Healthstream HSTM Institutional Ownership

NASDAQ HSTM

$33.51 -0.26 (-0.77%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

219 Institutions

Increased 125 57.1%

Unchanged 33 15.1%

Reduced 61 27.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

75.76%

▲+2.58 pp QoQ

Shares Held by Institutions

22.15Mn

of 29.24Mn outstanding

▲+3.04% QoQ

Shares Outstanding

29.24Mn

7.09Mn held outside 13F filers

Institutional Investors

219

filed 13F for Jun 2026

▲+23 vs prior quarter

Net Shares Added (QoQ)

+653.75K

accumulated since last quarter

Value of Holdings

$748.11Mn

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

Updated Oct 11, 2026

Healthstream Inc (NASDAQ:HSTM) appeared in the 13F filings of 219 institutional investors for the quarter ended June 30, 2026.

Together they owned 75.76% of the outstanding stock in Q2 2026, up from 73.19% a quarter earlier.
Total shares held in HSTM rose 3.04% from Q1 2026; the number of holders rose 10.61% from Q2 2025.
Of the 219 holders, 125 added to their positions, 61 reduced their stakes and 33 left their positions unchanged in Q2 2026.
Altogether, institutional holders owned 22.15Mn HSTM shares at the end of Q2 2026, up 653.75K from the prior quarter and up 437.61K from a year earlier.
BlackRock, Inc. led 13F holders of HSTM with 4.08Mn shares as of June 30, 2026, or 13.95% of shares outstanding.
Among holders that already owned Healthstream, the biggest buyers in Q2 2026 were Goldman Sachs Group Inc (+391.46K shares), BlackRock, Inc. (+228.22K shares), Acadian Asset Management LLC (+223.09K shares), JPMorgan Chase & Co (+181.83K shares) and AQR Capital Management LLC (+181.39K shares).
On the other side, among holders that kept a position in Healthstream, the largest reductions in Q2 2026 came from Robeco Institutional Asset Management B.V. (-303.07K shares), Jacobs Levy Equity Management, Inc (-151.49K shares), PanAgora Asset Management Inc (-117.08K shares), Invesco Ltd. (-93.2K shares) and Teacher Retirement System of Texas (-78.36K shares).
Healthstream's 10 largest institutional shareholders as of Q2 2026 were BlackRock, Inc. (4.08Mn shares), Dimensional Fund Advisors LP (1.56Mn shares), Copeland Capital Management, LLC (1.25Mn shares), Vanguard Capital Management LLC (1.05Mn shares), State Street Corp (1Mn shares), Vanguard Portfolio Management LLC (880.54K shares), Two Sigma Investments, LP (805.58K shares), Geode Capital Management, LLC (779.22K shares), Goldman Sachs Group Inc (665.92K shares) and JPMorgan Chase & Co (635.57K shares), per Business Quant data.

Form 13F Holdings

220 Institutional Holders

Report period 30 Jun, 2026

Total shares held 22.15Mn

Of outstanding 75.76%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	4,080,144	13.95%	▲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	3.57%	▼2,629	-0.25%	$28.48Mn
5	State Street Corp	0000093751	1,004,170	3.43%	▲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	2.66%	▲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%	▲166,200	+39.04%	$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 220 holders