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Security record · archived quarter

HSTM

HealthStream, Inc. · Healthcare · Medical - Healthcare Information Services

28.76 -0.4% mkt cap $840.23M quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
9Tracked holders
0Δ holders
2.04MShares held
$58.95MReported value
+0New positions
−0Exits
Falling Conviction score 33/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -8.4% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 79 +4 16.27M $443.14M +7 −4
Q1 2026 79 -1 15.89M $329.40M +6 −7
Q4 2025 80 +1 15.55M $358.85M +1
Q3 2025 16 0 11.04M $311.69M
Q2 2025 13 0 10.09M $279.08M
Q1 2025 10 -1 2.86M $91.92M −1
Q4 2024 11 +1 2.87M $91.18M +1
Q3 2024 9 0 2.04M $58.95M
Q2 2024 9 2.23M $62.24M
Holder count
Who holds it · Q3 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Geode Capital Management (passive) 674.76K +2.9% $19.46M 0.0% ▲ Add 2 SEC ↗
2 Geode Capital Management (passive) 674.76K +2.9% $19.46M 0.0% ▲ Add 2 SEC ↗
3 Renaissance Technologies 636.40K -5.1% $18.35M 0.0% ▼ Trim 2 SEC ↗
4 Millennium Management 230.14K -36.7% $6.64M 0.0% ▼ Trim 2 SEC ↗
5 Arrowstreet Capital 150.23K +220.3% $4.33M 0.0% ▲ Add 2 SEC ↗
6 AQR Capital Management 148.99K +16.4% $4.30M 0.0% ▲ Add 2 SEC ↗
7 AQR Capital Management 148.99K +16.4% $4.30M 0.0% ▲ Add 2 SEC ↗
8 AQR Capital Management 148.99K +16.4% $4.30M 0.0% ▲ Add 2 SEC ↗
9 D. E. Shaw & Co. 98.29K -13.7% $2.83M 0.0% ▼ Trim 2 SEC ↗
10 Two Sigma Investments 57.01K -3.7% $1.64M 0.0% ▼ Trim 2 SEC ↗
11 Citadel Advisors 30.68K -82.6% $884,955 0.0% ▼ Trim 2 SEC ↗
12 Citadel Advisors 30.68K -82.6% $884,955 0.0% ▼ Trim 2 SEC ↗
13 T. Rowe Price 17.23K +1.5% $498,000 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 196 holders, 21.05M shares, $420.08M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2024 · Methodology · Get this via the API