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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 321 | $0 | 0.00% | +262+444.1% | Added |
| Qube Research & Technologies Ltd | 2 | $1 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 54 | $22 | 0.00% | +54 | New |
| Wells Fargo & Company | 376 | $160 | 0.00% | +27+7.7% | Added |
| First Manhattan Co | 529 | $224 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,190 | $1.35K | 0.00% | −10,375−76.5% | Reduced |
| Bartlett & Co. LLC | 10,000 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,000 | $4.47K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 11,000 | $4.67K | 0.00% | +11,000 | New |
| Thompson Davis & Co., Inc. | 11,500 | $4.89K | 0.00% | −15,700−57.7% | Reduced |
| FirstPurpose Wealth LLC | 12,144 | $5.16K | 0.00% | −2,004−14.2% | Reduced |
| DFPG Investments, LLC | 12,493 | $6.06K | 0.00% | −458−3.5% | Reduced |
| Virtu Financial LLC | 15,677 | $7.00K | 0.00% | +3,287+26.5% | Added |
| Norden Group LLC | 16,547 | $7.03K | 0.00% | −7,582−31.4% | Reduced |
| Tower Research Capital LLC (TRC) | 19,554 | $8.31K | 0.00% | +16,219+486.3% | Added |
| Portside Wealth Group, LLC | 21,542 | $9.15K | 0.00% | −36,221−62.7% | Reduced |
| Two Sigma Securities, LLC | 26,369 | $11.2K | 0.00% | +13,455+104.2% | Added |
| Overbrook Management Corp | 28,762 | $12.2K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 29,028 | $12.3K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 33,557 | $14.0K | 0.00% | +10,838+47.7% | Added |
| Morgan Stanley | 35,000 | $14.9K | 0.00% | −18,000−34.0% | Reduced |
| UBS Group AG | 46,400 | $19.7K | 0.00% | −456,277−90.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 60,000 | $25.5K | 0.00% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 63,073 | $26.8K | 0.01% | +4,329+7.4% | Added |
| Northern Trust Corp | 70,987 | $30.2K | 0.00% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 100,000 | $42.5K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 115,619 | $49.1K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 123,900 | $52.7K | 0.00% | +123,900 | New |
| HighTower Advisors, LLC | 125,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 135,428 | $57.6K | 0.00% | −127,640−48.5% | Reduced |
| Cerity Partners LLC | 300,000 | $127.5K | 0.00% | +300,000 | New |
| Renaissance Technologies LLC | 305,703 | $130.0K | 0.00% | −12,123−3.8% | Reduced |
| BlackRock Inc. | 417,120 | $177.3K | 0.00% | −1,196−0.3% | Reduced |
| Geode Capital Management, LLC | 431,335 | $183.4K | 0.00% | +8,932+2.1% | Added |
| Nicholas Hoffman & Company, LLC. | 740,983 | $314.9K | 0.02% | +72,993+10.9% | Added |
| Herald Investment Management Ltd | 978,787 | $411.1K | 0.08% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 935,519 | $495.9K | 0.13% | +468,242+100.2% | Added |
| Vanguard Group Inc | 1,676,877 | $712.7K | 0.00% | −11,428−0.7% | Reduced |
| Perkins Capital Management Inc | 1,999,405 | $850.0K | 0.73% | +504,000+33.7% | Added |
| Harbert Fund Advisors, Inc. | 4,824,212 | $2.05M | 1.41% | 00.0% | Unchanged |
| Tamarack Advisers, LP | 4,930,882 | $2.12M | 100.00% | 00.0% | Unchanged |
| 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 |