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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $5.2M |
| Exits | 19 | $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 |
| Illinois Municipal Retirement Fund | 0.01% | Add +0.5% | 13,720 | $366K |
| New York Life Investment Management LLC | 0.00% | Add +6.9% | 13,626 | $363K |
| MetLife Investment Management, LLC | 0.00% | No change | 13,575 | $362K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 13,475 | $359K |
| Marshall Wace, LLP | 0.00% | New | 13,323 | $355K |
| Seizert Capital Partners, LLC | 0.02% | No change | 13,076 | $349K |
| American International Group, Inc. | 0.00% | Reduce -0.9% | 12,987 | $346K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 12,070 | $322K |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.7% | 12,039 | $321K |
| US Bancorp \de | 0.00% | Reduce -7.8% | 12,021 | $320K |
| Engineers Gate Manager LP | 0.01% | Reduce -10.2% | 11,809 | $315K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.7% | 11,800 | $315K |
| Jump Financial, LLC | 0.01% | Reduce -1.4% | 11,205 | $299K |
| Janus Henderson Group PLC | 0.00% | No change | 11,069 | $295K |
| Yousif Capital Management, LLC | 0.00% | Reduce -8.5% | 10,964 | $292K |
| Occudo Quantitative Strategies LP | 0.05% | Reduce -23.3% | 10,532 | $281K |
| Summit Global Investments | 0.02% | Reduce -17.8% | 10,178 | $271K |
| SG Americas Securities, LLC | 0.00% | Reduce -11.5% | 10,120 | $270K |
| NJ State Employees Deferred Compensation Plan | 0.03% | No change | 10,000 | $267K |
| Comerica Bank | 0.00% | Reduce -9.3% | 9,912 | $264K |
| Bailard, Inc. | 0.01% | New | 9,580 | $255K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.2% | 9,198 | $245K |
| Voya Investment Management LLC | 0.00% | Reduce -20.4% | 8,868 | $236K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.5% | 8,795 | $234K |
| Creative Planning | 0.00% | Add +9.3% | 8,627 | $230K |
| EntryPoint Capital, LLC | 0.19% | Add +80.4% | 8,045 | $214K |
| Diversified Trust Co. | 0.01% | New | 7,997 | $213K |
| Wells Fargo & Company | 0.00% | Add +14.1% | 7,986 | $213K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -3.5% | 8,621 | $211K |
| Amalgamated Bank | 0.00% | Reduce -12.8% | 7,799 | $208K |
| Shell Asset Management Co. | 0.01% | Reduce -9.0% | 7,419 | $207K |
| Lazard Asset Management LLC | 0.00% | Reduce -2.2% | 7,316 | $194K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -8.6% | 6,391 | $170K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 6,300 | $168K |
| Vestcor Inc | 0.01% | Reduce -40.0% | 5,548 | $148K |
| Virtus Investment Advisers, LLC | 0.10% | No change | 5,015 | $134K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -20.2% | 4,771 | $127K |
| Pacer Advisors, Inc. | 0.00% | New | 4,716 | $126K |
| nVerses Capital, LLC | 0.29% | New | 4,500 | $120K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 4,232 | $113K |
| Amundi | 0.00% | Add +32.1% | 4,246 | $102K |
| PEAK6 Investments LLC | 0.00% | Add +268.4% | 3,194 | $85K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,408 | $64K |
| Quantbot Technologies LP | 0.00% | New | 2,200 | $59K |
| Parallel Advisors, LLC | 0.00% | Add +57.1% | 1,778 | $47K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 1,729 | $46K |
| Royal Bank of Canada | 0.00% | Reduce -79.5% | 1,690 | $45K |
| State of Wyoming | 0.01% | New | 1,516 | $40K |
| Copeland Capital Management, LLC | 0.00% | Add +1.3% | 1,470 | $39K |
| Delta Asset Management LLC | 0.00% | No change | 1,400 | $37K |
| Metropolitan Life Insurance Co | 0.00% | No change | 1,368 | $36K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,378 | $35K |
| KBC Group NV | 0.00% | No change | 1,285 | $34K |
| Harbour Investments, Inc. | 0.00% | No change | 1,169 | $31K |
| Signaturefd, LLC | 0.00% | Reduce -2.1% | 1,016 | $27K |
| Catalyst Funds Management Pty Ltd | 0.01% | — | 1,000 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.1% | 934 | $25K |
| Quadrant Capital Group LLC | 0.00% | Add +0.7% | 875 | $23K |
| Banque Cantonale Vaudoise | 0.00% | New | 714 | $19K |
| McIlrath & Eck, LLC | 0.00% | Add +395.4% | 649 | $17K |
| Cwm, LLC | 0.00% | Add +50.6% | 536 | $14K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.9% | 513 | $14K |
| Avior Wealth Management, LLC | 0.00% | Add +367.1% | 369 | $10K |
| GAMMA Investing LLC | 0.00% | Add +293.6% | 366 | $10K |
| First Horizon Advisors, Inc. | 0.00% | New | 350 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.3% | 276 | $7K |
| Bessemer Group Inc. | 0.00% | Reduce -6.6% | 269 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 250 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -98.9% | 191 | $5K |
| Fifth Third Bancorp | 0.00% | No change | 153 | $4K |
| Lindbrook Capital, LLC | 0.00% | Add +15.4% | 150 | $4K |
| Quarry LP | 0.00% | New | 146 | $4K |
| Allworth Financial LP | 0.00% | No change | 85 | $2K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -55.2% | 78 | $2K |
| Sachetta, LLC | 0.00% | No change | 63 | $2K |
| Huntington National Bank | 0.00% | Add +45.7% | 51 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 50 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | Add +140.0% | 48 | $1K |
| MCF Advisors LLC | 0.00% | No change | 41 | $1K |
| Covestor Ltd | 0.00% | Add +100.0% | 32 | $1K |
| Avion Wealth | 0.00% | No change | 23 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 24 | $640 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -36.4% | 21 | $560 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $427 |
| Smartleaf Asset Management LLC | 0.00% | New | 15 | $389 |
| Parkside Financial Bank & Trust | 0.00% | No change | 14 | $374 |
| Versant Capital Management, Inc | 0.00% | No change | 13 | $347 |
| UMB Bank, n.a. | 0.00% | New | 7 | $187 |
| Rothschild Investment LLC | 0.00% | New | 5 | $133 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -97.1% | 1 | $27 |
"% of holder's portfolio" is HSTM's weight in each manager's 13F, not the share of Healthstream Inc. the manager owns.