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 |
| Sanctuary Advisors, LLC | 0.00% | Add +4.8% | 15,445 | $507K |
| Two Sigma Advisers, LP | 0.00% | Reduce -57.1% | 15,844 | $504K |
| Sterling Capital Management LLC | 0.01% | Add +3.0% | 15,814 | $503K |
| MetLife Investment Management, LLC | 0.00% | Add +8.9% | 15,621 | $497K |
| HRT Financial LP | 0.00% | Reduce -18.9% | 15,622 | $496K |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.5% | 15,233 | $484K |
| Royal Bank of Canada | 0.00% | Add +253.8% | 14,922 | $475K |
| Stifel Financial Corp. | 0.00% | New | 14,061 | $447K |
| Legato Capital Management LLC | 0.06% | No change | 13,881 | $441K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -0.6% | 13,627 | $433K |
| Wells Fargo & Company | 0.00% | Add +34.3% | 13,345 | $424K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 13,028 | $414K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.2% | 12,965 | $412K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -0.9% | 12,746 | $405K |
| Magnetar Financial LLC | 0.01% | Reduce -34.8% | 12,465 | $396K |
| Voya Investment Management LLC | 0.00% | Add +31.7% | 12,273 | $390K |
| US Bancorp \de | 0.00% | Add +0.4% | 12,064 | $384K |
| Susquehanna International Group, LLP | 0.00% | Reduce -20.4% | 12,045 | $383K |
| Vontobel Holding Ltd. | 0.00% | Reduce -32.6% | 11,814 | $376K |
| Louisiana State Employees Retirement System | 0.01% | No change | 11,600 | $369K |
| Squarepoint Ops LLC | 0.00% | Add +13.2% | 11,257 | $358K |
| Seizert Capital Partners, LLC | 0.02% | Reduce -2.9% | 11,157 | $355K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -38.5% | 11,103 | $353K |
| Janus Henderson Group PLC | 0.00% | No change | 10,946 | $348K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -20.4% | 10,795 | $343K |
| Natixis Advisors, LLC | 0.00% | New | 10,410 | $331K |
| Cornercap Investment Counsel Inc. | 0.10% | No change | 10,110 | $321K |
| NJ State Employees Deferred Compensation Plan | 0.04% | No change | 10,000 | $318K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +3.6% | 9,655 | $307K |
| Comerica Bank | 0.00% | Add +7.1% | 9,373 | $298K |
| Yousif Capital Management, LLC | 0.00% | Reduce -4.1% | 9,362 | $298K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.0% | 9,207 | $293K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -21.0% | 9,034 | $287K |
| Diversified Trust Co. | 0.01% | Add +20.5% | 8,733 | $278K |
| Woodmont Investment Counsel LLC | 0.02% | New | 8,650 | $275K |
| Citadel Advisors | 0.00% | Reduce -73.1% | 8,254 | $262K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,112 | $258K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -61.9% | 7,683 | $244K |
| ProShare Advisors LLC | 0.00% | New | 7,339 | $233K |
| Mackenzie Financial Corp. | 0.00% | New | 7,171 | $228K |
| Amalgamated Bank | 0.00% | Reduce -0.5% | 7,121 | $226K |
| Arizona State Retirement System | 0.00% | Add +0.6% | 7,041 | $224K |
| Shell Asset Management Co. | 0.01% | Reduce -0.3% | 7,003 | $223K |
| Baird Financial Group, Inc. | 0.00% | No change | 6,947 | $221K |
| TD Asset Management Inc | 0.00% | Reduce -21.0% | 6,400 | $204K |
| Pathstone Holdings, LLC | 0.00% | New | 6,335 | $201K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 6,300 | $200K |
| Lee Danner & Bass Inc. | 0.01% | New | 5,755 | $183K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 5,691 | $181K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 5,085 | $162K |
| Virtus Investment Advisers, LLC | 0.13% | No change | 5,015 | $159K |
| Vestcor Inc | 0.01% | Reduce -33.2% | 5,008 | $159K |
| Cwm, LLC | 0.00% | Add +5.4% | 4,689 | $149K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -46.7% | 3,986 | $127K |
| Bessemer Group Inc. | 0.00% | Add +1074.6% | 3,747 | $119K |
| Meeder Asset Management Inc. | 0.01% | New | 3,599 | $114K |
| New Age Alpha Advisors, LLC | 0.00% | New | 2,512 | $80K |
| Parallel Advisors, LLC | 0.00% | Reduce -17.3% | 2,415 | $77K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,408 | $77K |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.1% | 1,615 | $51K |
| GAMMA Investing LLC | 0.00% | Add +17.5% | 1,592 | $51K |
| Harbour Investments, Inc. | 0.00% | Add +6.7% | 1,535 | $49K |
| Signaturefd, LLC | 0.00% | Add +22.8% | 1,449 | $46K |
| Delta Asset Management LLC | 0.00% | No change | 1,400 | $45K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,378 | $43K |
| Quadrant Capital Group LLC | 0.00% | Reduce -0.4% | 1,337 | $43K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +717.9% | 687 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 615 | $20K |
| Arax Advisory Partners | 0.00% | Add +48.1% | 613 | $19K |
| Allworth Financial LP | 0.00% | Add +545.9% | 549 | $18K |
| First Horizon Advisors, Inc. | 0.00% | Add +51.1% | 529 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.0% | 469 | $15K |
| Avior Wealth Management, LLC | 0.00% | Add +12.1% | 408 | $13K |
| Danske Bank A/S | 0.00% | Reduce -63.6% | 400 | $13K |
| Covestor Ltd | 0.01% | Reduce -3.1% | 376 | $12K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 294 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Add +272.0% | 279 | $9K |
| Beacon Capital Management, LLC | 0.00% | No change | 250 | $8K |
| Lindbrook Capital, LLC | 0.00% | No change | 247 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 231 | $7K |
| Osaic Holdings, Inc. | 0.00% | Reduce -62.0% | 213 | $7K |
| Fifth Third Bancorp | 0.00% | Add +7.3% | 190 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | — | 154 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +19.1% | 150 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 150 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 140 | $4K |
| Continuum Advisory, LLC | 0.00% | Add +52.0% | 76 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 74 | $2K |
| Principal Securities, Inc. | 0.00% | New | 61 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 61 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 59 | $2K |
| Whipplewood Advisors, LLC | 0.00% | — | 53 | $2K |
| Huntington National Bank | 0.00% | Add +4.4% | 47 | $1K |
| MCF Advisors LLC | 0.00% | No change | 41 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 27 | $859 |
| Rothschild Investment LLC | 0.00% | Add +150.0% | 25 | $795 |
| Hollencrest Capital Management | 0.00% | No change | 24 | $763 |
| Jones Financial Companies LLLP | 0.00% | New | 16 | $509 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $509 |
| Parkside Financial Bank & Trust | 0.00% | No change | 14 | $446 |
| Versant Capital Management, Inc | 0.00% | No change | 13 | $413 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 10 | $318 |
| WPG Advisers, LLC | 0.00% | — | 5 | $159 |
| IFP Advisors, Inc | 0.00% | New | 5 | $159 |
| Larson Financial Group LLC | 0.00% | No change | 3 | $95 |
| SBI Securities Co., Ltd. | 0.00% | — | 2 | $64 |
"% of holder's portfolio" is HSTM's weight in each manager's 13F, not the share of Healthstream Inc. the manager owns.