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HSTM — HEALTHSTREAM INC

Reported value held$372.11M
Funds holding (latest)41
SectorTechnology
Funds holding (Q2 2026)33
Institutional value$308.60M · 11.36M sh
New / Add / Cut / Exit1 / 18 / 12 / 2
Top-5 / Top-10 concentration61.5% / 81.0%
Institutional holdings change Accumulating +15.5% (+1.52M sh)
Institutional value change Up +51.9%

As of Q2 2026, 33 SEC-registered investment managers reported holding HSTM (HEALTHSTREAM INC) in their latest 13F filings, with a combined reported value of $308.60M across 11.36M shares. That is +15.5% by share count (+1.52M shares) versus the previous quarter, while reported value moved +51.9%. Ownership is concentrated: the five largest holders account for 61.5% of reported value and the top ten for 81.0%.

Compared with the prior quarter, 1 opened new positions, 18 added to existing stakes, 12 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

HSTM is classified in the Technology sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 4.08M $111.18M 0.00% Add
Vanguard Group history Q4 2025 2.54M $58.53M 0.00% Reduce
Two Sigma Investments history Q2 2026 805.58K $21.95M 0.02% Reduce
Geode Capital Management history Q2 2026 779.22K $21.24M 0.00% Add
Goldman Sachs Group history Q2 2026 665.92K $18.15M 0.00% Add
JPMorgan Chase & Co history Q2 2026 635.57K $17.24M 0.00% New
First Eagle Investment Management history Q2 2026 591.90K $16.13M 0.03% Add
Arrowstreet Capital history Q2 2026 433.65K $11.82M 0.01% Add
Renaissance Technologies history Q2 2026 423.00K $11.53M 0.02% Reduce
Morgan Stanley history Q2 2026 382.95K $10.44M 0.00% Add
Northern Trust Corp history Q2 2026 379.71K $10.35M 0.00% Add
Lazard Asset Management history Q2 2026 240.95K $6.57M 0.01% Add
AQR Capital Management history Q2 2026 240.23K $6.55M 0.00% Add
Charles Schwab Investment Management history Q2 2026 237.71K $6.48M 0.00% Reduce
BNY Mellon history Q2 2026 227.49K $6.20M 0.00% Add
Fidelity Management & Research (FMR) history Q2 2026 166.81K $4.55M 0.00% Reduce
Principal Global Investors history Q2 2026 152.87K $4.17M 0.00% Hold
UBS Group AG history Q2 2026 150.12K $4.09M 0.00% Add
Norges Bank Investment Management history Q4 2024 114.74K $3.65M 0.00% New
Bank of America Corp history Q2 2026 122.91K $3.35M 0.00% Reduce

View all 41 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 3.99M 4.02M 3.92M 3.61M 3.60M 3.63M 3.85M 4.08M
Two Sigma Investments 54.74K 58.51K 70.62K 58.33K 46.56K 76.71K 79.56K 74.75K 60.70K 66.39K 64.78K 59.18K 57.01K 28.89K 54.52K 151.50K 162.43K 219.56K 844.42K 805.58K
Geode Capital Management 470.53K 472.92K 460.80K 446.27K 453.75K 470.01K 482.93K 536.74K 556.60K 576.64K 607.56K 655.99K 674.76K 694.27K 727.33K 766.19K 770.28K 758.00K 714.75K 779.22K
Goldman Sachs Group 66.09K 79.83K 111.53K 138.59K 113.91K 198.78K 196.13K 108.86K 88.11K 83.66K 71.33K 112.66K 138.87K 211.65K 155.29K 83.80K 130.65K 154.13K 274.46K 665.92K
JPMorgan Chase & Co 64.44K 74.56K 38.87K 40.72K 40.66K 43.08K 18.81K 52.49K 48.33K 58.15K 65.58K 48.19K 57.20K 104.47K 61.67K 247.91K 432.82K 452.90K — 635.57K
First Eagle Investment Management — — — 11.06K 76.96K 83.46K 85.46K 186.28K 354.78K 407.43K 494.83K 530.18K 546.78K 540.40K 412.90K 406.50K 409.40K 413.70K 425.70K 591.90K
Arrowstreet Capital 322.29K 239.93K 183.17K 83.50K 61.95K 77.98K 134.26K 84.53K — 11.62K 58.23K 46.90K 150.23K 221.61K 248.90K 251.29K 251.29K 312.14K 377.94K 433.65K
Renaissance Technologies 741.60K 732.43K 719.90K 726.50K 618.00K 564.50K 584.70K 622.00K 575.90K 647.00K 674.10K 670.30K 636.40K 549.30K 548.00K 656.90K 647.20K 475.47K 477.85K 423.00K
Morgan Stanley 273.11K 181.49K 149.00K 262.22K 310.74K 333.98K 369.12K 415.56K 314.42K 355.88K 347.39K 355.17K 416.77K 406.30K 297.25K 283.36K 244.61K 253.81K 368.99K 382.95K
Northern Trust Corp 610.79K 621.29K 614.47K 566.94K 561.26K 398.44K 261.19K 290.25K 290.55K 290.43K 274.27K 264.95K 270.20K 306.44K 386.13K 378.74K 365.89K 349.85K 361.68K 379.71K
Lazard Asset Management 1.75K 1.89K 2.29K 3.45K 3.45K 4.72K 4.85K 5.48K 6.93K 7.48K 7.32K 14.88K 24.39K 32.48K 39.69K 36.91K 39.36K 42.70K 157.21K 240.95K
AQR Capital Management 54.62K 65.51K 74.67K 61.24K 70.44K 71.29K 97.09K 86.35K 76.82K 79.66K 96.72K 128.04K 148.99K 143.69K 92.76K 38.44K 28.35K 31.08K 58.84K 240.23K
Charles Schwab Investment Management 174.52K 178.23K 183.57K 170.77K 175.79K 179.80K 185.15K 186.10K 194.41K 199.78K 209.37K 211.62K 218.45K 223.26K 223.13K 222.00K 232.23K 240.78K 265.64K 237.71K
BNY Mellon 303.74K 293.32K 281.50K 307.96K 316.01K 281.91K 267.09K 269.15K 259.96K 286.16K 264.88K 241.90K 217.16K 219.57K 215.09K 210.93K 210.07K 229.23K 223.64K 227.49K
Fidelity Management & Research (FMR) 14 — 32.20K 32.43K 32.49K 43.09K 72.67K 71.76K 73.74K 78.66K 88.05K 96.01K 119.07K 141.20K 153.95K 156.58K 172.33K 204.90K 175.15K 166.81K
Principal Global Investors 203.94K 188.75K 180.48K 159.13K 152.23K 147.59K 146.12K 140.02K 133.36K 128.62K 128.68K 123.69K 122.27K 126.67K 129.83K 128.83K 133.71K 142.25K 152.38K 152.87K
UBS Group AG 3.56K 18.62K 2.18K 615 3.11K 9.24K 18.72K 17.68K 20.13K 36.30K 43.74K 54.44K 76.62K 145.34K 116.88K 110.60K 109.09K 72.08K 111.82K 150.12K
Bank of America Corp 30.95K 40.37K 34.44K 15.37K 25.54K 28.30K 35.27K 17.08K 33.79K 42.78K 28.03K 40.88K 43.93K 49.26K 90.43K 141.28K 162.05K 128.96K 131.56K 122.91K
Millennium Management 21.20K 26.27K 40.89K 53.35K 239.67K 305.62K 390.82K 356.32K 374.64K 245.69K 366.12K 363.43K 230.14K 24.92K 74.63K 167.48K 22.38K 64.51K 175.63K 121.34K
PSP Investments 51.58K 51.58K 47.26K 45.01K 44.27K 44.27K 42.48K 43.02K 29.96K 49.65K 49.65K 52.83K 50.93K 60.18K 98.59K 104.00K 92.49K 127.53K 107.44K 104.37K

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