Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
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
16Tracked holders
0Δ holders
11.04MShares held
$311.69MReported value
+0New positions
−0Exits
Stable Conviction score 41/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.6% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

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 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 3.60M -0.3% $101.65M 0.0% ▼ Trim 2 SEC ↗
2 BlackRock (passive) 3.60M -0.3% $101.65M 0.0% ▼ Trim 2 SEC ↗
3 BlackRock (passive) 3.60M -0.3% $101.65M 0.0% ▼ Trim 2 SEC ↗
4 BlackRock (passive) 3.60M -0.3% $101.65M 0.0% ▼ Trim 2 SEC ↗
5 BlackRock (passive) 3.60M -0.3% $101.65M 0.0% ▼ Trim 2 SEC ↗
6 BlackRock (passive) 3.60M -0.3% $101.65M 0.0% ▼ Trim 2 SEC ↗
7 BlackRock (passive) 3.60M -0.3% $101.65M 0.0% ▼ Trim 2 SEC ↗
8 BlackRock (passive) 3.60M -0.3% $101.65M 0.0% ▼ Trim 2 SEC ↗
9 BlackRock (passive) 3.60M -0.3% $101.65M 0.0% ▼ Trim 2 SEC ↗
10 BlackRock (passive) 3.60M -0.3% $101.65M 0.0% ▼ Trim 2 SEC ↗
11 BlackRock (passive) 3.60M -0.3% $101.65M 0.0% ▼ Trim 2 SEC ↗
12 BlackRock (passive) 3.60M -0.3% $101.65M 0.0% ▼ Trim 2 SEC ↗
13 BlackRock (passive) 3.60M -0.3% $101.65M 0.0% ▼ Trim 2 SEC ↗
14 BlackRock (passive) 3.60M -0.3% $101.65M 0.0% ▼ Trim 2 SEC ↗
15 The Vanguard Group (passive) 2.99M -2.5% $84.30M 0.0% ▼ Trim 2 SEC ↗
16 The Vanguard Group (passive) 2.99M -2.5% $84.30M 0.0% ▼ Trim 2 SEC ↗
17 The Vanguard Group (passive) 2.99M -2.5% $84.30M 0.0% ▼ Trim 2 SEC ↗
18 The Vanguard Group (passive) 2.99M -2.5% $84.30M 0.0% ▼ Trim 2 SEC ↗
19 The Vanguard Group (passive) 2.99M -2.5% $84.30M 0.0% ▼ Trim 2 SEC ↗
20 State Street Global Advisors (passive) 983.07K -4.6% $27.76M 0.0% ▼ Trim 4 SEC ↗
21 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
22 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
23 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
24 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
25 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
26 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
27 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
28 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
29 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
30 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
31 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
32 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
33 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
34 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
35 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
36 JPMorgan Chase 865.64K $24.45M 0.0% n/c 1 SEC ↗
37 Geode Capital Management (passive) 770.28K +0.5% $21.75M 0.0% ▲ Add 6 SEC ↗
38 Geode Capital Management (passive) 770.28K +0.5% $21.75M 0.0% ▲ Add 6 SEC ↗
39 Renaissance Technologies 647.20K -1.5% $18.28M 0.0% ▼ Trim 6 SEC ↗
40 Arrowstreet Capital 251.29K 0.0% $7.10M 0.0% Held 6 SEC ↗
41 Morgan Stanley 244.61K $6.91M 0.0% n/c 1 SEC ↗
42 Morgan Stanley 244.61K $6.91M 0.0% n/c 1 SEC ↗
43 Morgan Stanley 244.61K $6.91M 0.0% n/c 1 SEC ↗
44 Morgan Stanley 244.61K $6.91M 0.0% n/c 1 SEC ↗
45 Morgan Stanley 244.61K $6.91M 0.0% n/c 1 SEC ↗
46 Morgan Stanley 244.61K $6.91M 0.0% n/c 1 SEC ↗
47 Morgan Stanley 244.61K $6.91M 0.0% n/c 1 SEC ↗
48 Morgan Stanley 244.61K $6.91M 0.0% n/c 1 SEC ↗
49 Fidelity (FMR) 172.33K +10.1% $4.87M 0.0% ▲ Add 2 SEC ↗
50 Fidelity (FMR) 172.33K +10.1% $4.87M 0.0% ▲ Add 2 SEC ↗
51 Two Sigma Investments 162.43K +7.2% $4.59M 0.0% ▲ Add 6 SEC ↗
52 Citadel Advisors 141.72K -5.0% $4.00M 0.0% ▼ Trim 6 SEC ↗
53 Citadel Advisors 141.72K -5.0% $4.00M 0.0% ▼ Trim 6 SEC ↗
54 Goldman Sachs Group 130.65K $3.69M 0.0% n/c 1 SEC ↗
55 Goldman Sachs Group 130.65K $3.69M 0.0% n/c 1 SEC ↗
56 AQR Capital Management 28.35K -26.2% $800,548 0.0% ▼ Trim 6 SEC ↗
57 AQR Capital Management 28.35K -26.2% $800,548 0.0% ▼ Trim 6 SEC ↗
58 AQR Capital Management 28.35K -26.2% $800,548 0.0% ▼ Trim 6 SEC ↗
59 AQR Capital Management 28.35K -26.2% $800,548 0.0% ▼ Trim 6 SEC ↗
60 AQR Capital Management 28.35K -26.2% $800,548 0.0% ▼ Trim 6 SEC ↗
61 Millennium Management 22.38K -86.6% $632,096 0.0% ▼ Trim 6 SEC ↗
62 T. Rowe Price 22.23K +2.6% $628,000 0.0% ▲ Add 6 SEC ↗
63 D. E. Shaw & Co. 10.30K -56.2% $290,985 0.0% ▼ Trim 6 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 2025 · Methodology · Get this via the API