HealthstreamHSTM

13F holders, Q2 2024 (June 30)
200holders +10
27new positions
18sold out
6famous investors
$27.90avg. 13F price*

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

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 → Q2 2024

InstitutionsTotal Value
New Positions27$11.3M
Exits18$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.

Show all 200 holders