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, Q4 2023
Institutional positions in Streamline Health Solutions Inc. as of Dec 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
- 41
- −5 vs. Q3 2023
- Shares held
- 18.7M
- +314.9K (+1.7%) vs. Q3 2023
- Total value
- $8.06M
- −$9.35M (−53.7%) vs. Q3 2023
- New holders
- 4
- 11 more added
- Sold out
- 9
- 12 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Streamline Health Solutions Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tamarack Advisers, LP | 4,930,882 | $2.12M | 100.00% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 4,824,212 | $2.05M | 1.41% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 1,999,405 | $850.0K | 0.73% | +504,000+33.7% | Added |
| Vanguard Group Inc | 1,676,877 | $712.7K | 0.00% | −11,428−0.7% | Reduced |
| Austin Wealth Management, LLC | 935,519 | $495.9K | 0.13% | +468,242+100.2% | Added |
| Herald Investment Management Ltd | 978,787 | $411.1K | 0.08% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 740,983 | $314.9K | 0.02% | +72,993+10.9% | Added |
| Geode Capital Management, LLC | 431,335 | $183.4K | 0.00% | +8,932+2.1% | Added |
| BlackRock Inc. | 417,120 | $177.3K | 0.00% | −1,196−0.3% | Reduced |
| Renaissance Technologies LLC | 305,703 | $130.0K | 0.00% | −12,123−3.8% | Reduced |
| Cerity Partners LLC | 300,000 | $127.5K | 0.00% | +300,000 | New |
| TownSquare Capital, LLC | 135,428 | $57.6K | 0.00% | −127,640−48.5% | Reduced |
| HighTower Advisors, LLC | 125,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 123,900 | $52.7K | 0.00% | +123,900 | New |
| State Street Corp | 115,619 | $49.1K | 0.00% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 100,000 | $42.5K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 70,987 | $30.2K | 0.00% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 63,073 | $26.8K | 0.01% | +4,329+7.4% | Added |
| McKinley Carter Wealth Services, Inc. | 60,000 | $25.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 46,400 | $19.7K | 0.00% | −456,277−90.8% | Reduced |
| Morgan Stanley | 35,000 | $14.9K | 0.00% | −18,000−34.0% | Reduced |
| HRT Financial LP | 33,557 | $14.0K | 0.00% | +10,838+47.7% | Added |
| Charles Schwab Investment Management Inc | 29,028 | $12.3K | 0.00% | 00.0% | Unchanged |
| Overbrook Management Corp | 28,762 | $12.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 26,369 | $11.2K | 0.00% | +13,455+104.2% | Added |
| Portside Wealth Group, LLC | 21,542 | $9.15K | 0.00% | −36,221−62.7% | Reduced |
| Tower Research Capital LLC (TRC) | 19,554 | $8.31K | 0.00% | +16,219+486.3% | Added |
| Norden Group LLC | 16,547 | $7.03K | 0.00% | −7,582−31.4% | Reduced |
| Virtu Financial LLC | 15,677 | $7.00K | 0.00% | +3,287+26.5% | Added |
| DFPG Investments, LLC | 12,493 | $6.06K | 0.00% | −458−3.5% | Reduced |
| FirstPurpose Wealth LLC | 12,144 | $5.16K | 0.00% | −2,004−14.2% | Reduced |
| Thompson Davis & Co., Inc. | 11,500 | $4.89K | 0.00% | −15,700−57.7% | Reduced |
| Ameriprise Financial Inc | 11,000 | $4.67K | 0.00% | +11,000 | New |
| Bartlett & Co. Wealth Management LLC | 10,000 | $4.47K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 10,000 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,190 | $1.35K | 0.00% | −10,375−76.5% | Reduced |
| First Manhattan Co | 529 | $224 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 376 | $160 | 0.00% | +27+7.7% | Added |
| Bank of America Corp | 54 | $22 | 0.00% | +54 | New |
| Qube Research & Technologies Ltd | 2 | $1 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 321 | $0 | 0.00% | +262+444.1% | Added |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −164,550−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −117,924−100.0% | Sold out |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −106,500−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −31,116−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −30,574−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −24,129−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,681−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −10,165−100.0% | Sold out |