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, Q1 2024
Institutional positions in Streamline Health Solutions Inc. as of Mar 31, 2024. 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
- 30
- −7 vs. Q4 2023
- Shares held
- 12.4M
- −1.29M (−9.4%) vs. Q4 2023
- Total value
- $5.93M
- +$27.3K (+0.5%) vs. Q4 2023
- New holders
- 2
- 4 more added
- Sold out
- 9
- 14 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Streamline Health Solutions Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 246 | $0 | 0.00% | −75−23.4% | Reduced |
| Qube Research & Technologies Ltd | 2 | $1 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 213 | $102 | 0.00% | +159+294.4% | Added |
| Wells Fargo & Company | 369 | $177 | 0.00% | −7−1.9% | Reduced |
| First Manhattan Co | 529 | $253 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,000 | $480 | 0.00% | −2,190−68.7% | Reduced |
| CWM, LLC | 1,299 | $1.00K | 0.00% | +1,299 | New |
| Two Sigma Securities, LLC | 10,295 | $4.94K | 0.00% | −16,074−61.0% | Reduced |
| Tower Research Capital LLC (TRC) | 14,153 | $6.79K | 0.00% | −5,401−27.6% | Reduced |
| Salem Investment Counselors Inc | 17,848 | $8.57K | 0.00% | +17,848 | New |
| Portside Wealth Group, LLC | 18,510 | $8.88K | 0.00% | −3,032−14.1% | Reduced |
| Morgan Stanley | 25,000 | $12.0K | 0.00% | −10,000−28.6% | Reduced |
| Overbrook Management Corp | 28,762 | $13.8K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 29,028 | $13.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 47,514 | $22.8K | 0.00% | +1,114+2.4% | Added |
| TownSquare Capital, LLC | 49,908 | $24.0K | 0.00% | −85,520−63.1% | Reduced |
| Austin Wealth Management, LLC | 88,426 | $29.2K | 0.01% | −847,093−90.5% | Reduced |
| Northern Trust Corp | 70,987 | $34.1K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 86,719 | $41.6K | 0.00% | −28,900−25.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 123,900 | $59.5K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 125,000 | $60.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 300,000 | $144.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 306,069 | $147.0K | 0.00% | +366+0.1% | Added |
| BlackRock Inc. | 414,728 | $199.1K | 0.00% | −2,392−0.6% | Reduced |
| Geode Capital Management, LLC | 440,601 | $211.5K | 0.00% | +9,266+2.1% | Added |
| Nicholas Hoffman & Company, LLC. | 740,983 | $355.7K | 0.02% | 00.0% | Unchanged |
| Herald Investment Management Ltd | 935,464 | $449.0K | 0.07% | −43,323−4.4% | Reduced |
| Vanguard Group Inc | 1,676,478 | $804.7K | 0.00% | −3990.0% | Reduced |
| Perkins Capital Management Inc | 1,996,905 | $959.0K | 0.80% | −2,500−0.1% | Reduced |
| Harbert Fund Advisors, Inc. | 4,824,212 | $2.32M | 1.59% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| McKinley Carter Wealth Services, Inc. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −33,557−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −16,547−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,677−100.0% | Sold out |
| FirstPurpose Wealth LLC | 0 | $0 | 0.00% | −12,144−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Tamarack Advisers, LP | – | – | – | – | Not filed |
| Spouting Rock Asset Management, LLC | – | – | – | – | Not filed |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |