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HealthStream (HSTM) Institutional Ownership

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$25.65 -0.51 (-1.95%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$25.64 -0.01 (-0.04%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for HealthStream (NASDAQ:HSTM)

Current
Institutional Ownership
Percentage
69.58%
Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$135.02M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$62.49M
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HSTM Institutional Buying and Selling by Quarter

HealthStream Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Teacher Retirement System of Texas186,039$5.15M0.0%+55.1%0.610%
8/1/2025Bessemer Group Inc.8,392$233K0.0%+21.7%0.027%
8/1/2025Riverwater Partners LLC33,921$939K0.4%N/A0.111%
8/1/2025Envestnet Asset Management Inc.130,090$3.60M0.0%+3.7%0.426%
7/31/2025 MQS Management LLC9,382$260K0.1%-17.1%0.031%
7/31/2025 Kornitzer Capital Management Inc. KS63,100$1.75M0.0%-6.0%0.207%
7/31/2025 AlphaQuest LLC7,596$210K0.0%-48.9%0.025%
7/30/2025 Stephens Investment Management Group LLC319,301$8.84M0.1%+0.3%1.046%
7/28/2025 Allianz Asset Management GmbH14,650$405K0.0%-74.5%0.048%
7/28/2025 New York State Teachers Retirement System18,011$498K0.0%+11.4%0.059%
7/25/2025 CWM LLC2,136$59K0.0%-55.3%0.007%
7/24/2025 Inspire Investing LLC14,132$391K0.0%-59.6%0.046%
7/21/2025 Copeland Capital Management LLC882,950$24.43M0.5%+15.6%2.893%
7/18/2025 Robeco Institutional Asset Management B.V.380,604$10.53M0.0%+162.1%1.247%
7/16/2025 State of Alaska Department of Revenue14,361$396K0.0%+7.9%0.047%
7/15/2025 Public Employees Retirement System of Ohio6,407$177K0.0%+342.2%0.021%
7/14/2025 GAMMA Investing LLC1,239$34K0.0%-40.5%0.004%
7/11/2025 Annex Advisory Services LLC46,819$1.30M0.0%+4.4%0.153%
7/11/2025 Diversified Trust Co10,900$302K0.0%+18.8%0.036%
7/9/2025 Harbor Capital Advisors Inc.343,124$9.49M0.4%-19.2%1.124%
7/8/2025 Parallel Advisors LLC1,651$46K0.0%-34.5%0.005%
6/27/2025Goldman Sachs Group Inc.155,286$5.00M0.0%-26.6%0.509%
6/18/2025Voya Investment Management LLC25,738$828K0.0%+109.7%0.084%
6/3/2025 Inspire Investing LLC34,971$1.13M0.1%-10.4%0.115%
5/29/2025Rhumbline Advisers70,362$2.26M0.0%-5.5%0.231%
5/28/2025Strs Ohio18,800$605K0.0%N/A0.062%
5/28/2025 Ellsworth Advisors LLC23,070$742K0.2%+6.7%0.076%
5/21/2025Acadian Asset Management LLC725,339$23.32M0.1%-10.1%2.376%
5/20/2025Intech Investment Management LLC77,206$2.48M0.0%+130.7%0.253%
5/19/2025Jane Street Group LLC47,611$1.53M0.0%N/A0.156%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC54,354$1.75M0.0%+15.3%0.178%
5/16/2025Goldman Sachs Group Inc.155,286$5.00M0.0%-26.6%0.509%
5/16/2025Punch & Associates Investment Management Inc.613,971$19.76M1.3%-22.7%2.011%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.99,514$3.20M0.0%+1.1%0.326%
5/16/2025Jacobs Levy Equity Management Inc.216,906$6.98M0.0%+30.8%0.711%
5/16/2025Bridgeway Capital Management LLC100,304$3.23M0.1%N/A0.329%
5/16/2025AQR Capital Management LLC92,763$2.99M0.0%-35.4%0.304%
5/15/2025Cubist Systematic Strategies LLC12,120$390K0.0%N/A0.040%
5/15/2025Royal Bank of Canada43,899$1.41M0.0%+194.2%0.144%
5/15/2025Panagora Asset Management Inc.207,819$6.69M0.0%-0.3%0.681%
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5/14/2025Virtus Advisers LLC5,015$161K0.2%N/A0.016%
5/14/2025Comerica Bank11,517$371K0.0%+22.9%0.038%
5/14/2025MetLife Investment Management LLC14,577$469K0.0%-6.7%0.048%
5/14/2025Campbell & CO Investment Adviser LLC47,062$1.51M0.1%-2.0%0.154%
5/14/2025 AlphaQuest LLC14,859$478K0.1%-20.7%0.049%
5/14/2025Martingale Asset Management L P41,146$1.32M0.0%-28.5%0.135%
5/14/2025Hsbc Holdings PLC47,824$1.54M0.0%+13.8%0.157%
5/13/2025Northern Trust Corp386,127$12.43M0.0%+26.0%1.265%
5/13/2025Cambiar Investors LLC67,257$2.16M0.1%-16.5%0.220%
5/13/2025American Century Companies Inc.52,445$1.69M0.0%+9.6%0.172%
5/13/2025Russell Investments Group Ltd.19,368$622K0.0%+152.1%0.063%
5/12/2025Public Sector Pension Investment Board98,592$3.17M0.0%+63.8%0.323%
5/12/2025Nuveen LLC73,958$2.38M0.0%N/A0.242%
5/12/2025Invesco Ltd.159,391$5.13M0.0%-35.8%0.522%
5/12/2025Connor Clark & Lunn Investment Management Ltd.38,998$1.26M0.0%+36.3%0.128%
5/12/2025Swiss National Bank47,200$1.52M0.0%-1.0%0.155%
5/12/2025 Maryland State Retirement & Pension System7,012$226K0.0%-13.6%0.023%
5/9/2025Deutsche Bank AG18,534$596K0.0%-28.4%0.061%
5/9/2025Vanguard Group Inc.3,053,134$98.25M0.0%-0.1%10.002%
5/9/2025PNC Financial Services Group Inc.2,625$84K0.0%+62.5%0.009%
5/8/2025Jefferies Financial Group Inc.42,200$1.36M0.0%-26.4%0.138%
5/8/2025Natixis Advisors LLC12,150$391K0.0%+16.7%0.040%
5/8/2025Vestcor Inc11,379$366K0.0%+127.2%0.037%
5/7/2025 Carrera Capital Advisors43,371$1.40M0.3%N/A0.142%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 9,908$319K0.0%-10.8%0.032%
5/7/2025Heartland Advisors Inc.235,584$7.58M0.4%-18.0%0.772%
5/6/2025Avantax Advisory Services Inc.7,969$256K0.0%N/A0.026%
5/6/2025Wakefield Asset Management LLLP35,528$1.14M0.3%+7.3%0.116%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH19,284$621K0.0%N/A0.063%
5/5/2025 Allianz Asset Management GmbH57,434$1.85M0.0%-2.1%0.188%
5/2/2025Victory Capital Management Inc.37,324$1.20M0.0%-4.2%0.122%
5/1/2025 MQS Management LLC11,320$364K0.2%N/A0.037%
5/1/2025 Louisiana State Employees Retirement System11,300$364K0.0%-2.6%0.037%
5/1/2025 Stephens Investment Management Group LLC318,341$10.24M0.1%-3.9%1.043%
4/30/2025Cerity Partners LLC262,943$8.46M0.0%-12.4%0.861%
4/29/2025Envestnet Asset Management Inc.125,457$4.04M0.0%+186.3%0.411%
4/29/2025Bank of New York Mellon Corp215,095$6.92M0.0%-2.0%0.705%
4/28/2025Principal Financial Group Inc.129,830$4.18M0.0%+2.5%0.425%
4/28/2025Teacher Retirement System of Texas119,963$3.86M0.0%+51.2%0.393%
4/28/2025First Horizon Advisors Inc.1,056$34K0.0%+99.6%0.003%
4/28/2025 Vontobel Holding Ltd.7,253$233K0.0%-38.6%0.024%
4/25/2025Amalgamated Bank6,749$217K0.0%-5.2%0.022%
4/24/2025 Allspring Global Investments Holdings LLC58,487$1.88M0.0%-8.0%0.192%
4/24/2025 Copeland Capital Management LLC763,690$24.58M0.5%+101.3%2.502%
4/24/2025 Diversified Trust Co9,174$295K0.0%+5.0%0.030%
4/23/2025 Robeco Institutional Asset Management B.V.145,222$4.67M0.0%+90.4%0.476%
4/23/2025Bessemer Group Inc.6,897$222K0.0%+84.1%0.023%
4/17/2025 Exchange Traded Concepts LLC24,057$774K0.0%-61.1%0.079%
4/15/2025SG Americas Securities LLC18,648$600K0.0%+9.3%0.061%
4/15/2025 GAMMA Investing LLC2,082$67K0.0%+30.8%0.007%
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4/14/2025 Harbor Capital Advisors Inc.424,790$13.67M0.6%+2.4%1.396%
4/14/2025Bridge City Capital LLC58,536$1.88M0.6%-1.2%0.192%
4/11/2025 Annex Advisory Services LLC44,840$1.44M0.0%+24.1%0.147%
4/8/2025Rhumbline Advisers70,362$2.26M0.0%-5.5%0.231%
4/7/2025 GAMMA Investing LLC66,999$2.08M0.0%+4,108.5%0.220%
2/27/2025Jefferies Financial Group Inc.57,300$1.82M0.0%N/A0.188%
2/25/2025Polar Asset Management Partners Inc.91,952$2.92M0.0%+62.2%0.302%
2/20/2025Mackenzie Financial Corp7,171$228K0.0%N/A0.024%
2/17/2025Squarepoint Ops LLC11,257$358K0.0%+13.2%0.037%
2/17/2025Two Sigma Advisers LP15,844$504K0.0%-57.1%0.052%
(Data available from 1/1/2016 forward)

HSTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HSTM shares?

During the previous two years, 178 institutional investors and hedge funds held shares of HealthStream. The most heavily invested institutionals were Vanguard Group Inc. ($98.25M), Dimensional Fund Advisors LP ($48.91M), State Street Corp ($28.10M), Copeland Capital Management LLC ($24.43M), Acadian Asset Management LLC ($23.32M), Geode Capital Management LLC ($22.08M), and Punch & Associates Investment Management Inc. ($19.76M).Learn more on HealthStream's institutional investors.

What percentage of HealthStream's stock is owned by institutional investors?

69.58% of HealthStream's stock is owned by institutional investors. Learn more on HSTM's institutional investor holdings.

Which institutional investors have been buying HealthStream's stock?

Of the 141 institutional investors that purchased HealthStream's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Copeland Capital Management LLC ($882.95K), Harbor Capital Advisors Inc. ($369.09K), First Eagle Investment Management LLC ($343.90K), Robeco Institutional Asset Management B.V. ($328.82K), Cerity Partners LLC ($292.55K), Bank of Montreal Can ($235.21K), and Assenagon Asset Management S.A. ($208.92K).

How much institutional buying is happening at HealthStream?

Institutional investors have bought a total of 4,375,684 shares in the last 24 months. This purchase volume represents approximately $135.02M in transactions.

Which of HealthStream's major shareholders have been selling company stock?

Of the 79 institutional investors that sold HealthStream's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($207.91K), Punch & Associates Investment Management Inc. ($180.72K), Western Standard LLC ($128.25K), Goldman Sachs Group Inc. ($112.73K), Assenagon Asset Management S.A. ($102.94K), Stephens Investment Management Group LLC ($101.57K), and Renaissance Technologies LLC ($90.90K).

How much institutional selling is happening at HealthStream?

Institutional investors have sold a total of 2,003,580 shares in the last 24 months. This volume of shares sold represents approximately $62.49M in transactions.



This page (NASDAQ:HSTM) was last updated on 8/2/2025 by MarketBeat.com Staff
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