HealthstreamHSTM
13F holders, Q1 2025 (March 31)211holders +5
24new positions
20sold out
6famous investors
$32.18avg. 13F price*
At the end of Q1 2025, 211 institutions reported holding Healthstream Inc. (HSTM) in their 13F filings, up 5 from Q4 2024. 24 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($126.0M), Vanguard Group Inc. ($98.2M) and Dimensional Fund Advisors LP ($46.8M). 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 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $12.9M |
| Exits | 20 | $17.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,679,384 shares bought and 1,837,400 shares sold, net −158,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| BlackRock, Inc. | 0.00% | Reduce -2.6% | 3,916,446 | $126.0M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 3,053,134 | $98.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -5.4% | 1,454,742 | $46.8M |
| State Street Corp. | 0.00% | Add +2.5% | 1,042,158 | $33.5M |
| Copeland Capital Management, LLC | 0.49% | Add +101.3% | 763,690 | $24.6M |
| Geode Capital Management, LLC | 0.00% | Add +4.8% | 727,325 | $23.4M |
| Acadian Asset Management LLC | 0.07% | Reduce -10.1% | 725,339 | $23.3M |
| Punch & Associates Investment Management, Inc. | 1.31% | Reduce -22.7% | 613,971 | $19.8M |
| Renaissance Technologies | 0.03% | Reduce -0.2% | 548,000 | $17.6M |
| Harbor Capital Advisors, Inc. | 0.62% | Add +2.4% | 424,790 | $13.7M |
| First Eagle Investment Management, LLC | 0.03% | Reduce -23.6% | 412,898 | $13.3M |
| Northern Trust Corp. | 0.00% | Add +26.0% | 386,127 | $12.4M |
| Stephens Investment Management Group LLC | 0.15% | Reduce -3.9% | 318,341 | $10.2M |
| Morgan Stanley | 0.00% | Reduce -26.8% | 297,251 | $9.6M |
| Cerity Partners LLC | 0.02% | Reduce -12.4% | 262,943 | $8.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +12.3% | 248,900 | $8.0M |
| Heartland Advisors Inc. | 0.44% | Reduce -18.0% | 235,584 | $7.6M |
| Sei Investments Co. | 0.01% | Reduce -3.0% | 227,132 | $7.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.1% | 223,128 | $7.2M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Add +30.8% | 216,906 | $7.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.0% | 215,095 | $6.9M |
| Panagora Asset Management Inc. | 0.03% | Reduce -0.3% | 207,819 | $6.7M |
| HERALD INVESTMENT MANAGEMENT Ltd | 1.15% | No change | 190,000 | $6.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.0% | 183,930 | $5.9M |
| Kennedy Capital Management LLC | 0.14% | Reduce -2.1% | 179,592 | $5.8M |
| Hillsdale Investment Management Inc. | 0.26% | Add +3.5% | 161,651 | $5.2M |
| Invesco Ltd. | 0.00% | Reduce -35.8% | 159,391 | $5.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.6% | 155,286 | $5.0M |
| FMR LLC | 0.00% | Add +9.0% | 153,953 | $5.0M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +90.4% | 145,222 | $4.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +22.1% | 142,070 | $4.6M |
| Principal Financial Group Inc. | 0.00% | Add +2.5% | 129,830 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +186.3% | 125,457 | $4.0M |
| Teacher Retirement System of Texas | 0.02% | Add +51.2% | 119,963 | $3.9M |
| UBS Group AG | 0.00% | Reduce -19.6% | 116,881 | $3.8M |
| Connors Investor Services Inc. | 0.33% | Reduce -0.9% | 104,100 | $3.3M |
| Bridgeway Capital Management, LLC | 0.08% | New | 100,304 | $3.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +1.1% | 99,514 | $3.2M |
| Public Sector Pension Investment Board | 0.01% | Add +63.8% | 98,592 | $3.2M |
| AQR Capital Management | 0.00% | Reduce -35.4% | 92,763 | $3.0M |
| Globeflex Capital L P | 0.27% | No change | 91,972 | $3.0M |
| Bank of America Corp. | 0.00% | Add +83.6% | 90,430 | $2.9M |
| Pinnacle Financial Partners Inc | 0.05% | Add +0.0% | 83,011 | $2.7M |
| Intech Investment Management LLC | 0.03% | Add +130.7% | 77,206 | $2.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -4.6% | 75,765 | $2.4M |
| Millennium Management | 0.00% | Add +199.5% | 74,634 | $2.4M |
| Nuveen, LLC | 0.00% | — | 73,958 | $2.4M |
| Rhumbline Advisers | 0.00% | Reduce -5.5% | 70,362 | $2.3M |
| Legal & General Group Plc | 0.00% | Reduce -1.6% | 68,459 | $2.2M |
| Zacks Investment Management | 0.02% | Reduce -2.6% | 68,419 | $2.2M |
| Cambiar Investors LLC | 0.09% | Reduce -16.5% | 67,257 | $2.2M |
| Kornitzer Capital Management Inc. | 0.04% | No change | 67,100 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.0% | 61,674 | $2.0M |
| Bridge City Capital, LLC | 0.56% | Reduce -1.2% | 58,536 | $1.9M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -8.0% | 58,487 | $1.9M |
| Castleark Management LLC | 0.06% | New | 57,770 | $1.9M |
| Am Investment Strategies LLC | 0.45% | No change | 57,739 | $1.9M |
| Allianz Asset Management GmbH | 0.00% | Reduce -2.1% | 57,434 | $1.8M |
| Two Sigma Investments, LP | 0.00% | Add +88.7% | 54,521 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +15.3% | 54,354 | $1.7M |
| American Century Companies Inc. | 0.00% | Add +9.6% | 52,445 | $1.7M |
| Barclays PLC | 0.00% | Reduce -21.2% | 48,441 | $1.6M |
| HSBC Holdings PLC | 0.00% | Add +13.8% | 47,824 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 47,611 | $1.5M |
| Swiss National Bank | 0.00% | Reduce -1.1% | 47,200 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +235.0% | 47,104 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.12% | Reduce -2.0% | 47,062 | $1.5M |
| Annex Advisory Services, LLC | 0.04% | Add +24.1% | 44,840 | $1.4M |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 44,522 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +194.2% | 43,899 | $1.4M |
| Citigroup Inc. | 0.00% | Add +5.6% | 43,861 | $1.4M |
| Carrera Capital Advisors | 0.31% | New | 43,371 | $1.4M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -26.4% | 42,200 | $1.4M |
| Martingale Asset Management L P | 0.03% | Reduce -28.5% | 41,146 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -13.8% | 39,724 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +22.2% | 39,692 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +226.4% | 39,312 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +36.3% | 38,998 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -4.2% | 37,324 | $1.2M |
| Integrated Quantitative Investments LLC | 0.58% | Reduce -9.2% | 36,531 | $1.2M |
| Wakefield Asset Management LLLP | 0.35% | Add +7.3% | 35,528 | $1.1M |
| Inspire Investing, LLC | 0.13% | Reduce -10.4% | 34,971 | $1.1M |
| Susquehanna Fundamental Investments, LLC | 0.02% | Add +45.9% | 34,842 | $1.1M |
| Man Group plc | 0.00% | New | 34,431 | $1.1M |
| KLP Kapitalforvaltning As | 0.01% | No change | 33,200 | $1.1M |
| Prudential Financial Inc. | 0.00% | Reduce -3.8% | 32,793 | $1.1M |
| California State Teachers Retirement System | 0.00% | Add +32.9% | 30,148 | $970K |
| Two Sigma Advisers, LP | 0.00% | Add +87.5% | 29,700 | $956K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -10.8% | 27,725 | $893K |
| Voya Investment Management LLC | 0.00% | Add +109.7% | 25,738 | $828K |
| Alliancebernstein L.P. | 0.00% | Add +1.2% | 24,556 | $790K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -61.1% | 24,057 | $774K |
| Creative Planning | 0.00% | Reduce -8.8% | 23,325 | $751K |
| Ellsworth Advisors, LLC | 0.19% | Add +6.7% | 23,070 | $742K |
| HRT Financial LP | 0.00% | Add +41.6% | 22,124 | $711K |
| ExodusPoint Capital Management, LP | 0.01% | New | 21,900 | $705K |
| New York State Common Retirement Fund | 0.00% | No change | 20,506 | $660K |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.7% | 20,052 | $646K |
| Russell Investments Group, Ltd. | 0.00% | Add +152.1% | 19,368 | $622K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 19,284 | $621K |
| Nebula Research & Development LLC | 0.06% | Add +7.5% | 18,892 | $608K |
| STRS Ohio | 0.00% | Reduce -8.7% | 18,800 | $605K |
| SG Americas Securities, LLC | 0.00% | Add +9.3% | 18,648 | $600K |
| Deutsche Bank AG | 0.00% | Reduce -28.4% | 18,534 | $596K |
| BNP Paribas Financial Markets | 0.00% | Add +19.8% | 18,243 | $587K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 17,649 | $568K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 16,479 | $530K |
| New York State Teachers Retirement System | 0.00% | Add +0.6% | 16,166 | $520K |
| AlphaQuest LLC | 0.05% | Reduce -20.7% | 14,859 | $478K |
| MetLife Investment Management, LLC | 0.00% | Reduce -6.7% | 14,577 | $469K |
| Sterling Capital Management LLC | 0.01% | Reduce -10.0% | 14,236 | $458K |
| Tudor Investment Corporation | 0.00% | Reduce -80.4% | 13,896 | $447K |
| Legato Capital Management LLC | 0.06% | Reduce -1.3% | 13,703 | $441K |
| Wells Fargo & Company | 0.00% | Add +2.5% | 13,681 | $440K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -2.3% | 13,314 | $428K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.9% | 12,717 | $409K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -3.1% | 12,354 | $398K |
| Natixis Advisors, LLC | 0.00% | Add +16.7% | 12,150 | $391K |
| US Bancorp \de | 0.00% | Add +0.5% | 12,124 | $390K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 12,120 | $390K |
| Comerica Bank | 0.00% | Add +22.9% | 11,517 | $371K |
| Neuberger Berman Group LLC | 0.00% | New | 11,380 | $366K |
| Vestcor Inc | 0.01% | Add +127.2% | 11,379 | $366K |
| MQS Management LLC | 0.21% | New | 11,320 | $364K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.6% | 11,300 | $364K |
| Seizert Capital Partners, LLC | 0.02% | No change | 11,157 | $359K |
| Janus Henderson Group PLC | 0.00% | No change | 10,946 | $351K |
| State of Tennessee, Department of Treasury | 0.00% | Add +0.6% | 10,858 | $349K |
| Verition Fund Management LLC | 0.00% | New | 10,345 | $333K |
| NJ State Employees Deferred Compensation Plan | 0.04% | No change | 10,000 | $322K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -10.8% | 9,908 | $319K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +2.4% | 9,885 | $318K |
| Snowden Capital Advisors LLC | 0.01% | New | 9,380 | $302K |
| Yousif Capital Management, LLC | 0.00% | Reduce -1.9% | 9,189 | $296K |
| Diversified Trust Co. | 0.01% | Add +5.0% | 9,174 | $295K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.8% | 8,768 | $282K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 8,650 | $278K |
| Citadel Advisors | 0.00% | Reduce -1.1% | 8,164 | $263K |
| Avantax Advisory Services, Inc. | 0.00% | New | 7,969 | $256K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -14.8% | 7,692 | $248K |
| Vontobel Holding Ltd. | 0.00% | Reduce -38.6% | 7,253 | $233K |
| Mackenzie Financial Corp. | 0.00% | No change | 7,171 | $231K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -13.6% | 7,012 | $226K |
| Arizona State Retirement System | 0.00% | Reduce -1.4% | 6,942 | $223K |
| Bessemer Group Inc. | 0.00% | Add +84.1% | 6,897 | $222K |
| Amalgamated Bank | 0.00% | Reduce -5.2% | 6,749 | $217K |
| Shell Asset Management Co. | 0.01% | Reduce -4.2% | 6,711 | $216K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 6,300 | $203K |
| Johnson Financial Group, Inc. | 0.01% | New | 6,230 | $200K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -5.3% | 5,391 | $173K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 5,085 | $164K |
| Virtus Advisers, LLC | 0.11% | New | 5,015 | $161K |
| Cwm, LLC | 0.00% | Add +1.9% | 4,777 | $154K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -5.2% | 3,780 | $121K |
| Meeder Asset Management Inc. | 0.01% | No change | 3,599 | $116K |
| PNC Financial Services Group, Inc. | 0.00% | Add +62.5% | 2,625 | $84K |
| Parallel Advisors, LLC | 0.00% | Add +4.4% | 2,521 | $81K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,408 | $77K |
| GAMMA Investing LLC | 0.01% | Add +30.8% | 2,082 | $67K |
| Harbour Investments, Inc. | 0.00% | No change | 1,535 | $49K |
| Signaturefd, LLC | 0.00% | Add +4.5% | 1,514 | $49K |
| Public Employees Retirement System of Ohio | 0.00% | New | 1,449 | $47K |
| Delta Asset Management LLC | 0.00% | No change | 1,400 | $45K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,337 | $43K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,378 | $43K |
| First Horizon Advisors, Inc. | 0.00% | Add +99.6% | 1,056 | $34K |
| Osaic Holdings, Inc. | 0.00% | Add +237.1% | 718 | $23K |
| Banque Cantonale Vaudoise | 0.00% | — | 714 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +50.3% | 705 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.4% | 600 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -15.1% | 583 | $19K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +212.0% | 468 | $15K |
| Covestor Ltd | 0.01% | Add +4.5% | 393 | $13K |
| Danske Bank A/S | 0.00% | No change | 400 | $13K |
| Arax Advisory Partners | 0.00% | Reduce -36.4% | 390 | $13K |
| Geneos Wealth Management Inc. | 0.00% | New | 319 | $10K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 305 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 279 | $9K |
| Beacon Capital Management, LLC | 0.00% | No change | 250 | $8K |
| Lindbrook Capital, LLC | 0.00% | No change | 247 | $8K |
| Retirement Wealth Solutions LLC | 0.01% | Add +54.5% | 238 | $8K |
| Coldstream Capital Management Inc. | 0.00% | New | 228 | $7K |
| Fifth Third Bancorp | 0.00% | No change | 190 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +25.3% | 188 | $6K |
| NewSquare Capital LLC | 0.00% | New | 173 | $6K |
| Binnacle Investments Inc | 0.00% | — | 163 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 140 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +892.3% | 129 | $4K |
| UMB Bank, n.a. | 0.00% | Add +96.7% | 120 | $4K |
| Allworth Financial LP | 0.00% | Reduce -81.8% | 100 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | Add +71.2% | 101 | $3K |
| Cornerstone Planning Group LLC | 0.00% | New | 75 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 74 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -6.6% | 71 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 61 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Add +88.7% | 100 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +96.3% | 53 | $2K |
| WPG Advisers, LLC | 0.00% | Add +940.0% | 52 | $2K |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 50 | $2K |
| MCF Advisors LLC | 0.00% | No change | 41 | $1K |
| Huntington National Bank | 0.00% | Reduce -17.0% | 39 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +107.1% | 29 | $934 |
| Hollencrest Capital Management | 0.00% | No change | 24 | $772 |
| Larson Financial Group LLC | 0.00% | Add +700.0% | 24 | $772 |
| SouthState Bank Corp | 0.00% | New | 17 | $548 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $515 |
| Brooklyn Investment Group | 0.00% | New | 14 | $451 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10 | $322 |
| IFP Advisors, Inc | 0.00% | No change | 5 | $161 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $64 |
| Avion Wealth | 0.00% | New | 23 | $0 |
"% of holder's portfolio" is HSTM's weight in each manager's 13F, not the share of Healthstream Inc. the manager owns.