Institutional Ownership Healthstream Inc (HSTM)
This table provides information about the institutional ownership of Healthstream Inc (HSTM). We have compiled data on the 207 institutions that hold shares in the stock, with a total of 22.5 Million shares, which have been reported (via 13F filing form) to have a value of $749 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,000,882
shares
|
$133 Million
0.0% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
3,053,134
shares
|
$101 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
1,537,937
shares
|
$51.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,016,524
shares
|
$33.8 Million
0.0% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
806,508
shares
|
$26.8 Million
0.07% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
794,694
shares
|
$26.4 Million
1.5% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
763,690
shares
|
$25.4 Million
0.51% of portfolio
|
Q1 2025
Added 101.34%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
694,274
shares
|
$23.1 Million
0.0% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
549,300
shares
|
$18.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
First Eagle Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
540,398
shares
|
$18 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
424,790
shares
|
$14.1 Million
0.62% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
406,300
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Stephens Investment Management Group LLC
|
May 01, 2025 Q1 2025 |
318,341
shares
|
$10.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
306,440
shares
|
$10.2 Million
0.0% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
262,943
shares
|
$8.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
248,221
shares
|
$8.25 Million
0.0% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
235,584
shares
|
$7.83 Million
0.44% of portfolio
|
Q1 2025
Reduced 18.03%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
234,210
shares
|
$7.79 Million
0.01% of portfolio
|
Q4 2024
Added 17.61%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
223,128
shares
|
$7.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
221,609
shares
|
$7.37 Million
0.01% of portfolio
|
Q4 2024
Added 47.51%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
208,361
shares
|
$6.93 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Herald Investment Management LTD
|
Feb 13, 2025 Q4 2024 |
190,000
shares
|
$6.32 Million
1.18% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
185,747
shares
|
$6.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
183,413
shares
|
$6.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Feb 14, 2025 Q4 2024 |
165,836
shares
|
$5.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.7%
|