HSTM · Healthstream Inc · Holdings

$29.11 +0.23 (+0.80%) At close · Sep 11

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$851.18M

29.24M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 219

Total Value: $604,681,034

Total Shares: 22,190,176

Showing 1–100 of 219 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 219 13F filers · Δ vs Mar 31, 2026

Top Holder

18.4%

+0.5 pts

Top 5

40.3%

+0.1 pts

Top 10

57.2%

+1.2 pts

HHI

564

Broadly held+23

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +21

Institutional value: +35.8%

Shares held: +3.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega GOLDMAN SACHS GROUP INC	+391,459	665,917
Mega BlackRock, Inc.	+228,215	4,080,144
Large ACADIAN ASSET MANAGEMENT LLC	+223,093	571,823
Mega JPMORGAN CHASE & CO	+181,827	635,565
Mega AQR CAPITAL MANAGEMENT LLC	+181,390	240,232

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large Robeco Institutional Asset Management B.V.	−303,070	10,289
Large JACOBS LEVY EQUITY MANAGEMENT, INC	−151,491	136,688
Large PANAGORA ASSET MANAGEMENT INC	−117,077	98,152
Mega Invesco Ltd.	−93,203	84,476
Large TEACHER RETIREMENT SYSTEM OF TEXAS	−78,365	72,818

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid CRAWFORD INVESTMENT COUNSEL INC	127,003	$3,460,831
Mid Hillsdale Investment Management Inc.	43,839	$1,194,612
Large Pathstone Holdings, LLC	25,160	$685,610
Large Tidal Investments LLC	21,084	$574,539
Small Formidable Asset Management, LLC	19,479	$530,802

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Invenomic Capital Management LP	240,370	$4,978,062
Large HRT FINANCIAL LP	195,023	$4,038,926
Mega JANE STREET GROUP, LLC	95,704	$1,982,029
Mid Quantbot Technologies LP	54,180	$1,122,067
Large Verition Fund Management LLC	22,501	$465,995

Filter: New 44 Increased 79 Reduced 62 Sold out 23 Unchanged 34

Showing 100 of 219

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$111,183,919

18.39%

4,080,144

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	55,006	$1,498,913	1.3%	Sole
BlackRock Investment Management (Australia) Ltd	173	$4,714	0.0%	Sole
BlackRock Asset Management Canada Ltd	184	$5,014	0.0%	Sole
BlackRock Investment Management, LLC	80,277	$2,187,548	2.0%	Sole
BLACKROCK ADVISORS LLC	50,859	$1,385,907	1.2%	Sole
BlackRock Fund Advisors	2,746,878	$74,852,425	67.3%	Sole
BlackRock Institutional Trust Company, N.A.	695,157	$18,943,028	17.0%	Sole
BlackRock Fund Managers Ltd.	6,030	$164,317	0.1%	Sole
BlackRock Investment Management (UK) Ltd.	10	$272	0.0%	Sole
BlackRock (Netherlands) B.V.	1,261	$34,362	0.0%	Sole
BlackRock Asset Management Ireland Ltd	67,206	$1,831,363	1.6%	Sole
BlackRock Asset Management Schweiz AG	3,264	$88,944	0.1%	Sole
Aperio Group, LLC	373,760	$10,184,960	9.2%	Sole
SpiderRock Advisors, LLC	79	$2,152	0.0%	Sole

DIMENSIONAL FUND ADVISORS LP

$42,454,980

7.02%

1,557,981

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	4,583	$124,886	0.3%	Defined
DFA Australia Ltd.	11,103	$302,556	0.7%	Defined
Dimensional Fund Advisors Pte. Ltd.	409	$11,145	0.0%	Defined
Dimensional Ireland Ltd	55,477	$1,511,748	3.6%	Defined
Held directly	1,486,409	$40,504,645	95.4%	Sole

Copeland Capital Management, LLC

$34,018,464

5.63%

1,248,384

VANGUARD CAPITAL MANAGEMENT LLC

$28,484,370

4.71%

1,045,298

STATE STREET CORP

$27,363,632

4.53%

1,004,170

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	1,004,170	$27,363,632	100.0%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$23,994,796

3.97%

880,543

TWO SIGMA INVESTMENTS, LP

$21,952,164

3.63%

805,584

GEODE CAPITAL MANAGEMENT, LLC

$21,233,717

3.51%

779,219

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	89,253	$2,432,144	11.5%	Defined
Held directly	689,966	$18,801,573	88.5%	Defined

GOLDMAN SACHS GROUP INC

$18,146,238

3.00%

665,917

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	91,620	$2,496,645	13.8%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	546,973	$14,905,014	82.1%	Defined
Goldman Sachs Trust Company, N.A. joint	27,324	$744,579	4.1%	Other

JPMORGAN CHASE & CO

$17,319,144

2.86%

635,565

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	7,494	$204,211	1.2%	Other
JPMorgan Chase Bank, N.A.	34,021	$927,072	5.4%	Other
J.P. Morgan Investment Management Inc.	523,366	$14,261,723	82.3%	Defined
J.P. Morgan Securities LLC	70,595	$1,923,713	11.1%	Defined
55I, LLC	89	$2,425	0.0%	Other

First Eagle Investment Management, LLC

$16,129,220

2.67%

591,898

ACADIAN ASSET MANAGEMENT LLC

$15,582,176

2.58%

571,823

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	571,823	$15,582,176	100.0%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$11,816,989

1.95%

433,651

RENAISSANCE TECHNOLOGIES LLC

$11,526,750

1.91%

423,000

MORGAN STANLEY

$10,435,494

1.73%

382,954

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	1,516	$41,311	0.4%	Defined
MORGAN STANLEY & CO. LLC	8,101	$220,752	2.1%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	89,583	$2,441,136	23.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	1,376	$37,495	0.4%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	282,378	$7,694,800	73.7%	Defined

NORTHERN TRUST CORP

$10,347,122

1.71%

379,711

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	351,281	$9,572,407	92.5%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	16,713	$455,428	4.4%	Defined
MASON STREET ADVISORS, LLC joint	7,950	$216,637	2.1%	Other
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	3,767	$102,650	1.0%	Other

Creative Planning

$7,789,466

1.29%

285,852

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	5,045	$137,476	1.8%	Defined
Held directly	280,807	$7,651,990	98.2%	Sole

LAZARD ASSET MANAGEMENT LLC

$6,565,887

1.09%

240,950

AQR CAPITAL MANAGEMENT LLC

$6,546,320

1.08%

240,232

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	19	$517	0.0%	Other
Arax Advisory Partners	2,061	$56,162	0.9%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	947	$25,805	0.4%	Other
Stokes Family Office, LLC	320	$8,720	0.1%	Other
Held directly	236,885	$6,455,116	98.6%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$6,477,597

1.07%

237,710

Bank of New York Mellon Corp

$6,199,183

1.03%

227,493

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	162,389	$4,425,100	71.4%	Defined
BNY Mellon Investment Adviser, Inc.	19,504	$531,484	8.6%	Defined
The Bank of New York Mellon	44,264	$1,206,194	19.5%	Defined
BNY Mellon, NA joint	1,335	$36,378	0.6%	Defined
Held directly	1	$27	0.0%	Defined

KENNEDY CAPITAL MANAGEMENT LLC

$5,218,484

0.86%

191,504

Nuveen, LLC

$5,174,883

0.86%

189,904

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	138,830	$3,783,117	73.1%	Defined
TEACHERS ADVISORS, LLC joint	51,074	$1,391,766	26.9%	Defined

ENVESTNET ASSET MANAGEMENT INC

$5,164,937

0.85%

189,539

FMR LLC

$4,545,626

0.75%

166,812

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	165,387	$4,506,795	99.1%	Defined
STRATEGIC ADVISERS LLC	1,425	$38,831	0.9%	Defined

SEI INVESTMENTS CO

$4,299,886

0.71%

157,794

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	79,868	$2,176,403	50.6%	Sole
SEI TRUST CO	77,926	$2,123,483	49.4%	Sole

VANGUARD FIDUCIARY TRUST CO

$4,257,131

0.70%

156,225

PRINCIPAL FINANCIAL GROUP INC

$4,165,707

0.69%

152,870

UBS Group AG

$4,090,714

0.68%

150,118

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	773	$21,064	0.5%	Defined
UBS AG	139,762	$3,808,514	93.1%	Defined
UBS Switzerland AG	9,583	$261,136	6.4%	Defined

HERALD INVESTMENT MANAGEMENT Ltd

$4,087,500

0.68%

150,000

Man Group plc

$3,894,215

0.64%

142,907

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Numeric Investors LLC	142,907	$3,894,215	100.0%	Defined

JACOBS LEVY EQUITY MANAGEMENT, INC

$3,724,748

0.62%

136,688

CRAWFORD INVESTMENT COUNSEL INC

$3,460,831

0.57%

127,003

BANK OF AMERICA CORP /DE/

$3,349,405

0.55%

122,914

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	114,899	$3,130,997	93.5%	Defined
BOFA SECURITIES, INC.	8,015	$218,408	6.5%	Defined

MILLENNIUM MANAGEMENT LLC

$3,306,569

0.55%

121,342

Public Sector Pension Investment Board

$2,844,191

0.47%

104,374

PANAGORA ASSET MANAGEMENT INC

$2,674,642

0.44%

98,152

CONNORS INVESTOR SERVICES INC

$2,653,904

0.44%

97,391

AMERIPRISE FINANCIAL INC

$2,592,210

0.43%

95,127

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	94,888	$2,585,698	99.7%	Defined
Ameriprise Financial Services, LLC	239	$6,512	0.3%	Defined

Invesco Ltd.

$2,301,969

0.38%

84,476

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	9,177	$250,072	10.9%	Defined
Invesco Trust Co joint	9,074	$247,266	10.7%	Defined
Invesco Capital Management LLC	66,225	$1,804,631	78.4%	Defined

Pinnacle Financial Partners, Inc.

$2,278,018

0.38%

83,597

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Pinnacle Bank	83,597	$2,278,018	100.0%	Defined

Russell Investments Group, Ltd.

$2,238,748

0.37%

82,156

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC joint	40,109	$1,092,969	48.8%	Other
Russell Investments Capital, LLC	6,734	$183,501	8.2%	Defined
Russell Investments France SAS	4,903	$133,606	6.0%	Defined
Russell Investments Limited joint	22,916	$624,461	27.9%	Other
Russell Investments Trust Company joint	7,494	$204,211	9.1%	Other

ROYAL BANK OF CANADA

$2,205,204

0.36%

80,925

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	711	$19,374	0.9%	Defined
RBC Capital Markets, LLC	78,699	$2,144,547	97.2%	Defined
RBC Rochdale, LLC	1,056	$28,776	1.3%	Defined
Held directly	459	$12,507	0.6%	Sole

STIFEL FINANCIAL CORP

$2,158,089

0.36%

79,196

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	78,539	$2,140,187	99.2%	Defined
EquityCompass Investment Management	623	$16,976	0.8%	Defined
Held directly	34	$926	0.0%	Defined

Engineers Gate Manager LP

$2,099,558

0.35%

77,048

Quantinno Capital Management LP

$2,057,756

0.34%

75,514

Cerity Partners LLC

$2,006,062

0.33%

73,617

GLOBEFLEX CAPITAL L P

$1,988,923

0.33%

72,988

TEACHER RETIREMENT SYSTEM OF TEXAS

$1,984,290

0.33%

72,818

Numerai GP LLC

$1,894,801

0.31%

69,534

CAMBIAR INVESTORS LLC

$1,844,661

0.31%

67,694

Campbell & CO Investment Adviser LLC

$1,814,877

0.30%

66,601

VICTORY CAPITAL MANAGEMENT INC

$1,727,650

0.29%

63,400

Legal & General Group Plc

$1,587,911

0.26%

58,272

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	35,932	$979,147	61.7%	Defined
Legal & General Investment Management Ltd joint	22,340	$608,764	38.3%	Defined

RHUMBLINE ADVISERS

$1,566,520

0.26%

57,487

KORNITZER CAPITAL MANAGEMENT INC /KS

$1,475,097

0.24%

54,132

AMERICAN CENTURY COMPANIES INC

$1,445,258

0.24%

53,037

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	53,037	$1,445,258	100.0%	Defined

AM INVESTMENT STRATEGIES LLC

$1,437,110

0.24%

52,738

Bridge City Capital, LLC

$1,410,596

0.23%

51,765

KLP KAPITALFORVALTNING AS

$1,365,225

0.23%

50,100

FRANKLIN RESOURCES INC

$1,327,809

0.22%

48,727

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FIDUCIARY TRUST CO INTERNATIONAL	12	$327	0.0%	Defined
FIDUCIARY TRUST INTERNATIONAL LLC	733	$19,974	1.5%	Defined
FRANKLIN ADVISERS INC	45,527	$1,240,610	93.4%	Defined
FRANKLIN ADVISORY SERVICES LLC	1,281	$34,907	2.6%	Defined
PUTNAM ADVISORY CO LLC	1,174	$31,991	2.4%	Defined

Swiss National Bank

$1,286,200

0.21%

47,200

Hillsdale Investment Management Inc.

$1,194,612

0.20%

43,839

MARTINGALE ASSET MANAGEMENT L P

$1,027,406

0.17%

37,703

CITIGROUP INC

$1,005,606

0.17%

36,903

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	68	$1,853	0.2%	Defined
Citigroup Financial Products Inc. joint	36,835	$1,003,753	99.8%	Defined

Susquehanna Portfolio Strategies, LLC

$966,830

0.16%

35,480

PRICE T ROWE ASSOCIATES INC /MD/

$894,781

0.15%

32,836

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	32,836	$894,781	100.0%	Defined

MARSHALL WACE, LLP

$882,246

0.15%

32,376

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	32,376	$882,246	100.0%	Other

Horizon Investments, LLC

$878,921

0.15%

32,254

PRUDENTIAL FINANCIAL INC

$804,774

0.13%

29,533

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	29,533	$804,774	100.0%	Defined

SG Americas Securities, LLC

$768,041

0.13%

28,185

Cetera Investment Advisers

$727,602

0.12%

26,701

EntryPoint Capital, LLC

$714,440

0.12%

26,218

NEUBERGER BERMAN GROUP LLC

$708,526

0.12%

26,001

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$697,654

0.12%

25,602

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	900	$24,525	3.5%	Defined
UBS Asset Management Switzerland AG	24,702	$673,129	96.5%	Sole

DEUTSCHE BANK AG\

$695,037

0.11%

25,506

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Deutsche Bank Trust Co Americas	35	$953	0.1%	Defined
DWS Investments UK Ltd	25,471	$694,084	99.9%	Defined

Pathstone Holdings, LLC

$685,610

0.11%

25,160

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	21,004	$572,359	83.5%	Defined
Held directly	4,156	$113,251	16.5%	Sole

Inspire Investing, LLC

$682,612

0.11%

25,050

ALLIANCEBERNSTEIN L.P.

$634,925

0.11%

23,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	23,300	$634,925	100.0%	Defined

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$593,069

0.10%

21,764

Tidal Investments LLC

$574,539

0.10%

21,084

GAMMA Investing LLC

$561,622

0.09%

20,610

NEW YORK STATE COMMON RETIREMENT FUND

$558,788

0.09%

20,506

Amundi

$555,108

0.09%

20,371

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amundi Asset Management joint	4,680	$127,529	23.0%	Defined
CPR Asset Management	15,691	$427,579	77.0%	Defined

WELLS FARGO & COMPANY/MN

$552,956

0.09%

20,292

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	20,118	$548,215	99.1%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	33	$899	0.2%	Defined
WELLS FARGO CLEARING SERVICES, LLC	141	$3,842	0.7%	Defined

Callan Family Office, LLC

$552,412

0.09%

20,272

Formidable Asset Management, LLC

$530,802

0.09%

19,479

Graham Capital Management, L.P.

$528,922

0.09%

19,410

VARCOV Co.

$516,551

0.09%

18,956

VOYA INVESTMENT MANAGEMENT LLC

$493,770

0.08%

18,120

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	18,120	$493,770	100.0%	Defined

FIRST TRUST ADVISORS LP

$473,087

0.08%

17,361

Diversified Trust Co

$459,653

0.08%

16,868

STRS OHIO

$455,075

0.08%

16,700

LOS ANGELES CAPITAL MANAGEMENT LLC

$436,681

0.07%

16,025

Thrivent Financial for Lutherans

$418,233

0.07%

15,348

VANGUARD ASSET MANAGEMENT, Ltd

$405,616

0.07%

14,885

Universal- Beteiligungs- und Servicegesellschaft mbH

$400,711

0.07%

14,705

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Universal-Investment-Gesellschaft mbH	14,705	$400,711	100.0%	Defined

MetLife Investment Management, LLC

$397,223

0.07%

14,577

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	14,577	$397,223	100.0%	Defined

Jump Financial, LLC

$394,825

0.07%

14,489

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Leap GP LLC joint	14,489	$394,825	100.0%	Defined

CANADA LIFE ASSURANCE Co

$391,310

0.06%

14,360

Key facts CIK 1095565 CUSIP 42222N103 13F (30d) 54 filings 54 filers Visit website Investor relations