Ficha del valor · trimestre archivado
HSTM
HealthStream, Inc. · Healthcare · Medical - Healthcare Information Services
79Tenedores rastreados
-1Δ titulares
15.89MAcciones mantenidas
$329.40MValor declarado
+6Nuevas posiciones
−7Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -1.2% ·
flujo de acciones +13.0% ·
nuevas posiciones netas -1.3%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 3.85M | +6.0% | $79.77M | 0.0% | ▲ Add | 4 | SEC ↗ ×15 |
| 2 | Dimensional Fund Advisors Lp | 1.46M | +6.4% | $30.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 1.05M | n/a | $21.70M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (pasivo) | 995.56K | +1.6% | $20.62M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 844.42K | +284.6% | $17.49M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 714.75K | -5.7% | $14.80M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 7 | Renaissance Technologies ✦ | 477.85K | +0.5% | $9.90M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 453.74K | +0.2% | $9.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 9 | First Eagle Investment Management… | 425.70K | +2.9% | $8.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 377.94K | +21.1% | $7.83M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 368.99K | +45.4% | $7.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 12 | Northern Trust Corp | 361.68K | +3.4% | $7.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 13 | Robeco Institutional Asset… | 313.36K | -8.0% | $6.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 274.46K | +78.1% | $5.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Charles Schwab Investment… | 265.64K | +10.3% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 223.64K | -2.4% | $4.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 17 | Creative Planning | 218.19K | +268.2% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 199.63K | +69.4% | $4.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Hrt Financial Lp | 195.02K | +180.7% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Invesco Ltd. | 177.68K | +17.1% | $3.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 21 | Millennium Management ✦ | 175.63K | +172.3% | $3.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 175.15K | -14.5% | $3.63M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 23 | Lazard Asset Management Llc | 157.21K | +268.2% | $3.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Principal Financial Group Inc | 152.38K | +7.1% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Sei Investments Co | 146.40K | -24.9% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Bank Of America Corp /De/ | 131.56K | +2.0% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 111.82K | +55.1% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Ameriprise Financial Inc | 96.98K | +19.0% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Jane Street Group, Llc | 95.70K | -1.2% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Stifel Financial Corp | 80.64K | +45.4% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Royal Bank Of Canada | 80.27K | +56.2% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Citadel Advisors ✦ | 78.77K | +205.4% | $1.63M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 33 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 76.20K | -8.0% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cerity Partners LLC | 70.70K | +56.2% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Rhumbline Advisers | 66.36K | +2.2% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Legal & General Group Plc | 58.99K | -10.6% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 37 | AQR Capital Management ✦ | 58.84K | +89.3% | $1.22M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 38 | Russell Investments Group, Ltd. | 56.06K | +106.2% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 39 | Nuveen, LLC | 51.75K | +0.7% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Quantinno Capital Management LP | 50.17K | +283.5% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Swiss National Bank | 47.20K | 0.0% | $977,512 | 0.0% | Held | 2 | SEC ↗ |
| 42 | American Century Companies Inc | 46.21K | -18.8% | $957,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Citigroup Inc | 43.38K | +284.7% | $898,504 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | Franklin Resources Inc | 42.73K | +14.1% | $884,979 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 45 | Victory Capital Management Inc | 37.30K | +3.3% | $772,483 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Marshall Wace ✦ | 32.38K | Nuevo | $670,507 | 0.0% | New | 1 | SEC ↗ |
| 47 | Cetera Investment Advisers | 29.69K | +219.9% | $614,794 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | T. Rowe Price ✦ | 29.54K | +16.8% | $612,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 28.18K | +1.6% | $583,712 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 50 | Alliancebernstein L.P. | 23.30K | -3.6% | $537,531 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Prudential Financial Inc | 24.45K | +10.1% | $506,422 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Susquehanna International Group, Llp | 21.76K | +130.5% | $450,712 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Voya Investment Management Llc | 21.25K | -4.4% | $440,150 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | California State Teachers… | 20.93K | -0.8% | $433,481 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Deutsche Bank Ag\ | 20.91K | +2.5% | $433,005 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 56 | New York State Common Retirement… | 20.51K | 0.0% | $424,679 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Neuberger Berman Group LLC | 20.33K | +76.1% | $420,951 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Amundi | 15.69K | -24.7% | $324,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Corient Private Wealth LP | 15.53K | Nuevo | $321,689 | 0.0% | New | 1 | SEC ↗ |
| 60 | Balyasny Asset Management L.P. | 15.03K | Nuevo | $311,333 | 0.0% | New | 1 | SEC ↗ |
| 61 | D. E. Shaw & Co. ✦ | 13.63K | +37.7% | $282,360 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 62 | Zurcher Kantonalbank (Zurich… | 13.38K | 0.0% | $277,079 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Universal- Beteiligungs- und… | 12.69K | -36.2% | $262,748 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | First Trust Advisors Lp | 11.82K | Nuevo | $244,772 | 0.0% | New | 1 | SEC ↗ |
| 65 | Fifth Third Bancorp | 11.82K | +42107.1% | $244,751 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Janus Henderson Group Plc | 10.95K | 0.0% | $226,911 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Man Group plc | 10.89K | -78.5% | $225,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Wells Fargo & Company/Mn | 8.95K | -66.2% | $185,376 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 69 | Pnc Financial Services Group, Inc. | 6.79K | +65.7% | $140,662 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 70 | Bnp Paribas Financial Markets | 6.54K | +23.2% | $135,443 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Barclays Plc | 4.39K | -88.2% | $90,938 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 72 | Ensign Peak Advisors, Inc | 3.35K | Nuevo | $69,379 | 0.0% | New | 1 | SEC ↗ |
| 73 | Mirae Asset Global Investments Co.… | 2.61K | -80.9% | $53,970 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Cwm, Llc | 1.83K | +109.7% | $37,961 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Jones Financial Companies Lllp | 1.20K | Nuevo | $25,236 | 0.0% | New | 1 | SEC ↗ |
| 76 | Osaic Holdings, Inc. | 924 | -0.8% | $19,143 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Pacer Advisors, Inc. | 129 | +59.3% | $3,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Us Bancorp \De\ | 91 | -83.7% | $1,884 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Optiver Holding B.V. | 84 | -44.0% | $1,740 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Marshall Wace | $670,507 | 0.0% |
| Corient Private Wealth LP | $321,689 | 0.0% |
| Balyasny Asset Management L.P. | $311,333 | 0.0% |
| First Trust Advisors Lp | $244,772 | 0.0% |
| Ensign Peak Advisors, Inc | $69,379 | 0.0% |
| Jones Financial Companies Lllp | $25,236 | 0.0% |
Posición cerrada
| Qube Research & Technologies… | $5.15M | era 0.0% |
| State Board Of Administration… | $870,869 | era 0.0% |
| Gotham Asset Management | $340,928 | era 0.0% |
| Danske Bank A/S | $25,377 | era 0.0% |
| BNP Paribas Asset Management… | $7,000 | era 0.0% |
| Rockefeller Capital… | $4,522 | era 0.0% |
| Assetmark, Inc | $185 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 196 tenedores, 21.05M acciones, $420.08M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Sep 14
FRIST ROBERT A JR
Officer, Director, 10% owner · 144.07K acc. · $4.25M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Sep 21
SC 13D: WJRJJ Ventures, LLC
9.6% de clase · Ver presentación original ante la SEC ↗
Jul 14
SC 13G: DIMENSIONAL FUND ADVISORS LP
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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