HealthstreamHSTM
13F holders, Q4 2024 (December 31)206holders
22new positions
29sold out
6famous investors
$31.80avg. 13F price*
At the end of Q4 2024, 206 institutions reported holding Healthstream Inc. (HSTM) in their 13F filings, unchanged from Q3 2024. 22 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($127.8M), Vanguard Group Inc. ($97.2M) and Dimensional Fund Advisors LP ($48.9M). 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 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $13.1M |
| Exits | 29 | $9.4M |
All 13F filers, Q3 2024 → Q4 2024: 2,002,129 shares bought and 1,273,223 shares sold, net +728,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 206 holders
| BlackRock, Inc. | 0.00% | Add +0.8% | 4,020,298 | $127.8M |
| Vanguard Group Inc. | 0.00% | Add +3.1% | 3,055,060 | $97.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.8% | 1,537,937 | $48.9M |
| State Street Corp. | 0.00% | Add +4.3% | 1,016,524 | $32.3M |
| Acadian Asset Management LLC | 0.07% | Add +4.1% | 806,508 | $25.6M |
| Punch & Associates Investment Management, Inc. | 1.39% | Reduce -7.7% | 794,694 | $25.3M |
| Geode Capital Management, LLC | 0.00% | Add +2.9% | 694,274 | $22.1M |
| Renaissance Technologies | 0.03% | Reduce -13.7% | 549,300 | $17.5M |
| First Eagle Investment Management, LLC | 0.04% | Reduce -1.2% | 540,398 | $17.2M |
| Harbor Capital Advisors, Inc. | 0.58% | Add +3.7% | 414,787 | $13.2M |
| Morgan Stanley | 0.00% | Reduce -2.5% | 406,300 | $12.9M |
| Copeland Capital Management, LLC | 0.22% | Add +17363.4% | 379,306 | $12.1M |
| Stephens Investment Management Group LLC | 0.14% | Reduce -6.8% | 331,221 | $10.5M |
| Northern Trust Corp. | 0.00% | Add +13.4% | 306,440 | $9.7M |
| Cerity Partners LLC | 0.02% | Add +3889.2% | 300,070 | $9.5M |
| Heartland Advisors Inc. | 0.50% | Reduce -9.7% | 287,396 | $9.1M |
| Invesco Ltd. | 0.00% | Add +11.5% | 248,221 | $7.9M |
| Sei Investments Co. | 0.01% | Add +17.6% | 234,210 | $7.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.2% | 223,262 | $7.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +47.5% | 221,609 | $7.0M |
| Bank of New York Mellon Corp | 0.00% | Add +1.1% | 219,575 | $7.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +52.4% | 211,653 | $6.7M |
| Panagora Asset Management Inc. | 0.03% | Reduce -1.8% | 208,361 | $6.6M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.99% | No change | 190,000 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.8% | 185,747 | $5.9M |
| Kennedy Capital Management LLC | 0.13% | Reduce -1.7% | 183,413 | $5.8M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -8.7% | 165,836 | $5.3M |
| Hillsdale Investment Management Inc. | 0.25% | Reduce -14.2% | 156,251 | $5.0M |
| UBS Group AG | 0.00% | Add +89.7% | 145,340 | $4.6M |
| AQR Capital Management | 0.01% | Reduce -3.5% | 143,692 | $4.6M |
| FMR LLC | 0.00% | Add +18.6% | 141,196 | $4.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.5% | 134,886 | $4.3M |
| Principal Financial Group Inc. | 0.00% | Add +3.6% | 126,673 | $4.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +94.3% | 116,381 | $3.7M |
| Norges Bank | 0.00% | New | 114,738 | $3.6M |
| Segall Bryant & Hamill, LLC | 0.05% | Reduce -12.1% | 110,007 | $3.5M |
| Connors Investor Services Inc. | 0.31% | Reduce -2.3% | 105,062 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +82.6% | 104,468 | $3.3M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -51.1% | 98,659 | $3.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -32.0% | 98,467 | $3.1M |
| Globeflex Capital L P | 0.25% | No change | 91,972 | $2.9M |
| Polar Asset Management Partners Inc. | 0.06% | Add +62.2% | 91,952 | $2.9M |
| Pinnacle Financial Partners Inc | 0.05% | No change | 82,997 | $2.6M |
| Cambiar Investors LLC | 0.10% | Reduce -7.9% | 80,530 | $2.6M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -1.1% | 79,410 | $2.5M |
| Teacher Retirement System of Texas | 0.01% | Add +128.1% | 79,364 | $2.5M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +26.9% | 76,260 | $2.4M |
| Rhumbline Advisers | 0.00% | Add +0.6% | 74,468 | $2.4M |
| Tudor Investment Corporation | 0.02% | Add +28.9% | 71,014 | $2.3M |
| Zacks Investment Management | 0.02% | Add +19.8% | 70,245 | $2.2M |
| Legal & General Group Plc | 0.00% | Reduce -4.7% | 69,537 | $2.2M |
| Kornitzer Capital Management Inc. | 0.04% | No change | 67,100 | $2.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -11.6% | 63,557 | $2.0M |
| Exchange Traded Concepts, LLC | 0.04% | Add +4.3% | 61,856 | $2.0M |
| Barclays PLC | 0.00% | Add +4.4% | 61,443 | $2.0M |
| Public Sector Pension Investment Board | 0.01% | Add +18.2% | 60,181 | $1.9M |
| Bridge City Capital, LLC | 0.50% | Add +0.9% | 59,254 | $1.9M |
| Allianz Asset Management GmbH | 0.00% | New | 58,648 | $1.9M |
| Am Investment Strategies LLC | 0.45% | No change | 57,739 | $1.8M |
| Martingale Asset Management L P | 0.04% | Reduce -0.2% | 57,553 | $1.8M |
| Jefferies Financial Group Inc. | 0.02% | New | 57,300 | $1.8M |
| Bank of America Corp. | 0.00% | Add +12.1% | 49,261 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.12% | Add +32.3% | 48,031 | $1.5M |
| American Century Companies Inc. | 0.00% | Add +11.0% | 47,832 | $1.5M |
| Swiss National Bank | 0.00% | No change | 47,700 | $1.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.1% | 47,143 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -53.1% | 46,095 | $1.5M |
| Franklin Resources Inc. | 0.00% | Add +0.9% | 44,672 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | New | 43,813 | $1.4M |
| HSBC Holdings PLC | 0.00% | Add +0.1% | 42,021 | $1.3M |
| Citigroup Inc. | 0.00% | Add +17.3% | 41,531 | $1.3M |
| Integrated Quantitative Investments LLC | 0.63% | — | 40,232 | $1.3M |
| Inspire Investing, LLC | 0.14% | Reduce -11.4% | 39,040 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -1.6% | 38,974 | $1.2M |
| Annex Advisory Services, LLC | 0.03% | New | 36,140 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +35.9% | 34,093 | $1.1M |
| Intech Investment Management LLC | 0.01% | New | 33,464 | $1.1M |
| KLP Kapitalforvaltning As | 0.01% | — | 33,200 | $1.1M |
| Wakefield Asset Management LLLP | 0.36% | Reduce -0.5% | 33,126 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Add +33.2% | 32,478 | $1.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +6.3% | 31,064 | $985K |
| Two Sigma Investments, LP | 0.00% | Reduce -49.3% | 28,890 | $919K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -25.9% | 28,616 | $910K |
| Deutsche Bank AG | 0.00% | Add +50.1% | 25,888 | $823K |
| Creative Planning | 0.00% | Add +61.3% | 25,561 | $813K |
| Millennium Management | 0.00% | Reduce -89.2% | 24,920 | $792K |
| Alliancebernstein L.P. | 0.00% | No change | 24,273 | $772K |
| Susquehanna Fundamental Investments, LLC | 0.01% | — | 23,881 | $759K |
| California State Teachers Retirement System | 0.00% | Reduce -1.3% | 22,692 | $722K |
| Ellsworth Advisors, LLC | 0.18% | Add +7.9% | 21,617 | $687K |
| STRS Ohio | 0.00% | No change | 20,600 | $655K |
| New York State Common Retirement Fund | 0.00% | No change | 20,506 | $652K |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.0% | 18,785 | $598K |
| AlphaQuest LLC | 0.08% | Reduce -14.3% | 18,730 | $596K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.6% | 18,572 | $591K |
| Engineers Gate Manager LP | 0.01% | Reduce -2.4% | 18,357 | $584K |
| Nebula Research & Development LLC | 0.07% | Add +45.8% | 17,578 | $559K |
| SG Americas Securities, LLC | 0.00% | Reduce -9.9% | 17,064 | $543K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 16,479 | $524K |
| New York State Teachers Retirement System | 0.00% | Add +1.3% | 16,066 | $511K |
"% of holder's portfolio" is HSTM's weight in each manager's 13F, not the share of Healthstream Inc. the manager owns.