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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $8.1M |
| Exits | 24 | $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 |
| Quantinno Capital Management LP | 0.00% | Add +78.0% | 13,711 | $387K |
| New York State Teachers Retirement System | 0.00% | Reduce -24.0% | 13,695 | $387K |
| Legato Capital Management LLC | 0.04% | No change | 13,703 | $387K |
| STRS Ohio | 0.00% | Reduce -37.7% | 13,700 | $387K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -5.6% | 13,558 | $381K |
| Citigroup Inc. | 0.00% | Reduce -41.5% | 13,455 | $380K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -11.0% | 13,413 | $379K |
| Seizert Capital Partners, LLC | 0.02% | Add +22.6% | 13,350 | $377K |
| Vestcor Inc | 0.01% | No change | 12,458 | $352K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +7.8% | 12,373 | $349K |
| Illinois Municipal Retirement Fund | 0.00% | Reduce -4.5% | 12,007 | $339K |
| AlphaQuest LLC | 0.02% | Add +55.3% | 11,800 | $333K |
| Neuberger Berman Group LLC | 0.00% | Add +2.1% | 11,238 | $317K |
| Janus Henderson Group PLC | 0.00% | No change | 10,946 | $309K |
| Diversified Trust Co. | 0.01% | Add +0.0% | 10,902 | $308K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.5% | 10,900 | $308K |
| D. E. Shaw & Co. | 0.00% | Reduce -56.2% | 10,304 | $291K |
| Integrated Quantitative Investments LLC | 0.08% | Reduce -75.4% | 10,200 | $288K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.8% | 10,116 | $286K |
| Comerica Bank | 0.00% | Reduce -12.5% | 10,086 | $285K |
| NJ State Employees Deferred Compensation Plan | 0.03% | No change | 10,000 | $282K |
| Pathstone Holdings, LLC | 0.00% | New | 9,686 | $274K |
| Cetera Investment Advisers | 0.00% | New | 9,601 | $271K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 8,650 | $244K |
| State of Wisconsin Investment Board | 0.00% | No change | 8,620 | $243K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.5% | 8,560 | $242K |
| Bessemer Group Inc. | 0.00% | Reduce -0.0% | 8,389 | $237K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -50.7% | 8,079 | $228K |
| Yousif Capital Management, LLC | 0.00% | Reduce -17.7% | 7,541 | $213K |
| Arizona State Retirement System | 0.00% | New | 7,204 | $203K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.1% | 7,180 | $203K |
| Amalgamated Bank | 0.00% | Add +3.1% | 7,147 | $202K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +21.5% | 7,099 | $200K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 6,407 | $181K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 6,300 | $178K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 5,958 | $168K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -1.8% | 5,391 | $152K |
| BNP Paribas Financial Markets | 0.00% | Add +101.7% | 5,241 | $148K |
| Virtus Advisers, LLC | 0.08% | No change | 5,015 | $142K |
| PNC Financial Services Group, Inc. | 0.00% | Add +149.7% | 4,760 | $134K |
| State of Wyoming | 0.01% | Reduce -41.5% | 2,236 | $63K |
| Shell Asset Management Co. | 0.01% | Reduce -61.4% | 2,133 | $60K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -14.9% | 2,048 | $58K |
| Harbour Investments, Inc. | 0.00% | No change | 1,595 | $45K |
| Cwm, LLC | 0.00% | Reduce -25.6% | 1,589 | $45K |
| GAMMA Investing LLC | 0.00% | Add +27.3% | 1,577 | $45K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,378 | $40K |
| Aquatic Capital Management LLC | 0.00% | New | 1,415 | $40K |
| Delta Asset Management LLC | 0.00% | No change | 1,400 | $40K |
| Signaturefd, LLC | 0.00% | Reduce -25.3% | 1,104 | $31K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -54.8% | 1,088 | $31K |
| Versant Capital Management, Inc | 0.00% | Reduce -20.5% | 1,074 | $30K |
| Arax Advisory Partners | 0.00% | Add +37.1% | 1,053 | $30K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.6% | 954 | $27K |
| Parallel Advisors, LLC | 0.00% | Reduce -49.4% | 836 | $24K |
| US Bancorp \de | 0.00% | Reduce -94.1% | 649 | $18K |
| Banque Cantonale Vaudoise | 0.00% | No change | 631 | $18K |
| Binnacle Investments Inc | 0.01% | Add +66.3% | 587 | $17K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -0.2% | 581 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -0.9% | 578 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Add +96.8% | 549 | $16K |
| Quadrant Capital Group LLC | 0.00% | New | 562 | $16K |
| Danske Bank A/S | 0.00% | No change | 400 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.2% | 380 | $11K |
| Advisory Services Network, LLC | 0.00% | New | 359 | $10K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Add +186.4% | 358 | $10K |
| Cornerstone Planning Group LLC | 0.00% | New | 369 | $9K |
| Covestor Ltd | 0.01% | Reduce -7.4% | 312 | $9K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +19.7% | 213 | $6K |
| Fifth Third Bancorp | 0.00% | Reduce -37.8% | 209 | $6K |
| Salomon & Ludwin, LLC | 0.00% | New | 212 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 200 | $6K |
| First Horizon Corp. | 0.00% | — | 165 | $5K |
| Principal Securities, Inc. | 0.00% | Reduce -9.8% | 165 | $5K |
| Quarry LP | 0.00% | Reduce -68.8% | 148 | $4K |
| Allworth Financial LP | 0.00% | Add +69.6% | 117 | $3K |
| Optiver Holding B.V. | 0.00% | New | 116 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | New | 115 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | Add +94.9% | 115 | $3K |
| Wealthspire Advisors, LLC | 0.00% | New | 73 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -4.6% | 62 | $2K |
| Pacer Advisors, Inc. | 0.00% | Reduce -98.5% | 70 | $2K |
| UMB Bank, n.a. | 0.00% | Reduce -4.0% | 48 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 45 | $1K |
| Rockefeller Capital Management L.P. | 0.00% | New | 42 | $1K |
| MCF Advisors LLC | 0.00% | No change | 41 | $1K |
| Larson Financial Group LLC | 0.00% | Reduce -4.7% | 41 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | New | 39 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -91.5% | 34 | $961 |
| Hollencrest Capital Management | 0.00% | No change | 24 | $678 |
| Financial Consulate, Inc. | 0.00% | New | 18 | $509 |
| Bare Financial Services, Inc | 0.00% | New | 18 | $508 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $452 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -88.6% | 16 | $452 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10 | $282 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 7 | $198 |
| TFC Financial Management, Inc. | 0.00% | New | 5 | $142 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $56 |
| Huntington National Bank | 0.00% | No change | 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.