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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $4.8M |
| Exits | 29 | $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 |
| Gotham Asset Management | 0.00% | New | 14,778 | $341K |
| MetLife Investment Management, LLC | 0.00% | No change | 14,577 | $336K |
| Seizert Capital Partners, LLC | 0.01% | Add +3.2% | 13,776 | $318K |
| STRS Ohio | 0.00% | No change | 13,700 | $316K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -4.6% | 13,633 | $315K |
| New York State Teachers Retirement System | 0.00% | Reduce -0.7% | 13,595 | $314K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -0.4% | 13,506 | $311K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.3% | 13,379 | $309K |
| Illinois Municipal Retirement Fund | 0.00% | Add +9.2% | 13,117 | $303K |
| Quantinno Capital Management LP | 0.00% | Reduce -4.6% | 13,081 | $302K |
| Vestcor Inc | 0.01% | No change | 12,458 | $287K |
| Diversified Trust Co. | 0.01% | Add +12.3% | 12,237 | $282K |
| Neuberger Berman Group LLC | 0.00% | Add +2.7% | 11,544 | $266K |
| Citigroup Inc. | 0.00% | Reduce -16.2% | 11,278 | $260K |
| Janus Henderson Group PLC | 0.00% | No change | 10,946 | $252K |
| Louisiana State Employees Retirement System | 0.00% | No change | 10,900 | $251K |
| D. E. Shaw & Co. | 0.00% | Reduce -3.9% | 9,904 | $228K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -5.3% | 9,581 | $221K |
| Bessemer Group Inc. | 0.00% | Add +13.1% | 9,484 | $218K |
| Susquehanna International Group, LLP | 0.00% | Add +31.5% | 9,443 | $218K |
| Cetera Investment Advisers | 0.00% | Reduce -3.3% | 9,281 | $214K |
| Mangrove Partners Im, LLC | 0.02% | New | 8,694 | $201K |
| Comerica Bank | 0.00% | Reduce -22.5% | 7,819 | $180K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 7,099 | $164K |
| Amalgamated Bank | 0.00% | Reduce -4.8% | 6,806 | $157K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 6,407 | $148K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -5.3% | 5,967 | $138K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +0.7% | 5,427 | $125K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -7.3% | 5,522 | $123K |
| BNP Paribas Financial Markets | 0.00% | Add +1.3% | 5,309 | $122K |
| Virtus Advisers, LLC | 0.06% | No change | 5,015 | $116K |
| Quantbot Technologies LP | 0.00% | New | 4,206 | $97K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 4,142 | $96K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.9% | 4,099 | $95K |
| GAMMA Investing LLC | 0.00% | Add +131.4% | 3,649 | $84K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +105.2% | 2,232 | $51K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,048 | $47K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,378 | $39K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.3% | 1,495 | $34K |
| Delta Asset Management LLC | 0.00% | No change | 1,400 | $32K |
| Hantz Financial Services, Inc. | 0.00% | Add +2035.5% | 1,324 | $31K |
| Signaturefd, LLC | 0.00% | Add +9.2% | 1,205 | $28K |
| Danske Bank A/S | 0.00% | Add +175.0% | 1,100 | $25K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 1,053 | $24K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.4% | 931 | $21K |
| Arax Advisory Partners | 0.00% | Reduce -13.4% | 912 | $21K |
| Cwm, LLC | 0.00% | Reduce -45.0% | 874 | $20K |
| Sterling Capital Management LLC | 0.00% | Reduce -94.3% | 859 | $20K |
| Quadrant Capital Group LLC | 0.00% | Add +52.1% | 855 | $20K |
| Parallel Advisors, LLC | 0.00% | Reduce -16.8% | 696 | $16K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +13.8% | 661 | $15K |
| Nisa Investment Advisors, LLC | 0.00% | Add +427.8% | 607 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 578 | $13K |
| US Bancorp \de | 0.00% | Reduce -14.0% | 558 | $13K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -17.1% | 523 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -12.5% | 323 | $7K |
| Covestor Ltd | 0.00% | Add +1.0% | 315 | $7K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +51.6% | 323 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -53.2% | 257 | $6K |
| Los Angeles Capital Management LLC | 0.00% | New | 210 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 220 | $5K |
| Quarry LP | 0.00% | Add +44.6% | 214 | $5K |
| Global Retirement Partners, LLC | 0.00% | New | 196 | $5K |
| Rockefeller Capital Management L.P. | 0.00% | Add +366.7% | 196 | $5K |
| Versant Capital Management, Inc | 0.00% | Reduce -82.5% | 188 | $4K |
| Optiver Holding B.V. | 0.00% | Add +29.3% | 150 | $3K |
| First Horizon Corp. | 0.00% | Reduce -24.9% | 124 | $3K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -47.6% | 111 | $3K |
| Pacer Advisors, Inc. | 0.00% | Add +15.7% | 81 | $2K |
| Allworth Financial LP | 0.00% | Reduce -34.2% | 77 | $2K |
| UMB Bank, n.a. | 0.00% | Add +31.3% | 63 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | Add +12.8% | 44 | $1K |
| MCF Advisors LLC | 0.00% | No change | 41 | $946 |
| Larson Financial Group LLC | 0.00% | No change | 41 | $946 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 40 | $923 |
| Kilter Group LLC | 0.00% | New | 31 | $716 |
| Fifth Third Bancorp | 0.00% | Reduce -86.6% | 28 | $646 |
| Rothschild Investment LLC | 0.00% | Reduce -37.8% | 28 | $646 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -93.2% | 26 | $600 |
| MidFirst Bank | 0.00% | — | 24 | $554 |
| Farther Finance Advisors, LLC | 0.00% | Add +18.8% | 19 | $438 |
| International Assets Investment Management, LLC | 0.00% | New | 17 | $392 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $369 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -58.8% | 14 | $323 |
| Assetmark, Inc. | 0.00% | New | 8 | $185 |
| Gilpin Wealth Management, LLC | 0.00% | — | 5 | $116 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $46 |
| Huntington National Bank | 0.00% | No change | 1 | $23 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $23 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $14 |
| 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.