Security record
HSTM
HealthStream, Inc. · Healthcare · Medical - Healthcare Information Services
78Tracked holders
+4Δ holders
16.25MShares held
$442.59MReported value
+7New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +5.4% ·
share flow +5.4% ·
net new positions +2.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| 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 | — |
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 4.08M | +5.9% | $111.18M | 0.0% | ▲ Add | 5 | SEC ↗ ×14 |
| 2 | Dimensional Fund Advisors Lp | 1.56M | +7.0% | $42.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 1.05M | -0.2% | $28.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 1.00M | +0.9% | $27.36M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 805.58K | -4.6% | $21.95M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 779.22K | +9.0% | $21.24M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 665.92K | +142.6% | $18.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 8 | JPMorgan Chase ✦ | 635.57K | +40.1% | $17.24M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 9 | Arrowstreet Capital ✦ | 433.65K | +14.7% | $11.82M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 423.00K | -11.5% | $11.53M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 382.95K | +3.8% | $10.44M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 12 | Northern Trust Corp | 379.71K | +5.0% | $10.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 13 | Creative Planning | 285.85K | +31.0% | $7.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Lazard Asset Management Llc | 240.95K | +53.3% | $6.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 240.23K | +308.3% | $6.55M | 0.0% | ▲ Add | 9 | SEC ↗ ×5 |
| 16 | Charles Schwab Investment… | 237.71K | -10.5% | $6.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 227.49K | +1.7% | $6.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 18 | Nuveen, LLC | 189.90K | +267.0% | $5.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Envestnet Asset Management Inc | 189.54K | -5.1% | $5.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 166.81K | -4.8% | $4.55M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 21 | Sei Investments Co | 157.79K | +7.8% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Principal Financial Group Inc | 152.87K | +0.3% | $4.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | UBS Group AG | 150.12K | +34.2% | $4.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Man Group plc | 142.91K | +1212.0% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 122.91K | -6.6% | $3.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Millennium Management ✦ | 121.34K | -30.9% | $3.31M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 95.13K | -1.9% | $2.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Invesco Ltd. | 84.48K | -52.5% | $2.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 29 | Russell Investments Group, Ltd. | 82.16K | +46.5% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 30 | Royal Bank Of Canada | 80.92K | +0.8% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 31 | Stifel Financial Corp | 79.20K | -1.8% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 32 | Quantinno Capital Management LP | 75.51K | +50.5% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Cerity Partners LLC | 73.62K | +4.1% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 34 | Victory Capital Management Inc | 63.40K | +70.0% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Legal & General Group Plc | 58.27K | -1.2% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 36 | Rhumbline Advisers | 57.49K | -13.4% | $1.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | American Century Companies Inc | 53.04K | +14.8% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Franklin Resources Inc | 48.73K | +14.0% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 39 | Swiss National Bank | 47.20K | 0.0% | $1.29M | 0.0% | Held | 3 | SEC ↗ |
| 40 | Citigroup Inc | 36.90K | -14.9% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 41 | T. Rowe Price ✦ | 32.84K | +11.2% | $895,000 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 42 | Marshall Wace ✦ | 32.38K | 0.0% | $882,246 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Prudential Financial Inc | 29.53K | +20.8% | $804,774 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Cetera Investment Advisers | 26.70K | -10.1% | $727,599 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Neuberger Berman Group LLC | 26.00K | +27.9% | $708,528 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 46 | UBS AM, a distinct business unit of… | 25.60K | -9.2% | $697,655 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 47 | Deutsche Bank Ag\ | 25.51K | +22.0% | $695,039 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 48 | Tidal Investments LLC | 21.08K | New | $574,539 | 0.0% | New | 1 | SEC ↗ |
| 49 | New York State Common Retirement… | 20.51K | 0.0% | $558,789 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 20.29K | +126.7% | $552,957 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 51 | Voya Investment Management Llc | 18.12K | -14.7% | $493,770 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Alliancebernstein L.P. | 23.30K | 0.0% | $482,543 | 0.0% | Held | 3 | SEC ↗ |
| 53 | First Trust Advisors Lp | 17.36K | +46.9% | $473,090 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Universal- Beteiligungs- und… | 14.71K | +15.9% | $400,712 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Zurcher Kantonalbank (Zurich… | 13.38K | 0.0% | $364,578 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Corient Private Wealth LP | 13.30K | -14.4% | $362,509 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Wealth Enhancement Advisory… | 12.13K | New | $340,750 | 0.0% | New | 1 | SEC ↗ |
| 58 | Fifth Third Bancorp | 12.14K | +2.7% | $330,788 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Susquehanna International Group, Llp | 12.05K | -44.6% | $328,335 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 11.01K | -85.6% | $299,914 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Citadel Advisors ✦ | 10.38K | -86.8% | $282,937 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 62 | Robeco Institutional Asset… | 10.29K | -96.7% | $280,375 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | D. E. Shaw & Co. ✦ | 9.40K | -31.0% | $256,259 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 64 | Mercer Global Advisors Inc /Adv | 9.02K | New | $245,842 | 0.0% | New | 1 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 8.83K | +30.1% | $240,727 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 66 | Squarepoint Ops LLC | 8.15K | New | $222,060 | 0.0% | New | 1 | SEC ↗ |
| 67 | Focus Partners Wealth | 7.70K | New | $209,716 | 0.0% | New | 1 | SEC ↗ |
| 68 | Bnp Paribas Financial Markets | 5.10K | -22.0% | $139,057 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Mirae Asset Global Investments Co.… | 4.15K | +59.4% | $113,169 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Simplex Trading, Llc | 4.09K | New | $111,370 | 0.0% | New | 1 | SEC ↗ |
| 71 | Barclays Plc | 3.66K | -16.7% | $99,708 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 72 | Ensign Peak Advisors, Inc | 2.25K | -32.8% | $61,313 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Jones Financial Companies Lllp | 1.75K | +46.2% | $46,751 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Osaic Holdings, Inc. | 924 | 0.0% | $25,192 | 0.0% | Held | 3 | SEC ↗ |
| 75 | Optiver Holding B.V. | 132 | +57.1% | $3,597 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Us Bancorp \De\ | 111 | +22.0% | $3,025 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Pacer Advisors, Inc. | 121 | -6.2% | $3,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Northwestern Mutual Wealth… | 33 | New | $899 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Tidal Investments LLC | $574,539 | 0.0% |
| Wealth Enhancement Advisory… | $340,750 | 0.0% |
| Mercer Global Advisors Inc… | $245,842 | 0.0% |
| Squarepoint Ops LLC | $222,060 | 0.0% |
| Focus Partners Wealth | $209,716 | 0.0% |
| Simplex Trading, Llc | $111,370 | 0.0% |
| Northwestern Mutual Wealth… | $899 | 0.0% |
Exited
| First Eagle Investment… | $8.82M | was 0.0% |
| Hrt Financial Lp | $4.04M | was 0.0% |
| Jane Street Group, Llc | $1.98M | was 0.0% |
| Amundi | $324,961 | was 0.0% |
| Balyasny Asset Management L.P. | $311,333 | was 0.0% |
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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 14
FRIST ROBERT A JR
Officer, Director, 10% owner · 144.07K sh · $4.25M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Sep 21
SC 13D — WJRJJ Ventures, LLC
9.6% of class · View original SEC filing ↗
Jul 14
SC 13G — DIMENSIONAL FUND ADVISORS LP
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: Q2 2026 ·
Methodology ·
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