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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $5.9M |
| Exits | 30 | $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 |
| MetLife Investment Management, LLC | 0.00% | No change | 14,577 | $403K |
| Sterling Capital Management LLC | 0.01% | Add +0.8% | 14,357 | $397K |
| State of Alaska, Department of Revenue | 0.00% | Add +7.9% | 14,361 | $396K |
| Inspire Investing, LLC | 0.04% | Reduce -59.6% | 14,132 | $391K |
| Engineers Gate Manager LP | 0.00% | New | 13,994 | $387K |
| Legato Capital Management LLC | 0.05% | No change | 13,703 | $379K |
| Horizon Investments, LLC | 0.01% | New | 13,518 | $374K |
| Creative Planning | 0.00% | Reduce -45.9% | 12,611 | $349K |
| Illinois Municipal Retirement Fund | 0.00% | Add +1.7% | 12,566 | $348K |
| Vestcor Inc | 0.01% | Add +9.5% | 12,458 | $345K |
| Comerica Bank | 0.00% | Add +0.1% | 11,527 | $319K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -40.5% | 11,476 | $318K |
| Louisiana State Employees Retirement System | 0.01% | No change | 11,300 | $313K |
| US Bancorp \de | 0.00% | Reduce -8.6% | 11,082 | $307K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.3% | 11,003 | $304K |
| Janus Henderson Group PLC | 0.00% | No change | 10,946 | $303K |
| Diversified Trust Co. | 0.01% | Add +18.8% | 10,900 | $302K |
| Seizert Capital Partners, LLC | 0.01% | Reduce -2.4% | 10,891 | $301K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -70.0% | 10,462 | $289K |
| Snowden Capital Advisors LLC | 0.01% | Add +8.7% | 10,196 | $282K |
| NJ State Employees Deferred Compensation Plan | 0.03% | No change | 10,000 | $277K |
| MQS Management LLC | 0.14% | Reduce -17.1% | 9,382 | $260K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.7% | 9,354 | $259K |
| Avantax Advisory Services, Inc. | 0.00% | Add +15.7% | 9,216 | $255K |
| Yousif Capital Management, LLC | 0.00% | Reduce -0.3% | 9,159 | $253K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 8,650 | $239K |
| State of Wisconsin Investment Board | 0.00% | New | 8,620 | $239K |
| Bessemer Group Inc. | 0.00% | Add +21.7% | 8,392 | $233K |
| DRW Securities, LLC | 0.02% | New | 8,164 | $226K |
| Quantinno Capital Management LP | 0.00% | New | 7,705 | $213K |
| AlphaQuest LLC | 0.02% | Reduce -48.9% | 7,596 | $210K |
| Vontobel Holding Ltd. | 0.00% | Add +3.0% | 7,471 | $207K |
| Amalgamated Bank | 0.00% | Add +2.8% | 6,935 | $192K |
| Public Employees Retirement System of Ohio | 0.00% | Add +342.2% | 6,407 | $177K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 6,300 | $175K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -45.1% | 5,958 | $165K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +14.9% | 5,843 | $162K |
| Shell Asset Management Co. | 0.01% | Reduce -17.6% | 5,530 | $153K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +1.9% | 5,491 | $152K |
| Virtus Advisers, LLC | 0.09% | No change | 5,015 | $139K |
| Pacer Advisors, Inc. | 0.00% | New | 4,574 | $127K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +8.5% | 4,100 | $113K |
| State of Wyoming | 0.01% | New | 3,822 | $106K |
| Meeder Asset Management Inc. | 0.01% | No change | 3,599 | $100K |
| BNP Paribas Financial Markets | 0.00% | Reduce -85.8% | 2,599 | $72K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,408 | $67K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +241.4% | 2,407 | $67K |
| New Age Alpha Advisors, LLC | 0.00% | New | 2,152 | $60K |
| Cwm, LLC | 0.00% | Reduce -55.3% | 2,136 | $59K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.4% | 1,906 | $53K |
| Parallel Advisors, LLC | 0.00% | Reduce -34.5% | 1,651 | $46K |
| Harbour Investments, Inc. | 0.00% | Add +3.9% | 1,595 | $44K |
| Signaturefd, LLC | 0.00% | Reduce -2.4% | 1,478 | $41K |
| Delta Asset Management LLC | 0.00% | No change | 1,400 | $39K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,378 | $38K |
| Versant Capital Management, Inc | 0.01% | Add +947.3% | 1,351 | $37K |
| GAMMA Investing LLC | 0.00% | Reduce -40.5% | 1,239 | $34K |
| Osaic Holdings, Inc. | 0.00% | Add +35.1% | 970 | $27K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -20.7% | 837 | $23K |
| Arax Advisory Partners | 0.00% | Add +96.9% | 768 | $21K |
| Raymond James Financial Inc. | 0.00% | New | 702 | $19K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -11.6% | 631 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 583 | $16K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +24.4% | 582 | $16K |
| Quarry LP | 0.00% | New | 475 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Add +1279.3% | 400 | $11K |
| Danske Bank A/S | 0.00% | No change | 400 | $11K |
| Binnacle Investments Inc | 0.01% | Add +116.6% | 353 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +556.6% | 348 | $10K |
| Fifth Third Bancorp | 0.00% | Add +76.8% | 336 | $9K |
| Covestor Ltd | 0.01% | Reduce -14.3% | 337 | $9K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.5% | 292 | $8K |
| Retirement Wealth Solutions LLC | 0.01% | Add +17.6% | 280 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 279 | $8K |
| Beacon Capital Management, LLC | 0.00% | Add +0.4% | 251 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 200 | $6K |
| Principal Securities, Inc. | 0.00% | Add +200.0% | 183 | $5K |
| MAI Capital Management | 0.00% | New | 183 | $5K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 178 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 140 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 125 | $3K |
| Dogwood Wealth Management LLC | 0.00% | New | 95 | $3K |
| High Note Wealth, LLC | 0.00% | New | 85 | $2K |
| NewSquare Capital LLC | 0.00% | Reduce -56.6% | 75 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 65 | $2K |
| Brooklyn Investment Group | 0.00% | Add +400.0% | 70 | $2K |
| Allworth Financial LP | 0.00% | Reduce -31.0% | 69 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -41.6% | 59 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -47.0% | 53 | $1K |
| UMB Bank, n.a. | 0.00% | Reduce -58.3% | 50 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 47 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -10.0% | 45 | $1K |
| Larson Financial Group LLC | 0.00% | Add +79.2% | 43 | $1K |
| MCF Advisors LLC | 0.00% | No change | 41 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 24 | $664 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $443 |
| Essential Partners LLC | 0.00% | — | 11 | $304 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10 | $277 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $55 |
| Huntington National Bank | 0.00% | Reduce -97.4% | 1 | $28 |
| 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.