HealthstreamHSTM
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 200 institutions reported holding Healthstream Inc. (HSTM) in their 13F filings, up 10 from Q1 2024. 27 opened new positions and 18 sold out. The largest holders were BlackRock Inc. ($111.6M), Vanguard Group Inc. ($81.2M) and Dimensional Fund Advisors LP ($43.8M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Healthstream Inc.
- CUSIP
- 42222N103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $11.3M |
| Exits | 18 | $7.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,240,708 shares bought and 1,176,080 shares sold, net +64,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 200 holders
| BlackRock Inc. | 0.00% | Add +0.6% | 4,000,882 | $111.6M |
| Vanguard Group Inc. | 0.00% | Reduce -1.0% | 2,909,787 | $81.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.0% | 1,570,735 | $43.8M |
| State Street Corp. | 0.00% | Reduce -0.7% | 962,259 | $26.8M |
| Punch & Associates Investment Management, Inc. | 1.40% | Reduce -1.9% | 852,365 | $23.8M |
| Renaissance Technologies | 0.03% | Reduce -0.6% | 670,300 | $18.7M |
| Geode Capital Management, LLC | 0.00% | Add +8.0% | 655,985 | $18.3M |
| Acadian Asset Management LLC | 0.05% | Reduce -1.2% | 612,430 | $17.1M |
| First Eagle Investment Management, LLC | 0.03% | Add +7.1% | 530,178 | $14.8M |
| Stephens Investment Management Group LLC | 0.16% | Reduce -16.6% | 419,908 | $11.7M |
| Heartland Advisors Inc. | 0.60% | Reduce -25.8% | 383,995 | $10.7M |
| Millennium Management | 0.01% | Reduce -0.7% | 363,430 | $10.1M |
| Morgan Stanley | 0.00% | Add +2.2% | 355,168 | $9.9M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 264,953 | $7.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.7% | 241,902 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -26.1% | 234,113 | $6.5M |
| Nuveen Asset Management, LLC | 0.00% | Add +1.0% | 216,304 | $6.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.1% | 211,615 | $5.9M |
| Panagora Asset Management Inc. | 0.03% | Reduce -3.6% | 211,277 | $5.9M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.91% | No change | 200,000 | $5.6M |
| Invesco Ltd. | 0.00% | Reduce -0.8% | 198,546 | $5.5M |
| Western Standard LLC | 5.61% | Reduce -1.7% | 194,256 | $5.4M |
| Kennedy Capital Management LLC | 0.11% | Reduce -0.4% | 190,660 | $5.3M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +27.6% | 189,366 | $5.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 182,197 | $5.1M |
| Hillsdale Investment Management Inc. | 0.40% | Reduce -4.2% | 180,881 | $5.0M |
| Sei Investments Co. | 0.01% | Add +3.9% | 178,019 | $5.0M |
| Citadel Advisors | 0.01% | Add +179.0% | 176,200 | $4.9M |
| Harbor Capital Advisors, Inc. | 0.35% | Add +197.8% | 165,885 | $4.6M |
| Assenagon Asset Management S.A. | 0.01% | Add +58.6% | 146,826 | $4.1M |
| AQR Capital Management | 0.01% | Add +32.4% | 128,036 | $3.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.9% | 123,688 | $3.5M |
| Segall Bryant & Hamill, LLC | 0.06% | New | 123,144 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Add +9.3% | 113,902 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +57.9% | 112,661 | $3.1M |
| Connors Investor Services Inc. | 0.32% | Reduce -3.8% | 110,886 | $3.1M |
| FMR LLC | 0.00% | Add +9.1% | 96,012 | $2.7M |
| Globeflex Capital L P | 0.27% | Add +57.6% | 91,972 | $2.6M |
| Cambiar Investors LLC | 0.10% | No change | 87,359 | $2.4M |
| Pinnacle Financial Partners Inc | 0.05% | No change | 82,997 | $2.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +1.9% | 80,281 | $2.2M |
| Rhumbline Advisers | 0.00% | Add +0.4% | 75,684 | $2.1M |
| Legal & General Group Plc | 0.00% | Add +6.0% | 73,422 | $2.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +97.2% | 67,296 | $1.9M |
| Kornitzer Capital Management Inc. | 0.04% | No change | 67,100 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -8.7% | 59,177 | $1.7M |
| Exchange Traded Concepts, LLC | 0.04% | Add +5.7% | 57,818 | $1.6M |
| Am Investment Strategies LLC | 0.40% | No change | 57,739 | $1.6M |
| Martingale Asset Management L P | 0.03% | Reduce -24.8% | 56,148 | $1.6M |
| Zacks Investment Management | 0.02% | Add +5.8% | 54,923 | $1.5M |
| UBS Group AG | 0.00% | Add +24.5% | 54,440 | $1.5M |
| Cubist Systematic Strategies, LLC | 0.03% | Add +33.1% | 54,419 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | Reduce -16.3% | 53,500 | $1.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +106.1% | 53,155 | $1.5M |
| Public Sector Pension Investment Board | 0.01% | Add +6.4% | 52,833 | $1.5M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -39.9% | 51,786 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.5% | 48,187 | $1.3M |
| ExodusPoint Capital Management, LP | 0.01% | Add +185.0% | 48,047 | $1.3M |
| Swiss National Bank | 0.00% | Reduce -1.4% | 47,700 | $1.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -19.5% | 46,899 | $1.3M |
| Tudor Investment Corporation | 0.01% | New | 46,317 | $1.3M |
| Franklin Resources Inc. | 0.00% | Add +62.6% | 44,666 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +28.6% | 44,002 | $1.2M |
| Bank of America Corp. | 0.00% | Add +45.8% | 40,878 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -5.8% | 37,800 | $1.1M |
| American Century Companies Inc. | 0.00% | Add +12.8% | 36,966 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.08% | New | 34,654 | $967K |
| Wakefield Asset Management LLLP | 0.33% | Reduce -1.3% | 33,653 | $939K |
| Jane Street Group, LLC | 0.00% | New | 32,313 | $902K |
| Trexquant Investment LP | 0.01% | New | 29,092 | $812K |
| Teacher Retirement System of Texas | 0.00% | Reduce -6.1% | 28,819 | $804K |
| Inspire Investing, LLC | 0.09% | Reduce -14.6% | 28,466 | $794K |
| Prudential Financial Inc. | 0.00% | Reduce -1.2% | 26,943 | $752K |
| Squarepoint Ops LLC | 0.00% | New | 24,476 | $683K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +12.1% | 24,474 | $682K |
| Barclays PLC | 0.00% | Reduce -34.3% | 24,017 | $670K |
| California State Teachers Retirement System | 0.00% | Reduce -2.0% | 23,726 | $662K |
| HRT Financial LP | 0.00% | Add +39.1% | 23,602 | $658K |
| Alliancebernstein L.P. | 0.00% | No change | 23,300 | $650K |
| Deerfield Management Company, L.P. | 0.01% | New | 22,437 | $626K |
| Citigroup Inc. | 0.00% | Add +8.5% | 22,425 | $626K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -23.5% | 21,329 | $595K |
| TD Asset Management Inc | 0.00% | Reduce -30.6% | 21,300 | $594K |
| STRS Ohio | 0.00% | Reduce -5.5% | 20,600 | $575K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.9% | 20,343 | $568K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.0% | 19,935 | $556K |
| Cornercap Investment Counsel Inc. | 0.09% | Reduce -0.8% | 19,903 | $555K |
| Ellsworth Advisors, LLC | 0.15% | Add +6.8% | 19,063 | $532K |
| Vontobel Holding Ltd. | 0.00% | Reduce -11.2% | 18,252 | $509K |
| Qube Research & Technologies Ltd | 0.00% | Add +9372.3% | 18,092 | $505K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 17,810 | $497K |
| State of Wisconsin Investment Board | 0.00% | Reduce -4.7% | 17,544 | $489K |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.9% | 16,975 | $474K |
| AlphaQuest LLC | 0.06% | Add +0.0% | 16,728 | $467K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 16,479 | $460K |
| Balyasny Asset Management L.P. | 0.00% | New | 16,271 | $454K |
| Magnetar Financial LLC | 0.01% | New | 16,072 | $448K |
| Truist Financial Corp. | 0.00% | No change | 15,915 | $444K |
| New York State Teachers Retirement System | 0.00% | Reduce -2.5% | 15,866 | $443K |
| Lazard Asset Management LLC | 0.00% | Add +103.4% | 14,880 | $413K |
"% of holder's portfolio" is HSTM's weight in each manager's 13F, not the share of Healthstream Inc. the manager owns.