HealthstreamHSTM

13F holders, Q1 2024 (March 31)
190holders
5famous investors
$26.66avg. 13F price*

At the end of Q1 2024, 190 institutions reported holding Healthstream Inc. (HSTM) in their 13F filings. The largest holders were BlackRock Inc. ($106.0M), Vanguard Group Inc. ($78.3M) and Dimensional Fund Advisors LP ($41.5M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Healthstream Inc.
CUSIP
42222N103
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 190Q1 2024Q2 2024: 200Q2 2024Q3 2024: 206Q3 2024Q4 2024: 206Q4 2024Q1 2025: 211Q1 2025Q2 2025: 201Q2 2025Q3 2025: 200Q3 2025Q4 2025: 191Q4 2025Q1 2026: 197Q1 2026Q2 2026: 218Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions22$5.2M
Exits19$4.8M

Ownership 190 holders

BlackRock Inc. 0.00% Reduce -1.4% 3,975,995 $106.0M
Vanguard Group Inc. 0.00% Add +1.1% 2,938,685 $78.3M
Dimensional Fund Advisors LP 0.01% Reduce -0.1% 1,555,356 $41.5M
State Street Corp. 0.00% Add +1.4% 968,877 $25.8M
Punch & Associates Investment Management, Inc. 1.33% Add +3.2% 869,031 $23.2M
Renaissance Technologies 0.03% Add +4.2% 674,100 $18.0M
Acadian Asset Management LLC 0.06% Reduce -2.4% 619,882 $16.5M
Geode Capital Management, LLC 0.00% Add +5.4% 607,557 $16.2M
Heartland Advisors Inc. 0.72% Reduce -19.2% 517,430 $13.8M
Stephens Investment Management Group LLC 0.18% Reduce -0.3% 503,449 $13.4M
First Eagle Investment Management, LLC 0.03% Add +21.4% 494,828 $13.2M
Millennium Management 0.01% Add +49.0% 366,119 $9.8M
Morgan Stanley 0.00% Reduce -2.4% 347,389 $9.3M
Ameriprise Financial Inc. 0.00% Reduce -5.2% 316,664 $8.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -4.5% 292,442 $7.8M
Northern Trust Corp. 0.00% Reduce -5.6% 274,274 $7.3M
Bank of New York Mellon Corp 0.00% Reduce -7.4% 264,880 $7.1M
Panagora Asset Management Inc. 0.03% Add +24.3% 219,222 $5.8M
Nuveen Asset Management, LLC 0.00% Reduce -8.8% 214,178 $5.7M
Charles Schwab Investment Management Inc. 0.00% Add +4.8% 209,372 $5.6M
Invesco Ltd. 0.00% Reduce -9.9% 200,058 $5.3M
HERALD INVESTMENT MANAGEMENT Ltd 0.86% Add +14.3% 200,000 $5.3M
Western Standard LLC 4.97% Reduce -24.4% 197,690 $5.3M
Kennedy Capital Management LLC 0.10% Reduce -1.4% 191,486 $5.1M
Hillsdale Investment Management Inc. 0.40% Add +8.7% 188,881 $5.0M
Sei Investments Co. 0.01% Add +2.3% 171,427 $4.6M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -2.2% 148,410 $4.0M
McKinley Capital Management LLC 0.43% No change 133,110 $3.5M
Principal Financial Group Inc. 0.00% Add +0.1% 128,681 $3.4M
Connors Investor Services Inc. 0.32% Reduce -14.0% 115,255 $3.1M
D. E. Shaw & Co. 0.00% Add +0.1% 104,259 $2.8M
AQR Capital Management 0.00% Add +21.4% 96,722 $2.6M
Assenagon Asset Management S.A. 0.01% Reduce -5.3% 92,599 $2.5M
FMR LLC 0.00% Add +11.9% 88,047 $2.3M
Cambiar Investors LLC 0.09% Reduce -2.2% 87,359 $2.3M
Robeco Institutional Asset Management B.V. 0.01% Add +14.4% 86,215 $2.3M
Pinnacle Financial Partners Inc 0.05% Reduce -0.1% 82,997 $2.2M
State Board of Administration of Florida Retirement System 0.01% Add +1.5% 78,749 $2.1M
Rhumbline Advisers 0.00% Reduce -1.1% 75,353 $2.0M
Martingale Asset Management L P 0.04% Add +0.6% 74,698 $2.0M
Goldman Sachs Group Inc. 0.00% Reduce -14.7% 71,331 $1.9M
Legal & General Group Plc 0.00% Add +0.3% 69,287 $1.8M
Kornitzer Capital Management Inc. 0.03% No change 67,100 $1.8M
JPMorgan Chase & Co. 0.00% Add +12.8% 65,577 $1.7M
Two Sigma Investments, LP 0.00% Reduce -2.4% 64,779 $1.7M
Two Sigma Advisers, LP 0.00% Reduce -19.0% 63,900 $1.7M
Citadel Advisors 0.00% Add +49.4% 63,161 $1.7M
Globeflex Capital L P 0.15% Reduce -12.0% 58,342 $1.6M
Arrowstreet Capital, Limited Partnership 0.00% Add +401.0% 58,230 $1.6M
Am Investment Strategies LLC 0.39% Reduce -8.6% 57,739 $1.5M
Harbor Capital Advisors, Inc. 0.19% Add +927.4% 55,696 $1.5M
Exchange Traded Concepts, LLC 0.04% Reduce -7.0% 54,694 $1.5M
Zacks Investment Management 0.01% Add +12.5% 51,916 $1.4M
Public Sector Pension Investment Board 0.01% No change 49,653 $1.3M
Swiss National Bank 0.00% No change 48,400 $1.3M
UBS Group AG 0.00% Add +20.5% 43,741 $1.2M
Credit Suisse AG/ 0.00% Add +4.9% 43,479 $1.2M
Cubist Systematic Strategies, LLC 0.01% Reduce -16.5% 40,883 $1.1M
Victory Capital Management Inc. 0.00% Reduce -4.0% 40,150 $1.1M
Barclays PLC 0.00% Reduce -30.8% 36,552 $974K
HSBC Holdings PLC 0.00% Add +14.8% 34,206 $912K
Allspring Global Investments Holdings, LLC 0.00% Add +82.4% 34,135 $910K
Wakefield Asset Management LLLP 0.31% New 34,102 $909K
Inspire Investing, LLC 0.09% Add +16.7% 33,344 $889K
American Century Companies Inc. 0.00% Add +33.9% 32,773 $874K
TD Asset Management Inc 0.00% No change 30,700 $818K
Teacher Retirement System of Texas 0.01% Reduce -6.4% 30,682 $818K
Bank of America Corp. 0.00% Reduce -34.5% 28,034 $747K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -14.1% 27,884 $743K
Man Group plc 0.00% New 27,494 $733K
Franklin Resources Inc. 0.00% Add +134.2% 27,465 $732K
Prudential Financial Inc. 0.00% Reduce -3.5% 27,273 $727K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 25,793 $688K
California State Teachers Retirement System 0.00% Reduce -6.2% 24,215 $646K
Russell Investments Group, Ltd. 0.00% Add +13.8% 23,897 $637K
Alliancebernstein L.P. 0.00% Reduce -0.0% 23,300 $621K
Bank of Montreal 0.00% New 22,585 $606K
STRS Ohio 0.00% Reduce -6.0% 21,800 $581K
CANADA LIFE ASSURANCE Co 0.00% No change 21,842 $581K
Texas Permanent School Fund Corp. 0.00% Add +1.3% 20,939 $558K
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 20,756 $553K
Citigroup Inc. 0.00% Add +10.9% 20,664 $551K
Vontobel Holding Ltd. 0.00% New 20,552 $548K
Cornercap Investment Counsel Inc. 0.08% No change 20,071 $535K
State of Wisconsin Investment Board 0.00% Reduce -11.7% 18,402 $491K
HRT Financial LP 0.00% Add +68.9% 16,965 $452K
ExodusPoint Capital Management, LP 0.01% Reduce -19.6% 16,856 $449K
AlphaQuest LLC 0.08% Add +47677.1% 16,722 $446K
Ellsworth Advisors, LLC 0.13% New 17,851 $442K
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 16,479 $439K
New York State Teachers Retirement System 0.00% Add +0.6% 16,266 $434K
T. Rowe Price Associates Inc. 0.00% Add +6.0% 16,178 $432K
Truist Financial Corp. 0.00% No change 15,915 $424K
Algert Global LLC 0.02% Reduce -18.5% 15,550 $415K
Los Angeles Capital Management LLC 0.00% Add +1.5% 14,734 $393K
Deutsche Bank AG 0.00% Add +15.6% 14,699 $392K
Johnson Financial Group, Inc. 0.02% New 14,632 $390K
State of Alaska, Department of Revenue 0.00% Reduce -1.0% 14,575 $388K
HighTower Advisors, LLC 0.00% Reduce -10.6% 14,110 $378K
State of Tennessee, Department of Treasury 0.00% Reduce -10.3% 13,947 $372K

"% of holder's portfolio" is HSTM's weight in each manager's 13F, not the share of Healthstream Inc. the manager owns.

Show all 190 holders