Latest Period
Q1 2026
Security Snapshot
HEALTHSTREAM INC - Common Stock (HSTM) Institutional Ownership
CUSIP: 42222N103
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
195
Shares (Excl. Options)
21,499,418
Price
$20.71
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- Security type / class
- Equity / Common Stock
- Symbol
- HSTM on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 21,499,418
- Total 13F value
- $445,481,410
- Portfolio coverage rank
- 0%
- Share change
- +742,959
- Value change
- +$11,670,731
- Number of holders
- 195
- Shares outstanding
- 29,671,357
- SEC-reported price per share
- $23.36
- Insider filing price
- $23.36
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- HSTM - HEALTHSTREAM INC - Common Stock is tracked under CUSIP 42222N103.
- 195 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 190 to 195 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $487,689,519 to $445,481,410.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 195 institutions filings for Q1 2026.
Security key
42222N103
Latest holder period
Q1 2026
13F holders
195
13D/G owners
2
CIK / CUSIP context first
Open Q1 2026 holders
HSTM full holder history
HEALTHSTREAM INC SEC filings
HEALTHSTREAM INC company facts
HEALTHSTREAM INC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 42222N103:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
HSTM
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 12% | $120,262,045 | 3,621,260 | BlackRock, Inc. | 31 Mar 2025 | |||
| DIMENSIONAL FUND ADVISORS LP | 4.8% | $48,311,982 | 1,454,742 | Dimensional Fund Advisors LP | 31 Mar 2025 |
As of 31 Mar 2026, 195 institutional investors reported holding 21,499,418 shares of HEALTHSTREAM INC - Common Stock (HSTM). This represents 72% of the company’s total 29,671,357 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
55%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | 3,851,929 | +6% | 0% | $79,773,451 |
| DIMENSIONAL FUND ADVISORS LP | 4.9% | 1,456,043 | +6.4% | 0.01% | $30,156,022 |
| Copeland Capital Management, LLC | 4.3% | 1,276,739 | +44% | 0.59% | $26,441,281 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.5% | 1,047,927 | 0% | 0% | $21,702,568 |
| STATE STREET CORP | 3.4% | 995,557 | +1.6% | 0% | $20,617,985 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.1% | 921,846 | 0% | 0% | $19,091,431 |
| TWO SIGMA INVESTMENTS, LP | 2.8% | 844,420 | +285% | 0.01% | $17,487,938 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 714,747 | -5.7% | 0% | $14,804,216 |
| RENAISSANCE TECHNOLOGIES LLC | 1.6% | 477,848 | +0.5% | 0.02% | $9,896,232 |
| JPMORGAN CHASE & CO | 1.5% | 453,738 | +0.19% | 0% | $9,569,347 |
| First Eagle Investment Management, LLC | 1.4% | 425,698 | +2.9% | 0.01% | $8,816,206 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.3% | 377,945 | +21% | 0% | $7,827,241 |
| MORGAN STANLEY | 1.2% | 368,986 | +45% | 0% | $7,641,734 |
| NORTHERN TRUST CORP | 1.2% | 361,677 | +3.4% | 0% | $7,490,329 |
| ACADIAN ASSET MANAGEMENT LLC | 1.2% | 348,730 | -59% | 0.01% | $7,214,000 |
| Robeco Institutional Asset Management B.V. | 1.1% | 313,359 | -8% | 0.01% | $6,489,664 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.97% | 288,179 | +41% | 0.03% | $5,968,187 |
| GOLDMAN SACHS GROUP INC | 0.92% | 274,458 | +78% | 0% | $5,684,032 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.9% | 265,644 | +10% | 0% | $5,501,487 |
| Invenomic Capital Management LP | 0.81% | 240,370 | 0.23% | $4,978,063 | |
| Bank of New York Mellon Corp | 0.75% | 223,637 | -2.4% | 0% | $4,631,521 |
| Creative Planning | 0.74% | 218,186 | +268% | 0% | $4,518,632 |
| PANAGORA ASSET MANAGEMENT INC | 0.73% | 215,229 | +0.69% | 0.02% | $4,457,393 |
| ENVESTNET ASSET MANAGEMENT INC | 0.67% | 199,631 | +69% | 0% | $4,134,357 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.66% | 195,241 | +1.8% | 0.09% | $4,043,441 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 21,499,418 | $445,481,410 | +$11,670,731 | $20.71 | 195 |
| 2025 Q4 | 21,140,448 | $487,689,519 | -$5,786,711 | $23.07 | 190 |
| 2025 Q3 | 21,315,438 | $601,956,406 | -$21,446,347 | $28.24 | 198 |
| 2025 Q2 | 22,157,099 | $613,062,189 | -$11,665,654 | $27.67 | 199 |
| 2025 Q1 | 22,446,875 | $722,414,464 | -$2,208,713 | $32.18 | 210 |
| 2024 Q4 | 22,596,890 | $718,553,118 | +$24,357,755 | $31.80 | 205 |
| 2024 Q3 | 21,765,962 | $627,724,599 | +$10,137,298 | $28.84 | 204 |
| 2024 Q2 | 21,421,412 | $597,609,921 | +$2,665,049 | $27.90 | 199 |
| 2024 Q1 | 21,187,968 | $564,794,874 | +$3,477,970 | $26.66 | 190 |
| 2023 Q4 | 21,066,729 | $570,412,842 | -$5,851,089 | $27.03 | 186 |
| 2023 Q3 | 21,331,475 | $461,523,850 | -$6,531,008 | $21.58 | 177 |
| 2023 Q2 | 21,559,927 | $529,596,361 | -$3,463,545 | $24.56 | 170 |
| 2023 Q1 | 21,690,855 | $587,744,715 | +$10,429,806 | $27.10 | 175 |
| 2022 Q4 | 21,357,311 | $530,499,955 | -$4,957,334 | $24.84 | 164 |
| 2022 Q3 | 21,569,107 | $458,625,833 | -$1,637,780 | $21.26 | 148 |
| 2022 Q2 | 21,619,565 | $469,363,007 | -$808,565 | $21.71 | 146 |
| 2022 Q1 | 21,776,984 | $433,858,760 | -$14,815,518 | $19.92 | 148 |
| 2021 Q4 | 22,438,598 | $591,072,110 | -$14,139,151 | $26.36 | 153 |
| 2021 Q3 | 22,792,076 | $651,642,700 | -$5,286,904 | $28.58 | 147 |
| 2021 Q2 | 23,046,987 | $644,090,550 | -$8,079,161 | $27.94 | 142 |
| 2021 Q1 | 23,269,511 | $519,757,776 | -$6,778,827 | $22.34 | 136 |
| 2020 Q4 | 23,625,689 | $516,740,012 | +$9,638,753 | $21.84 | 145 |
| 2020 Q3 | 23,315,347 | $468,118,334 | +$4,025,455 | $20.07 | 153 |
| 2020 Q2 | 23,028,229 | $509,380,375 | -$14,607,112 | $22.13 | 165 |
| 2020 Q1 | 23,672,531 | $567,016,968 | -$6,463,065 | $23.95 | 157 |