HSTM
HealthStream, Inc. · Healthcare · Medical - Healthcare Information Services
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 78 | +4 | 16.25M | $442.59M | +7 | −5 |
| Q1 2026 | 79 | -1 | 15.89M | $329.40M | +6 | −7 |
| Q4 2025 | 80 | +1 | 15.55M | $358.85M | +1 | n/a |
| Q3 2025 | 16 | 0 | 11.04M | $311.69M | n/a | n/a |
| Q2 2025 | 13 | 0 | 10.09M | $279.08M | n/a | n/a |
| Q1 2025 | 10 | -1 | 2.86M | $91.92M | n/a | −1 |
| Q4 2024 | 11 | +1 | 2.87M | $91.18M | +1 | n/a |
| Q3 2024 | 9 | 0 | 2.04M | $58.95M | n/a | n/a |
| Q2 2024 | 9 | n/a | 2.23M | $62.24M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.60M | -0.3% | $101.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (passive) | 2.99M | -2.5% | $84.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 983.07K | -4.6% | $27.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 865.64K | n/a | $24.45M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 5 | Geode Capital Management ✦ (passive) | 770.28K | +0.5% | $21.75M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | Renaissance Technologies ✦ | 647.20K | -1.5% | $18.28M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 251.29K | 0.0% | $7.10M | 0.0% | Held | 6 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 244.61K | n/a | $6.91M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 9 | Fidelity (FMR) ✦ | 172.33K | +10.1% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Two Sigma Investments ✦ | 162.43K | +7.2% | $4.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 141.72K | -5.0% | $4.00M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 130.65K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | AQR Capital Management ✦ | 28.35K | -26.2% | $800,548 | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 14 | Millennium Management ✦ | 22.38K | -86.6% | $632,096 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 22.23K | +2.6% | $628,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 16 | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director, 10% owner · 144.07K sh · $4.25M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
9.6% of class · View original SEC filing ↗