HealthstreamHSTM

13F holders, Q2 2025 (June 30)
201holders −10
22new positions
30sold out
5famous investors
$27.67avg. 13F price*

At the end of Q2 2025, 201 institutions reported holding Healthstream Inc. (HSTM) in their 13F filings, down 10 from Q1 2025. 22 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($99.9M), Vanguard Group Inc. ($84.7M) and Dimensional Fund Advisors LP ($39.4M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions22$5.9M
Exits30$29.0M

All 13F filers, Q1 2025 → Q2 2025: 1,781,690 shares bought and 2,074,159 shares sold, net −292,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 201 holders

BlackRock, Inc. 0.00% Reduce -7.8% 3,612,026 $99.9M
Vanguard Group Inc. 0.00% Add +0.3% 3,060,969 $84.7M
Dimensional Fund Advisors LP 0.01% Reduce -2.0% 1,424,861 $39.4M
State Street Corp. 0.00% Reduce -1.1% 1,030,181 $28.5M
Copeland Capital Management, LLC 0.50% Add +15.6% 882,950 $24.4M
Geode Capital Management, LLC 0.00% Add +5.3% 766,193 $21.2M
Acadian Asset Management LLC 0.04% Add +5.1% 762,343 $21.1M
Renaissance Technologies 0.02% Add +19.9% 656,900 $18.2M
Punch & Associates Investment Management, Inc. 0.95% Reduce -11.1% 545,982 $15.1M
First Eagle Investment Management, LLC 0.02% Reduce -1.6% 406,498 $11.2M
Robeco Institutional Asset Management B.V. 0.02% Add +162.1% 380,604 $10.5M
Northern Trust Corp. 0.00% Reduce -1.9% 378,736 $10.5M
Harbor Capital Advisors, Inc. 0.40% Reduce -19.2% 343,124 $9.5M
Stephens Investment Management Group LLC 0.12% Add +0.3% 319,301 $8.8M
Morgan Stanley 0.00% Reduce -4.7% 283,355 $7.8M
Jacobs Levy Equity Management, Inc. 0.03% Add +18.2% 256,459 $7.1M
Qube Research & Technologies Ltd 0.01% Add +77.3% 251,953 $7.0M
Arrowstreet Capital, Limited Partnership 0.00% Add +1.0% 251,287 $7.0M
JPMorgan Chase & Co. 0.00% Add +302.0% 247,905 $6.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.5% 221,995 $6.1M
Bank of New York Mellon Corp 0.00% Reduce -1.9% 210,931 $5.8M
Panagora Asset Management Inc. 0.03% Reduce -0.6% 206,672 $5.7M
Sei Investments Co. 0.01% Reduce -10.4% 203,590 $5.6M
Ameriprise Financial Inc. 0.00% Add +7.7% 198,023 $5.5M
Kennedy Capital Management LLC 0.13% Add +7.8% 193,577 $5.4M
HERALD INVESTMENT MANAGEMENT Ltd 0.78% No change 190,000 $5.3M
Teacher Retirement System of Texas 0.02% Add +55.1% 186,039 $5.1M
Invesco Ltd. 0.00% Add +12.4% 179,203 $5.0M
Millennium Management 0.00% Add +124.4% 167,482 $4.6M
FMR LLC 0.00% Add +1.7% 156,583 $4.3M
Two Sigma Investments, LP 0.01% Add +177.9% 151,503 $4.2M
Citadel Advisors 0.00% Add +1728.0% 149,241 $4.1M
Bank of America Corp. 0.00% Add +56.2% 141,282 $3.9M
Envestnet Asset Management Inc. 0.00% Add +3.7% 130,090 $3.6M
Principal Financial Group Inc. 0.00% Reduce -0.8% 128,834 $3.6M
UBS Group AG 0.00% Reduce -5.4% 110,596 $3.1M
Bridgeway Capital Management, LLC 0.07% Add +3.8% 104,084 $2.9M
Public Sector Pension Investment Board 0.01% Add +5.5% 104,004 $2.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.4% 103,885 $2.9M
Connors Investor Services Inc. 0.25% Reduce -0.3% 103,747 $2.9M
Goldman Sachs Group Inc. 0.00% Reduce -46.0% 83,797 $2.3M
Intech Investment Management LLC 0.02% Add +7.7% 83,110 $2.3M
Pinnacle Financial Partners Inc 0.05% No change 83,011 $2.3M
Two Sigma Advisers, LP 0.00% Add +165.7% 78,900 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +38.6% 75,351 $2.1M
Globeflex Capital L P 0.17% Reduce -20.6% 72,988 $2.0M
Rhumbline Advisers 0.00% Reduce -0.8% 69,771 $1.9M
Legal & General Group Plc 0.00% Add +0.6% 68,883 $1.9M
Cambiar Investors LLC 0.08% Reduce -0.0% 67,229 $1.9M
Heartland Advisors Inc. 0.10% Reduce -72.5% 64,694 $1.8M
Kornitzer Capital Management Inc. 0.04% Reduce -6.0% 63,100 $1.7M
Trexquant Investment LP 0.02% New 59,523 $1.6M
Bridge City Capital, LLC 0.46% Add +0.8% 58,977 $1.6M
American Century Companies Inc. 0.00% Add +11.6% 58,541 $1.6M
Am Investment Strategies LLC 0.38% No change 57,739 $1.6M
Stifel Financial Corp. 0.00% Add +17.4% 55,317 $1.5M
Royal Bank of Canada 0.00% Add +23.7% 54,310 $1.5M
Nuveen, LLC 0.00% Reduce -30.5% 51,407 $1.4M
Jane Street Group, LLC 0.00% Add +1.9% 48,533 $1.3M
Swiss National Bank 0.00% No change 47,200 $1.3M
Barclays PLC 0.00% Reduce -2.9% 47,049 $1.3M
Annex Advisory Services, LLC 0.03% Add +4.4% 46,819 $1.3M
Franklin Resources Inc. 0.00% Add +0.5% 44,737 $1.2M
State Board of Administration of Florida Retirement System 0.00% Reduce -45.0% 41,652 $1.2M
Integrated Quantitative Investments LLC 0.34% Add +13.4% 41,426 $1.1M
Martingale Asset Management L P 0.03% Reduce -5.3% 38,983 $1.1M
AQR Capital Management 0.00% Reduce -58.6% 38,440 $1.1M
Lazard Asset Management LLC 0.00% Reduce -7.0% 36,908 $1.0M
XTX Topco Ltd 0.04% New 36,436 $1.0M
Jefferies Financial Group Inc. 0.02% Reduce -14.0% 36,300 $1.0M
Victory Capital Management Inc. 0.00% Reduce -4.5% 35,656 $987K
Campbell & CO Investment Adviser LLC 0.06% Reduce -26.6% 34,557 $956K
Susquehanna International Group, LLP 0.00% Reduce -12.5% 34,387 $951K
Riverwater Partners LLC 0.44% New 33,921 $939K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -14.6% 33,289 $921K
KLP Kapitalforvaltning As 0.00% No change 33,200 $919K
Man Group plc 0.00% Reduce -10.9% 30,668 $849K
California State Teachers Retirement System 0.00% No change 30,148 $834K
Russell Investments Group, Ltd. 0.00% Add +51.4% 29,313 $810K
CANADA LIFE ASSURANCE Co 0.00% No change 27,725 $767K
Voya Investment Management LLC 0.00% Add +1.2% 26,043 $721K
Prudential Financial Inc. 0.00% Reduce -24.5% 24,760 $685K
Alliancebernstein L.P. 0.00% No change 24,556 $679K
Exchange Traded Concepts, LLC 0.01% Add +1.9% 24,525 $679K
D. E. Shaw & Co. 0.00% Reduce -40.8% 23,513 $651K
Citigroup Inc. 0.00% Reduce -47.5% 23,013 $637K
STRS Ohio 0.00% Add +17.0% 22,000 $609K
T. Rowe Price Associates Inc. 0.00% Add +8.0% 21,664 $600K
Nebula Research & Development LLC 0.05% Add +14.7% 21,659 $599K
New York State Common Retirement Fund 0.00% No change 20,506 $567K
Verition Fund Management LLC 0.00% Add +97.8% 20,464 $566K
SG Americas Securities, LLC 0.00% Add +1.4% 18,910 $523K
New York State Teachers Retirement System 0.00% Add +11.4% 18,011 $498K
EntryPoint Capital, LLC 0.25% New 17,965 $497K
Thrivent Financial for Lutherans 0.00% Add +0.5% 17,732 $491K
Ensign Peak Advisors, Inc 0.00% Reduce -0.6% 16,379 $453K
Deutsche Bank AG 0.00% Reduce -16.8% 15,430 $427K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +52.1% 15,074 $417K
Wells Fargo & Company 0.00% Add +7.4% 14,690 $406K
Allianz Asset Management GmbH 0.00% Reduce -74.5% 14,650 $405K

"% of holder's portfolio" is HSTM's weight in each manager's 13F, not the share of Healthstream Inc. the manager owns.

Show all 201 holders