HealthstreamHSTM
13F holders, Q3 2024 (September 30)206holders +6
21new positions
16sold out
6famous investors
$28.84avg. 13F price*
At the end of Q3 2024, 206 institutions reported holding Healthstream Inc. (HSTM) in their 13F filings, up 6 from Q2 2024. 21 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($115.0M), Vanguard Group Inc. ($85.5M) and Dimensional Fund Advisors LP ($45.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $7.5M |
| Exits | 16 | $3.1M |
All 13F filers, Q2 2024 → Q3 2024: 1,406,916 shares bought and 1,036,139 shares sold, net +370,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 206 holders
| BlackRock, Inc. | 0.00% | — | 3,989,249 | $115.0M |
| Vanguard Group Inc. | 0.00% | Add +1.8% | 2,962,993 | $85.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.3% | 1,566,838 | $45.2M |
| State Street Corp. | 0.00% | Add +1.2% | 974,235 | $28.1M |
| Punch & Associates Investment Management, Inc. | 1.38% | Add +1.0% | 860,709 | $24.8M |
| Acadian Asset Management LLC | 0.07% | Add +26.5% | 774,894 | $22.3M |
| Geode Capital Management, LLC | 0.00% | Add +2.9% | 674,764 | $19.5M |
| Renaissance Technologies | 0.03% | Reduce -5.1% | 636,400 | $18.4M |
| First Eagle Investment Management, LLC | 0.03% | Add +3.1% | 546,778 | $15.8M |
| Morgan Stanley | 0.00% | Add +17.3% | 416,768 | $12.0M |
| Harbor Capital Advisors, Inc. | 0.50% | Add +141.2% | 400,033 | $11.5M |
| Stephens Investment Management Group LLC | 0.14% | Reduce -15.3% | 355,473 | $10.3M |
| Heartland Advisors Inc. | 0.48% | Reduce -17.1% | 318,392 | $9.2M |
| Northern Trust Corp. | 0.00% | Add +2.0% | 270,201 | $7.8M |
| Millennium Management | 0.01% | Reduce -36.7% | 230,143 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.5% | 225,963 | $6.5M |
| Invesco Ltd. | 0.00% | Add +12.2% | 222,702 | $6.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.2% | 218,447 | $6.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.2% | 217,165 | $6.3M |
| Panagora Asset Management Inc. | 0.03% | Add +0.4% | 212,138 | $6.1M |
| Assenagon Asset Management S.A. | 0.01% | Add +37.3% | 201,601 | $5.8M |
| Sei Investments Co. | 0.01% | Add +11.9% | 199,135 | $5.7M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.94% | Reduce -5.0% | 190,000 | $5.5M |
| Kennedy Capital Management LLC | 0.12% | Reduce -2.2% | 186,539 | $5.4M |
| Hillsdale Investment Management Inc. | 0.40% | Add +0.7% | 182,181 | $5.3M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -4.1% | 181,648 | $5.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +220.3% | 150,230 | $4.3M |
| AQR Capital Management | 0.01% | Add +16.4% | 148,985 | $4.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -20.5% | 144,852 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +23.3% | 138,871 | $4.0M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -37.3% | 135,556 | $3.9M |
| Segall Bryant & Hamill, LLC | 0.05% | Add +1.6% | 125,164 | $3.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.1% | 122,266 | $3.5M |
| FMR LLC | 0.00% | Add +24.0% | 119,067 | $3.4M |
| Connors Investor Services Inc. | 0.30% | Reduce -3.1% | 107,489 | $3.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -13.7% | 98,292 | $2.8M |
| Globeflex Capital L P | 0.25% | No change | 91,972 | $2.7M |
| Cambiar Investors LLC | 0.10% | Add +0.1% | 87,455 | $2.5M |
| Pinnacle Financial Partners Inc | 0.05% | No change | 82,997 | $2.4M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 80,281 | $2.3M |
| UBS Group AG | 0.00% | Add +40.8% | 76,624 | $2.2M |
| Rhumbline Advisers | 0.00% | Reduce -2.1% | 74,056 | $2.1M |
| Legal & General Group Plc | 0.00% | Reduce -0.6% | 72,964 | $2.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +6.8% | 71,884 | $2.1M |
| Kornitzer Capital Management Inc. | 0.04% | No change | 67,100 | $1.9M |
| Western Standard LLC | 1.79% | Reduce -66.0% | 66,004 | $1.9M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +16.0% | 60,094 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +231.1% | 59,896 | $1.7M |
| Exchange Traded Concepts, LLC | 0.04% | Add +2.6% | 59,322 | $1.7M |
| Barclays PLC | 0.00% | Add +145.0% | 58,838 | $1.7M |
| Bridge City Capital, LLC | 0.47% | New | 58,719 | $1.7M |
| Zacks Investment Management | 0.01% | Add +6.7% | 58,617 | $1.7M |
| Am Investment Strategies LLC | 0.40% | No change | 57,739 | $1.7M |
| Martingale Asset Management L P | 0.04% | Add +2.7% | 57,680 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +18.7% | 57,204 | $1.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -3.7% | 57,006 | $1.6M |
| Polar Asset Management Partners Inc. | 0.06% | New | 56,700 | $1.6M |
| Tudor Investment Corporation | 0.02% | Add +18.9% | 55,073 | $1.6M |
| Public Sector Pension Investment Board | 0.01% | Reduce -3.6% | 50,933 | $1.5M |
| Swiss National Bank | 0.00% | No change | 47,700 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -11.4% | 47,075 | $1.4M |
| Inspire Investing, LLC | 0.13% | Add +54.8% | 44,072 | $1.3M |
| Bank of America Corp. | 0.00% | Add +7.5% | 43,931 | $1.3M |
| Franklin Resources Inc. | 0.00% | Reduce -0.9% | 44,259 | $1.3M |
| American Century Companies Inc. | 0.00% | Add +16.6% | 43,092 | $1.2M |
| HSBC Holdings PLC | 0.00% | Reduce -4.7% | 41,956 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Add +4.7% | 39,593 | $1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +81.0% | 38,615 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | Reduce -31.0% | 36,900 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.08% | Add +4.8% | 36,301 | $1.0M |
| Citigroup Inc. | 0.00% | Add +57.9% | 35,403 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | Add +20.7% | 34,793 | $1.0M |
| Wakefield Asset Management LLLP | 0.31% | Reduce -1.1% | 33,285 | $960K |
| Citadel Advisors | 0.00% | Reduce -82.6% | 30,685 | $885K |
| Jane Street Group, LLC | 0.00% | Reduce -5.8% | 30,450 | $878K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +19.4% | 29,221 | $843K |
| Sierra Summit Advisors LLC | 0.19% | New | 29,067 | $838K |
| Prudential Financial Inc. | 0.00% | Reduce -6.9% | 25,093 | $724K |
| Lazard Asset Management LLC | 0.00% | Add +63.9% | 24,388 | $701K |
| Alliancebernstein L.P. | 0.00% | Add +4.2% | 24,273 | $700K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -55.5% | 24,204 | $698K |
| California State Teachers Retirement System | 0.00% | Reduce -3.1% | 22,997 | $663K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -52.7% | 22,727 | $655K |
| AlphaQuest LLC | 0.06% | Add +30.6% | 21,842 | $630K |
| STRS Ohio | 0.00% | No change | 20,600 | $594K |
| New York State Common Retirement Fund | 0.00% | Add +122.8% | 20,506 | $591K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.8% | 20,189 | $582K |
| Ellsworth Advisors, LLC | 0.15% | Add +5.1% | 20,035 | $578K |
| HRT Financial LP | 0.00% | Reduce -18.4% | 19,262 | $555K |
| Magnetar Financial LLC | 0.01% | Add +18.9% | 19,111 | $551K |
| SG Americas Securities, LLC | 0.00% | Add +96.5% | 18,932 | $546K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.4% | 18,864 | $544K |
| Engineers Gate Manager LP | 0.01% | Add +75.2% | 18,798 | $542K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +25.5% | 18,068 | $521K |
| State of Wisconsin Investment Board | 0.00% | No change | 17,544 | $506K |
| Vontobel Holding Ltd. | 0.00% | Reduce -3.9% | 17,539 | $506K |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.5% | 17,235 | $498K |
| Deutsche Bank AG | 0.00% | Add +23.3% | 17,242 | $497K |
| Balyasny Asset Management L.P. | 0.00% | Add +5.0% | 17,092 | $493K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 16,479 | $475K |
| Sanctuary Advisors, LLC | 0.00% | Add +11.7% | 14,737 | $474K |
| BNP Paribas Financial Markets | 0.00% | Add +36.4% | 15,945 | $460K |
| New York State Teachers Retirement System | 0.00% | No change | 15,866 | $458K |
| Creative Planning | 0.00% | Add +51.2% | 15,844 | $457K |
| Sterling Capital Management LLC | 0.01% | — | 15,355 | $443K |
| Susquehanna International Group, LLP | 0.00% | Add +90.9% | 15,137 | $437K |
| MetLife Investment Management, LLC | 0.00% | No change | 14,344 | $414K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.0% | 13,977 | $403K |
| Legato Capital Management LLC | 0.05% | New | 13,881 | $400K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -2.8% | 13,709 | $395K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.3% | 13,433 | $393K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -2.7% | 13,565 | $391K |
| Illinois Municipal Retirement Fund | 0.01% | Add +3.8% | 12,862 | $371K |
| Nebula Research & Development LLC | 0.04% | Add +6.1% | 12,060 | $348K |
| US Bancorp \de | 0.00% | No change | 12,021 | $347K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -4.1% | 11,600 | $335K |
| Seizert Capital Partners, LLC | 0.01% | No change | 11,492 | $331K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -10.9% | 11,434 | $330K |
| Janus Henderson Group PLC | 0.00% | No change | 10,946 | $316K |
| Occudo Quantitative Strategies LP | 0.06% | Add +9.0% | 10,912 | $315K |
| Miller Howard Investments Inc. | 0.01% | New | 10,419 | $300K |
| Brevan Howard Capital Management LP | 0.01% | New | 10,318 | $298K |
| Cornercap Investment Counsel Inc. | 0.09% | Reduce -49.2% | 10,110 | $292K |
| NJ State Employees Deferred Compensation Plan | 0.03% | No change | 10,000 | $288K |
| Squarepoint Ops LLC | 0.00% | Reduce -59.4% | 9,941 | $287K |
| Wells Fargo & Company | 0.00% | Add +2.2% | 9,936 | $287K |
| Yousif Capital Management, LLC | 0.00% | No change | 9,764 | $282K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.8% | 9,396 | $271K |
| Inceptionr LLC | 0.07% | New | 9,346 | $270K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 9,329 | $269K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 9,319 | $269K |
| Voya Investment Management LLC | 0.00% | Reduce -3.5% | 9,317 | $269K |
| Bailard, Inc. | 0.01% | No change | 9,180 | $265K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -15.9% | 9,114 | $263K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 9,026 | $260K |
| Centiva Capital, LP | 0.01% | New | 9,009 | $260K |
| Comerica Bank | 0.00% | Reduce -0.1% | 8,755 | $252K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -3.1% | 8,112 | $234K |
| TD Asset Management Inc | 0.00% | Reduce -62.0% | 8,100 | $230K |
| Guggenheim Capital LLC | 0.00% | New | 7,888 | $227K |
| Cerity Partners LLC | 0.00% | New | 7,522 | $217K |
| Vestcor Inc | 0.01% | Add +35.1% | 7,494 | $216K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -12.1% | 7,478 | $213K |
| Jump Financial, LLC | 0.00% | Reduce -47.3% | 7,328 | $211K |
| Diversified Trust Co. | 0.01% | No change | 7,247 | $209K |
| Amalgamated Bank | 0.00% | Add +0.4% | 7,156 | $206K |
| Shell Asset Management Co. | 0.01% | — | 7,025 | $203K |
| Arizona State Retirement System | 0.00% | New | 7,002 | $202K |
| Baird Financial Group, Inc. | 0.00% | New | 6,947 | $200K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 6,300 | $182K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -1.7% | 5,691 | $164K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +23.4% | 5,202 | $150K |
| Virtus Investment Advisers, LLC | 0.12% | No change | 5,015 | $145K |
| Pacer Advisors, Inc. | 0.00% | Add +57.3% | 4,589 | $132K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 4,499 | $130K |
| Cwm, LLC | 0.00% | Add +64.2% | 4,448 | $128K |
| Royal Bank of Canada | 0.00% | Add +8.4% | 4,217 | $123K |
| State of Wyoming | 0.02% | Reduce -48.7% | 4,042 | $117K |
| Parallel Advisors, LLC | 0.00% | Add +59.7% | 2,920 | $84K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,408 | $69K |
| Copeland Capital Management, LLC | 0.00% | New | 2,172 | $63K |
| Harbour Investments, Inc. | 0.00% | Add +16.1% | 1,439 | $42K |
| Delta Asset Management LLC | 0.00% | No change | 1,400 | $40K |
| GAMMA Investing LLC | 0.00% | Add +36.0% | 1,355 | $39K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,378 | $39K |
| Quadrant Capital Group LLC | 0.00% | Reduce -1.2% | 1,342 | $39K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.0% | 1,323 | $38K |
| KBC Group NV | 0.00% | No change | 1,285 | $37K |
| Signaturefd, LLC | 0.00% | Reduce -2.6% | 1,180 | $34K |
| Danske Bank A/S | 0.00% | Reduce -63.3% | 1,100 | $32K |
| Quarry LP | 0.01% | New | 926 | $27K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | Add +22.9% | 892 | $26K |
| Banque Cantonale Vaudoise | 0.00% | No change | 714 | $21K |
| nVerses Capital, LLC | 0.01% | New | 600 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 600 | $17K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.9% | 561 | $16K |
| Earned Wealth Advisors, LLC | 0.00% | New | 466 | $13K |
| Covestor Ltd | 0.01% | Reduce -2.0% | 388 | $12K |
| Arax Advisory Partners | 0.00% | No change | 414 | $12K |
| Avior Wealth Management, LLC | 0.00% | No change | 364 | $10K |
| First Horizon Advisors, Inc. | 0.00% | No change | 350 | $10K |
| Bessemer Group Inc. | 0.00% | Add +18.6% | 319 | $9K |
| Beacon Capital Management, LLC | 0.00% | No change | 250 | $7K |
| Lindbrook Capital, LLC | 0.00% | No change | 247 | $7K |
| Fifth Third Bancorp | 0.00% | No change | 177 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.7% | 140 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 131 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +21.1% | 126 | $4K |
| Allworth Financial LP | 0.00% | No change | 85 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +6.3% | 84 | $2K |
| True Wealth Design, LLC | 0.00% | New | 74 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -55.4% | 75 | $2K |
| UMB Bank, n.a. | 0.00% | Add +205.0% | 61 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | Add +11.3% | 59 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 50 | $2K |
| Huntington National Bank | 0.00% | Reduce -6.3% | 45 | $1K |
| MCF Advisors LLC | 0.00% | No change | 41 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 24 | $692 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $461 |
| Parkside Financial Bank & Trust | 0.00% | No change | 14 | $404 |
| Versant Capital Management, Inc | 0.00% | No change | 13 | $375 |
| Rothschild Investment LLC | 0.00% | No change | 10 | $288 |
| Larson Financial Group LLC | 0.00% | No change | 3 | $87 |
| Mendota Financial Group, LLC | 0.00% | New | 2 | $58 |
| Point72 (DIFC) Ltd | 0.00% | Reduce -99.8% | 2 | $57 |
| Avion Wealth | 0.00% | No change | 23 | $0 |
"% of holder's portfolio" is HSTM's weight in each manager's 13F, not the share of Healthstream Inc. the manager owns.