HSTM
HealthStream, Inc. · Healthcare · Medical - Healthcare Information Services
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow -6.3% ·
net new positions +9.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.02M | — | $32.33M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 694.27K | +2.9% | $22.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 694.27K | +2.9% | $22.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Renaissance Technologies ✦ | 549.30K | -13.7% | $17.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Arrowstreet Capital ✦ | 221.61K | +47.5% | $7.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 143.69K | -3.5% | $4.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 143.69K | -3.5% | $4.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 143.69K | -3.5% | $4.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 143.69K | -3.5% | $4.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Norges Bank ✦ (passive) | 114.74K | New | $3.65M | 0.0% | New | 1 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 46.09K | -53.1% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 28.89K | -49.3% | $918,702 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Millennium Management ✦ | 24.92K | -89.2% | $792,456 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 18.79K | +9.0% | $598,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 8.25K | -73.1% | $262,477 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $3.65M | 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.