HealthstreamHSTM
13F holders, Q2 2026 (June 30)218holders +21
42new positions
20sold out
5famous investors
$27.24avg. 13F price*
At the end of Q2 2026, 218 institutions reported holding Healthstream Inc. (HSTM) in their 13F filings, up 21 from Q1 2026. 42 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($111.2M), Dimensional Fund Advisors LP ($42.5M) and Copeland Capital Management, LLC ($34.0M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $12.3M |
| Exits | 20 | $14.5M |
All 13F filers, Q1 2026 → Q2 2026: 2,773,113 shares bought and 2,071,940 shares sold, net +701,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 218 holders
| BlackRock, Inc. | 0.00% | Add +5.9% | 4,080,144 | $111.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +7.0% | 1,557,981 | $42.5M |
| Copeland Capital Management, LLC | 0.70% | Reduce -2.2% | 1,248,384 | $34.0M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.3% | 1,045,298 | $28.5M |
| State Street Corp. | 0.00% | Add +0.9% | 1,004,170 | $27.4M |
| Vanguard Portfolio Management LLC | 0.00% | Reduce -4.5% | 880,543 | $24.0M |
| Two Sigma Investments, LP | 0.02% | Reduce -4.6% | 805,584 | $22.0M |
| Geode Capital Management, LLC | 0.00% | Add +9.0% | 779,219 | $21.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +142.6% | 665,917 | $18.1M |
| JPMorgan Chase & Co. | 0.00% | Add +40.1% | 635,565 | $17.2M |
| First Eagle Investment Management, LLC | 0.03% | Add +39.0% | 591,898 | $16.1M |
| Acadian Asset Management LLC | 0.02% | Add +64.0% | 571,823 | $15.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +14.7% | 433,651 | $11.8M |
| Renaissance Technologies | 0.02% | Reduce -11.5% | 423,000 | $11.5M |
| Morgan Stanley | 0.00% | Add +3.8% | 382,954 | $10.4M |
| Northern Trust Corp. | 0.00% | Add +5.0% | 379,711 | $10.3M |
| Creative Planning | 0.00% | Add +31.0% | 285,852 | $7.8M |
| Lazard Asset Management LLC | 0.01% | Add +53.3% | 240,950 | $6.6M |
| AQR Capital Management | 0.00% | Add +308.3% | 240,232 | $6.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -10.5% | 237,710 | $6.5M |
| Bank of New York Mellon Corp | 0.00% | Add +1.7% | 227,493 | $6.2M |
| Kennedy Capital Management LLC | 0.09% | Reduce -1.9% | 191,504 | $5.2M |
| Nuveen, LLC | 0.00% | Add +267.0% | 189,904 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.1% | 189,539 | $5.2M |
| FMR LLC | 0.00% | Reduce -4.8% | 166,812 | $4.5M |
| Sei Investments Co. | 0.00% | Add +7.8% | 157,794 | $4.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -3.1% | 156,225 | $4.3M |
| Principal Financial Group Inc. | 0.00% | Add +0.3% | 152,870 | $4.2M |
| UBS Group AG | 0.00% | Add +34.3% | 150,118 | $4.1M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.55% | No change | 150,000 | $4.1M |
| Man Group plc | 0.01% | Add +1212.0% | 142,907 | $3.9M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -52.6% | 136,688 | $3.7M |
| Crawford Investment Counsel Inc. | 0.06% | New | 127,003 | $3.5M |
| Bank of America Corp. | 0.00% | Reduce -6.6% | 122,914 | $3.3M |
| Millennium Management | 0.00% | Reduce -30.9% | 121,342 | $3.3M |
| Public Sector Pension Investment Board | 0.01% | Reduce -2.9% | 104,374 | $2.8M |
| Panagora Asset Management Inc. | 0.01% | Reduce -54.4% | 98,152 | $2.7M |
| Connors Investor Services Inc. | 0.23% | Reduce -0.7% | 97,391 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.9% | 95,127 | $2.6M |
| Invesco Ltd. | 0.00% | Reduce -52.5% | 84,476 | $2.3M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +0.7% | 83,597 | $2.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +46.5% | 82,156 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 80,925 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -1.8% | 79,196 | $2.2M |
| Engineers Gate Manager LP | 0.03% | Reduce -13.2% | 77,048 | $2.1M |
| Quantinno Capital Management LP | 0.00% | Add +50.5% | 75,514 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +4.1% | 73,617 | $2.0M |
| Globeflex Capital L P | 0.25% | No change | 72,988 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -51.8% | 72,818 | $2.0M |
| Numerai GP LLC | 0.15% | Reduce -43.8% | 69,534 | $1.9M |
| Cambiar Investors LLC | 0.08% | Add +0.7% | 67,694 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.10% | Add +5.3% | 66,601 | $1.8M |
| Victory Capital Management Inc. | 0.00% | Add +70.0% | 63,400 | $1.7M |
| Legal & General Group Plc | 0.00% | Reduce -1.2% | 58,272 | $1.6M |
| Rhumbline Advisers | 0.00% | Reduce -13.4% | 57,487 | $1.6M |
| Kornitzer Capital Management Inc. | 0.03% | Reduce -3.3% | 54,132 | $1.5M |
| American Century Companies Inc. | 0.00% | Add +14.8% | 53,037 | $1.4M |
| Am Investment Strategies LLC | 0.28% | Reduce -8.7% | 52,738 | $1.4M |
| Bridge City Capital, LLC | 0.32% | Reduce -3.1% | 51,765 | $1.4M |
| KLP Kapitalforvaltning As | 0.00% | No change | 50,100 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +14.0% | 48,727 | $1.3M |
| Swiss National Bank | 0.00% | No change | 47,200 | $1.3M |
| Hillsdale Investment Management Inc. | 0.03% | New | 43,839 | $1.2M |
| Martingale Asset Management L P | 0.02% | No change | 37,703 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -14.9% | 36,903 | $1.0M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -38.9% | 35,480 | $967K |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.2% | 32,836 | $895K |
| Marshall Wace, LLP | 0.00% | No change | 32,376 | $882K |
| Horizon Investments, LLC | 0.01% | Add +1.2% | 32,254 | $879K |
| Prudential Financial Inc. | 0.00% | Add +20.8% | 29,533 | $805K |
| SG Americas Securities, LLC | 0.00% | Reduce -29.2% | 28,185 | $768K |
| Cetera Investment Advisers | 0.00% | Reduce -10.1% | 26,701 | $728K |
| EntryPoint Capital, LLC | 0.17% | Add +26.2% | 26,218 | $714K |
| Neuberger Berman Group LLC | 0.00% | Add +27.9% | 26,001 | $709K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.2% | 25,602 | $698K |
| Deutsche Bank AG | 0.00% | Add +22.0% | 25,506 | $695K |
| Pathstone Holdings, LLC | 0.00% | New | 25,160 | $686K |
| Inspire Investing, LLC | 0.03% | Add +1.0% | 25,050 | $683K |
| California State Teachers Retirement System | 0.00% | Add +4.0% | 21,764 | $593K |
| Tidal Investments LLC | 0.00% | New | 21,084 | $575K |
| GAMMA Investing LLC | 0.02% | Add +22.7% | 20,610 | $562K |
| New York State Common Retirement Fund | 0.00% | No change | 20,506 | $559K |
| Amundi | 0.00% | Add +29.8% | 20,371 | $555K |
| Wells Fargo & Company | 0.00% | Add +126.7% | 20,292 | $553K |
| Callan Family Office, LLC | 0.01% | Add +46.1% | 20,272 | $552K |
| Formidable Asset Management, LLC | 0.08% | New | 19,479 | $531K |
| Graham Capital Management, L.P. | 0.02% | New | 19,410 | $529K |
| VARCOV Co. | 0.20% | New | 18,956 | $517K |
| Voya Investment Management LLC | 0.00% | Reduce -14.7% | 18,120 | $494K |
| Alliancebernstein L.P. | 0.00% | No change | 23,300 | $483K |
| First Trust Advisors LP | 0.00% | Add +46.9% | 17,361 | $473K |
| Diversified Trust Co. | 0.01% | Add +23.0% | 16,868 | $460K |
| STRS Ohio | 0.00% | Add +21.9% | 16,700 | $455K |
| Los Angeles Capital Management LLC | 0.00% | Add +7530.9% | 16,025 | $437K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.1% | 15,348 | $418K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 14,885 | $406K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +15.9% | 14,705 | $401K |
| MetLife Investment Management, LLC | 0.00% | No change | 14,577 | $397K |
| Jump Financial, LLC | 0.00% | Add +17.1% | 14,489 | $395K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -24.5% | 14,360 | $391K |
| Walleye Capital LLC | 0.00% | Reduce -59.1% | 13,902 | $379K |
| Summit Global Investments | 0.02% | New | 13,674 | $373K |
| Bessemer Group Inc. | 0.00% | Reduce -2.6% | 13,421 | $365K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 13,379 | $365K |
| New York State Teachers Retirement System | 0.00% | Add +4.9% | 13,328 | $363K |
| Corient Private Wealth LP | 0.00% | Reduce -14.4% | 13,290 | $362K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 12,135 | $341K |
| State of Wyoming | 0.03% | Add +94.5% | 12,446 | $339K |
| Vestcor Inc | 0.01% | No change | 12,458 | $339K |
| Sanctuary Advisors, LLC | 0.00% | New | 12,246 | $334K |
| Fifth Third Bancorp | 0.00% | Add +2.7% | 12,139 | $331K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.6% | 12,049 | $328K |
| Jain Global LLC | 0.00% | New | 12,000 | $327K |
| Illinois Municipal Retirement Fund | 0.00% | Reduce -5.7% | 11,332 | $309K |
| Diametric Capital, LP | 0.03% | Reduce -50.2% | 11,037 | $301K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -85.6% | 11,006 | $300K |
| Jupiter Topco LLC | 0.00% | — | 10,946 | $298K |
| Citadel Advisors | 0.00% | Reduce -86.8% | 10,383 | $283K |
| Vise Technologies, Inc. | 0.00% | New | 10,372 | $283K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -96.7% | 10,289 | $280K |
| Louisiana State Employees Retirement System | 0.00% | Reduce -2.9% | 10,200 | $278K |
| Mangrove Partners Im, LLC | 0.02% | New | 9,782 | $267K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -18.3% | 9,530 | $260K |
| Bailard, Inc. | 0.01% | New | 9,500 | $259K |
| D. E. Shaw & Co. | 0.00% | Reduce -31.0% | 9,404 | $256K |
| Allstate Corp. | 0.00% | New | 9,355 | $255K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -31.0% | 9,323 | $253K |
| Mercer Global Advisors Inc. | 0.00% | New | 9,022 | $246K |
| PNC Financial Services Group, Inc. | 0.00% | Add +30.1% | 8,834 | $241K |
| Park Capital Management, LLC / WI | 0.14% | New | 8,821 | $240K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 8,772 | $239K |
| Woodmont Investment Counsel LLC | 0.01% | New | 8,719 | $238K |
| Personal Cfo Solutions, LLC | 0.03% | New | 8,366 | $228K |
| Squarepoint Ops LLC | 0.00% | New | 8,149 | $222K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 8,135 | $222K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 7,917 | $216K |
| Focus Partners Wealth | 0.00% | New | 7,696 | $210K |
| Swiss Life Asset Management Ltd | 0.00% | New | 7,491 | $204K |
| Abel Hall, LLC | 0.04% | New | 7,466 | $203K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 7,099 | $193K |
| Meeder Asset Management Inc. | 0.01% | Add +61.1% | 6,325 | $172K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -25.0% | 6,307 | $172K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 5,967 | $162K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 5,522 | $150K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -1.8% | 5,327 | $145K |
| BNP Paribas Financial Markets | 0.00% | Reduce -22.0% | 5,103 | $139K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 4,856 | $132K |
| Versant Capital Management, Inc | 0.01% | Add +462.8% | 4,401 | $120K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +59.4% | 4,153 | $113K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 4,142 | $112K |
| Simplex Trading, LLC | 0.00% | New | 4,087 | $111K |
| Barclays PLC | 0.00% | Reduce -16.7% | 3,659 | $100K |
| Nisa Investment Advisors, LLC | 0.00% | Add +398.7% | 3,486 | $95K |
| Arax Advisory Partners | 0.00% | Add +287.1% | 3,008 | $82K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -32.8% | 2,250 | $61K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,048 | $56K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +59.0% | 1,798 | $49K |
| Farther Finance Advisors, LLC | 0.00% | Add +1039.0% | 1,754 | $48K |
| Jones Financial Companies LLLP | 0.00% | Add +46.2% | 1,749 | $47K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 1,647 | $45K |
| Parallel Advisors, LLC | 0.00% | Add +611.6% | 1,594 | $43K |
| Signaturefd, LLC | 0.00% | Add +524.4% | 1,536 | $42K |
| Delta Asset Management LLC | 0.00% | No change | 1,400 | $38K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +587.0% | 1,161 | $32K |
| Global Retirement Partners, LLC | 0.00% | — | 1,131 | $31K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -54.2% | 1,028 | $28K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +76.4% | 1,025 | $28K |
| Osaic Holdings, Inc. | 0.00% | No change | 924 | $25K |
| Hantz Financial Services, Inc. | 0.00% | Add +40.8% | 738 | $20K |
| Persistent Asset Partners Ltd | 0.01% | New | 648 | $18K |
| Cornerstone Planning Group LLC | 0.00% | No change | 586 | $16K |
| Sterling Capital Management LLC | 0.00% | Reduce -7.8% | 482 | $13K |
| UMB Bank, n.a. | 0.00% | Add +82.3% | 474 | $13K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -23.8% | 422 | $12K |
| WealthCollab, LLC | 0.00% | No change | 437 | $12K |
| Allworth Financial LP | 0.00% | Add +187.5% | 276 | $8K |
| First Horizon Corp. | 0.00% | Add +131.8% | 255 | $7K |
| Rothschild Investment LLC | 0.00% | Add +47.9% | 173 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +41.3% | 171 | $5K |
| Bellevue Asset Management, LLC | 0.00% | New | 163 | $4K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 160 | $4K |
| High Note Wealth, LLC | 0.00% | New | 143 | $4K |
| Essential Partners LLC | 0.00% | Reduce -88.7% | 138 | $4K |
| Optiver Holding B.V. | 0.00% | Add +57.1% | 132 | $4K |
| US Bancorp \de | 0.00% | Add +22.0% | 111 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 98 | $3K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -36.9% | 106 | $3K |
| Pacer Advisors, Inc. | 0.00% | Reduce -6.2% | 121 | $3K |
| JPL Wealth Management, LLC | 0.00% | Add +2.0% | 103 | $3K |
| WPG Advisers, LLC | 0.00% | Add +8.2% | 92 | $3K |
| Ameriflex Group, Inc. | 0.00% | New | 91 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +161.8% | 89 | $2K |
| Kilter Group LLC | 0.00% | No change | 60 | $2K |
| SouthState Bank Corp | 0.00% | New | 50 | $1K |
| Investors Portfolio Services LLC | 0.00% | New | 46 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +309.1% | 45 | $1K |
| MCF Advisors LLC | 0.00% | No change | 41 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 41 | $1K |
| Covestor Ltd | 0.00% | Reduce -87.9% | 42 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 33 | $899 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 31 | $845 |
| Smartleaf Asset Management LLC | 0.00% | No change | 25 | $678 |
| MidFirst Bank | 0.00% | No change | 24 | $654 |
| Rialto Wealth Management, LLC | 0.00% | New | 21 | $573 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 18 | $491 |
| International Assets Investment Management, LLC | 0.00% | No change | 17 | $481 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $436 |
| Clearstead Advisors, LLC | 0.00% | New | 12 | $328 |
| SJS Investment Consulting Inc. | 0.00% | Add +175.0% | 11 | $300 |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -16.7% | 10 | $273 |
| Ankerstar Wealth, LLC | 0.00% | Reduce -79.3% | 6 | $164 |
| SBI Securities Co., Ltd. | 0.00% | Add +50.0% | 3 | $82 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 3 | $82 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2 | $55 |
| Huntington National Bank | 0.00% | No change | 1 | $27 |
| Davis Capital Management | 0.00% | New | 1 | $27 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $27 |
| Evolution Advisers, Inc. | 0.00% | New | 12 | $0 |
"% of holder's portfolio" is HSTM's weight in each manager's 13F, not the share of Healthstream Inc. the manager owns.