HEALTHSTREAM INC (HSTM) — Institutional Holders, Q2 2026
220 institutional investment managers reported a HSTM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $603.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HSTM in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- GOLDMAN SACHS GROUPAdded · +391,459 sh+$10.7M
- BlackRockAdded · +228,215 sh+$6.2M
- ACADIAN ASSET MANAGEMENTAdded · +223,093 sh+$6.1M
- JPMORGAN CHASEAdded · +181,827 sh+$5.0M
- AQR CAPITAL MANAGEMENTAdded · +181,390 sh+$4.9M
Biggest sellers
- Robeco Institutional Asset Management B.V.Trimmed · -303,070 sh-$8.3M
- Invenomic Capital ManagementSold out · -240,370 sh-$6.6M
- HRT FINANCIALSold out · -195,023 sh-$5.3M
- JACOBS LEVY EQUITY MANAGEMENTTrimmed · -151,491 sh-$4.1M
- PANAGORA ASSET MANAGEMENTTrimmed · -117,077 sh-$3.2M
HSTM 13F holders ranked 1–100 of 220
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 4,080,144 sh | 4,080,144 | $111.2M | <0.01% | +5.9% |
| 2 | DIMENSIONAL FUND ADVISORS#2 · 1,557,981 sh | 1,557,981 | $42.5M | <0.01% | +7.0% |
| 3 | Copeland Capital Management#3 · 1,248,384 sh | 1,248,384 | $34.0M | — | -2.2% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 1,045,298 sh | 1,045,298 | $28.5M | <0.01% | -0.3% |
| 5 | STATE STREET#5 · 1,004,170 sh | 1,004,170 | $27.4M | <0.01% | +0.9% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT#6 · 880,543 sh | 880,543 | $24.0M | <0.01% | -4.5% |
| 7 | TWO SIGMA INVESTMENTS#7 · 805,584 sh | 805,584 | $22.0M | 0.02% | -4.6% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 779,219 sh | 779,219 | $21.2M | <0.01% | +9.0% |
| 9 | GOLDMAN SACHS GROUP#9 · 665,917 sh | 665,917 | $18.1M | <0.01% | +142.6% |
| 10 | JPMORGAN CHASE#10 · 635,565 sh | 635,565 | $17.2M | <0.01% | +40.1% |
| 11 | First Eagle Investment Management#11 · 591,898 sh | 591,898 | $16.1M | 0.03% | +39.0% |
| 12 | ACADIAN ASSET MANAGEMENT#12 · 571,823 sh | 571,823 | $15.6M | 0.02% | +64.0% |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#13 · 433,651 sh | 433,651 | $11.8M | <0.01% | +14.7% |
| 14 | RENAISSANCE TECHNOLOGIES#14 · 423,000 sh | 423,000 | $11.5M | 0.02% | -11.5% |
| 15 | MORGAN STANLEY#15 · 382,954 sh | 382,954 | $10.4M | <0.01% | +3.8% |
| 16 | NORTHERN#16 · 379,711 sh | 379,711 | $10.3M | <0.01% | +5.0% |
| 17 | Creative Planning#17 · 285,852 sh | 285,852 | $7.8M | <0.01% | +31.0% |
| 18 | LAZARD ASSET MANAGEMENT#18 · 240,950 sh | 240,950 | $6.6M | <0.01% | +53.3% |
| 19 | AQR CAPITAL MANAGEMENT#19 · 240,232 sh | 240,232 | $6.5M | <0.01% | +308.3% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT#20 · 237,710 sh | 237,710 | $6.5M | <0.01% | -10.5% |
| 21 | Bank of New York Mellon#21 · 227,493 sh | 227,493 | $6.2M | <0.01% | +1.7% |
| 22 | KENNEDY CAPITAL MANAGEMENT#22 · 191,504 sh | 191,504 | $5.2M | 0.09% | -1.9% |
| 23 | Nuveen#23 · 189,904 sh | 189,904 | $5.2M | <0.01% | +267.0% |
| 24 | ENVESTNET ASSET MANAGEMENT#24 · 189,539 sh | 189,539 | $5.2M | <0.01% | -5.1% |
| 25 | FMR#25 · 166,812 sh | 166,812 | $4.5M | <0.01% | -4.8% |
| 26 | SEI INVESTMENTS#26 · 157,794 sh | 157,794 | $4.3M | <0.01% | +7.8% |
| 27 | VANGUARD FIDUCIARY#27 · 156,225 sh | 156,225 | $4.3M | <0.01% | -3.1% |
| 28 | PRINCIPAL FINANCIAL GROUP#28 · 152,870 sh | 152,870 | $4.2M | <0.01% | +0.3% |
| 29 | UBS Group AG#29 · 150,118 sh | 150,118 | $4.1M | <0.01% | +34.2% |
| 30 | Herald Investment Management Ltd#30 · 150,000 sh | 150,000 | $4.1M | — | 0.0% |
| 31 | Man Group plc#31 · 142,907 sh | 142,907 | $3.9M | <0.01% | +1212.0% |
| 32 | JACOBS LEVY EQUITY MANAGEMENT#32 · 136,688 sh | 136,688 | $3.7M | 0.01% | -52.6% |
| 33 | CRAWFORD INVESTMENT COUNSEL#33 · 127,003 sh | 127,003 | $3.5M | 0.06% | New |
| 34 | BANK OF AMERICA#34 · 122,914 sh | 122,914 | $3.3M | <0.01% | -6.6% |
| 35 | MILLENNIUM MANAGEMENT#35 · 121,342 sh | 121,342 | $3.3M | <0.01% | -30.9% |
| 36 | PUBLIC SECTOR PENSION INVESTMENT BOARD#36 · 104,374 sh | 104,374 | $2.8M | <0.01% | -2.9% |
| 37 | PANAGORA ASSET MANAGEMENT#37 · 98,152 sh | 98,152 | $2.7M | <0.01% | -54.4% |
| 38 | CONNORS INVESTOR SERVICES#38 · 97,391 sh | 97,391 | $2.7M | 0.23% | -0.7% |
| 39 | AMERIPRISE FINANCIAL#39 · 95,127 sh | 95,127 | $2.6M | <0.01% | -1.9% |
| 40 | Invesco Ltd.#40 · 84,476 sh | 84,476 | $2.3M | <0.01% | -52.5% |
| 41 | Pinnacle Financial Partners#41 · 83,597 sh | 83,597 | $2.3M | 0.02% | +0.7% |
| 42 | Russell Investments Group, Ltd.#42 · 82,156 sh | 82,156 | $2.2M | <0.01% | +46.5% |
| 43 | ROYAL BANK OF CANADA#43 · 80,925 sh | 80,925 | $2.2M | <0.01% | +0.8% |
| 44 | STIFEL FINANCIAL#44 · 79,196 sh | 79,196 | $2.2M | <0.01% | -1.8% |
| 45 | Engineers Gate Manager#45 · 77,048 sh | 77,048 | $2.1M | 0.03% | -13.2% |
| 46 | Quantinno Capital Management#46 · 75,514 sh | 75,514 | $2.1M | <0.01% | +50.5% |
| 47 | Cerity Partners#47 · 73,617 sh | 73,617 | $2.0M | <0.01% | +4.1% |
| 48 | GLOBEFLEX CAPITAL L P#48 · 72,988 sh | 72,988 | $2.0M | 0.25% | 0.0% |
| 49 | TEACHER RETIREMENT SYSTEM OF TEXAS#49 · 72,818 sh | 72,818 | $2.0M | <0.01% | -51.8% |
| 50 | Numerai GP#50 · 69,534 sh | 69,534 | $1.9M | 0.15% | -43.8% |
| 51 | CAMBIAR INVESTORS#51 · 67,694 sh | 67,694 | $1.8M | 0.08% | +0.7% |
| 52 | Campbell & Investment Adviser#52 · 66,601 sh | 66,601 | $1.8M | 0.10% | +5.3% |
| 53 | VICTORY CAPITAL MANAGEMENT#53 · 63,400 sh | 63,400 | $1.7M | <0.01% | +70.0% |
| 54 | Legal & General Group Plc#54 · 58,272 sh | 58,272 | $1.6M | <0.01% | -1.2% |
| 55 | RHUMBLINE ADVISERS#55 · 57,487 sh | 57,487 | $1.6M | <0.01% | -13.4% |
| 56 | KORNITZER CAPITAL MANAGEMENT#56 · 54,132 sh | 54,132 | $1.5M | 0.03% | -3.3% |
| 57 | AMERICAN CENTURY COMPANIES#57 · 53,037 sh | 53,037 | $1.4M | <0.01% | +14.8% |
| 58 | AM INVESTMENT STRATEGIES#58 · 52,738 sh | 52,738 | $1.4M | 0.28% | -8.7% |
| 59 | Bridge City Capital#59 · 51,765 sh | 51,765 | $1.4M | 0.32% | -3.2% |
| 60 | KLP KAPITALFORVALTNING AS#60 · 50,100 sh | 50,100 | $1.4M | <0.01% | 0.0% |
| 61 | FRANKLIN RESOURCES#61 · 48,727 sh | 48,727 | $1.3M | <0.01% | +14.0% |
| 62 | Swiss National Bank#62 · 47,200 sh | 47,200 | $1.3M | <0.01% | 0.0% |
| 63 | Hillsdale Investment Management#63 · 43,839 sh | 43,839 | $1.2M | 0.03% | New |
| 64 | MARTINGALE ASSET MANAGEMENT L P#64 · 37,703 sh | 37,703 | $1.0M | 0.02% | 0.0% |
| 65 | CITIGROUP#65 · 36,903 sh | 36,903 | $1.0M | <0.01% | -14.9% |
| 66 | Susquehanna Portfolio Strategies#66 · 35,480 sh | 35,480 | $966.8K | 0.02% | -38.9% |
| 67 | PRICE T ROWE ASSOCIATES#67 · 32,836 sh | 32,836 | $895.0K | <0.01% | +11.2% |
| 68 | MARSHALL WACE, LLP#68 · 32,376 sh | 32,376 | $882.2K | <0.01% | 0.0% |
| 69 | Horizon Investments#69 · 32,254 sh | 32,254 | $878.9K | <0.01% | +1.2% |
| 70 | PRUDENTIAL FINANCIAL#70 · 29,533 sh | 29,533 | $804.8K | <0.01% | +20.8% |
| 71 | SG Americas Securities#71 · 28,185 sh | 28,185 | $768.0K | <0.01% | -29.2% |
| 72 | Cetera Investment Advisers#72 · 26,701 sh | 26,701 | $727.6K | <0.01% | -10.1% |
| 73 | EntryPoint Capital#73 · 26,218 sh | 26,218 | $714.4K | 0.17% | +26.2% |
| 74 | Neuberger Berman Group#74 · 26,001 sh | 26,001 | $708.5K | <0.01% | +27.9% |
| 75 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#75 · 25,602 sh | 25,602 | $697.7K | <0.01% | -9.2% |
| 76 | DEUTSCHE BANK AG\#76 · 25,506 sh | 25,506 | $695.0K | <0.01% | +22.0% |
| 77 | Pathstone#77 · 25,160 sh | 25,160 | $685.6K | <0.01% | New |
| 78 | Inspire Investing#78 · 25,050 sh | 25,050 | $682.6K | — | +1.0% |
| 79 | Toroso Investments#79 · 21,084 sh | 21,084 | $574.5K | <0.01% | New |
| 80 | GAMMA Investing#80 · 20,610 sh | 20,610 | $561.6K | — | +22.7% |
| 81 | NEW YORK STATE COMMON RETIREMENT FUND#81 · 20,506 sh | 20,506 | $558.8K | <0.01% | 0.0% |
| 82 | Amundi#82 · 20,371 sh | 20,371 | $555.1K | <0.01% | +29.8% |
| 83 | WELLS FARGO & COMPANY#83 · 20,292 sh | 20,292 | $553.0K | <0.01% | +126.7% |
| 84 | Callan Family Office#84 · 20,272 sh | 20,272 | $552.4K | 0.01% | +46.1% |
| 85 | Formidable Asset Management#85 · 19,479 sh | 19,479 | $530.8K | 0.08% | New |
| 86 | Graham Capital Management, L.P.#86 · 19,410 sh | 19,410 | $528.9K | <0.01% | New |
| 87 | VARCOV#87 · 18,956 sh | 18,956 | $516.6K | 0.20% | New |
| 88 | VOYA INVESTMENT MANAGEMENT#88 · 18,120 sh | 18,120 | $493.8K | <0.01% | -14.7% |
| 89 | ALLIANCEBERNSTEIN L.P.#89 · 23,300 sh | 23,300 | $482.5K | <0.01% | 0.0% |
| 90 | FIRST ADVISORS#90 · 17,361 sh | 17,361 | $473.1K | <0.01% | +46.9% |
| 91 | Diversified#91 · 16,868 sh | 16,868 | $459.7K | <0.01% | +23.0% |
| 92 | STRS OHIO#92 · 16,700 sh | 16,700 | $455.1K | <0.01% | +21.9% |
| 93 | LOS ANGELES CAPITAL MANAGEMENT#93 · 16,025 sh | 16,025 | $436.7K | <0.01% | +7531.0% |
| 94 | THRIVENT FINANCIAL FOR LUTHERANS#94 · 15,348 sh | 15,348 | $418.0K | <0.01% | -3.1% |
| 95 | VANGUARD ASSET MANAGEMENT, Ltd#95 · 14,885 sh | 14,885 | $405.6K | <0.01% | 0.0% |
| 96 | Universal- Beteiligungs- und Servicegesellschaft mbH#96 · 14,705 sh | 14,705 | $400.7K | <0.01% | +15.9% |
| 97 | MetLife Investment Management#97 · 14,577 sh | 14,577 | $397.2K | <0.01% | 0.0% |
| 98 | Jump Financial#98 · 14,489 sh | 14,489 | $394.8K | <0.01% | +17.1% |
| 99 | GREAT WEST LIFE ASSURANCE#99 · 14,360 sh | 14,360 | $391.0K | <0.01% | -24.5% |
| 100 | Walleye Capital#100 · 13,902 sh | 13,902 | $378.8K | <0.01% | -59.1% |
Funds that sold out of HSTM in Q2 2026 (20)
Held HSTM at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Invenomic Capital Management240,370 sh | 240,370 | $5.0M |
| HRT FINANCIAL195,023 sh | 195,023 | $4.0M |
| JANE STREET GROUP95,704 sh | 95,704 | $2.0M |
| Quantbot Technologies54,180 sh | 54,180 | $1.1M |
| Verition Fund Management22,501 sh | 22,501 | $466.0K |
| XTX Topco Ltd18,752 sh | 18,752 | $388.4K |
| BALYASNY ASSET MANAGEMENT L.P.15,033 sh | 15,033 | $311.3K |
| nVerses Capital14,768 sh | 14,768 | $305.8K |
| Brevan Howard Capital Management12,723 sh | 12,723 | $263.5K |
| Schonfeld Strategic Advisors12,672 sh | 12,672 | $262.4K |
| Aquatic Capital Management10,160 sh | 10,160 | $210.4K |
| QUADRANT CAPITAL GROUP6,424 sh | 6,424 | $115.5K |
| VIRTUS ADVISERS5,015 sh | 5,015 | $103.9K |
| Advisory Services Network1,177 sh | 1,177 | $24.4K |
| TWIN PEAKS WEALTH ADVISORS613 sh | 613 | $12.7K |
| Aster Capital Management (DIFC) Ltd139 sh | 139 | $4.5K |
| Parkside Financial Bank74 sh | 74 | $1.5K |
| Whipplewood Advisors53 sh | 53 | $1.1K |
| Root Financial Partners33 sh | 33 | $683.00 |
| Wealth Preservation Advisors23 sh | 23 | $476.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.