HealthstreamHSTM
13F holders, Q1 2026 (March 31)197holders +6
34new positions
30sold out
5famous investors
$20.72avg. 13F price*
At the end of Q1 2026, 197 institutions reported holding Healthstream Inc. (HSTM) in their 13F filings, up 6 from Q4 2025. 34 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($79.8M), Dimensional Fund Advisors LP ($30.2M) and Copeland Capital Management, LLC ($26.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $9.8M |
| Exits | 30 | $32.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,529,707 shares bought and 2,515,059 shares sold, net +1,014,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 197 holders
| BlackRock, Inc. | 0.00% | Add +6.0% | 3,851,929 | $79.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +6.4% | 1,456,043 | $30.2M |
| Copeland Capital Management, LLC | 0.59% | Add +43.9% | 1,276,739 | $26.4M |
| Vanguard Capital Management LLC | 0.00% | — | 1,047,927 | $21.7M |
| State Street Corp. | 0.00% | Add +1.6% | 995,557 | $20.6M |
| Vanguard Portfolio Management LLC | 0.00% | — | 921,846 | $19.1M |
| Two Sigma Investments, LP | 0.01% | Add +284.6% | 844,420 | $17.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -5.7% | 714,747 | $14.8M |
| Renaissance Technologies | 0.02% | Add +0.5% | 477,848 | $9.9M |
| JPMorgan Chase & Co. | 0.00% | Add +0.2% | 453,738 | $9.6M |
| First Eagle Investment Management, LLC | 0.01% | Add +2.9% | 425,698 | $8.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +21.1% | 377,945 | $7.8M |
| Morgan Stanley | 0.00% | Add +45.4% | 368,986 | $7.6M |
| Northern Trust Corp. | 0.00% | Add +3.4% | 361,677 | $7.5M |
| Acadian Asset Management LLC | 0.01% | Reduce -58.9% | 348,730 | $7.2M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -8.0% | 313,359 | $6.5M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Add +41.2% | 288,179 | $6.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +78.1% | 274,458 | $5.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.3% | 265,644 | $5.5M |
| Invenomic Capital Management LP | 0.23% | New | 240,370 | $5.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.4% | 223,637 | $4.6M |
| Creative Planning | 0.00% | Add +268.2% | 218,186 | $4.5M |
| Panagora Asset Management Inc. | 0.02% | Add +0.7% | 215,229 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +69.4% | 199,631 | $4.1M |
| Kennedy Capital Management LLC | 0.09% | Add +1.8% | 195,241 | $4.0M |
| HRT Financial LP | 0.01% | Add +180.7% | 195,023 | $4.0M |
| Invesco Ltd. | 0.00% | Add +17.1% | 177,679 | $3.7M |
| Millennium Management | 0.00% | Add +172.3% | 175,630 | $3.6M |
| FMR LLC | 0.00% | Reduce -14.5% | 175,150 | $3.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 161,294 | $3.3M |
| Lazard Asset Management LLC | 0.01% | Add +268.2% | 157,208 | $3.3M |
| Principal Financial Group Inc. | 0.00% | Add +7.1% | 152,382 | $3.2M |
| Teacher Retirement System of Texas | 0.01% | Reduce -32.1% | 151,183 | $3.1M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.43% | Reduce -25.0% | 150,000 | $3.1M |
| Sei Investments Co. | 0.00% | Reduce -24.9% | 146,400 | $3.0M |
| Bank of America Corp. | 0.00% | Add +2.0% | 131,563 | $2.7M |
| Numerai GP LLC | 0.26% | Add +60.5% | 123,627 | $2.6M |
| UBS Group AG | 0.00% | Add +55.1% | 111,820 | $2.3M |
| Public Sector Pension Investment Board | 0.01% | Reduce -15.8% | 107,436 | $2.2M |
| Connors Investor Services Inc. | 0.19% | Add +0.6% | 98,119 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Add +19.0% | 96,979 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -1.2% | 95,704 | $2.0M |
| Engineers Gate Manager LP | 0.02% | Add +227.2% | 88,758 | $1.8M |
| Pinnacle Financial Partners, Inc. | 0.01% | No change | 82,997 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +45.4% | 80,636 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +56.3% | 80,265 | $1.7M |
| Citadel Advisors | 0.00% | Add +205.4% | 78,765 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.0% | 76,202 | $1.6M |
| Globeflex Capital L P | 0.23% | No change | 72,988 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +56.2% | 70,705 | $1.5M |
| Cambiar Investors LLC | 0.06% | No change | 67,229 | $1.4M |
| Rhumbline Advisers | 0.00% | Add +2.2% | 66,356 | $1.4M |
| Campbell & CO Investment Adviser LLC | 0.07% | Add +115.5% | 63,233 | $1.3M |
| Legal & General Group Plc | 0.00% | Reduce -10.6% | 58,987 | $1.2M |
| AQR Capital Management | 0.00% | Add +89.3% | 58,842 | $1.2M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Add +85.7% | 58,044 | $1.2M |
| Am Investment Strategies LLC | 0.26% | Reduce 0.0% | 57,738 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +106.2% | 56,063 | $1.2M |
| Kornitzer Capital Management Inc. | 0.03% | Reduce -3.3% | 55,957 | $1.2M |
| Quantbot Technologies LP | 0.05% | Add +1188.2% | 54,180 | $1.1M |
| Bridge City Capital, LLC | 0.31% | Reduce -1.6% | 53,449 | $1.1M |
| Nuveen, LLC | 0.00% | Add +0.7% | 51,751 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +283.5% | 50,169 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | Add +24.3% | 50,100 | $1.0M |
| Swiss National Bank | 0.00% | No change | 47,200 | $978K |
| American Century Companies Inc. | 0.00% | Reduce -18.8% | 46,211 | $957K |
| Citigroup Inc. | 0.00% | Add +284.7% | 43,385 | $899K |
| Franklin Resources Inc. | 0.00% | Add +14.1% | 42,732 | $885K |
| SG Americas Securities, LLC | 0.00% | Reduce -1.8% | 39,798 | $824K |
| Martingale Asset Management L P | 0.02% | Reduce -3.1% | 37,703 | $781K |
| Victory Capital Management Inc. | 0.00% | Add +3.3% | 37,300 | $772K |
| Walleye Capital LLC | 0.00% | Add +4.0% | 33,963 | $703K |
| Marshall Wace, LLP | 0.00% | New | 32,376 | $671K |
| Horizon Investments, LLC | 0.01% | New | 31,872 | $660K |
| Cetera Investment Advisers | 0.00% | Add +219.9% | 29,686 | $615K |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.8% | 29,536 | $612K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.6% | 28,185 | $584K |
| Alliancebernstein L.P. | 0.00% | Reduce -3.6% | 23,300 | $538K |
| Inspire Investing, LLC | 0.03% | Reduce -65.8% | 24,802 | $514K |
| Prudential Financial Inc. | 0.00% | Add +10.1% | 24,453 | $506K |
| Verition Fund Management LLC | 0.00% | Reduce -55.0% | 22,501 | $466K |
| Diametric Capital, LP | 0.12% | Reduce -14.2% | 22,148 | $459K |
| Susquehanna International Group, LLP | 0.00% | Add +130.5% | 21,763 | $451K |
| Voya Investment Management LLC | 0.00% | Reduce -4.4% | 21,253 | $440K |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 20,931 | $433K |
| Deutsche Bank AG | 0.00% | Add +2.5% | 20,908 | $433K |
| EntryPoint Capital, LLC | 0.13% | Reduce -21.8% | 20,782 | $430K |
| New York State Common Retirement Fund | 0.00% | No change | 20,506 | $425K |
| Neuberger Berman Group LLC | 0.00% | Add +76.1% | 20,326 | $421K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 19,013 | $394K |
| XTX Topco Ltd | 0.01% | New | 18,752 | $388K |
| GAMMA Investing LLC | 0.02% | Add +360.4% | 16,801 | $348K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.9% | 15,842 | $328K |
| Amundi | 0.00% | Reduce -24.7% | 15,691 | $325K |
| Corient Private Wealth LP | 0.00% | New | 15,533 | $322K |
| Balyasny Asset Management L.P. | 0.00% | New | 15,033 | $311K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 14,885 | $308K |
| nVerses Capital, LLC | 0.28% | New | 14,768 | $306K |
| MetLife Investment Management, LLC | 0.00% | No change | 14,577 | $302K |
| Callan Family Office, LLC | 0.01% | New | 13,875 | $287K |
| Bessemer Group Inc. | 0.00% | Add +45.3% | 13,780 | $286K |
| Diversified Trust Co. | 0.01% | Add +12.1% | 13,717 | $284K |
| STRS Ohio | 0.00% | No change | 13,700 | $284K |
| D. E. Shaw & Co. | 0.00% | Add +37.7% | 13,634 | $282K |
| State of Alaska, Department of Revenue | 0.00% | No change | 13,506 | $279K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 13,379 | $277K |
| Brevan Howard Capital Management LP | 0.00% | New | 12,723 | $263K |
| New York State Teachers Retirement System | 0.00% | Reduce -6.6% | 12,701 | $263K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -36.2% | 12,687 | $263K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 12,672 | $262K |
| Vestcor Inc | 0.01% | No change | 12,458 | $258K |
| Jump Financial, LLC | 0.00% | New | 12,371 | $256K |
| Illinois Municipal Retirement Fund | 0.00% | Reduce -8.4% | 12,016 | $249K |
| First Trust Advisors LP | 0.00% | New | 11,819 | $245K |
| Fifth Third Bancorp | 0.00% | Add +42107.1% | 11,818 | $245K |
| Snowden Capital Advisors LLC | 0.01% | Add +21.8% | 11,666 | $242K |
| Janus Henderson Group PLC | 0.00% | No change | 10,946 | $227K |
| Man Group plc | 0.00% | Reduce -78.5% | 10,892 | $226K |
| Louisiana State Employees Retirement System | 0.00% | Reduce -3.7% | 10,500 | $217K |
| Aquatic Capital Management LLC | 0.01% | New | 10,160 | $210K |
| Brooklyn Investment Group | 0.01% | New | 9,981 | $207K |
| Wells Fargo & Company | 0.00% | Reduce -66.2% | 8,951 | $185K |
| Vanguard Global Advisers, LLC | 0.00% | — | 8,772 | $182K |
| Public Employees Retirement System of Ohio | 0.00% | Add +31.2% | 8,407 | $174K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 7,099 | $147K |
| PNC Financial Services Group, Inc. | 0.00% | Add +65.7% | 6,792 | $141K |
| BNP Paribas Financial Markets | 0.00% | Add +23.2% | 6,540 | $135K |
| State of Wyoming | 0.02% | New | 6,398 | $133K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 5,967 | $124K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 5,522 | $114K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 5,427 | $112K |
| Virtus Advisers, LLC | 0.05% | No change | 5,015 | $104K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 4,856 | $101K |
| Barclays PLC | 0.00% | Reduce -88.2% | 4,391 | $91K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 4,142 | $88K |
| Meeder Asset Management Inc. | 0.00% | New | 3,925 | $81K |
| Ensign Peak Advisors, Inc | 0.00% | New | 3,350 | $69K |
| Quadrant Capital Group LLC | 0.00% | Add +275.7% | 3,212 | $67K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -80.9% | 2,606 | $54K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +0.6% | 2,246 | $47K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,048 | $42K |
| Cwm, LLC | 0.00% | Add +109.7% | 1,833 | $38K |
| Harbour Investments, Inc. | 0.00% | Add +9.6% | 1,638 | $34K |
| Delta Asset Management LLC | 0.00% | No change | 1,400 | $29K |
| Essential Partners LLC | 0.01% | New | 1,224 | $25K |
| Jones Financial Companies LLLP | 0.00% | New | 1,196 | $25K |
| Advisory Services Network, LLC | 0.00% | New | 1,177 | $24K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +7.4% | 1,131 | $23K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.8% | 924 | $19K |
| Versant Capital Management, Inc | 0.00% | Add +316.0% | 782 | $16K |
| Arax Advisory Partners | 0.00% | Reduce -14.8% | 777 | $16K |
| Nisa Investment Advisors, LLC | 0.00% | Add +15.2% | 699 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Add +81.4% | 586 | $14K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 613 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.5% | 581 | $12K |
| Salomon & Ludwin, LLC | 0.00% | Add +399.1% | 554 | $11K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -60.4% | 524 | $11K |
| Sterling Capital Management LLC | 0.00% | Reduce -39.1% | 523 | $11K |
| WealthCollab, LLC | 0.00% | New | 437 | $9K |
| Covestor Ltd | 0.01% | Add +10.5% | 348 | $8K |
| UMB Bank, n.a. | 0.00% | Add +312.7% | 260 | $5K |
| Signaturefd, LLC | 0.00% | Reduce -79.6% | 246 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -67.8% | 224 | $5K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 139 | $4K |
| Los Angeles Capital Management LLC | 0.00% | No change | 210 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +550.0% | 169 | $4K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 160 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +710.5% | 154 | $3K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -99.8% | 168 | $3K |
| Pacer Advisors, Inc. | 0.00% | Add +59.3% | 129 | $3K |
| Bare Financial Services, Inc | 0.00% | New | 121 | $3K |
| Rothschild Investment LLC | 0.00% | Add +317.9% | 117 | $2K |
| First Horizon Corp. | 0.00% | Reduce -11.3% | 110 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 101 | $2K |
| Allworth Financial LP | 0.00% | Add +24.7% | 96 | $2K |
| US Bancorp \de | 0.00% | Reduce -83.7% | 91 | $2K |
| WPG Advisers, LLC | 0.00% | New | 85 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -44.0% | 84 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +428.6% | 74 | $2K |
| Kilter Group LLC | 0.00% | Add +93.5% | 60 | $1K |
| Whipplewood Advisors, LLC | 0.00% | New | 53 | $1K |
| MCF Advisors LLC | 0.00% | No change | 41 | $850 |
| Larson Financial Group LLC | 0.00% | No change | 41 | $849 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 34 | $704 |
| Root Financial Partners, LLC | 0.00% | New | 33 | $683 |
| Ankerstar Wealth, LLC | 0.00% | New | 29 | $601 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -90.3% | 25 | $527 |
| MidFirst Bank | 0.00% | No change | 24 | $497 |
| Wealth Preservation Advisors, LLC | 0.00% | New | 23 | $476 |
| GHP Investment Advisors, Inc. | 0.00% | New | 18 | $373 |
| International Assets Investment Management, LLC | 0.00% | No change | 17 | $347 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $331 |
| Gilpin Wealth Management, LLC | 0.00% | Add +140.0% | 12 | $249 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 11 | $228 |
| SJS Investment Consulting Inc. | 0.00% | New | 4 | $83 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $41 |
| Huntington National Bank | 0.00% | No change | 1 | $21 |
"% of holder's portfolio" is HSTM's weight in each manager's 13F, not the share of Healthstream Inc. the manager owns.