,677 | $486.6K | 0.00% | +860.0% | Added |
| Nicholas Hoffman & Company, LLC. | 667,990 | $646.3K | 0.05% | 00.0% | Unchanged |
| Herald Investment Management Ltd | 978,787 | $910.5K | 0.19% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 1,495,405 | $1.45M | 1.43% | −47,834−3.1% | Reduced |
| Vanguard Group Inc | 1,688,305 | $1.63M | 0.00% | +26,201+1.6% | Added |
| Harbert Fund Advisors, Inc. | 4,824,212 | $4.67M | 3.33% | 00.0% | Unchanged |
| Tamarack Advisers, LP | 4,930,882 | $4.77M | 9.51% | 00.0% | Unchanged |
| 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 |