HealthstreamHSTM

13F holders, Q3 2025 (September 30)
200holders −1
24new positions
24sold out
5famous investors
$28.29avg. 13F price*

At the end of Q3 2025, 200 institutions reported holding Healthstream Inc. (HSTM) in their 13F filings, down 1 from Q2 2025. 24 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($101.7M), Vanguard Group Inc. ($84.3M) and Dimensional Fund Advisors LP ($39.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions24$8.1M
Exits24$5.1M

All 13F filers, Q2 2025 → Q3 2025: 816,147 shares bought and 1,539,237 shares sold, net −723,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 200 holders

BlackRock, Inc. 0.00% Reduce -0.3% 3,599,559 $101.7M
Vanguard Group Inc. 0.00% Reduce -2.5% 2,985,082 $84.3M
Dimensional Fund Advisors LP 0.01% Reduce -1.0% 1,410,933 $39.8M
State Street Corp. 0.00% Reduce -4.6% 983,066 $27.8M
Copeland Capital Management, LLC 0.49% Reduce -5.3% 836,083 $23.6M
Geode Capital Management, LLC 0.00% Add +0.5% 770,278 $21.8M
Acadian Asset Management LLC 0.04% Reduce -2.7% 741,874 $20.9M
Renaissance Technologies 0.02% Reduce -1.5% 647,200 $18.3M
Punch & Associates Investment Management, Inc. 0.75% Reduce -17.1% 452,384 $12.8M
JPMorgan Chase & Co. 0.00% Add +74.6% 432,822 $12.2M
First Eagle Investment Management, LLC 0.02% Add +0.7% 409,398 $11.6M
Northern Trust Corp. 0.00% Reduce -3.4% 365,886 $10.3M
Robeco Institutional Asset Management B.V. 0.01% Reduce -7.5% 351,951 $9.9M
Stephens Investment Management Group LLC 0.12% Reduce -0.9% 316,440 $8.9M
Qube Research & Technologies Ltd 0.01% Add +9.0% 274,548 $7.8M
Arrowstreet Capital, Limited Partnership 0.00% No change 251,287 $7.1M
Morgan Stanley 0.00% Reduce -13.7% 244,609 $6.9M
Charles Schwab Investment Management Inc. 0.00% Add +4.6% 232,228 $6.6M
Bank of New York Mellon Corp 0.00% Reduce -0.4% 210,074 $5.9M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -18.1% 210,068 $5.9M
Panagora Asset Management Inc. 0.02% Add +0.1% 206,903 $5.8M
Kennedy Capital Management LLC 0.12% Reduce -0.3% 192,902 $5.4M
HERALD INVESTMENT MANAGEMENT Ltd 0.71% No change 190,000 $5.4M
Teacher Retirement System of Texas 0.02% Add +1.0% 187,906 $5.3M
Sei Investments Co. 0.01% Reduce -8.0% 187,322 $5.3M
Two Sigma Advisers, LP 0.01% Add +119.7% 173,300 $4.9M
FMR LLC 0.00% Add +10.1% 172,327 $4.9M
Two Sigma Investments, LP 0.01% Add +7.2% 162,427 $4.6M
Bank of America Corp. 0.00% Add +14.7% 162,048 $4.6M
Invesco Ltd. 0.00% Reduce -16.1% 150,384 $4.2M
Citadel Advisors 0.00% Reduce -5.0% 141,725 $4.0M
Principal Financial Group Inc. 0.00% Add +3.8% 133,709 $3.8M
Goldman Sachs Group Inc. 0.00% Add +55.9% 130,654 $3.7M
Envestnet Asset Management Inc. 0.00% Reduce -5.3% 123,196 $3.5M
UBS Group AG 0.00% Reduce -1.4% 109,091 $3.1M
Bridgeway Capital Management, LLC 0.06% No change 104,084 $2.9M
Ameriprise Financial Inc. 0.00% Reduce -49.0% 101,042 $2.9M
Connors Investor Services Inc. 0.24% Reduce -3.5% 100,123 $2.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -9.8% 93,708 $2.6M
Public Sector Pension Investment Board 0.01% Reduce -11.1% 92,487 $2.6M
Trexquant Investment LP 0.03% Add +46.2% 87,028 $2.5M
Harbor Capital Advisors, Inc. 0.19% Reduce -74.8% 86,602 $2.4M
Pinnacle Financial Partners Inc 0.06% Reduce -0.0% 82,997 $2.3M
Globeflex Capital L P 0.32% No change 72,988 $2.1M
Rhumbline Advisers 0.00% Reduce -1.5% 68,713 $1.9M
Numerai GP LLC 0.27% New 67,687 $1.9M
Legal & General Group Plc 0.00% Reduce -1.9% 67,572 $1.9M
Cambiar Investors LLC 0.09% No change 67,229 $1.9M
Heartland Advisors Inc. 0.10% Reduce -1.1% 63,985 $1.8M
Kornitzer Capital Management Inc. 0.04% No change 63,100 $1.8M
American Century Companies Inc. 0.00% Add +6.1% 62,093 $1.8M
Bridge City Capital, LLC 0.45% Add +1.6% 59,913 $1.7M
Am Investment Strategies LLC 0.35% No change 57,739 $1.6M
Stifel Financial Corp. 0.00% Reduce -2.9% 53,711 $1.5M
Summit Wealth Group LLC / Co. 0.16% New 16,189 $1.5M
Nuveen, LLC 0.00% No change 51,407 $1.5M
Royal Bank of Canada 0.00% Reduce -9.0% 49,407 $1.4M
Swiss National Bank 0.00% No change 47,200 $1.3M
Assenagon Asset Management S.A. 0.00% New 44,775 $1.3M
State Board of Administration of Florida Retirement System 0.00% No change 41,652 $1.2M
KLP Kapitalforvaltning As 0.00% Add +21.4% 40,300 $1.1M
Annex Advisory Services, LLC 0.02% Reduce -14.3% 40,105 $1.1M
Lazard Asset Management LLC 0.00% Add +6.6% 39,357 $1.1M
Martingale Asset Management L P 0.03% Reduce -3.4% 37,643 $1.1M
Victory Capital Management Inc. 0.00% Reduce -2.0% 34,956 $987K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -53.7% 34,918 $986K
Barclays PLC 0.00% Reduce -26.1% 34,751 $981K
Jane Street Group, LLC 0.00% Reduce -28.8% 34,548 $976K
Franklin Resources Inc. 0.00% Reduce -23.7% 34,143 $964K
Creative Planning 0.00% Add +170.2% 34,077 $962K
Riverwater Partners LLC 0.40% No change 33,921 $958K
Cerity Partners LLC 0.00% New 33,468 $945K
Russell Investments Group, Ltd. 0.00% Add +7.2% 31,415 $896K
Intech Investment Management LLC 0.01% Reduce -63.8% 30,115 $850K
California State Teachers Retirement System 0.00% Reduce -0.8% 29,908 $845K
SG Americas Securities, LLC 0.00% Add +52.9% 28,915 $817K
Exchange Traded Concepts, LLC 0.01% Add +17.0% 28,689 $810K
CANADA LIFE ASSURANCE Co 0.00% No change 27,725 $802K
AQR Capital Management 0.00% Reduce -26.3% 28,348 $801K
Campbell & CO Investment Adviser LLC 0.06% Reduce -21.7% 27,063 $764K
EntryPoint Capital, LLC 0.29% Add +47.9% 26,577 $751K
Alliancebernstein L.P. 0.00% No change 24,556 $693K
Prudential Financial Inc. 0.00% Reduce -3.6% 23,860 $674K
Millennium Management 0.00% Reduce -86.6% 22,383 $632K
T. Rowe Price Associates Inc. 0.00% Add +2.6% 22,230 $628K
Voya Investment Management LLC 0.00% Reduce -16.0% 21,875 $618K
Engineers Gate Manager LP 0.01% Add +56.2% 21,864 $617K
HRT Financial LP 0.00% New 21,691 $612K
New York State Common Retirement Fund 0.00% No change 20,506 $579K
Horizon Investments, LLC 0.01% Add +49.9% 20,266 $572K
Summit Global Investments 0.03% New 20,030 $566K
Deutsche Bank AG 0.00% Add +21.8% 18,794 $531K
Man Group plc 0.00% Reduce -40.3% 18,312 $517K
Gsa Capital Partners LLP 0.04% New 17,887 $505K
Wells Fargo & Company 0.00% Add +18.8% 17,448 $493K
Thrivent Financial for Lutherans 0.00% Reduce -3.5% 17,107 $483K
Inspire Investing, LLC 0.04% Add +13.5% 16,035 $453K
Sterling Capital Management LLC 0.01% Add +4.1% 14,952 $422K
MetLife Investment Management, LLC 0.00% No change 14,577 $412K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +248.6% 14,292 $404K

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

Show all 200 holders