HSTM — HEALTHSTREAM INC
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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 |
New Positions (Q2 2026)
- JPMorgan Chase & Co 635.57K sh · $17.24M
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 15.03K sh · $311.33K
- Janus Henderson Group sold 10.95K sh · $226.91K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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