HealthstreamHSTM

13F holders, Q4 2025 (December 31)
191holders −9
19new positions
29sold out
6famous investors
$23.07avg. 13F price*

At the end of Q4 2025, 191 institutions reported holding Healthstream Inc. (HSTM) in their 13F filings, down 9 from Q3 2025. 19 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($83.8M), Vanguard Group Inc. ($58.5M) and Dimensional Fund Advisors LP ($31.6M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions19$4.8M
Exits29$8.4M

All 13F filers, Q3 2025 → Q4 2025: 1,180,997 shares bought and 1,380,890 shares sold, net −199,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 191 holders

BlackRock, Inc. 0.00% Add +0.9% 3,632,375 $83.8M
Vanguard Group Inc. 0.00% Reduce -15.0% 2,536,901 $58.5M
Dimensional Fund Advisors LP 0.01% Reduce -3.0% 1,368,866 $31.6M
State Street Corp. 0.00% Reduce -0.3% 980,268 $22.6M
Copeland Capital Management, LLC 0.46% Add +6.2% 887,553 $20.5M
Acadian Asset Management LLC 0.03% Add +14.2% 847,504 $19.5M
Geode Capital Management, LLC 0.00% Reduce -1.6% 758,003 $17.5M
Renaissance Technologies 0.02% Reduce -26.5% 475,468 $11.0M
JPMorgan Chase & Co. 0.00% Add +4.6% 452,897 $10.4M
Punch & Associates Investment Management, Inc. 0.62% Reduce -0.1% 451,794 $10.4M
First Eagle Investment Management, LLC 0.02% Add +1.1% 413,698 $9.5M
Northern Trust Corp. 0.00% Reduce -4.4% 349,853 $8.1M
Robeco Institutional Asset Management B.V. 0.01% Reduce -3.3% 340,511 $7.9M
Stephens Investment Management Group LLC 0.09% Reduce -0.4% 315,291 $7.3M
Arrowstreet Capital, Limited Partnership 0.00% Add +24.2% 312,139 $7.2M
Morgan Stanley 0.00% Add +3.8% 253,812 $5.9M
Charles Schwab Investment Management Inc. 0.00% Add +3.7% 240,783 $5.6M
Two Sigma Advisers, LP 0.01% Add +35.5% 234,900 $5.4M
Bank of New York Mellon Corp 0.00% Add +9.1% 229,233 $5.3M
Qube Research & Technologies Ltd 0.01% Reduce -18.8% 223,037 $5.1M
Teacher Retirement System of Texas 0.02% Add +18.4% 222,575 $5.1M
Two Sigma Investments, LP 0.01% Add +35.2% 219,555 $5.1M
Panagora Asset Management Inc. 0.02% Add +3.3% 213,749 $4.9M
FMR LLC 0.00% Add +18.9% 204,898 $4.7M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -2.8% 204,103 $4.7M
HERALD INVESTMENT MANAGEMENT Ltd 0.60% Add +5.3% 200,000 $4.6M
Sei Investments Co. 0.00% Add +4.0% 194,866 $4.5M
Kennedy Capital Management LLC 0.09% Reduce -0.6% 191,710 $4.4M
Goldman Sachs Group Inc. 0.00% Add +18.0% 154,135 $3.6M
Invesco Ltd. 0.00% Add +0.9% 151,691 $3.5M
Principal Financial Group Inc. 0.00% Add +6.4% 142,245 $3.3M
Bank of America Corp. 0.00% Reduce -20.4% 128,955 $3.0M
Public Sector Pension Investment Board 0.01% Add +37.9% 127,526 $2.9M
Envestnet Asset Management Inc. 0.00% Reduce -4.4% 117,816 $2.7M
Connors Investor Services Inc. 0.19% Reduce -2.6% 97,525 $2.2M
Jane Street Group, LLC 0.00% Add +180.4% 96,887 $2.2M
Bridgeway Capital Management, LLC 0.05% Reduce -8.6% 95,184 $2.2M
Pinnacle Financial Partners, Inc. 0.01% — 82,997 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -11.6% 82,863 $1.9M
Trexquant Investment LP 0.02% Reduce -5.8% 81,964 $1.9M
Ameriprise Financial Inc. 0.00% Reduce -19.3% 81,501 $1.9M
Harbor Capital Advisors, Inc. 0.14% Reduce -6.7% 80,762 $1.9M
Numerai GP LLC 0.21% Add +13.8% 77,026 $1.8M
Globeflex Capital L P 0.26% No change 72,988 $1.7M
Inspire Investing, LLC 0.15% Add +352.3% 72,522 $1.7M
UBS Group AG 0.00% Reduce -33.9% 72,085 $1.7M
HRT Financial LP 0.01% Add +220.3% 69,485 $1.6M
Cambiar Investors LLC 0.07% No change 67,229 $1.6M
Legal & General Group Plc 0.00% Reduce -2.4% 65,958 $1.5M
Rhumbline Advisers 0.00% Reduce -5.5% 64,954 $1.5M
Millennium Management 0.00% Add +188.2% 64,507 $1.5M
Creative Planning 0.00% Add +73.9% 59,262 $1.4M
Kornitzer Capital Management Inc. 0.03% Reduce -8.3% 57,846 $1.3M
Am Investment Strategies LLC 0.28% No change 57,739 $1.3M
American Century Companies Inc. 0.00% Reduce -8.4% 56,905 $1.3M
Stifel Financial Corp. 0.00% Add +3.3% 55,474 $1.3M
Bridge City Capital, LLC 0.37% Reduce -9.4% 54,305 $1.3M
Nuveen, LLC 0.00% No change 51,407 $1.2M
Royal Bank of Canada 0.00% Add +4.0% 51,371 $1.2M
Heartland Advisors Inc. 0.06% Reduce -20.4% 50,906 $1.2M
Man Group plc 0.00% Add +177.0% 50,718 $1.2M
Verition Fund Management LLC 0.01% New 49,950 $1.2M
Swiss National Bank 0.00% No change 47,200 $1.1M
Cerity Partners LLC 0.00% Add +35.3% 45,275 $1.0M
Lazard Asset Management LLC 0.00% Add +8.5% 42,697 $985K
SG Americas Securities, LLC 0.00% Add +40.1% 40,524 $935K
KLP Kapitalforvaltning As 0.00% No change 40,300 $930K
Martingale Asset Management L P 0.02% Add +3.3% 38,901 $897K
State Board of Administration of Florida Retirement System 0.00% Reduce -9.4% 37,749 $871K
Franklin Resources Inc. 0.00% Add +9.7% 37,450 $864K
Barclays PLC 0.00% Add +6.8% 37,132 $857K
Victory Capital Management Inc. 0.00% Add +3.3% 36,100 $833K
AlphaQuest LLC 0.05% Add +199.3% 35,313 $815K
Walleye Capital LLC 0.00% New 32,671 $754K
Susquehanna Portfolio Strategies, LLC 0.01% New 31,251 $721K
AQR Capital Management 0.00% Add +9.7% 31,084 $717K
Campbell & CO Investment Adviser LLC 0.03% Add +8.4% 29,345 $677K
Exchange Traded Concepts, LLC 0.01% Reduce -2.9% 27,867 $643K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -20.6% 27,735 $640K
Russell Investments Group, Ltd. 0.00% Reduce -13.4% 27,190 $628K
Engineers Gate Manager LP 0.01% Add +24.1% 27,131 $626K
EntryPoint Capital, LLC 0.24% No change 26,577 $613K
Wells Fargo & Company 0.00% Add +51.8% 26,486 $611K
Diametric Capital, LP 0.16% New 25,813 $596K
Citadel Advisors 0.00% Reduce -81.8% 25,791 $595K
T. Rowe Price Associates Inc. 0.00% Add +13.8% 25,297 $584K
Alliancebernstein L.P. 0.00% Reduce -1.5% 24,181 $558K
Voya Investment Management LLC 0.00% Add +1.6% 22,221 $513K
Prudential Financial Inc. 0.00% Reduce -6.9% 22,203 $512K
California State Teachers Retirement System 0.00% Reduce -29.4% 21,108 $487K
Amundi 0.00% New 20,847 $481K
New York State Common Retirement Fund 0.00% No change 20,506 $473K
Deutsche Bank AG 0.00% Add +8.5% 20,393 $470K
Summit Global Investments 0.03% Add +0.7% 20,172 $465K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +60.8% 19,894 $459K
CANADA LIFE ASSURANCE Co 0.00% Reduce -31.4% 19,013 $439K
MQS Management LLC 0.24% New 17,287 $399K
Evolve Private Wealth, LLC 0.02% — 17,263 $398K
Thrivent Financial for Lutherans 0.00% Reduce -4.7% 16,309 $376K
Intech Investment Management LLC 0.00% Reduce -46.7% 16,059 $370K

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

Show all 191 holders