Healthstream HSTM Institutional Ownership

NASDAQ HSTM

$29.20 -0.54 (-1.82%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

221 Institutions

Increased 125 56.6%

Unchanged 34 15.4%

Reduced 62 28.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

76.60%

▲+1.93 pp QoQ

Shares Held by Institutions

22.39Mn

of 29.23Mn outstanding

▲+5.80% QoQ

Shares Outstanding

29.23Mn

6.84Mn held outside 13F filers

Institutional Investors

221

filed 13F for Jun 2026

▲+24 vs prior quarter

Net Shares Added (QoQ)

+1.23Mn

accumulated since last quarter

Value of Holdings

$653.81Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Healthstream Inc (NASDAQ:HSTM) has 221 institutional investors that have filed 13F reports for the period ending June 2026.

They owned 76.6% of outstanding stock in June 2026, up from 74.7% the prior quarter.
Their total shares held in HSTM increased 5.8% from the prior quarter, while the number of investors in Healthstream increased 9.95% year over year.
Of these 221 funds, 125 grew their exposure to Healthstream, 62 cut back, and 34 maintained positions.
Institutional investors collectively held 22.39Mn shares in Healthstream as of June 2026, up by 1.23Mn shares quarter on quarter, and up 480.8K shares year over year.
As of June 30, 2026, the biggest holder of Healthstream is BlackRock, Inc. at 4.08Mn shares, representing 13.96% of shares outstanding.
The largest buyers of Healthstream for the quarter ending June 2026 were Goldman Sachs Group Inc (391.46K), Sixth Street Partners Management Company, L.P. (237.71K), BlackRock, Inc. (228.22K), ACADIAN ASSET MANAGEMENT LLC (223.09K), Jpmorgan Chase & Co (181.83K).
The largest sellers of Healthstream for the quarter ending June 2026 were Robeco Institutional Asset Management B.V. (303.07K), First Eagle Investment Management, LLC (259.5K), JACOBS LEVY EQUITY MANAGEMENT, INC (151.49K), PANAGORA ASSET MANAGEMENT INC (117.08K), Invesco Ltd. (93.2K).
Business Quant data shows the 10 biggest positions in Healthstream as of June 2026 are held by BlackRock, Inc. (4.08Mn), DIMENSIONAL FUND ADVISORS LP (1.56Mn), Copeland Capital Management, LLC (1.25Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.05Mn), State Street Corp (1.0Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (880.54K), TWO SIGMA INVESTMENTS, LP (805.58K), GEODE CAPITAL MANAGEMENT, LLC (779.22K), Goldman Sachs Group Inc (665.92K), Jpmorgan Chase & Co (635.57K).

Form 13F Holdings

221 Institutional Holders

Report period 30 Jun, 2026

Total shares held 22.39Mn

Of outstanding 76.60%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	4,080,144	13.96%	▲228,215	+5.92%	$111.18Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	1,557,981	5.33%	▲101,938	+7.00%	$42.45Mn
3	Copeland Capital Management, LLC	0001541743	1,248,384	4.27%	▼28,355	-2.22%	$34.02Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,045,298	3.58%	▼2,629	-0.25%	$28.48Mn
5	State Street Corp	0000093751	1,004,170	3.44%	▲8,613	+0.87%	$27.36Mn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	880,543	3.01%	▼41,303	-4.48%	$23.99Mn
7	TWO SIGMA INVESTMENTS, LP	0001179392	805,584	2.76%	▼38,836	-4.60%	$21.95Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	779,219	2.67%	▲64,472	+9.02%	$21.24Mn
9	Goldman Sachs Group Inc	0000886982	665,917	2.28%	▲391,459	+142.63%	$18.15Mn
10	Jpmorgan Chase & Co	0000019617	635,565	2.17%	▲181,827	+40.07%	$17.24Mn
11	First Eagle Investment Management, LLC	0001325447	591,898	2.02%	▼259,498	-30.48%	$16.13Mn
12	ACADIAN ASSET MANAGEMENT LLC	0000916542	571,823	1.96%	▲223,093	+63.97%	$15.56K
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	433,651	1.48%	▲55,706	+14.74%	$11.82Mn
14	RENAISSANCE TECHNOLOGIES LLC	0001037389	423,000	1.45%	▼54,848	-11.48%	$11.53Mn
15	Morgan Stanley	0000895421	382,954	1.31%	▲13,968	+3.79%	$10.44Mn
16	Northern Trust Corp	0000073124	379,711	1.30%	▲18,034	+4.99%	$10.35Mn
17	Creative Planning	0001540235	285,852	0.98%	▲67,666	+31.01%	$7.79Mn
18	LAZARD ASSET MANAGEMENT LLC	0001207017	240,950	0.82%	▲83,742	+53.27%	$6.57Mn
19	AQR CAPITAL MANAGEMENT LLC	0001167557	240,232	0.82%	▲181,390	+308.27%	$6.55Mn
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	237,710	0.81%	▼27,934	-10.52%	$6.48Mn

Showing 1 to 20 of 221 holders