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HSTM · Healthstream Inc

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$29.53 +0.68 (+2.36%) At close · Jul 29
Market Cap
$862.72M
Shares
29.22M

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 207
Total Value: $424,221,965
Total Shares: 20,354,860
Showing 1–100 of 207 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 197 13F filers
Top Holder
18.7%
Jun 2023 → Mar 2026 · range 16.4% – 19.1%
of institutional value
Top 5
41.9%
Jun 2023 → Mar 2026 · range 41.9% – 48.8%
of institutional value
Top 10
56.1%
Jun 2023 → Mar 2026 · range 56.1% – 63.0%
of institutional value
HHI
570
Jun 2023 → Mar 2026 · range 570 – 717
Broadly held
Showing 100 of 207
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $79,773,441 18.80% 3,851,929
Mega DIMENSIONAL FUND ADVISORS LP $30,154,649 7.11% 1,456,043
Mid Copeland Capital Management, LLC $26,441,264 6.23% 1,276,739
Mega VANGUARD CAPITAL MANAGEMENT LLC $21,702,568 5.12% 1,047,927
Mega STATE STREET CORP $20,617,985 4.86% 995,557
Mega TWO SIGMA INVESTMENTS, LP $17,487,938 4.12% 844,420
Mega GEODE CAPITAL MANAGEMENT, LLC $14,802,409 3.49% 714,747
Large RENAISSANCE TECHNOLOGIES LLC $9,896,232 2.33% 477,848
Mega JPMORGAN CHASE & CO $9,396,910 2.22% 453,738
Large First Eagle Investment Management, LLC $8,816,205 2.08% 425,698
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $7,827,240 1.85% 377,945
Mega MORGAN STANLEY $7,641,695 1.80% 368,986
Mega NORTHERN TRUST CORP Bank $7,490,328 1.77% 361,677
Large ACADIAN ASSET MANAGEMENT LLC $7,222,198 1.70% 348,730
Large JACOBS LEVY EQUITY MANAGEMENT, INC $5,968,187 1.41% 288,179
Mega GOLDMAN SACHS GROUP INC $5,684,025 1.34% 274,458
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $5,501,487 1.30% 265,644
Mid Invenomic Capital Management LP $4,978,062 1.17% 240,370
Mega Bank of New York Mellon Corp Bank $4,631,519 1.09% 223,637
Large Creative Planning $4,518,632 1.07% 218,186
Large PANAGORA ASSET MANAGEMENT INC $4,457,392 1.05% 215,229
Mega ENVESTNET ASSET MANAGEMENT INC $4,134,358 0.97% 199,631
Small HERALD INVESTMENT MANAGEMENT Ltd $4,087,500 0.96% 150,000
Mid KENNEDY CAPITAL MANAGEMENT LLC $4,043,441 0.95% 195,241
Large HRT FINANCIAL LP $4,038,926 0.95% 195,023
Mega Invesco Ltd. $3,679,730 0.87% 177,679
Mega MILLENNIUM MANAGEMENT LLC $3,637,297 0.86% 175,630
Mega FMR LLC $3,627,355 0.86% 175,150
Mega VANGUARD FIDUCIARY TRUST CO Bank $3,340,398 0.79% 161,294
Large LAZARD ASSET MANAGEMENT LLC $3,255,777 0.77% 157,208
Mega PRINCIPAL FINANCIAL GROUP INC $3,155,830 0.74% 152,382
Large TEACHER RETIREMENT SYSTEM OF TEXAS Pension $3,130,999 0.74% 151,183
Large SEI INVESTMENTS CO $3,031,943 0.71% 146,400
Mega BANK OF AMERICA CORP /DE/ Bank $2,724,669 0.64% 131,563
Small Numerai GP LLC $2,560,315 0.60% 123,627
Mega UBS Group AG $2,315,791 0.55% 111,820
Large Public Sector Pension Investment Board Pension $2,224,999 0.52% 107,436
Small CONNORS INVESTOR SERVICES INC $2,032,044 0.48% 98,119
Mega AMERIPRISE FINANCIAL INC $2,008,434 0.47% 96,979
Mega JANE STREET GROUP, LLC $1,982,029 0.47% 95,704
Mid Engineers Gate Manager LP $1,838,178 0.43% 88,758
Mid Pinnacle Financial Partners, Inc. $1,718,867 0.41% 82,997
Large STIFEL FINANCIAL CORP $1,669,971 0.39% 80,636
Mega ROYAL BANK OF CANADA Bank $1,662,286 0.39% 80,265
Mega CITADEL ADVISORS LLC $1,631,222 0.38% 78,765
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $1,578,143 0.37% 76,202
Small GLOBEFLEX CAPITAL L P $1,511,581 0.36% 72,988
Large Cerity Partners LLC $1,464,299 0.35% 70,705
Small AM INVESTMENT STRATEGIES LLC $1,437,110 0.34% 52,738
Mid CAMBIAR INVESTORS LLC $1,392,312 0.33% 67,229
Mega RHUMBLINE ADVISERS $1,374,232 0.32% 66,356
Mid Campbell & CO Investment Adviser LLC $1,309,555 0.31% 63,233
Mega Legal & General Group Plc $1,221,620 0.29% 58,987
Mega AQR CAPITAL MANAGEMENT LLC $1,218,614 0.29% 58,842
Mid Susquehanna Portfolio Strategies, LLC $1,202,091 0.28% 58,044
Large Russell Investments Group, Ltd. $1,161,062 0.27% 56,063
Mid KORNITZER CAPITAL MANAGEMENT INC /KS $1,158,869 0.27% 55,957
Mid Quantbot Technologies LP $1,122,067 0.26% 54,180
Small Bridge City Capital, LLC $1,106,928 0.26% 53,449
Mega Nuveen, LLC $1,071,762 0.25% 51,751
Large Quantinno Capital Management LP $1,038,999 0.24% 50,169
Large KLP KAPITALFORVALTNING AS $1,037,571 0.24% 50,100
Mega Swiss National Bank Bank $977,512 0.23% 47,200
Mega AMERICAN CENTURY COMPANIES INC $957,029 0.23% 46,211
Mega CITIGROUP INC $898,502 0.21% 43,385
Mega FRANKLIN RESOURCES INC $884,978 0.21% 42,732
Large SG Americas Securities, LLC Broker-Dealer $824,216 0.19% 39,798
Mid MARTINGALE ASSET MANAGEMENT L P $780,829 0.18% 37,703
Mega VICTORY CAPITAL MANAGEMENT INC $772,483 0.18% 37,300
Large Walleye Capital LLC $703,373 0.17% 33,963
Large MARSHALL WACE, LLP $670,506 0.16% 32,376
Mid Horizon Investments, LLC $660,069 0.16% 31,872
Large Cetera Investment Advisers $614,797 0.14% 29,686
Mega PRICE T ROWE ASSOCIATES INC /MD/ $611,690 0.14% 29,536
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $583,710 0.14% 28,185
Mid GAMMA Investing LLC $561,622 0.13% 20,610
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $558,788 0.13% 20,506
Small Formidable Asset Management, LLC $530,802 0.13% 19,479
Small Inspire Investing, LLC $513,649 0.12% 24,802
Large PRUDENTIAL FINANCIAL INC $506,421 0.12% 24,453
Mega ALLIANCEBERNSTEIN L.P. $482,543 0.11% 23,300
Large Verition Fund Management LLC $465,995 0.11% 22,501
Mid Diversified Trust Co Bank $459,653 0.11% 16,868
Small Diametric Capital, LP $458,685 0.11% 22,148
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $450,711 0.11% 21,763
Large VOYA INVESTMENT MANAGEMENT LLC $440,149 0.10% 21,253
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $433,481 0.10% 20,931
Mega DEUTSCHE BANK AG\ Bank $433,004 0.10% 20,908
Small EntryPoint Capital, LLC $430,395 0.10% 20,782
Mega NEUBERGER BERMAN GROUP LLC $420,951 0.10% 20,326
Large CANADA LIFE ASSURANCE Co Insurance $393,759 0.09% 19,013
Mid XTX Topco Ltd $388,353 0.09% 18,752
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $363,188 0.09% 13,328
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $330,678 0.08% 12,135
Large Thrivent Financial for Lutherans $328,087 0.08% 15,842
Mega Amundi $324,960 0.08% 15,691
Large Corient Private Wealth LLC $321,688 0.08% 15,533
Large Balyasny Asset Management L.P. $311,333 0.07% 15,033
Mega VANGUARD ASSET MANAGEMENT, Ltd $308,268 0.07% 14,885
Small nVerses Capital, LLC $305,845 0.07% 14,768
Key facts CIK 1095565 CUSIP 42222N103 13F (30d) 43 filings 43 filers Visit website Investor relations

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